B2Gold Corp.

BTO-T

Analysis and Opinions about BTO-T

Signal
Opinion
Expert
COMMENT
COMMENT
October 13, 2017

Had liked this in the past. At this point, it is probably a good idea. Back in their heyday of 2010-2011, they were earning a 17% return, which then plummeted all the way down to zero, and has now nudged its way back up to 5%. On a relative gold to gold basis, you have an improving return with a decent valuation. This is pretty good.

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B2Gold Corp. (BTO-T)
October 13, 2017

Had liked this in the past. At this point, it is probably a good idea. Back in their heyday of 2010-2011, they were earning a 17% return, which then plummeted all the way down to zero, and has now nudged its way back up to 5%. On a relative gold to gold basis, you have an improving return with a decent valuation. This is pretty good.

HOLD
HOLD
September 22, 2017

Gold stocks in general have a very strong period of seasonal strength, normally from the end of July through until the beginning of October. It started out positive this year, but lately has been going sideways to down. The problem is that we are running out of the period of seasonal strength, about 2 weeks from now. Continue holding the stock with the possibility that it might get to the top of its trading range, and you may want to take money off the table in the next 2 weeks.

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B2Gold Corp. (BTO-T)
September 22, 2017

Gold stocks in general have a very strong period of seasonal strength, normally from the end of July through until the beginning of October. It started out positive this year, but lately has been going sideways to down. The problem is that we are running out of the period of seasonal strength, about 2 weeks from now. Continue holding the stock with the possibility that it might get to the top of its trading range, and you may want to take money off the table in the next 2 weeks.

BUY
BUY
August 25, 2017

It has strong seasonality from July to October. It worked last year, but not the year before. We recently saw an uptick during its period of season strength so there is a good chance it tests its resistance and if it gets above $4 it has a good chance to get to $4.70.

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B2Gold Corp. (BTO-T)
August 25, 2017

It has strong seasonality from July to October. It worked last year, but not the year before. We recently saw an uptick during its period of season strength so there is a good chance it tests its resistance and if it gets above $4 it has a good chance to get to $4.70.

TOP PICK
TOP PICK
March 2, 2017

The growth profile is excellent. They have a franchise: They are very good mine builders. The asset they are building now is underappreciated by the market. This is a second tier gold name. (Analysts target: $5.10).

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B2Gold Corp. (BTO-T)
March 2, 2017

The growth profile is excellent. They have a franchise: They are very good mine builders. The asset they are building now is underappreciated by the market. This is a second tier gold name. (Analysts target: $5.10).

PAST TOP PICK
PAST TOP PICK
November 22, 2016

(A Top Pick Sept 8/16. Down 13.73%.) When gold goes down, gold companies go down too. There is nothing you can do about it. He still likes this.

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B2Gold Corp. (BTO-T)
November 22, 2016

(A Top Pick Sept 8/16. Down 13.73%.) When gold goes down, gold companies go down too. There is nothing you can do about it. He still likes this.

WAIT
WAIT
November 7, 2016

Gold has a lot to do with the presidential election. Gold does very well when there is a spike in volatility. In the last 3 weeks, we have seen the VIX Index go from about 14% to over 22%. When you see the VIX going higher, that’s when you want to be in gold and gold stocks. This stock has established a downward trend. Wait for the stock to start to bottom at support of around $3.67. Seasonally the best time to be in gold is in the summer.

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B2Gold Corp. (BTO-T)
November 7, 2016

Gold has a lot to do with the presidential election. Gold does very well when there is a spike in volatility. In the last 3 weeks, we have seen the VIX Index go from about 14% to over 22%. When you see the VIX going higher, that’s when you want to be in gold and gold stocks. This stock has established a downward trend. Wait for the stock to start to bottom at support of around $3.67. Seasonally the best time to be in gold is in the summer.

COMMENT
COMMENT
September 28, 2016

The company has implemented extremely well. The risk is the Filipino political risk. His suspicion is that the risk is overwrought. He sees them bringing in a new mine in Africa which he likes an awful lot as well as the implementation skills. Feels that the gold equities market is a little overextended in the short term. If you own, he would recommend using trailing stops. He really likes this intermediate and long-term.

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B2Gold Corp. (BTO-T)
September 28, 2016

The company has implemented extremely well. The risk is the Filipino political risk. His suspicion is that the risk is overwrought. He sees them bringing in a new mine in Africa which he likes an awful lot as well as the implementation skills. Feels that the gold equities market is a little overextended in the short term. If you own, he would recommend using trailing stops. He really likes this intermediate and long-term.

COMMENT
COMMENT
September 16, 2016

This has broken out of a long-term decline this year and is doing very well. He likes gold, because of negative interest rates. Gold is the only currency without a central bank. The trend on this is definitely up, but it is a very, very volatile stock, so adjust your position size accordingly. Maybe have a stop-loss. Around $2.30 should be a very strong support, and has potential of going to maybe $5-$6.

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B2Gold Corp. (BTO-T)
September 16, 2016

This has broken out of a long-term decline this year and is doing very well. He likes gold, because of negative interest rates. Gold is the only currency without a central bank. The trend on this is definitely up, but it is a very, very volatile stock, so adjust your position size accordingly. Maybe have a stop-loss. Around $2.30 should be a very strong support, and has potential of going to maybe $5-$6.

TOP PICK
TOP PICK
September 8, 2016

It generated 17% return on capital in the past which you don’t see in gold. A lot of gold companies have been going down over the last few years. This one turned earlier than anyone else. They are improving their return on capital which he likes.

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B2Gold Corp. (BTO-T)
September 8, 2016

It generated 17% return on capital in the past which you don’t see in gold. A lot of gold companies have been going down over the last few years. This one turned earlier than anyone else. They are improving their return on capital which he likes.

COMMENT
COMMENT
August 11, 2016

Even at this price, he likes this company. They are turning on a deposit called Fekola that he really, really likes. It is going to surprise a lot of people to the upside. The operating results of this company continues to be good.

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B2Gold Corp. (BTO-T)
August 11, 2016

Even at this price, he likes this company. They are turning on a deposit called Fekola that he really, really likes. It is going to surprise a lot of people to the upside. The operating results of this company continues to be good.

COMMENT
COMMENT
July 26, 2016

You own this for growth. Production is roughly 500,000 ounces now. They have a key asset that they are developing in Maui, which will take production over 800,000 ounces a year. This is trading at about 7-8 times cash flow, the low end of the West African range. There are names where you can find more near term prospects for cash flow growth. Also, on a Price to NAV, it is trading at 1.7X, which is above the 1.5 average. Probably ahead of itself.

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B2Gold Corp. (BTO-T)
July 26, 2016

You own this for growth. Production is roughly 500,000 ounces now. They have a key asset that they are developing in Maui, which will take production over 800,000 ounces a year. This is trading at about 7-8 times cash flow, the low end of the West African range. There are names where you can find more near term prospects for cash flow growth. Also, on a Price to NAV, it is trading at 1.7X, which is above the 1.5 average. Probably ahead of itself.

COMMENT
COMMENT
April 4, 2016

(Market Call Minute.) Probably one of the better gold operators out there. The jurisdiction of their assets worries him a little as well as the cash generation.

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B2Gold Corp. (BTO-T)
April 4, 2016

(Market Call Minute.) Probably one of the better gold operators out there. The jurisdiction of their assets worries him a little as well as the cash generation.

DON'T BUY
DON'T BUY
March 30, 2016

Sold his holdings in 2011. Likes management and their properties, but feels there are better options in terms of where to buy. Prefers others.

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B2Gold Corp. (BTO-T)
March 30, 2016

Sold his holdings in 2011. Likes management and their properties, but feels there are better options in terms of where to buy. Prefers others.

BUY
BUY
March 16, 2016

Golds will lead the bullion. We have a downtrend that it is trying to break through. We will see resistance at $3.

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B2Gold Corp. (BTO-T)
March 16, 2016

Golds will lead the bullion. We have a downtrend that it is trying to break through. We will see resistance at $3.

HOLD
HOLD
March 11, 2016

Everything has shot up so much, that if this is genuinely a real economic recovery and China is not melting down, the stock market and the economy should do relatively well, and gold should come off again. The recent run-up is really just the nervous factor into what was happening in the stock market. He is completely neutral on gold at this point.

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B2Gold Corp. (BTO-T)
March 11, 2016

Everything has shot up so much, that if this is genuinely a real economic recovery and China is not melting down, the stock market and the economy should do relatively well, and gold should come off again. The recent run-up is really just the nervous factor into what was happening in the stock market. He is completely neutral on gold at this point.

COMMENT
COMMENT
January 8, 2016

Likes what management bought before and their operations, but thinks they are going to have to raise money at some point. That might be why the stock is off. Exited about 80% of his position a few months ago. There are better stocks to play. Likes this longer-term, so there might be an opportunity on an equity issue.

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B2Gold Corp. (BTO-T)
January 8, 2016

Likes what management bought before and their operations, but thinks they are going to have to raise money at some point. That might be why the stock is off. Exited about 80% of his position a few months ago. There are better stocks to play. Likes this longer-term, so there might be an opportunity on an equity issue.

COMMENT
COMMENT
November 12, 2015

He likes this company. Great management team. It is a management team that is misunderstood with regards to the pathway to production. They have as good a pipeline as any company globally, relative to the market capitalization. Has a superb track record of acquiring, building and operating mines. Probably the best in class as an intermediate growth producer.

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B2Gold Corp. (BTO-T)
November 12, 2015

He likes this company. Great management team. It is a management team that is misunderstood with regards to the pathway to production. They have as good a pipeline as any company globally, relative to the market capitalization. Has a superb track record of acquiring, building and operating mines. Probably the best in class as an intermediate growth producer.

WATCH
WATCH
July 6, 2015

Gold is just turning positive at the end of this week. By end of month the stock should turn positive also.

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B2Gold Corp. (BTO-T)
July 6, 2015

Gold is just turning positive at the end of this week. By end of month the stock should turn positive also.

BUY
BUY
June 26, 2015

One of the few mid-tier gold producers that has got 2 high quality, high margin deposits coming on line. The 1st one is in Namibia and the 2nd is in Mali, which they are starting to bring in production now. Going forward, he thinks this represents one of the better mid-tier gold companies out there.

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B2Gold Corp. (BTO-T)
June 26, 2015

One of the few mid-tier gold producers that has got 2 high quality, high margin deposits coming on line. The 1st one is in Namibia and the 2nd is in Mali, which they are starting to bring in production now. Going forward, he thinks this represents one of the better mid-tier gold companies out there.

COMMENT
COMMENT
May 1, 2015

Has owned this in the past, but sold in 2011. He likes the company. Management is really good at picking up assets. They have a mine in Nicaragua and some in Africa. His company has this with a $3 target.

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Has owned this in the past, but sold in 2011. He likes the company. Management is really good at picking up assets. They have a mine in Nicaragua and some in Africa. His company has this with a $3 target.

COMMENT
COMMENT
March 6, 2015

Good properties in Nicaragua. Also, have some properties in Colombia and the Philippines, but he just doesn’t understand the political risk. He tends to pick plays that are north-south. His company has a $3.50 target on this.

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B2Gold Corp. (BTO-T)
March 6, 2015

Good properties in Nicaragua. Also, have some properties in Colombia and the Philippines, but he just doesn’t understand the political risk. He tends to pick plays that are north-south. His company has a $3.50 target on this.

COMMENT
COMMENT
March 4, 2015

There are about 5 companies in gold that he would like to own, and this is on that list. Great little company. This is going to move with the gold price and it is hard to see anything specific related to their asset, but the amazing thing is that they do incrementally improve their existing assets.

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B2Gold Corp. (BTO-T)
March 4, 2015

There are about 5 companies in gold that he would like to own, and this is on that list. Great little company. This is going to move with the gold price and it is hard to see anything specific related to their asset, but the amazing thing is that they do incrementally improve their existing assets.

BUY
BUY
March 4, 2015

Impressed with their operational abilities. Their projects are going to make good money.

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B2Gold Corp. (BTO-T)
March 4, 2015

Impressed with their operational abilities. Their projects are going to make good money.

BUY
BUY
March 2, 2015

They have been very aggressive in their expansion, delivering on time and on budget and management have done a wonderful job. They are well liked in the market. He likes to invest in management teams that have rewarded him before.

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B2Gold Corp. (BTO-T)
March 2, 2015

They have been very aggressive in their expansion, delivering on time and on budget and management have done a wonderful job. They are well liked in the market. He likes to invest in management teams that have rewarded him before.

DON'T BUY
DON'T BUY
October 1, 2014

A sad case. It has not been acting well. July to September of each year is usually strong, but it established a downward trend since then with technicals all bad. Wait until next year.

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B2Gold Corp. (BTO-T)
October 1, 2014

A sad case. It has not been acting well. July to September of each year is usually strong, but it established a downward trend since then with technicals all bad. Wait until next year.

SELL
SELL
September 29, 2014

See comments today on YRI-T which are magnified for this one. He would run from this one, not walk.

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B2Gold Corp. (BTO-T)
September 29, 2014

See comments today on YRI-T which are magnified for this one. He would run from this one, not walk.

WEAK BUY
WEAK BUY
September 15, 2014

Grown almost entirely through acquisition. Strong operators. Gold guys rather than financial guys running the company. Only one he owns, looking to add back to the position at this point. Gold is at a critical level. It really needs to hold this level. He is worried about Asian and far East demand softening. He is comfortable being underweight gold at this point.

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B2Gold Corp. (BTO-T)
September 15, 2014

Grown almost entirely through acquisition. Strong operators. Gold guys rather than financial guys running the company. Only one he owns, looking to add back to the position at this point. Gold is at a critical level. It really needs to hold this level. He is worried about Asian and far East demand softening. He is comfortable being underweight gold at this point.

DON'T BUY
DON'T BUY
September 15, 2014

Gold stocks have been disappointing. This one has been much weaker than the industry itself. It is now reaching the end of seasonal strength for gold stocks as well as gold itself. You won’t have much help on a seasonal basis for the next few months. Gold ETFs have been charting higher lows, but this one has just been breaking down through levels of resistance. It could still fall much further.

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B2Gold Corp. (BTO-T)
September 15, 2014

Gold stocks have been disappointing. This one has been much weaker than the industry itself. It is now reaching the end of seasonal strength for gold stocks as well as gold itself. You won’t have much help on a seasonal basis for the next few months. Gold ETFs have been charting higher lows, but this one has just been breaking down through levels of resistance. It could still fall much further.

DON'T BUY
DON'T BUY
August 22, 2014

He looks at gold, the sector and how the stock does relative to other stocks in the sector. This one is one of the poorer performers, is in a downward trend and is underperforming the market.

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B2Gold Corp. (BTO-T)
August 22, 2014

He looks at gold, the sector and how the stock does relative to other stocks in the sector. This one is one of the poorer performers, is in a downward trend and is underperforming the market.

BUY WEAKNESS
BUY WEAKNESS
August 5, 2014

Have one of the best management teams in the business. They are good builders of mines, good explorers, good developers and good operators. Within a gold fund, this is one of the core names you want to own. He likes to buy a company like this when they actually have some sort of miss, some sort of negative happening which impacts the stock.

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B2Gold Corp. (BTO-T)
August 5, 2014

Have one of the best management teams in the business. They are good builders of mines, good explorers, good developers and good operators. Within a gold fund, this is one of the core names you want to own. He likes to buy a company like this when they actually have some sort of miss, some sort of negative happening which impacts the stock.

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