Sandstorm Gold Ltd. | StockChase
62
Sandstorm Gold Ltd. (SSL-T)

Last Price Recorded: $6.0200 on 2017-12-14

ON STOCKCHASE SINCE Jan 2010

Mining
62
Sandstorm Gold Ltd. (SSL-T)

Last Price Recorded: $6.0200 on 2017-12-14

ON STOCKCHASE SINCE Jan 2010

Mining

Sandstorm Gold Ltd.


Signal Opinion Expert
TOP PICK

It is a classic case of a company doing everything right after a halting start.  This is a superlative deposit in the control of a good young management team.  A couple of years out this stock will go much higher.  (Analysts’ target: $7.96).

Mining

It is a classic case of a company doing everything right after a halting start.  This is a superlative deposit in the control of a good young management team.  A couple of years out this stock will go much higher.  (Analysts’ target: $7.96).

Mining
Rick Rule

Pres. & CEO, Sprott USA...

PricePrice
$5.140
Owned Owned
Yes

COMMENT
Sandstorm Gold Ltd.(SSL-T) 

August 11, 2016

Sprott owns a lot of this, and in the right circumstances they’d be buying more. This is one of the smaller royalty companies. They had some operational mistakes in the last decade, but believes they have corrected those mistakes. He sees a cash flow continuing to increase. Likes the deal team in place and he likes the balance sheet.

Mining

Sprott owns a lot of this, and in the right circumstances they’d be buying more. This is one of the smaller royalty companies. They had some operational mistakes in the last decade, but believes they have corrected those mistakes. He sees a cash flow continuing to increase. Likes the deal team in place and he likes the balance sheet.

Mining
Rick Rule

Pres. & CEO, Sprott USA...

PricePrice
$8.360
Owned Owned
Yes

COMMENT

Going back 3 years, we had an incredible bull market in gold. All sorts of properties that probably shouldn’t have gone into production, went into production. Huge amounts of money got spent in the industry with not really an internal rate of return. The whole gold sector has bounced back. This one is a whole mixed bag, and to go into all those projects that they acquired at the height of the bull market, there are some real question marks.

Mining

Going back 3 years, we had an incredible bull market in gold. All sorts of properties that probably shouldn’t have gone into production, went into production. Huge amounts of money got spent in the industry with not really an internal rate of return. The whole gold sector has bounced back. This one is a whole mixed bag, and to go into all those projects that they acquired at the height of the bull market, there are some real question marks.

Mining
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$7.050
Owned Owned
No

COMMENT

This is a gold streamer. Good management and they can definitely execute. If you don’t want to have the volatility of the producers, this is one you could own.

Mining

This is a gold streamer. Good management and they can definitely execute. If you don’t want to have the volatility of the producers, this is one you could own.

Mining
Jaime Carrasco

Director & Associate Portfolio Manager, Scotiabank, Global W...

PricePrice
$4.250
Owned Owned
No

BUY

A gold streaming company where they buy gold from the producers at a prefixed price. Good management team. Low risk asset base. Tripped up when one investment went bankrupt. This company ended up owning the mine. Good asset if the mine actually works. Caused some investors to exit. Doubts they will plan to operate this mine, and will hopefully sell it to someone who will put it back into production. They need to do a very strong low risk deal, and restore some of the confidence in the marketplace. Trading at close to 1X what it is worth, and the free cash flow is 6%-7%.

Mining

A gold streaming company where they buy gold from the producers at a prefixed price. Good management team. Low risk asset base. Tripped up when one investment went bankrupt. This company ended up owning the mine. Good asset if the mine actually works. Caused some investors to exit. Doubts they will plan to operate this mine, and will hopefully sell it to someone who will put it back into production. They need to do a very strong low risk deal, and restore some of the confidence in the marketplace. Trading at close to 1X what it is worth, and the free cash flow is 6%-7%.

Mining
Jon Case

Portfolio Manager, Sentry Investments...

PricePrice
$5.710
Owned Owned
Unknown

DON'T BUY

They may have some challenges.  He is bearish on the asset.  Based on worries about the emerging markets. 

Mining

They may have some challenges.  He is bearish on the asset.  Based on worries about the emerging markets. 

Mining
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$6.000
Owned Owned
Unknown

BUY
Sandstorm Gold Ltd.(SSL-T) 

February 3, 2014

One of his favorites.  Junior mining companies are on their knees.  They get percentage of metal production in return for financing.  Any operating cost increases are not borne by these guys.  They have a war chest to take advantage of opportunities. 

Mining

One of his favorites.  Junior mining companies are on their knees.  They get percentage of metal production in return for financing.  Any operating cost increases are not borne by these guys.  They have a war chest to take advantage of opportunities. 

Mining
Jon Case

Portfolio Manager, Sentry Investments...

PricePrice
$5.630
Owned Owned
Yes

PAST TOP PICK
Sandstorm Gold Ltd.(SSL-T) 

October 31, 2013

(A Top Pick Oct 17/12. Down 59.13%.) Very clever company and you have to take a long-term view of their Mongolian interests. Did an interesting deal in taking out a royalty streaming company with cash. You have to be patient.

Mining

(A Top Pick Oct 17/12. Down 59.13%.) Very clever company and you have to take a long-term view of their Mongolian interests. Did an interesting deal in taking out a royalty streaming company with cash. You have to be patient.

Mining
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$5.620
Owned Owned
Yes

SELL
Sandstorm Gold Ltd.(SSL-T) 

September 13, 2013

With the uncertainty of the gold space, she would tend to gravitate towards higher-quality names such as Franco-Nevada (FNV-T). The last couple of deals they have done have caused some investors to step back.

Mining

With the uncertainty of the gold space, she would tend to gravitate towards higher-quality names such as Franco-Nevada (FNV-T). The last couple of deals they have done have caused some investors to step back.

Mining
Alice Tsang

Portfolio Manager, Marquest Asset Manag...

PricePrice
$5.710
Owned Owned
Unknown

PAST TOP PICK
Sandstorm Gold Ltd.(SSL-T) 

September 12, 2013

(A Top Pick September 18/12. Down 49.77%.) Last year this was around $7-$8 and got to almost $14. He got stopped out at $12 (Up 9.8%).

Mining

(A Top Pick September 18/12. Down 49.77%.) Last year this was around $7-$8 and got to almost $14. He got stopped out at $12 (Up 9.8%).

Mining
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$5.560
Owned Owned
No

PAST TOP PICK
Sandstorm Gold Ltd.(SSL-T) 

September 3, 2013

(A Top Pick October 17/12. Down 50.59%.) Gold stocks went down which is probably not as bad as it might have been as it had been one of the very best performers. He took some profits on the way up but still holds some. This is a gold streaming company and its in Colossus Minerals (CSI-T) which has had to apply more money to its operations in Mongolia.

Mining

(A Top Pick October 17/12. Down 50.59%.) Gold stocks went down which is probably not as bad as it might have been as it had been one of the very best performers. He took some profits on the way up but still holds some. This is a gold streaming company and its in Colossus Minerals (CSI-T) which has had to apply more money to its operations in Mongolia.

Mining
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$6.710
Owned Owned
Yes

HOLD
Sandstorm Gold Ltd.(SSL-T) 

August 23, 2013

(Market Call Minute.) Very interesting company. He would like to own it but doesn’t have enough confidence in the company.

Mining

(Market Call Minute.) Very interesting company. He would like to own it but doesn’t have enough confidence in the company.

Mining
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$7.200
Owned Owned
No

PAST TOP PICK

(Top Pick Jul 11/12, Down 27.27%) He is currently short.  Bought long, then switched to short later after they did a deal he didn’t like as it was a style drift.

Mining

(Top Pick Jul 11/12, Down 27.27%) He is currently short.  Bought long, then switched to short later after they did a deal he didn’t like as it was a style drift.

Mining
James Hodgins

Chief Investment Officer, Curvature Hedge Stra...

PricePrice
$6.120
Owned Owned
Yes

COMMENT

Likes these people. Shook him up a bit by going into Mongolia which is having some difficulty with the authorities. This is a nine-year project. Just heard that Colossus, one of their projects, has come amiss a little bit on their production plans and will need more money.

Mining

Likes these people. Shook him up a bit by going into Mongolia which is having some difficulty with the authorities. This is a nine-year project. Just heard that Colossus, one of their projects, has come amiss a little bit on their production plans and will need more money.

Mining
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$6.200
Owned Owned
Unknown

COMMENT

Likes at these levels. Junior mining sector has not been the place to be in the past little while. Given that they focus on royalty companies, he feels that this is a place to be. Bought another royalty company from Premier Gold (PG-T). Some of their assets are attractive. Feels gold is basing out here. Once risk appetite comes back for Junior golds, this one should participate as well. He prefers Franco Nevada (FNV-T).

Mining

Likes at these levels. Junior mining sector has not been the place to be in the past little while. Given that they focus on royalty companies, he feels that this is a place to be. Bought another royalty company from Premier Gold (PG-T). Some of their assets are attractive. Feels gold is basing out here. Once risk appetite comes back for Junior golds, this one should participate as well. He prefers Franco Nevada (FNV-T).

Mining
Michael Giordano

VP Investments & Portfolio Manager, ...

PricePrice
$6.500
Owned Owned
No

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