Hudbay Minerals Inc.

HBM-T

Analysis and Opinions about HBM-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 30, 2018

This is a great way to play copper and zinc. They have some new mines coming into production and the big capital spend is behind them. The Rosemont mine in Arizona is soon to begin. Extremely well-managed company. Buying here is a good discount to his valuation estimate. Yield 0.2%. (Analysts’ price target is $12.98 )

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This is a great way to play copper and zinc. They have some new mines coming into production and the big capital spend is behind them. The Rosemont mine in Arizona is soon to begin. Extremely well-managed company. Buying here is a good discount to his valuation estimate. Yield 0.2%. (Analysts’ price target is $12.98 )

TOP PICK
TOP PICK
April 26, 2018

Zinc and copper. That story takes over in 2020 from a supply perspective. Copper peaked in 2011 and has not got up to those levels so trust in the industry has been hurt. No capital and no mines mean higher prices in the future. (Analysts’ target: $13.26).

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Zinc and copper. That story takes over in 2020 from a supply perspective. Copper peaked in 2011 and has not got up to those levels so trust in the industry has been hurt. No capital and no mines mean higher prices in the future. (Analysts’ target: $13.26).

DON'T BUY
DON'T BUY
April 13, 2018

As a base metal company, he does not see anything compelling to drive them to the next level. He chose Cameco (CCO-T) instead.

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As a base metal company, he does not see anything compelling to drive them to the next level. He chose Cameco (CCO-T) instead.

BUY
BUY
April 10, 2018

Trading along the lower range. Good support currently. A buying opportunity now. There's good volume on price drops. From a tech perspective, it looks good. Stop level at $8.50. Probably will hit $10 short term and possibly reach $11. He's bullish minerals.

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Trading along the lower range. Good support currently. A buying opportunity now. There's good volume on price drops. From a tech perspective, it looks good. Stop level at $8.50. Probably will hit $10 short term and possibly reach $11. He's bullish minerals.

DON'T BUY
DON'T BUY
April 5, 2018

He likes the material space. He is not long yet. He needs to see more stability in the share price.

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He likes the material space. He is not long yet. He needs to see more stability in the share price.

DON'T BUY
DON'T BUY
February 23, 2018

He thinks the material stocks are a tough call right now. It has been experiencing very violent trading cycles, but it does have an up and to the right profile on price. They do have positive earnings. However, he believes it is at a valuation level that does not make sense.

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He thinks the material stocks are a tough call right now. It has been experiencing very violent trading cycles, but it does have an up and to the right profile on price. They do have positive earnings. However, he believes it is at a valuation level that does not make sense.

COMMENT
COMMENT
January 24, 2018

All copper and base metal stocks have had a huge move up in the last 6 weeks. A lot of that probably had to do with the US$ selling off. Also, there are more articles and rumblings about India being in the next area of growth. As we see big projects take shape, activity begins to happen, and base metals are consumed. This is a company that falls right into that category.

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All copper and base metal stocks have had a huge move up in the last 6 weeks. A lot of that probably had to do with the US$ selling off. Also, there are more articles and rumblings about India being in the next area of growth. As we see big projects take shape, activity begins to happen, and base metals are consumed. This is a company that falls right into that category.

BUY WEAKNESS
BUY WEAKNESS
December 22, 2017

We’ve just entered into the period of seasonal strength for copper and zinc stocks. Now is usually the time when copper stocks start to show positive seasonality. Currently it's in a trading range, but has started to outperform the market. If it moved above its current trading range, which would take it into a multiyear high, that would be very, very bullish. This is a nice opportunity to buy the stock on any kind of weakness in the next couple of weeks.

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We’ve just entered into the period of seasonal strength for copper and zinc stocks. Now is usually the time when copper stocks start to show positive seasonality. Currently it's in a trading range, but has started to outperform the market. If it moved above its current trading range, which would take it into a multiyear high, that would be very, very bullish. This is a nice opportunity to buy the stock on any kind of weakness in the next couple of weeks.

TOP PICK
TOP PICK
December 13, 2017

There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

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There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

COMMENT
COMMENT
December 6, 2017

Generally, he doesn’t own base metal stocks, because they are very cyclical and are not big dividend payers.

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Generally, he doesn’t own base metal stocks, because they are very cyclical and are not big dividend payers.

COMMENT
COMMENT
November 17, 2017

Hudbay (HBM-T) or Lundin Mining (LUN-T)? The great, great history going back in time is this one. The shorter-term great history is Lundin, and has been much more active on the world scene. Very successful and one of the few decent sized names. We are not marching to great heights with these companies. He holds both.

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Hudbay (HBM-T) or Lundin Mining (LUN-T)? The great, great history going back in time is this one. The shorter-term great history is Lundin, and has been much more active on the world scene. Very successful and one of the few decent sized names. We are not marching to great heights with these companies. He holds both.

BUY
BUY
October 25, 2017

Over the last years they developed some significant mines that are now contributing to their bottom line. The stock was punished not too long ago after doing an issue around $10.10. We’ve got to see improvements in earnings and cash flow now. Probably one of the best risk/reward company you can buy in the materials sector at this time.

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Over the last years they developed some significant mines that are now contributing to their bottom line. The stock was punished not too long ago after doing an issue around $10.10. We’ve got to see improvements in earnings and cash flow now. Probably one of the best risk/reward company you can buy in the materials sector at this time.

PAST TOP PICK
PAST TOP PICK
October 13, 2017

(A Top Pick July 24/17. Up 15%.) 64% of revenue comes from copper. There is some zinc in there as well. They are in pretty good locations as far as geopolitical risks go. He liked that they had an improving Return on Capital (ROC).

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(A Top Pick July 24/17. Up 15%.) 64% of revenue comes from copper. There is some zinc in there as well. They are in pretty good locations as far as geopolitical risks go. He liked that they had an improving Return on Capital (ROC).

BUY
BUY
September 26, 2017

This has zinc and copper. The stock hit $11.50 and then came down. Did an issue at $10, which he thinks caught the street by surprise. This is a good time to own this. In commodities, he prefers base metals to gold stocks, etc. The best way to do this is to buy this company.

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Hudbay Minerals Inc. (HBM-T)
September 26, 2017

This has zinc and copper. The stock hit $11.50 and then came down. Did an issue at $10, which he thinks caught the street by surprise. This is a good time to own this. In commodities, he prefers base metals to gold stocks, etc. The best way to do this is to buy this company.

COMMENT
COMMENT
September 8, 2017

Just announced a $250 million deal, so it is under pressure today. They are expanding their operations and are raising some money to build more mines. That is a good thing. Seasonally, it has a history of moving higher a couple of times during the year. One has just passed at the beginning of August, but its best period is normally from October until March. Currently, the stock has gotten very close to its previous high. Once the new issue is out of its way, you can expect the stock, at around the beginning of October, to enter its period of seasonal strength, and will test its previous high. If it breaks that previous high, then you are looking at it moving significantly higher right through until spring.

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Just announced a $250 million deal, so it is under pressure today. They are expanding their operations and are raising some money to build more mines. That is a good thing. Seasonally, it has a history of moving higher a couple of times during the year. One has just passed at the beginning of August, but its best period is normally from October until March. Currently, the stock has gotten very close to its previous high. Once the new issue is out of its way, you can expect the stock, at around the beginning of October, to enter its period of seasonal strength, and will test its previous high. If it breaks that previous high, then you are looking at it moving significantly higher right through until spring.

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