Equinox MineralsLtd.

EQN-T

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This company is not ACTIVE.

Analysis and Opinions about EQN-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 4, 2011
(A Top Pick June 9/10. Up 122.13%.) Sold his holdings in the $5 range at a profit.
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(A Top Pick June 9/10. Up 122.13%.) Sold his holdings in the $5 range at a profit.
SELL
SELL
April 26, 2011
He sold a quarter of his position at $7.50, then another quarter yesterday and will sell the rest over the next couple of days. He’s not reinvesting the proceeds back into copper either.
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He sold a quarter of his position at $7.50, then another quarter yesterday and will sell the rest over the next couple of days. He’s not reinvesting the proceeds back into copper either.
COMMENT
COMMENT
April 4, 2011
Chinese will probably have to pay more if they want to acquire them and the stock price is confirming this. They want long life reserve assets.
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Chinese will probably have to pay more if they want to acquire them and the stock price is confirming this. They want long life reserve assets.
WAIT
WAIT
January 25, 2011
Wants to be careful in the basic materials over the next couple of months. Wait for the stock to break out. See what happens at Chinese New Year.
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Wants to be careful in the basic materials over the next couple of months. Wait for the stock to break out. See what happens at Chinese New Year.
DON'T BUY
DON'T BUY
October 7, 2010
Big resource in Africa where there is a lot of political risks. First Quantum (FM-T) has a stake in this company but doubt if they would be interested in taking it over right now as they have their own problems.
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Big resource in Africa where there is a lot of political risks. First Quantum (FM-T) has a stake in this company but doubt if they would be interested in taking it over right now as they have their own problems.
BUY
BUY
September 10, 2010
Ranks 53 in his model. ROE for 2011 is 52%. Free cash flow of 8%. PE for 2011 is 8 times.
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Equinox MineralsLtd. (EQN-T)
September 10, 2010
Ranks 53 in his model. ROE for 2011 is 52%. Free cash flow of 8%. PE for 2011 is 8 times.
WAIT
WAIT
August 9, 2010
Copper company with operating mine in Colombia and are in the process of bringing it up to full production. Also have some uranium in this mine. Has had a good run and we now need to see copper prices sustained.
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Copper company with operating mine in Colombia and are in the process of bringing it up to full production. Also have some uranium in this mine. Has had a good run and we now need to see copper prices sustained.
BUY
BUY
July 29, 2010
Zambia based copper producer. Stock has been improving in the last few days. It gets waterlogged in the mid-$4 range. Owned it for the long term. Doesn’t know how much higher it goes until either it expands its copper asset or the price of copper goes up.
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Zambia based copper producer. Stock has been improving in the last few days. It gets waterlogged in the mid-$4 range. Owned it for the long term. Doesn’t know how much higher it goes until either it expands its copper asset or the price of copper goes up.
BUY
BUY
July 27, 2010
Copper and Uranium. They don’t talk much about their uranium property. They are a growing copper miner and ability to generate reasonable cash flow. Would like to see a bit of a pull back before buying.
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Copper and Uranium. They don’t talk much about their uranium property. They are a growing copper miner and ability to generate reasonable cash flow. Would like to see a bit of a pull back before buying.
TOP PICK
TOP PICK
June 9, 2010
It’s at support. It could be a potential take-over target and this will provide some support also. Leveraged to copper play.
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It’s at support. It could be a potential take-over target and this will provide some support also. Leveraged to copper play.
DON'T BUY
DON'T BUY
April 13, 2010
Copper is good. But he has stayed away from this because of political risk.
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Copper is good. But he has stayed away from this because of political risk.
HOLD
HOLD
March 23, 2010
Copper looks good from here. It’s at least going to hold firm from here. Try to find someone whose production is ramping up.
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Copper looks good from here. It’s at least going to hold firm from here. Try to find someone whose production is ramping up.
BUY
BUY
March 18, 2010
This is a big copper producer coming on in Zambia. Also has a uranium deposit. Could be a takeover candidate.
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This is a big copper producer coming on in Zambia. Also has a uranium deposit. Could be a takeover candidate.
SELL
SELL
February 5, 2010
(Market Call Minute.) Continue to have operational problems.
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(Market Call Minute.) Continue to have operational problems.
DON'T BUY
DON'T BUY
February 1, 2010
Copper as well as uranium in Africa. A little concerned about Copper. Inventories dropped dramatically last year but have built almost back to where they where. Has great growth potential and might even be a takeout candidate. There is still a lot of political risk in Africa and he would be more inclined to look at North American risks instead.
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Copper as well as uranium in Africa. A little concerned about Copper. Inventories dropped dramatically last year but have built almost back to where they where. Has great growth potential and might even be a takeout candidate. There is still a lot of political risk in Africa and he would be more inclined to look at North American risks instead.
PAST TOP PICK
PAST TOP PICK
November 2, 2009
(A Top Pick May 14/09. Up 53.8%.) Of all the base metals copper still looks the most attractive. Have come a long way on the ramp up of the new Zambia mine. Still likes.
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(A Top Pick May 14/09. Up 53.8%.) Of all the base metals copper still looks the most attractive. Have come a long way on the ramp up of the new Zambia mine. Still likes.
BUY
BUY
August 20, 2009
A mid tier copper producer. Good production profile. He expects this will go higher.
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A mid tier copper producer. Good production profile. He expects this will go higher.
BUY
BUY
June 29, 2009
Copper in Zambia. One of the best global plays in copper. Expect it will be acquired.
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Copper in Zambia. One of the best global plays in copper. Expect it will be acquired.
SELL
SELL
June 17, 2009
(Market Call Minute.) Sell in the short term and Buy over the summer.
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(Market Call Minute.) Sell in the short term and Buy over the summer.
COMMENT
COMMENT
June 10, 2009
Copper producer in Zambia as well as a uranium producer. Eventually somebody will take them out.
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Copper producer in Zambia as well as a uranium producer. Eventually somebody will take them out.
TOP PICK
TOP PICK
May 14, 2009
Starting up a copper project in Zambia. Central Africa is a very challenging environment to work in. Management team has come through an extremely challenging environment and has been successful.
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Starting up a copper project in Zambia. Central Africa is a very challenging environment to work in. Management team has come through an extremely challenging environment and has been successful.
HOLD
HOLD
December 31, 2008
(Market Call Minute.) Hope for a Zambian recovery in copper.
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(Market Call Minute.) Hope for a Zambian recovery in copper.
PAST TOP PICK
PAST TOP PICK
December 18, 2008
(A Top Pick Oct 30/07. Down 75%.) Copper producer from Zambia. Copper prices are down 60% so far. Fire created some operational problems for about 6 months. Just going into production now. Being squeezed. Once Copper prices go above $2, it's a great stock to own. Considers it a takeover target.
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(A Top Pick Oct 30/07. Down 75%.) Copper producer from Zambia. Copper prices are down 60% so far. Fire created some operational problems for about 6 months. Just going into production now. Being squeezed. Once Copper prices go above $2, it's a great stock to own. Considers it a takeover target.
PAST TOP PICK
PAST TOP PICK
October 21, 2008
(A Top Pick Oct 30/07. Down 71%.) Uranium resource was smaller than expected. Also had a fire that delayed their Zambian copper project for 6 months. Market does not like Zambian exposure. Sold his holdings in the $3.50 range but is looking to get back in now.
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(A Top Pick Oct 30/07. Down 71%.) Uranium resource was smaller than expected. Also had a fire that delayed their Zambian copper project for 6 months. Market does not like Zambian exposure. Sold his holdings in the $3.50 range but is looking to get back in now.
COMMENT
COMMENT
August 27, 2008
Great copper project that First Quantum (FM-T) owns a big chunk of. Market expects them to take the company over. It comes down to whether you think the economy is going to bottom and copper is going to go back up. Well managed.
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Great copper project that First Quantum (FM-T) owns a big chunk of. Market expects them to take the company over. It comes down to whether you think the economy is going to bottom and copper is going to go back up. Well managed.
COMMENT
COMMENT
August 1, 2008
There will continue to be government type negotiations in all of these countries. Had a delay in start up because of problems in equipment. Could be a takeout by its major shareholder First Quantum (FM-T). Prefers Augusta Resource (AZC-T) with their US copper.
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There will continue to be government type negotiations in all of these countries. Had a delay in start up because of problems in equipment. Could be a takeout by its major shareholder First Quantum (FM-T). Prefers Augusta Resource (AZC-T) with their US copper.
STRONG BUY
STRONG BUY
July 23, 2008
Only so many world-class copper assets coming to production in the next 6 to 12 months. Had a setback with a fire but there is no recourse or issue for them as it is on the balance sheet of their contracting partner. Probably into production in November or December.
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Only so many world-class copper assets coming to production in the next 6 to 12 months. Had a setback with a fire but there is no recourse or issue for them as it is on the balance sheet of their contracting partner. Probably into production in November or December.
BUY
BUY
June 23, 2008
Better than a lot of other base metal stocks. Have copper in India, as well as uranium, great asset. Lot of people expect them to be taken over. Mine is almost done. Copper risk is a lot less than others like them.
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Better than a lot of other base metal stocks. Have copper in India, as well as uranium, great asset. Lot of people expect them to be taken over. Mine is almost done. Copper risk is a lot less than others like them.
HOLD
HOLD
May 14, 2008
Substantial company with a market cap of $2.8 billion. Active in Zambia and will actually be producing copper in the next couple of months. One of the most prolific and larger copper resources globally. Also a prospective uranium mine, which won't go into production for some years. Hit recently with government’s more restrictive tax regime. Bit of a takeover premium in the stock.
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Substantial company with a market cap of $2.8 billion. Active in Zambia and will actually be producing copper in the next couple of months. One of the most prolific and larger copper resources globally. Also a prospective uranium mine, which won't go into production for some years. Hit recently with government’s more restrictive tax regime. Bit of a takeover premium in the stock.
HOLD
HOLD
May 12, 2008
It's a rarity that you have a significant mid-tier mine going into production. Also has a uranium thing on the side. There is also the safety of country factor.
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It's a rarity that you have a significant mid-tier mine going into production. Also has a uranium thing on the side. There is also the safety of country factor.
COMMENT
COMMENT
April 29, 2008
In his fund, he has sold everything that has to do with base metals because he strongly believes the US is going into a very, very bad recession. The rest of the world will slow down dramatically. If you think the price of copper will hold here, this is a very good asset.
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In his fund, he has sold everything that has to do with base metals because he strongly believes the US is going into a very, very bad recession. The rest of the world will slow down dramatically. If you think the price of copper will hold here, this is a very good asset.
BUY
BUY
April 28, 2008
Not a huge fan of the commodity complex but this is cheap on the basis of the current copper price. There is the risk of Zambia and some of the changes in the legislature right now but thinks this is already accounted for in the stock. Thinks it will get taken out in a couple of years.
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Not a huge fan of the commodity complex but this is cheap on the basis of the current copper price. There is the risk of Zambia and some of the changes in the legislature right now but thinks this is already accounted for in the stock. Thinks it will get taken out in a couple of years.
COMMENT
COMMENT
February 25, 2008
Has had a good run. Developing a copper mine in Zambia, which has been in the news for its intention to increase royalties/taxes. Expecting about 400 million pounds and will go into production in Q2. Has been on budget and on time. Expecting a revaluation as they go into production. Expecting a feasibility study by the end of March for a uranium deposit.
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Has had a good run. Developing a copper mine in Zambia, which has been in the news for its intention to increase royalties/taxes. Expecting about 400 million pounds and will go into production in Q2. Has been on budget and on time. Expecting a revaluation as they go into production. Expecting a feasibility study by the end of March for a uranium deposit.
BUY
BUY
February 21, 2008
Production is probably within the next year. The stock is extremely strong and is moving up again. There is some supposition that it will be taken out. Has an interesting uranium deposit also. Copper is at its old highs again.
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Production is probably within the next year. The stock is extremely strong and is moving up again. There is some supposition that it will be taken out. Has an interesting uranium deposit also. Copper is at its old highs again.
HOLD
HOLD
December 12, 2007
The closest thing we have in the world to production in almost any metal. Also has uranium. Could be a takeover.
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The closest thing we have in the world to production in almost any metal. Also has uranium. Could be a takeover.
HOLD
HOLD
November 15, 2007
On the copper side this is her choice and it also has a uranium spin also. Expects production in 2008 and thinks the stock will continue to do well through that period. There are rumours that the company may do some sort of off-tick agreement which would crystallize the uranium.
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On the copper side this is her choice and it also has a uranium spin also. Expects production in 2008 and thinks the stock will continue to do well through that period. There are rumours that the company may do some sort of off-tick agreement which would crystallize the uranium.
BUY
BUY
November 13, 2007
A Zambian copper play and is obviously in the right spot. Expect the price of copper will continue up and the stock will follow.
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A Zambian copper play and is obviously in the right spot. Expect the price of copper will continue up and the stock will follow.
TOP PICK
TOP PICK
October 30, 2007
400 million pounds of copper, will make it one of the premier producers out there. Have some fixed priced contracts. Will be a cash flow generator which will bring down their debt which is a bit higher then he would wish.
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400 million pounds of copper, will make it one of the premier producers out there. Have some fixed priced contracts. Will be a cash flow generator which will bring down their debt which is a bit higher then he would wish.
BUY
BUY
October 30, 2007
Has all his previous negative comments been rectified. The debt is a little high. But they have Uranium up side. Thinks it's going to go higher even after the current spike.
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Has all his previous negative comments been rectified. The debt is a little high. But they have Uranium up side. Thinks it's going to go higher even after the current spike.
BUY
BUY
September 24, 2007
One of the intermediate copper producers. Metals are into a recovery after their deep correction. Also has some uranium deposits. Could be a takeout. Should go higher.
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Equinox MineralsLtd. (EQN-T)
September 24, 2007
One of the intermediate copper producers. Metals are into a recovery after their deep correction. Also has some uranium deposits. Could be a takeout. Should go higher.
COMMENT
COMMENT
September 12, 2007
Recently had a move up again. Recently was down to $3 and was attractive on a trading basis. He is not that bullish on copper as he is starting to see inventories build up. If you are going to be in the metals, this is the kind of stock you want to be in
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Equinox MineralsLtd. (EQN-T)
September 12, 2007
Recently had a move up again. Recently was down to $3 and was attractive on a trading basis. He is not that bullish on copper as he is starting to see inventories build up. If you are going to be in the metals, this is the kind of stock you want to be in