Lundin Mining Corp.

LUN-T

TSE:LUN

15.87
0.32 (2.06%)
Lundin Mining is a multinational minerals company with operations in the United States, Sweden, Ireland, Spain, Portugal, the Democratic Republic of Congo, and Russia.
More at Wikipedia

Analysis and Opinions about LUN-T

Signal
Opinion
Expert
COMMENT
COMMENT
November 22, 2016

A small position is how you should play a lot of these companies, as these almost trade like options. They are going to do really, really well, or they are going to really hurt you. They are volatile. This is a good company. In the past, they have earned a pretty good ROC. If we can get back to normal, you are going to get a nice pop. His figures showed that this could be $10-$12.

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Lundin Mining Corp. (LUN-T)
November 22, 2016

A small position is how you should play a lot of these companies, as these almost trade like options. They are going to do really, really well, or they are going to really hurt you. They are volatile. This is a good company. In the past, they have earned a pretty good ROC. If we can get back to normal, you are going to get a nice pop. His figures showed that this could be $10-$12.

Matt Kacur
Price
$6.790
Owned
Unknown
COMMENT
COMMENT
November 16, 2016

This has lots of things going on right. With what has been going on with base metal prices recently, their cash flow will really start to ramp up. They are in the process of trying to sell one of their mines to the Chinese. Technically, it ranks fairly well, which probably has to do with increasing copper prices.

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Lundin Mining Corp. (LUN-T)
November 16, 2016

This has lots of things going on right. With what has been going on with base metal prices recently, their cash flow will really start to ramp up. They are in the process of trying to sell one of their mines to the Chinese. Technically, it ranks fairly well, which probably has to do with increasing copper prices.

DON'T BUY
DON'T BUY
October 31, 2016

A very good operator and one of the larger base metals producers in Canada. They acquired new mines in the US in the last couple of years. His view on base metals is that they are stuck in no-man’s land and there is no sign of a renewal. If you have to own a base metals name this would be one of the safer ways to do it.

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A very good operator and one of the larger base metals producers in Canada. They acquired new mines in the US in the last couple of years. His view on base metals is that they are stuck in no-man’s land and there is no sign of a renewal. If you have to own a base metals name this would be one of the safer ways to do it.

Brian Madden
Price
$5.380
Owned
Unknown
WEAK BUY
WEAK BUY
July 14, 2016

Fundamentally he likes this a lot. In the Canadian market this has a better balance sheet than many other companies. However, in base metals in the materials space, it is hard to see a sustained catalyst for stocks given that China’s growth is quite slow and that they are trying to move to a consumer economy and away from an export led and manufacturing led economy. He would be cautious, but if you want to buy a little, this is a fine company.

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Fundamentally he likes this a lot. In the Canadian market this has a better balance sheet than many other companies. However, in base metals in the materials space, it is hard to see a sustained catalyst for stocks given that China’s growth is quite slow and that they are trying to move to a consumer economy and away from an export led and manufacturing led economy. He would be cautious, but if you want to buy a little, this is a fine company.

BUY
BUY
June 28, 2016

His favourite name in the copper space, but has been one of the poorest performers year to date because it is such a good company. They don’t have a lot of debt. Thinks a lot of investors are nervous about buying a company that wants to buy somebody else. He would have this is a Long, offset was some Shorts on companies he is not favourable on.

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His favourite name in the copper space, but has been one of the poorest performers year to date because it is such a good company. They don’t have a lot of debt. Thinks a lot of investors are nervous about buying a company that wants to buy somebody else. He would have this is a Long, offset was some Shorts on companies he is not favourable on.

Jim McGovern
Price
$4.190
Owned
Yes
BUY
BUY
June 15, 2016

(Market Call Minute.) A zinc play, and he would prefer zinc to copper or nickel. You have 2 choices, Hudbay (HBM-T) or this one, and he owns Hudbay, but this one will be a good play as well.

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(Market Call Minute.) A zinc play, and he would prefer zinc to copper or nickel. You have 2 choices, Hudbay (HBM-T) or this one, and he owns Hudbay, but this one will be a good play as well.

DON'T BUY
DON'T BUY
March 9, 2016

Using the earnings along with the balance sheet and he calculates Fair Market Value at $1.03. They issued the balance sheet and didn’t take any write offs on their assets, which is strange to him.

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Using the earnings along with the balance sheet and he calculates Fair Market Value at $1.03. They issued the balance sheet and didn’t take any write offs on their assets, which is strange to him.

Brian Acker, CA
Price
$4.410
Owned
Unknown
COMMENT
COMMENT
January 22, 2016

Recently made an agreement with the Ecuador government. If anyone is going to put this project to good use, it will be the management behind this company. Long-term this is a great project and has a lot of potential. It has a touch of political risk because of Ecuador.

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Recently made an agreement with the Ecuador government. If anyone is going to put this project to good use, it will be the management behind this company. Long-term this is a great project and has a lot of potential. It has a touch of political risk because of Ecuador.

Jaime Carrasco
Price
$3.290
Owned
Yes
BUY
BUY
September 28, 2015

He would buy it here. Their margins have increased and they did a good job of exploration. He is very comfortably buying it here. This is the one to own for a copper recovery.

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Lundin Mining Corp. (LUN-T)
September 28, 2015

He would buy it here. Their margins have increased and they did a good job of exploration. He is very comfortably buying it here. This is the one to own for a copper recovery.

Peter Imhof
Price
$3.720
Owned
Unknown
COMMENT
COMMENT
September 22, 2015

Copper zinc and nickel. Anything connected to mining has just been atrocious over the last 3 years. In periods like this, valuations can be quite attractive, but you never know when the cycle is really going to turn. This is a fairly well run mid-tier company. They have no debt problems. Their cash costs in their mine are relatively low. Good management. If you want exposure to mining, this is not a bad place to be.

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Lundin Mining Corp. (LUN-T)
September 22, 2015

Copper zinc and nickel. Anything connected to mining has just been atrocious over the last 3 years. In periods like this, valuations can be quite attractive, but you never know when the cycle is really going to turn. This is a fairly well run mid-tier company. They have no debt problems. Their cash costs in their mine are relatively low. Good management. If you want exposure to mining, this is not a bad place to be.

Todd Johnson
Price
$3.850
Owned
No
SELL
SELL
August 12, 2015

The finest of the copper miners. He is switching away from copper, however.

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The finest of the copper miners. He is switching away from copper, however.

Rick Rule
Price
$4.740
Owned
No
PAST TOP PICK
PAST TOP PICK
June 10, 2015

(A Top Pick June 27/14. Down 0.69%.) One of the knocks, which he doesn’t agree with, is lack of visible growth. A lot of their growth is oriented around expansion of existing assets. They are low risk and move the needle 10% every couple of years. They keep the costs down and have no major CapX blowups. You can see 50% of its revenue coming from nickel and zinc, not just copper.

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(A Top Pick June 27/14. Down 0.69%.) One of the knocks, which he doesn’t agree with, is lack of visible growth. A lot of their growth is oriented around expansion of existing assets. They are low risk and move the needle 10% every couple of years. They keep the costs down and have no major CapX blowups. You can see 50% of its revenue coming from nickel and zinc, not just copper.

HOLD
HOLD
June 3, 2015

He has less than 1% weighting in the mining sector, and continues to be a little bit cautious, especially because the heavy industrial usage comes out of China, and right now they are really kind of weak in demand. This is a good solid company.

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He has less than 1% weighting in the mining sector, and continues to be a little bit cautious, especially because the heavy industrial usage comes out of China, and right now they are really kind of weak in demand. This is a good solid company.

Alex Ruus
Price
$5.900
Owned
No
HOLD
HOLD
May 25, 2015

If you like copper this is one of the better ways to play it. Copper stocks are very cheap. Have had some good growth off of acquisitions over the last couple of years. The risk is copper prices in general. If the US$ keeps on rising the way it has, copper prices will remain under some pressure. This is a risk in the short term. Longer-term, global supply is somewhat restrained and he thinks the US$ is closer to the end of long bull market than he has seen for the past couple of years. That should benefit the commodity producers.

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If you like copper this is one of the better ways to play it. Copper stocks are very cheap. Have had some good growth off of acquisitions over the last couple of years. The risk is copper prices in general. If the US$ keeps on rising the way it has, copper prices will remain under some pressure. This is a risk in the short term. Longer-term, global supply is somewhat restrained and he thinks the US$ is closer to the end of long bull market than he has seen for the past couple of years. That should benefit the commodity producers.

John Zechner
Price
$5.740
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 22, 2015

(A Top Pick Nov 11/14. Up 4.89%.) Chart shows a rising low from 2011, and he thinks there is an inverted head and shoulders pattern in 2014-2015, which is a very bullish sign. There are not many stocks in the sector, so the inventory is low, so it could be subject to takeouts.

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(A Top Pick Nov 11/14. Up 4.89%.) Chart shows a rising low from 2011, and he thinks there is an inverted head and shoulders pattern in 2014-2015, which is a very bullish sign. There are not many stocks in the sector, so the inventory is low, so it could be subject to takeouts.

Bill Carrigan
Price
$5.820
Owned
No
Showing 31 to 45 of 155 entries