Sandstorm Gold Ltd.

SSL-T

TSE:SSL

13.20
0.05 (0.38%)
Sandstorm Gold Ltd. provides financing for precious metal mining companies in the form of a 'gold streaming' transaction whereby an upfront cash payment is exchanged for a percentage of gold production from the mine.
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Analysis and Opinions about SSL-T

Signal
Opinion
Expert
BUY
BUY
May 30, 2014

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%.

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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%.

DON'T BUY
DON'T BUY
March 3, 2014

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

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

BUY
BUY
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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(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.

SELL
SELL
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.

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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.

PAST TOP PICK
PAST TOP PICK
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%).

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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%).

PAST TOP PICK
PAST TOP PICK
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.

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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.

HOLD
HOLD
August 23, 2013

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

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

PAST TOP PICK
PAST TOP PICK
July 25, 2013

(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.

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(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.

COMMENT
COMMENT
July 18, 2013

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.

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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.

COMMENT
COMMENT
July 3, 2013

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).

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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).

BUY
BUY
June 10, 2013

(Market Call Minute) Great royalty company without some of the risks.

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(Market Call Minute) Great royalty company without some of the risks.

PAST TOP PICK
PAST TOP PICK
May 27, 2013

(Top Pick Jun 15/12, Down 19.20%) He did very well when he got out.

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(Top Pick Jun 15/12, Down 19.20%) He did very well when he got out.

COMMENT
COMMENT
April 8, 2013

Sandstorm Gold (SSL-T) or Silver Wheaton (SLW-T)? Depends on your risk profile. This one is a smaller cap royalty play and with Silver Wheaton, you are really going with a larger cap that plays with the bigger companies.. Sandstorm is a lot riskier as their royalty deals are more with the junior mining companies.

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Sandstorm Gold (SSL-T) or Silver Wheaton (SLW-T)? Depends on your risk profile. This one is a smaller cap royalty play and with Silver Wheaton, you are really going with a larger cap that plays with the bigger companies.. Sandstorm is a lot riskier as their royalty deals are more with the junior mining companies.

PAST TOP PICK
PAST TOP PICK
April 5, 2013

(A Top Pick June 11/12. Up 3.12%.) Sold her holdings.

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(A Top Pick June 11/12. Up 3.12%.) Sold her holdings.

Showing 16 to 30 of 73 entries