Thompson Creek Metals | StockChase
138
Thompson Creek Metals (TCM-T (Dead))

Last Price Recorded: $0.6700 on 2016-10-21

ON STOCKCHASE SINCE May 2007

Used to be Blue Perl Mining Ltd. (BLE-T)

Acquired (Oct 2016)

non-base metal mining
138
Thompson Creek Metals (TCM-T (Dead))

Last Price Recorded: $0.6700 on 2016-10-21

ON STOCKCHASE SINCE May 2007

Used to be Blue Perl Mining Ltd. (BLE-T)

Acquired (Oct 2016)

non-base metal mining

Thompson Creek Metals


Signal Opinion Expert
WATCH

There was a huge run in base metals.  It is a positive pattern on the chart.  They are probably going to do well again.  He would come back to it in the fall.

non-base metal mining

There was a huge run in base metals.  It is a positive pattern on the chart.  They are probably going to do well again.  He would come back to it in the fall.

non-base metal mining
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$0.455
Owned Owned
No

COMMENT

Had been Short this because they had to raise a lot of money to fund their CapX. Has been covering his Shorts because it could have a small bounce into the end of tax loss selling. They need to raise money.

non-base metal mining

Had been Short this because they had to raise a lot of money to fund their CapX. Has been covering his Shorts because it could have a small bounce into the end of tax loss selling. They need to raise money.

non-base metal mining
James Hodgins

Chief Investment Officer, Curvature Hedge Stra...

PricePrice
$0.310
Owned Owned
Unknown

PAST TOP PICK

Has always been a molybdenum player, but doesn’t see any great upside. There is an excess supply. This comes out as a by-product. They did an acquisition, which was mostly copper, and has struggled with that a little. He would prefer some of the larger names that have more diversified exposure.

non-base metal mining

Has always been a molybdenum player, but doesn’t see any great upside. There is an excess supply. This comes out as a by-product. They did an acquisition, which was mostly copper, and has struggled with that a little. He would prefer some of the larger names that have more diversified exposure.

non-base metal mining
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$2.020
Owned Owned
Unknown

COMMENT

Their big claim to fame was the molybdenum play, which was hot a few years ago. Trying to diversify. Building a new copper mine so when that is up and running, they will probably do better because copper has a better outlook. Still trying to ramp it up and raise money to finish the mine. It will be a challenge in the short term. There are probably better places to be in the metal sector.

non-base metal mining

Their big claim to fame was the molybdenum play, which was hot a few years ago. Trying to diversify. Building a new copper mine so when that is up and running, they will probably do better because copper has a better outlook. Still trying to ramp it up and raise money to finish the mine. It will be a challenge in the short term. There are probably better places to be in the metal sector.

non-base metal mining
Jim Huang

President, T.I.P. Wealth Manage...

PricePrice
$3.080
Owned Owned
Unknown

DON'T BUY

Moly is their primary product.  There is worry that China could be the next black swan.

non-base metal mining

Moly is their primary product.  There is worry that China could be the next black swan.

non-base metal mining
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$2.870
Owned Owned
Unknown

DON'T BUY

(Market Call Minute) Ramp up risk.

non-base metal mining

(Market Call Minute) Ramp up risk.

non-base metal mining
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital ...

PricePrice
$2.920
Owned Owned
No

DON'T BUY

Would only go into this if you are willing to take a fairly significant risk. Recently sold his holdings. The balance sheet was giving him concerns. Have gold production coming on, but the gold area isn’t that great. Good company when times are really good, but right now he considers it very high risk.

non-base metal mining

Would only go into this if you are willing to take a fairly significant risk. Recently sold his holdings. The balance sheet was giving him concerns. Have gold production coming on, but the gold area isn’t that great. Good company when times are really good, but right now he considers it very high risk.

non-base metal mining
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$3.080
Owned Owned
No

SELL

(Market Call Minute) There are so many things ahead of them that even if you get a base metal cycle it will go ahead of that.

non-base metal mining

(Market Call Minute) There are so many things ahead of them that even if you get a base metal cycle it will go ahead of that.

non-base metal mining
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$2.940
Owned Owned
Unknown

WATCH

He has a short position.  Covered a while back because of some positive news and then layered back on the shorts.  Last quarter they delivered a lot out of inventory so he thinks the moly is shrinking but meanwhile they are building out a copper/gold project.  These names tend to underperform heading into production so he waits for results.

non-base metal mining

He has a short position.  Covered a while back because of some positive news and then layered back on the shorts.  Last quarter they delivered a lot out of inventory so he thinks the moly is shrinking but meanwhile they are building out a copper/gold project.  These names tend to underperform heading into production so he waits for results.

non-base metal mining
James Hodgins

Chief Investment Officer, Curvature Hedge Stra...

PricePrice
$3.690
Owned Owned
Yes

WATCH

Likes the base building that is going on now.  Bottom fish here.  Or wait until it gets above $4.50 in case it never breaks out.  It could be dead money.

non-base metal mining

Likes the base building that is going on now.  Bottom fish here.  Or wait until it gets above $4.50 in case it never breaks out.  It could be dead money.

non-base metal mining
Bill Carrigan

Technical Analyst, Getting Technical In...

PricePrice
$3.800
Owned Owned
Unknown

HOLD

Okay name.  Moly is used as a harder in steel.  Still too oversupplied and price is too weak.  Hold rather than buy.

non-base metal mining

Okay name.  Moly is used as a harder in steel.  Still too oversupplied and price is too weak.  Hold rather than buy.

non-base metal mining
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$3.760
Owned Owned
Unknown

DON'T BUY

They were the only Moly producer in Canada on a large cap basis and a pure play.  Then they did a copper acquisition and the price of copper got stretched.  He would not own it and would look elsewhere in the metals sector.

non-base metal mining

They were the only Moly producer in Canada on a large cap basis and a pure play.  Then they did a copper acquisition and the price of copper got stretched.  He would not own it and would look elsewhere in the metals sector.

non-base metal mining
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$3.040
Owned Owned
Unknown

DON'T BUY

80% of its value is in the Thompson Creek mine and they’ve stopped stripping so essentially are not preparing the soil for future exploration down the road. Expansion into gold is a little late for them. Going to run out of the ability to generate cash in about a year’s time if they continue with this program. Primarily a molybdenum producer and steel has been pretty weak.

non-base metal mining

80% of its value is in the Thompson Creek mine and they’ve stopped stripping so essentially are not preparing the soil for future exploration down the road. Expansion into gold is a little late for them. Going to run out of the ability to generate cash in about a year’s time if they continue with this program. Primarily a molybdenum producer and steel has been pretty weak.

non-base metal mining
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$3.320
Owned Owned
Unknown

BUY

Buying up properties in the US. Just did a convertible debenture to increase their exposure. He is negative on Canadian real estate, which he feels is going to end quite badly. 20% upside from here would be reasonable. 3.6% yield.

non-base metal mining

Buying up properties in the US. Just did a convertible debenture to increase their exposure. He is negative on Canadian real estate, which he feels is going to end quite badly. 20% upside from here would be reasonable. 3.6% yield.

non-base metal mining
James Hodgins

Chief Investment Officer, Curvature Hedge Stra...

PricePrice
$3.370
Owned Owned
Yes

BUY

Seasonality for Molybdenum is similar to that for industrial metals such as copper, silver, platinum and palladium. Moly normally bottoms around mid-November and then moves higher until the beginning of May each year. Chart shows this company bottomed around mid-November and is starting to move up. If it moves beyond its resistance level, it will go to at least the bottom of its trading range in the last part of 2011.

non-base metal mining

Seasonality for Molybdenum is similar to that for industrial metals such as copper, silver, platinum and palladium. Moly normally bottoms around mid-November and then moves higher until the beginning of May each year. Chart shows this company bottomed around mid-November and is starting to move up. If it moves beyond its resistance level, it will go to at least the bottom of its trading range in the last part of 2011.

non-base metal mining
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$4.010
Owned Owned
Unknown

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