B2Gold Corp.

BTO-T

Analysis and Opinions about BTO-T

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Opinion
Expert
BUY
BUY
April 10, 2014

Great story, management, growth profile. Could recover quite a way from here.

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B2Gold Corp. (BTO-T)
April 10, 2014

Great story, management, growth profile. Could recover quite a way from here.

BUY
BUY
April 3, 2014

Likes their property in Nicaragua. However, they have a number of other properties as well. This is not his biggest holding and has just a touch of it. To have a basket of gold stocks makes a lot of sense. He feels that the sector has very little risk in it. His only concern is that they have properties in Africa. Geopolitical risk to him is key.

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B2Gold Corp. (BTO-T)
April 3, 2014

Likes their property in Nicaragua. However, they have a number of other properties as well. This is not his biggest holding and has just a touch of it. To have a basket of gold stocks makes a lot of sense. He feels that the sector has very little risk in it. His only concern is that they have properties in Africa. Geopolitical risk to him is key.

BUY
BUY
March 25, 2014

He looks at this one as part of a gold portfolio in gold stocks. You shouldn’t just have one, you should have a basket. This has one of the best operation and exploration teams. Have done a great job of building out their company and assets.

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B2Gold Corp. (BTO-T)
March 25, 2014

He looks at this one as part of a gold portfolio in gold stocks. You shouldn’t just have one, you should have a basket. This has one of the best operation and exploration teams. Have done a great job of building out their company and assets.

SELL STRENGTH
SELL STRENGTH
March 3, 2014

We are nearing the top of the 52 week range and short term we could break out, but he would be more inclined to take some money off the table.

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B2Gold Corp. (BTO-T)
March 3, 2014

We are nearing the top of the 52 week range and short term we could break out, but he would be more inclined to take some money off the table.

PAST TOP PICK
PAST TOP PICK
February 25, 2014

(Top Pick Jan 29/13, Down 16.84%) Best in class of intermediate developers. He is not a fan of gold right now, but if you are it is a great name to hold.

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B2Gold Corp. (BTO-T)
February 25, 2014

(Top Pick Jan 29/13, Down 16.84%) Best in class of intermediate developers. He is not a fan of gold right now, but if you are it is a great name to hold.

TOP PICK
TOP PICK
February 3, 2014

(Top Pick May 14’13, Up 14.89%) He likes the growth. Building a mine that will ramp up free cash flow to 15%. 400K oz ramping up to 550 over the next few years. Free Cash flow next year ramping up. Thinks they will exceed expectations over time. One of the best growth profiles out there.

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B2Gold Corp. (BTO-T)
February 3, 2014

(Top Pick May 14’13, Up 14.89%) He likes the growth. Building a mine that will ramp up free cash flow to 15%. 400K oz ramping up to 550 over the next few years. Free Cash flow next year ramping up. Thinks they will exceed expectations over time. One of the best growth profiles out there.

BUY
BUY
January 24, 2014

Owns a little bit of this. Located in Nicaragua which has low cost of labour. The country has been opening up slowly to exploration. Management has been executing quite well.

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B2Gold Corp. (BTO-T)
January 24, 2014

Owns a little bit of this. Located in Nicaragua which has low cost of labour. The country has been opening up slowly to exploration. Management has been executing quite well.

PAST TOP PICK
PAST TOP PICK
December 27, 2013

(A Top Pick Dec 28/12. Down 33.91%.) Still likes but the gold space is going to be difficult until there is more economic weakness. One of the few fully funded developers and has something like $350 million in cash.

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B2Gold Corp. (BTO-T)
December 27, 2013

(A Top Pick Dec 28/12. Down 33.91%.) Still likes but the gold space is going to be difficult until there is more economic weakness. One of the few fully funded developers and has something like $350 million in cash.

BUY
BUY
December 11, 2013

One of the best management teams in the business. Team has been together for a couple of decades now. They continue to build mines and explore successfully. Just acquired Volta Resources. Historically has always traded at a premium to others but with the pullback it is a very interesting company at these levels.

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B2Gold Corp. (BTO-T)
December 11, 2013

One of the best management teams in the business. Team has been together for a couple of decades now. They continue to build mines and explore successfully. Just acquired Volta Resources. Historically has always traded at a premium to others but with the pullback it is a very interesting company at these levels.

BUY
BUY
November 19, 2013

(Market Call Minute) If he didn’t own another gold he would own this one.

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B2Gold Corp. (BTO-T)
November 19, 2013

(Market Call Minute) If he didn’t own another gold he would own this one.

COMMENT
COMMENT
October 24, 2013

Really likes this company, but they are being hit with the fluctuation in the gold market. They’ve done a very good job. Good management. Low cash cost operator.

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B2Gold Corp. (BTO-T)
October 24, 2013

Really likes this company, but they are being hit with the fluctuation in the gold market. They’ve done a very good job. Good management. Low cash cost operator.

BUY
BUY
September 17, 2013

They have a few mines. Team used to run Bema. One of the best mine builders and explorers that he has ever come across. Assets diversified in several countries. They are well financed. Are they planning on making another acquisition? Believes in the management skills of the company.

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B2Gold Corp. (BTO-T)
September 17, 2013

They have a few mines. Team used to run Bema. One of the best mine builders and explorers that he has ever come across. Assets diversified in several countries. They are well financed. Are they planning on making another acquisition? Believes in the management skills of the company.

HOLD
HOLD
September 11, 2013

One of the few gold companies that has production growth and would be cash flow positive at $1200 gold. There are only about 4 or 5 of them that are producers and they are the ones you want to own.

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B2Gold Corp. (BTO-T)
September 11, 2013

One of the few gold companies that has production growth and would be cash flow positive at $1200 gold. There are only about 4 or 5 of them that are producers and they are the ones you want to own.

COMMENT
COMMENT
August 23, 2013

(Market Call Minute.) If he didn’t own Yamana (YTI-T) he might’ve owned this one. (See Top Picks.)

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B2Gold Corp. (BTO-T)
August 23, 2013

(Market Call Minute.) If he didn’t own Yamana (YTI-T) he might’ve owned this one. (See Top Picks.)

BUY
BUY
August 6, 2013

Feels they have done a very good job. Thinks this is one of the companies that is going to come out of this bear market in really, really good shape. Team does a good job in exploration. They are disciplined and do a good job in acquisition. Cost of capital is low. They generate free cash at this price.

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B2Gold Corp. (BTO-T)
August 6, 2013

Feels they have done a very good job. Thinks this is one of the companies that is going to come out of this bear market in really, really good shape. Team does a good job in exploration. They are disciplined and do a good job in acquisition. Cost of capital is low. They generate free cash at this price.

COMMENT
COMMENT
July 20, 2013

Likes this one quite a bit. The one discovery in the Philippines might be a giant and is starting to look good and he is adding a little bit to his holdings but not too much.

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B2Gold Corp. (BTO-T)
July 20, 2013

Likes this one quite a bit. The one discovery in the Philippines might be a giant and is starting to look good and he is adding a little bit to his holdings but not too much.

BUY
BUY
July 11, 2013

Really crushed. He bought more the other day. Acquisitions they made are good. Management team has done a half decent job and with the liquidity they have cash on the balance sheet. Lower cost than the majority of the other operators. One of his largest holdings.

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B2Gold Corp. (BTO-T)
July 11, 2013

Really crushed. He bought more the other day. Acquisitions they made are good. Management team has done a half decent job and with the liquidity they have cash on the balance sheet. Lower cost than the majority of the other operators. One of his largest holdings.

SELL
SELL
June 24, 2013

Gold has a very long, prolonged cycle. If you are going to bottom bounce, you want to make sure that a bottom has been established and let the bottom be there. Gold is still a falling knife. Thinks the tax loss selling on gold this fall is going to be ferocious. Next January, you could probably buy this for way under $2.

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B2Gold Corp. (BTO-T)
June 24, 2013

Gold has a very long, prolonged cycle. If you are going to bottom bounce, you want to make sure that a bottom has been established and let the bottom be there. Gold is still a falling knife. Thinks the tax loss selling on gold this fall is going to be ferocious. Next January, you could probably buy this for way under $2.

BUY
BUY
June 10, 2013

(Market Call Minute) One of the best management teams. Challenges in the Philippines with tax laws.

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B2Gold Corp. (BTO-T)
June 10, 2013

(Market Call Minute) One of the best management teams. Challenges in the Philippines with tax laws.

TOP PICK
TOP PICK
June 4, 2013

Not a huge gold bull, but at these levels!!!! They’re going to be doubling production over the next couple of years. Good management. Trading at around where it is cash flowing at 5-6 times over the next year and probably 10X earnings.

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B2Gold Corp. (BTO-T)
June 4, 2013

Not a huge gold bull, but at these levels!!!! They’re going to be doubling production over the next couple of years. Good management. Trading at around where it is cash flowing at 5-6 times over the next year and probably 10X earnings.

TOP PICK
TOP PICK
May 14, 2013

( Estimated P/E Ratio is 10.02) Likes the growth and the strong management. High operating costs but lower than senior gold stock companies. Great free flow cash. Internally funded growth is not reflected in its share price.

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B2Gold Corp. (BTO-T)
May 14, 2013

( Estimated P/E Ratio is 10.02) Likes the growth and the strong management. High operating costs but lower than senior gold stock companies. Great free flow cash. Internally funded growth is not reflected in its share price.

BUY
BUY
May 7, 2013

Likes it and the team. They appear to be doing well. Thinks it is a company that will be built and prosper over time. Has a small holding and would like to grow it.

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Likes it and the team. They appear to be doing well. Thinks it is a company that will be built and prosper over time. Has a small holding and would like to grow it.

COMMENT
COMMENT
April 3, 2013

One of his favourite gold stocks. Has a very good growth profile. Made an acquisition a few months ago that will help grow the company and their production. Fairly low cash cost relative to the rest of the industry. This will be a function of where the price of gold goes. If you only had 5-6 gold names to own, this would be one of them for him.

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B2Gold Corp. (BTO-T)
April 3, 2013

One of his favourite gold stocks. Has a very good growth profile. Made an acquisition a few months ago that will help grow the company and their production. Fairly low cash cost relative to the rest of the industry. This will be a function of where the price of gold goes. If you only had 5-6 gold names to own, this would be one of them for him.

DON'T BUY
DON'T BUY
April 3, 2013

An excellent name but he is not looking to buy any gold on a bottom or correction or on a bounce. It will take a while for momentum players to get back in to gold. Time to move on and find some other place to play.

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B2Gold Corp. (BTO-T)
April 3, 2013

An excellent name but he is not looking to buy any gold on a bottom or correction or on a bounce. It will take a while for momentum players to get back in to gold. Time to move on and find some other place to play.

BUY
BUY
March 4, 2013

B2 Gold. Bema Gold team (BGO-T). Good mine builders. Are growing production.

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B2Gold Corp. (BTO-T)
March 4, 2013

B2 Gold. Bema Gold team (BGO-T). Good mine builders. Are growing production.

COMMENT
COMMENT
February 26, 2013

Trimmed his position and then bought a little bit back when it dipped under $3. It is a good trader like this. Likes the company and does think that ultimately the environment for gold bullion and gold stocks is favourable. (See Comments under Gold.)

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B2Gold Corp. (BTO-T)
February 26, 2013

Trimmed his position and then bought a little bit back when it dipped under $3. It is a good trader like this. Likes the company and does think that ultimately the environment for gold bullion and gold stocks is favourable. (See Comments under Gold.)

BUY
BUY
February 22, 2013

His company has it as an outperform with a $6 target. They are growing their earnings and are well-positioned. Have a mine in Nicaragua and another one in Africa. Management is delivering very well.

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B2Gold Corp. (BTO-T)
February 22, 2013

His company has it as an outperform with a $6 target. They are growing their earnings and are well-positioned. Have a mine in Nicaragua and another one in Africa. Management is delivering very well.

BUY
BUY
February 8, 2013

(Market Call Minute) Closed acquisition of CGA mining.

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B2Gold Corp. (BTO-T)
February 8, 2013

(Market Call Minute) Closed acquisition of CGA mining.

TOP PICK
TOP PICK
January 29, 2013

Positive on gold but this stock doesn’t need gold to go up for this to work. Going from 150,000 ounces of production to 375,000 with the closing of the CGA Mining merger. Typically what happens when you get these kinds of stock takeovers, there are a lot of arbitrage sellers. Now that the deal is closed, he thinks it will catch up to the rest of the sector on a valuation basis and then you have the growth to really drive it higher. P/E ratio of 22%. Can easily see $4.50-$5 in the next 6-12 months.

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B2Gold Corp. (BTO-T)
January 29, 2013

Positive on gold but this stock doesn’t need gold to go up for this to work. Going from 150,000 ounces of production to 375,000 with the closing of the CGA Mining merger. Typically what happens when you get these kinds of stock takeovers, there are a lot of arbitrage sellers. Now that the deal is closed, he thinks it will catch up to the rest of the sector on a valuation basis and then you have the growth to really drive it higher. P/E ratio of 22%. Can easily see $4.50-$5 in the next 6-12 months.

TOP PICK
TOP PICK
December 28, 2012

Just got approval to acquire CGA Mining, which has a fantastic property in the Philippines. Thinks the CEO is going to grow this in order to sell it at a huge profit, similar to what he has done in the past with other companies. Could see $5 easily, even in a flattish gold environment. If the gold environment turns out like he expects, it could be a double.

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B2Gold Corp. (BTO-T)
December 28, 2012

Just got approval to acquire CGA Mining, which has a fantastic property in the Philippines. Thinks the CEO is going to grow this in order to sell it at a huge profit, similar to what he has done in the past with other companies. Could see $5 easily, even in a flattish gold environment. If the gold environment turns out like he expects, it could be a double.

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