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
April 7, 2015

Doesn’t own any mines. He continues to be a little bit cautious. We had a super cycle in mining from the turn-of-the-century until 2010-2011. This correction is going to last longer than people think. It went up so fast and for so long, so it is now going to take a while. This is probably the most attractive name and is probably a pretty solid play.

Show full opinionHide full opinion

Doesn’t own any mines. He continues to be a little bit cautious. We had a super cycle in mining from the turn-of-the-century until 2010-2011. This correction is going to last longer than people think. It went up so fast and for so long, so it is now going to take a while. This is probably the most attractive name and is probably a pretty solid play.

Alex Ruus
Price
$5.120
Owned
No
COMMENT
COMMENT
February 13, 2015

Materials tend to do well between now and May, and mining stocks tend to be a bit varied from that. You want to be in mining stocks between the start of the year and about mid-February. After that, they tend to be very volatile and gyrate around. There can be underperformance versus the material sector. Start to think about taking profits here, and rotating more towards the broad material sector, such as your chemical companies.

Show full opinionHide full opinion
Lundin Mining Corp. (LUN-T)
February 13, 2015

Materials tend to do well between now and May, and mining stocks tend to be a bit varied from that. You want to be in mining stocks between the start of the year and about mid-February. After that, they tend to be very volatile and gyrate around. There can be underperformance versus the material sector. Start to think about taking profits here, and rotating more towards the broad material sector, such as your chemical companies.

Jon Vialoux
Price
$5.340
Owned
Unknown
COMMENT
COMMENT
November 17, 2014

Likes the management team. He doesn't own any companies in the base metal space, largely because of the demand/supply dynamics in the industry currently. Some of the exposure this company has, primarily places like zinc where there isn't as much supply, is a little better. He is far from optimistic on a near to intermediate trajectory for the industry. However, you can do a lot worse than having this if you want the exposure.

Show full opinionHide full opinion
Lundin Mining Corp. (LUN-T)
November 17, 2014

Likes the management team. He doesn't own any companies in the base metal space, largely because of the demand/supply dynamics in the industry currently. Some of the exposure this company has, primarily places like zinc where there isn't as much supply, is a little better. He is far from optimistic on a near to intermediate trajectory for the industry. However, you can do a lot worse than having this if you want the exposure.

John Wilson
Price
$5.680
Owned
No
TOP PICK
TOP PICK
November 11, 2014

The “back end of the market” is the deep cyclicals, industrials and metals. In the miners, inventory is thin and it is an overlooked sector. Thinks the stock is in the perfect spot. Chart shows a series of higher lows from 2011. Doesn't see a lot of downside.

Show full opinionHide full opinion
Lundin Mining Corp. (LUN-T)
November 11, 2014

The “back end of the market” is the deep cyclicals, industrials and metals. In the miners, inventory is thin and it is an overlooked sector. Thinks the stock is in the perfect spot. Chart shows a series of higher lows from 2011. Doesn't see a lot of downside.

Bill Carrigan
Price
$5.520
Owned
Yes
COMMENT
COMMENT
November 5, 2014

Lundin (LUN-T) or Hudbay (HBM-T)? Owns both because they have the lowest development risk as a percentage of NAV. As to 1) when are they at the end of their big capital spending run, 2) when does cash flow start to get generated and 3) when does free cash flow start, this one is slightly better. This would be his preference, but he likes both.

Show full opinionHide full opinion

Lundin (LUN-T) or Hudbay (HBM-T)? Owns both because they have the lowest development risk as a percentage of NAV. As to 1) when are they at the end of their big capital spending run, 2) when does cash flow start to get generated and 3) when does free cash flow start, this one is slightly better. This would be his preference, but he likes both.

WAIT
WAIT
October 28, 2014

Metals tend to wait a little for the market to pick up a little bit and some conviction in the economy. Also, emerging markets tend to have a seasonal period that starts later on in November, a little bit later than the broad Western markets. So companies like this will actually start performing well at about that time. It might start earlier, but right now there's no sign of that happening.

Show full opinionHide full opinion

Metals tend to wait a little for the market to pick up a little bit and some conviction in the economy. Also, emerging markets tend to have a seasonal period that starts later on in November, a little bit later than the broad Western markets. So companies like this will actually start performing well at about that time. It might start earlier, but right now there's no sign of that happening.

Brooke Thackray
Price
$5.260
Owned
Unknown
COMMENT
COMMENT
October 21, 2014

This is more of a pure play on copper based on where their properties are and the acquisition they did last week. Copper is clearly struggling at the $3 level, but from what he has seen, a lot of the estimates on copper global production and global demand, it looks like everyone was expecting a $400-$500 thousand surplus coming into this year, but it now looks like it is going to be more of a deficit. Very well-positioned in terms of growth.

Show full opinionHide full opinion

This is more of a pure play on copper based on where their properties are and the acquisition they did last week. Copper is clearly struggling at the $3 level, but from what he has seen, a lot of the estimates on copper global production and global demand, it looks like everyone was expecting a $400-$500 thousand surplus coming into this year, but it now looks like it is going to be more of a deficit. Very well-positioned in terms of growth.

John Zechner
Price
$5.170
Owned
Yes
SELL
SELL
October 9, 2014

It is unlikely to get a sustained tailwind in this sector. Picking a bottom is difficult. Where is money going next – not into this space.

Show full opinionHide full opinion

It is unlikely to get a sustained tailwind in this sector. Picking a bottom is difficult. Where is money going next – not into this space.

David Burrows
Price
$5.100
Owned
Unknown
COMMENT
COMMENT
September 3, 2014

Hudbay Mining (HBM-T) or Lundin (LUN-T)? He likes zinc. Some of the major mines will be shutting down over the next couple of years so the price has been moving very well on base metals for the last few months. Both companies have exposure but this company has more nickel exposure so he would lean more towards Hudbay for zinc exposure. Hudbay is also bringing on mines in Peru, and they will double or triple production of copper, zinc and gold over the next couple of years.

Show full opinionHide full opinion
Lundin Mining Corp. (LUN-T)
September 3, 2014

Hudbay Mining (HBM-T) or Lundin (LUN-T)? He likes zinc. Some of the major mines will be shutting down over the next couple of years so the price has been moving very well on base metals for the last few months. Both companies have exposure but this company has more nickel exposure so he would lean more towards Hudbay for zinc exposure. Hudbay is also bringing on mines in Peru, and they will double or triple production of copper, zinc and gold over the next couple of years.

WAIT
WAIT
August 22, 2014

Historically base metals have trouble from May to October each year. But this one still has a trend up. Strength is negative relative to the market and it is below its moving average, so you have 1 out of 3 technicals. He would wait until October to buy it.

Show full opinionHide full opinion

Historically base metals have trouble from May to October each year. But this one still has a trend up. Strength is negative relative to the market and it is below its moving average, so you have 1 out of 3 technicals. He would wait until October to buy it.

Don Vialoux
Price
$6.020
Owned
Unknown
BUY
BUY
August 18, 2014

Preferred way to play base metals. HBM is not bad either. It has not moved yet to the same degree as others in the sector.

Show full opinionHide full opinion

Preferred way to play base metals. HBM is not bad either. It has not moved yet to the same degree as others in the sector.

John Stephenson
Price
$6.140
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 12, 2014

(A Top Pick Aug 20/13. Up 37.86%.) This is heavily Shorted and disliked, which is a perfect setup if you are a contrarian. Still not too late for this.

Show full opinionHide full opinion

(A Top Pick Aug 20/13. Up 37.86%.) This is heavily Shorted and disliked, which is a perfect setup if you are a contrarian. Still not too late for this.

Bill Carrigan
Price
$6.370
Owned
Yes
COMMENT
COMMENT
August 8, 2014

Surge Energy (SGY-T) or Lundin Mining (LUN-T) for a long-term hold? He is starting to look at the copper plays, and he has always liked this company’s management. This company has an $8 target on this. These are "different two animals", and he would suggest you go back to asset allocation. With this, you would have so much in energy and so much in base metals.

Show full opinionHide full opinion

Surge Energy (SGY-T) or Lundin Mining (LUN-T) for a long-term hold? He is starting to look at the copper plays, and he has always liked this company’s management. This company has an $8 target on this. These are "different two animals", and he would suggest you go back to asset allocation. With this, you would have so much in energy and so much in base metals.

COMMENT
COMMENT
August 7, 2014

Thinks they will acquire Candelaria, and will have access to the money that they need. Feels the financing associated with this will probably flatten the stock out over the next month or 2, but feels it is a transformative transaction. The Eagle mine is coming into production, and the cash from this along with the cash from copper/zinc operations in Europe combines to give this company unbelievable financial flexibility.

Show full opinionHide full opinion

Thinks they will acquire Candelaria, and will have access to the money that they need. Feels the financing associated with this will probably flatten the stock out over the next month or 2, but feels it is a transformative transaction. The Eagle mine is coming into production, and the cash from this along with the cash from copper/zinc operations in Europe combines to give this company unbelievable financial flexibility.

Rick Rule
Price
$6.160
Owned
Unknown
COMMENT
COMMENT
August 6, 2014

Hudbay (HBM-T) or Lundin Mining (LUN-T) for the zinc? He likes them both, and likes very few mid-tier Canadian mining companies. Of these two, his preference would probably be Hudbay. This one is a careful company. It just acquired a very interesting, maybe limited life, high quality asset in northern US.

Show full opinionHide full opinion

Hudbay (HBM-T) or Lundin Mining (LUN-T) for the zinc? He likes them both, and likes very few mid-tier Canadian mining companies. Of these two, his preference would probably be Hudbay. This one is a careful company. It just acquired a very interesting, maybe limited life, high quality asset in northern US.

Showing 46 to 60 of 155 entries