Sandstorm Gold Ltd.

SSL-T

TSE:SSL

7.83
0.38 (5.10%)
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
March 4, 2013

They don’t have impacts of cash costs to worry about. It is a royalty company. Has come under a lot of pressure in the last month or so. Mongolian government took away the right to a property they invested in. Thinks it will take a year to get their cash back from the deal.

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They don’t have impacts of cash costs to worry about. It is a royalty company. Has come under a lot of pressure in the last month or so. Mongolian government took away the right to a property they invested in. Thinks it will take a year to get their cash back from the deal.

HOLD
HOLD
March 4, 2013

Royalty streaming companies are the only things that have moved higher in the last 2.5 years. Every once in a while there will be a deal that goes a little amiss but this is a decent name. Thinks it is a brilliant business model and one of the few things that is making money. Would be very interesting to look at now.

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Royalty streaming companies are the only things that have moved higher in the last 2.5 years. Every once in a while there will be a deal that goes a little amiss but this is a decent name. Thinks it is a brilliant business model and one of the few things that is making money. Would be very interesting to look at now.

SELL
SELL
February 22, 2013

Gold streaming companies have held onto their value very well, which is really helped in this environment. There are going to be risky dealings when you are dealing in places like Mongolia so he doesn’t own this one. If you own, he would switch to another one such as Silver Wheaton (SLW-T).

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Sandstorm Gold Ltd. (SSL-T)
February 22, 2013

Gold streaming companies have held onto their value very well, which is really helped in this environment. There are going to be risky dealings when you are dealing in places like Mongolia so he doesn’t own this one. If you own, he would switch to another one such as Silver Wheaton (SLW-T).

DON'T BUY
DON'T BUY
January 4, 2013

Gold is under pressure because price has been falling over past couple of days. Chart is not too encouraging. Support around $11 and you might want to get into it about there but you want to stay away from gold.

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Gold is under pressure because price has been falling over past couple of days. Chart is not too encouraging. Support around $11 and you might want to get into it about there but you want to stay away from gold.

DON'T BUY
DON'T BUY
December 31, 2012

A breakout above the price channel and then it came back down, which it usually will. If it goes below $11.50, if will go right down to the lower trend line of the price channel.

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Sandstorm Gold Ltd. (SSL-T)
December 31, 2012

A breakout above the price channel and then it came back down, which it usually will. If it goes below $11.50, if will go right down to the lower trend line of the price channel.

COMMENT
COMMENT
December 28, 2012

Everything is looking up. Continue to meet their targets in terms of new streaming deals the same as they had with Colossus (CSI-T). Has outperformed the sector over the last 2 years by a very wide margin. Thinks the underlying producers have now priced in the operating risks for the most part so he is warming up on the underlying producers such as Argonaut (AR-T). (See Top Picks.)

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Sandstorm Gold Ltd. (SSL-T)
December 28, 2012

Everything is looking up. Continue to meet their targets in terms of new streaming deals the same as they had with Colossus (CSI-T). Has outperformed the sector over the last 2 years by a very wide margin. Thinks the underlying producers have now priced in the operating risks for the most part so he is warming up on the underlying producers such as Argonaut (AR-T). (See Top Picks.)

BUY
BUY
December 4, 2012

Good valuation. Highly skilled management. Foremost junior gold streaming company in Canada and he thinks it’s just going to carry on up. There has been a nice correction to take advantage of if you don’t own it. One of his favourites in the gold sector.

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Good valuation. Highly skilled management. Foremost junior gold streaming company in Canada and he thinks it’s just going to carry on up. There has been a nice correction to take advantage of if you don’t own it. One of his favourites in the gold sector.

TOP PICK
TOP PICK
November 23, 2012

Royalty stream company. Investors have exposure to gold and a fairly good visibility to their cost structure, and therefore profitability of the company.

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Sandstorm Gold Ltd. (SSL-T)
November 23, 2012

Royalty stream company. Investors have exposure to gold and a fairly good visibility to their cost structure, and therefore profitability of the company.

SELL STRENGTH
SELL STRENGTH
November 16, 2012

Most gold stocks sold off. He is turning bullish on the US dollar. If you own a gold stock, reduce into the rallies. We are still in an uptrend. It has not been violated.

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Sandstorm Gold Ltd. (SSL-T)
November 16, 2012

Most gold stocks sold off. He is turning bullish on the US dollar. If you own a gold stock, reduce into the rallies. We are still in an uptrend. It has not been violated.

SELL
SELL
November 15, 2012

Sept and Oct gold producers were strongest in the market. Given the shift over the last couple of weeks, the higher beta sectors have been the playground of the hedge funds. He pulled in his horns on the golds and sold this one over the last couple of days. Long-only investors are not really engaged.

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Sandstorm Gold Ltd. (SSL-T)
November 15, 2012

Sept and Oct gold producers were strongest in the market. Given the shift over the last couple of weeks, the higher beta sectors have been the playground of the hedge funds. He pulled in his horns on the golds and sold this one over the last couple of days. Long-only investors are not really engaged.

BUY
BUY
November 14, 2012

Gold royalty company. Finally got hit because it started to trade at twice the net asset value.

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Sandstorm Gold Ltd. (SSL-T)
November 14, 2012

Gold royalty company. Finally got hit because it started to trade at twice the net asset value.

COMMENT
COMMENT
October 30, 2012

Just did a streaming deal with Colossus Minerals (CSI-T) for gold and platinum. Has been a great performer. All the royalty gold and streaming companies have done exceptionally well in this market because they don’t have the increased CapX. A growing company.

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Just did a streaming deal with Colossus Minerals (CSI-T) for gold and platinum. Has been a great performer. All the royalty gold and streaming companies have done exceptionally well in this market because they don’t have the increased CapX. A growing company.

COMMENT
COMMENT
October 18, 2012

All the moving averages are in the right place. Some of the indicators are low so we know that it has not got into an overbought level. There’s no good reason not to buy but he’d rather wait for a pullback, but you may not get a pullback. You could use a stop loss of $13 and the next one would be $11.

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All the moving averages are in the right place. Some of the indicators are low so we know that it has not got into an overbought level. There’s no good reason not to buy but he’d rather wait for a pullback, but you may not get a pullback. You could use a stop loss of $13 and the next one would be $11.

TOP PICK
TOP PICK
October 17, 2012

Royalty companies are great. Believes this one has more thrust than some of the larger ones. Can easily raise money and go higher.

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Royalty companies are great. Believes this one has more thrust than some of the larger ones. Can easily raise money and go higher.

WAIT
WAIT
October 9, 2012

Silver has done very well. Has a much shorter window then gold. Historically gold does much better after the US election. He would wait until after the election on both gold and silver.

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Silver has done very well. Has a much shorter window then gold. Historically gold does much better after the US election. He would wait until after the election on both gold and silver.

TOP PICK
TOP PICK
September 18, 2012

Really likes the royalty structure in investing in precious metals. Rarely does a gold company come into production on budget and on time. Just raised $150 million, which gives them liquidity to do additional deals. They’ll grow their share of production from 35,000 ounces this year to about 65,000 by 2014.

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Sandstorm Gold Ltd. (SSL-T)
September 18, 2012

Really likes the royalty structure in investing in precious metals. Rarely does a gold company come into production on budget and on time. Just raised $150 million, which gives them liquidity to do additional deals. They’ll grow their share of production from 35,000 ounces this year to about 65,000 by 2014.

COMMENT
COMMENT
September 7, 2012

Recently closed a deal to raise $150 million. A gold streamer which definitely performs much better than the producers but he prefers the producers as they will have much more leverage going forward. His company doesn't follow this one but some clients own a little bit. Has just got listed on the NYSE, which will be very good for them as there are not that many choices of gold there.

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Sandstorm Gold Ltd. (SSL-T)
September 7, 2012

Recently closed a deal to raise $150 million. A gold streamer which definitely performs much better than the producers but he prefers the producers as they will have much more leverage going forward. His company doesn't follow this one but some clients own a little bit. Has just got listed on the NYSE, which will be very good for them as there are not that many choices of gold there.

BUY
BUY
July 26, 2012
(Market Call Minute.) Royalty silver stream company. No impact from CapX.
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(Market Call Minute.) Royalty silver stream company. No impact from CapX.
TOP PICK
TOP PICK
July 11, 2012
This gives you a diversified basket of emerging, fast growing gold producers all in one package, run by an expert management team that does royalty deals with emerging producers. 3 deals they have done and are in production have all exceeded time line, production and on exploration upside. Also thinks there is an NYSE listing coming up at the end of this quarter. Trades at roughly 1.3X its NAV. Expecting 50% upside in the next year.
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This gives you a diversified basket of emerging, fast growing gold producers all in one package, run by an expert management team that does royalty deals with emerging producers. 3 deals they have done and are in production have all exceeded time line, production and on exploration upside. Also thinks there is an NYSE listing coming up at the end of this quarter. Trades at roughly 1.3X its NAV. Expecting 50% upside in the next year.
TOP PICK
TOP PICK
June 15, 2012
Has had a lot of positive momentum in their deals. Stock has dramatically outperformed the sector. That is going to continue going forward. Also he likes the sector.
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Has had a lot of positive momentum in their deals. Stock has dramatically outperformed the sector. That is going to continue going forward. Also he likes the sector.
DON'T BUY
DON'T BUY
June 15, 2012
Thinks now the producers will out perform in the next cycle. Still owns Silver Wheaton.
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Thinks now the producers will out perform in the next cycle. Still owns Silver Wheaton.
TOP PICK
TOP PICK
June 11, 2012
Likes the gold stream business and this is a small cap in that. Trading significantly less than its larger peers. This allows investors to gain exposure in gold without having exposure to operating risks of some of the gold companies. Expect they will be able to make quite a few creative fields for their product pipeline. Expecting a 30% gain over the next 12 months.
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Likes the gold stream business and this is a small cap in that. Trading significantly less than its larger peers. This allows investors to gain exposure in gold without having exposure to operating risks of some of the gold companies. Expect they will be able to make quite a few creative fields for their product pipeline. Expecting a 30% gain over the next 12 months.
COMMENT
COMMENT
June 6, 2012
One of his favourite gold companies. This is not a gold producer but finances new production. This is a sustainable model. Recently consolidated its shares. There are a lot of people, especially fund managers that recognize the quality of management.
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One of his favourite gold companies. This is not a gold producer but finances new production. This is a sustainable model. Recently consolidated its shares. There are a lot of people, especially fund managers that recognize the quality of management.
BUY
BUY
April 9, 2012
Looking at doing a reverse split as they want a NYSE listing. Company has been experiencing tremendous fundamental growth. 2 of their 8 lines that they had streaming lines with our coming on stream and there will be 3 more over the next year. He is still buying.
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Looking at doing a reverse split as they want a NYSE listing. Company has been experiencing tremendous fundamental growth. 2 of their 8 lines that they had streaming lines with our coming on stream and there will be 3 more over the next year. He is still buying.
BUY
BUY
March 5, 2012
A new type of royalty company, which lends money to near-term producers and this company gets a royalty from the off take of the mine in perpetuity of the life of the mine. No exploration risks.
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A new type of royalty company, which lends money to near-term producers and this company gets a royalty from the off take of the mine in perpetuity of the life of the mine. No exploration risks.
BUY
BUY
January 27, 2012
Feels this still has a lot of upside. Have a lot of new mines, royalty streams that are coming into production this year and even more next year. It should be lots of growth in revenues and cash flows. Great management.
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Feels this still has a lot of upside. Have a lot of new mines, royalty streams that are coming into production this year and even more next year. It should be lots of growth in revenues and cash flows. Great management.
WATCH
WATCH
January 19, 2012
Gold streaming company, not mining. Chart is fantastic going upwards from late 2009. Currently there is little wedge pattern happening and if there is a little bit of a breakout at around the $1.40 range, it would buy. Currently above the 50-200 day moving averages. If it breaks below $1.15, it will probably test at about $1. Looking for a high of $1.70 if it breaks out.
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Gold streaming company, not mining. Chart is fantastic going upwards from late 2009. Currently there is little wedge pattern happening and if there is a little bit of a breakout at around the $1.40 range, it would buy. Currently above the 50-200 day moving averages. If it breaks below $1.15, it will probably test at about $1. Looking for a high of $1.70 if it breaks out.
BUY
BUY
January 17, 2012
CEO grew up creating these streams. Knows what he is doing. Once these assets start producing there will be less cap X and prospects are good.
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CEO grew up creating these streams. Knows what he is doing. Once these assets start producing there will be less cap X and prospects are good.
BUY
BUY
January 10, 2012
Prefers this one. Has about 6 mines they can enjoy revenues from, competent people running the company. Holding up there nicely. The company has to build.
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Prefers this one. Has about 6 mines they can enjoy revenues from, competent people running the company. Holding up there nicely. The company has to build.
DON'T BUY
DON'T BUY
December 16, 2011
Stock is quite levered to gold prices. Compared to most of the gold stocks it is actually looking quite good here. They have a pretty good pipeline of projects. If you want a royalty company, she would prefer some of the bigger caps where you get more direct leverage to gold.
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Sandstorm Gold Ltd. (SSL-T)
December 16, 2011
Stock is quite levered to gold prices. Compared to most of the gold stocks it is actually looking quite good here. They have a pretty good pipeline of projects. If you want a royalty company, she would prefer some of the bigger caps where you get more direct leverage to gold.
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