Osisko Exploration Ltd.

OSK-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about OSK-T

Signal
Opinion
Expert
COMMENT
COMMENT
August 6, 2013

Team has executed fairly well but they disappointed the market with regards to total cost of production, relative to their earlier projections. The whole lustre is off the large, low grade, Canadian deposits. Has no debt. When the gold price moves, this one will lead the charge.

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Team has executed fairly well but they disappointed the market with regards to total cost of production, relative to their earlier projections. The whole lustre is off the large, low grade, Canadian deposits. Has no debt. When the gold price moves, this one will lead the charge.

BUY
BUY
July 4, 2013

Has a good mine in Quebec. Market did not like a resource company making an acquisition. Will be a survivor. This one is fine. Gold is tough. The correct price of gold deferrers from person to person. If gold is a commodity $1200 may not make sense. Mines cannot be developed for less than $1300 an ounce. Gold should go higher if there is a shortage of supply, but if it is a currency, that could be different. It is traders pushing buttons.

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Has a good mine in Quebec. Market did not like a resource company making an acquisition. Will be a survivor. This one is fine. Gold is tough. The correct price of gold deferrers from person to person. If gold is a commodity $1200 may not make sense. Mines cannot be developed for less than $1300 an ounce. Gold should go higher if there is a shortage of supply, but if it is a currency, that could be different. It is traders pushing buttons.

BUY
BUY
July 3, 2013

(Market Call Minute.) Hasn’t liked it for a while but does like it now because it has come off so far, so fast.

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(Market Call Minute.) Hasn’t liked it for a while but does like it now because it has come off so far, so fast.

WATCH
WATCH
June 27, 2013

If they can deliver then it is relatively cheap. You are trying to catch a falling knife. A number of issues ramping up their mine. The second half of this year will tell you a lot about where this company is going. Guidance is back-end weighted. Only time will tell. Balance sheet is in decent shape. They will be a survivor. Needs to see them hit milestones before going in.

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If they can deliver then it is relatively cheap. You are trying to catch a falling knife. A number of issues ramping up their mine. The second half of this year will tell you a lot about where this company is going. Guidance is back-end weighted. Only time will tell. Balance sheet is in decent shape. They will be a survivor. Needs to see them hit milestones before going in.

WATCH
WATCH
June 14, 2013

Look for it to move higher into July. Covered Call written out of season? He does not recommend them out of the period of seasonal strength.

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Look for it to move higher into July. Covered Call written out of season? He does not recommend them out of the period of seasonal strength.

TOP PICK
TOP PICK
June 10, 2013

(Top Pick Jul 26/12, Down 46.63%) He is doubling down on it. Went through teething pains. Throughput has doubled. Good, safe jurisdiction. 15 times PE. Will go to 10 times PE as they ramp up. May actually initiate a dividend.

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(Top Pick Jul 26/12, Down 46.63%) He is doubling down on it. Went through teething pains. Throughput has doubled. Good, safe jurisdiction. 15 times PE. Will go to 10 times PE as they ramp up. May actually initiate a dividend.

TOP PICK
TOP PICK
May 14, 2013

(Estimated P/E Ratio: 14.95) Best name in this space. Ramping up production towards steady state. Cash costs are going down. Great potential.

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(Estimated P/E Ratio: 14.95) Best name in this space. Ramping up production towards steady state. Cash costs are going down. Great potential.

DON'T BUY
DON'T BUY
May 7, 2013

Selling is overdone. Likes the balance sheet. Does not like low grade deposits so he doesn’t own it.

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Selling is overdone. Likes the balance sheet. Does not like low grade deposits so he doesn’t own it.

PAST TOP PICK
PAST TOP PICK
April 5, 2013

(A Top Pick June 11/12. Down 30.9%.) Sold her holdings. Had some restarting issues and some Québec issues about developing in the high-grade area.. She thinks a lot of that is behind them. Very cheap at this level. In the gold space, she is very selective and this is one of a higher cost producers. If you own, consider moving over to Yamana (YRI-T), a low-cost producer and a much more sustainable model.

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(A Top Pick June 11/12. Down 30.9%.) Sold her holdings. Had some restarting issues and some Québec issues about developing in the high-grade area.. She thinks a lot of that is behind them. Very cheap at this level. In the gold space, she is very selective and this is one of a higher cost producers. If you own, consider moving over to Yamana (YRI-T), a low-cost producer and a much more sustainable model.

COMMENT
COMMENT
April 4, 2013

(Market Call Minute.) One day, it will go up but everyone hates the golds right now so he wouldn’t expect much from it right now in the short term.

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(Market Call Minute.) One day, it will go up but everyone hates the golds right now so he wouldn’t expect much from it right now in the short term.

COMMENT
COMMENT
March 22, 2013

Big gold mine in Québec. Down like all the other gold stocks. Good management. Production should continue to increase. His company has this as an outperform. $8.50 target.

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Big gold mine in Québec. Down like all the other gold stocks. Good management. Production should continue to increase. His company has this as an outperform. $8.50 target.

BUY
BUY
March 6, 2013

Everything that could go wrong has gone wrong. They made some acquisitions. Lack of visibility as to how the two projects will fit into things. It is beaten up so much at these levels that you are getting it at really cheap levels here.

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Everything that could go wrong has gone wrong. They made some acquisitions. Lack of visibility as to how the two projects will fit into things. It is beaten up so much at these levels that you are getting it at really cheap levels here.

PAST TOP PICK
PAST TOP PICK
March 4, 2013

(Top Pick July 26/12, Down 32.91%) Ramp-up delays are the important reason for the drop plus market didn’t like their acquisition.

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(Top Pick July 26/12, Down 32.91%) Ramp-up delays are the important reason for the drop plus market didn’t like their acquisition.

BUY
BUY
February 22, 2013

This is one of those companies that he would use as an alternate to Agnico Eagle (AEM-T). Great management team. Continues to cut the cost of their production and production continues to increase. The decline in price offers great opportunity.

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This is one of those companies that he would use as an alternate to Agnico Eagle (AEM-T). Great management team. Continues to cut the cost of their production and production continues to increase. The decline in price offers great opportunity.

HOLD
HOLD
February 19, 2013

Producing gold mine and in the right area but everyone hates it. The sector has been brutal. Long term you will be ok.

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Producing gold mine and in the right area but everyone hates it. The sector has been brutal. Long term you will be ok.

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