Argonaut Gold | StockChase
69
Argonaut Gold (AR-T)

Last Price Recorded: $2.2300 on 2017-12-15

ON STOCKCHASE SINCE Nov 2010

Mining
69
Argonaut Gold (AR-T)

Last Price Recorded: $2.2300 on 2017-12-15

ON STOCKCHASE SINCE Nov 2010

Mining

Argonaut Gold


Signal Opinion Expert
BUY
Argonaut Gold(AR-T) 

September 8, 2016

Over the last year gold companies have had return on capital coming down, but that is obviously turning around.  There is no reason to expect return on capital to do anything but improve. 

Mining

Over the last year gold companies have had return on capital coming down, but that is obviously turning around.  There is no reason to expect return on capital to do anything but improve. 

Mining
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$3.820
Owned Owned
Unknown

COMMENT
Argonaut Gold(AR-T) 

August 2, 2016

A Mexican gold producer. Recently had a little guidance reduction on concerns of some of the costs. A pretty steady, staid producer of 130,000 ounces. The issue is, where is the next leg of growth. They have a couple of big projects, one in Canada and one in Mexico. Feels they have enough in terms of small expansions to bring on another small project, until they can get their Canadian project permitted and financed. He likes this, because he thought the street was over punitive on the name.

Mining

A Mexican gold producer. Recently had a little guidance reduction on concerns of some of the costs. A pretty steady, staid producer of 130,000 ounces. The issue is, where is the next leg of growth. They have a couple of big projects, one in Canada and one in Mexico. Feels they have enough in terms of small expansions to bring on another small project, until they can get their Canadian project permitted and financed. He likes this, because he thought the street was over punitive on the name.

Mining
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital ...

PricePrice
$3.760
Owned Owned
Yes

COMMENT
Argonaut Gold(AR-T) 

May 12, 2016

Hold or Sell? This has had a nice move. If you are underweight the whole gold complex you might want to keep it. If you are a trader, you have had a spectacular move in the last 4 months, you might want to take your initial capital out.

Mining

Hold or Sell? This has had a nice move. If you are underweight the whole gold complex you might want to keep it. If you are a trader, you have had a spectacular move in the last 4 months, you might want to take your initial capital out.

Mining
Rick Rule

Pres. & CEO, Sprott USA...

PricePrice
$2.960
Owned Owned
Unknown

COMMENT
Argonaut Gold(AR-T) 

April 28, 2016

Like a lot of golds, this has recovered somewhat. Likes the company and management, but exited all of his golds about 3 years ago. They have 3 different Mexican mines as well as a project in Northern Ontario. If you like gold exposure, it is a decent play. They won’t hurt you or surprise you very much. Relatively cheap with an asset value of $4. It will pull back if the price of gold pulls back.

Mining

Like a lot of golds, this has recovered somewhat. Likes the company and management, but exited all of his golds about 3 years ago. They have 3 different Mexican mines as well as a project in Northern Ontario. If you like gold exposure, it is a decent play. They won’t hurt you or surprise you very much. Relatively cheap with an asset value of $4. It will pull back if the price of gold pulls back.

Mining
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$2.640
Owned Owned
No

COMMENT
Argonaut Gold(AR-T) 

March 15, 2016

Sold his holdings a couple of years ago. It’s mostly in Mexico with a small part in Northern Ontario, which has been pushed out to 2018-2019. Good operators, but just didn’t like the macro view. Had some cost overruns a couple of times. Looks like there is value and it should be trading at $2.50-$3 to make it equal to the others, but there has been 2 years of lagging valuations. Not terrible, but it goes sideways and will only move up after seniors move and if gold went to $1400-$1500.

Mining

Sold his holdings a couple of years ago. It’s mostly in Mexico with a small part in Northern Ontario, which has been pushed out to 2018-2019. Good operators, but just didn’t like the macro view. Had some cost overruns a couple of times. Looks like there is value and it should be trading at $2.50-$3 to make it equal to the others, but there has been 2 years of lagging valuations. Not terrible, but it goes sideways and will only move up after seniors move and if gold went to $1400-$1500.

Mining
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$1.650
Owned Owned
No

BUY
Argonaut Gold(AR-T) 

March 7, 2016

Latin America.  Their guidance was artificially high and they were punished.  He thinks they will play catch up aggressively.  Seasoned management team and a good pipeline. 

Mining

Latin America.  Their guidance was artificially high and they were punished.  He thinks they will play catch up aggressively.  Seasoned management team and a good pipeline. 

Mining
Rick Rule

Pres. & CEO, Sprott USA...

PricePrice
$1.760
Owned Owned
No

COMMENT
Argonaut Gold(AR-T) 

November 12, 2015

He sees this as fairly good implementers, but doesn’t see any catalyst other than the gold price to take the stock higher. They have certainly had successes in their past life. He wouldn’t be in the mood to buy this one today.

Mining

He sees this as fairly good implementers, but doesn’t see any catalyst other than the gold price to take the stock higher. They have certainly had successes in their past life. He wouldn’t be in the mood to buy this one today.

Mining
Rick Rule

Pres. & CEO, Sprott USA...

PricePrice
$1.180
Owned Owned
No

COMMENT
Argonaut Gold(AR-T) 

September 16, 2015

Like all gold stocks, this has been absolutely pummeled. Gold stocks are very undervalued relative to gold bullion. This stock is in a base pattern. From a seasonal perspective, we are coming up to the end of the gold period for stocks, September 25. Gold and gold stocks have a historic pattern of underperforming in October.

Mining

Like all gold stocks, this has been absolutely pummeled. Gold stocks are very undervalued relative to gold bullion. This stock is in a base pattern. From a seasonal perspective, we are coming up to the end of the gold period for stocks, September 25. Gold and gold stocks have a historic pattern of underperforming in October.

Mining
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$1.290
Owned Owned
Unknown

COMMENT
Argonaut Gold(AR-T) 

September 14, 2015

Had a miss in a quarter which was weather related about a year ago. The stock is cheap, but it has never really recovered. Their cash costs are around $750 an ounce and they’re all in costs are around $1000-$1050. The balance sheet is fine, but they have to spend money on the growth. It is trading something like $0.40 on the dollar on asset value, so it is stupidly cheap. You should probably do something senior 1st, and once that has moved, then you could go and look at this one.

Mining

Had a miss in a quarter which was weather related about a year ago. The stock is cheap, but it has never really recovered. Their cash costs are around $750 an ounce and they’re all in costs are around $1000-$1050. The balance sheet is fine, but they have to spend money on the growth. It is trading something like $0.40 on the dollar on asset value, so it is stupidly cheap. You should probably do something senior 1st, and once that has moved, then you could go and look at this one.

Mining
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$1.170
Owned Owned
No

PAST TOP PICK
Argonaut Gold(AR-T) 

July 27, 2015

(A Top Pick July 21/14. Down 71.05%.) Missed one quarter about a year ago because of heavy rains in the rainy season in Mexico. Made it up the next quarter and has reported good results ever since with a bunch of new drilling, but nobody cares. It was a mistake to pick a gold a year ago.

Mining

(A Top Pick July 21/14. Down 71.05%.) Missed one quarter about a year ago because of heavy rains in the rainy season in Mexico. Made it up the next quarter and has reported good results ever since with a bunch of new drilling, but nobody cares. It was a mistake to pick a gold a year ago.

Mining
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$1.210
Owned Owned
No

DON'T BUY
Argonaut Gold(AR-T) 

July 6, 2015

Chart shows lows in mid-2013, mid-2014 and late 2014-early 2015. This was a good day for gold and this company did not participate. A relative under performer.

Mining

Chart shows lows in mid-2013, mid-2014 and late 2014-early 2015. This was a good day for gold and this company did not participate. A relative under performer.

Mining
Bill Carrigan

Technical Analyst, Getting Technical In...

PricePrice
$1.730
Owned Owned
Unknown

PAST TOP PICK
Argonaut Gold(AR-T) 

June 17, 2015

(A Top Pick May 30/14. Down 56.22%.) This has the value driver that he focuses the most on, free cash flow from the El Castile and La Colorada mines in Mexico. A significant portion of their value lies in 3 development assets, which were going to get funded out of the free cash flow from Mexico. At the current gold price, their ability to fund those assets is now called into question. Because of this, investors have exited. He sees value here, and if his gold price forecasting comes to pass this company can regain its lost performance.

Mining

(A Top Pick May 30/14. Down 56.22%.) This has the value driver that he focuses the most on, free cash flow from the El Castile and La Colorada mines in Mexico. A significant portion of their value lies in 3 development assets, which were going to get funded out of the free cash flow from Mexico. At the current gold price, their ability to fund those assets is now called into question. Because of this, investors have exited. He sees value here, and if his gold price forecasting comes to pass this company can regain its lost performance.

Mining
Jon Case

Portfolio Manager, Sentry Investments...

PricePrice
$1.650
Owned Owned
Yes

COMMENT
Argonaut Gold(AR-T) 

June 10, 2015

(Market Call Minute.) Was a Mexican producer primarily, but has a mine in Ontario. He has found better places to be.

Mining

(Market Call Minute.) Was a Mexican producer primarily, but has a mine in Ontario. He has found better places to be.

Mining
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital ...

PricePrice
$1.560
Owned Owned
No

COMMENT
Argonaut Gold(AR-T) 

June 1, 2015

Its gold mines are all in Mexico. Had a rainy season last fall and missed a quarter, the stock got hit and never really recovered. Hasn’t added to his holdings, but given the small amount of holding and the price that it is at, he has left it. If his outlook for gold got better, he would probably add to it. This has everything you would look for in a gold mine with $700 costs, growing production, cash flow and a good balance sheet.

Mining

Its gold mines are all in Mexico. Had a rainy season last fall and missed a quarter, the stock got hit and never really recovered. Hasn’t added to his holdings, but given the small amount of holding and the price that it is at, he has left it. If his outlook for gold got better, he would probably add to it. This has everything you would look for in a gold mine with $700 costs, growing production, cash flow and a good balance sheet.

Mining
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$1.700
Owned Owned
Yes

COMMENT
Argonaut Gold(AR-T) 

January 21, 2015

Had been buying before Christmas when it dipped on tax loss selling. Just reported a record 4th quarter production. Still cheap at under $3. Given that the outlook in gold has changed so much, you should see NAV’s in the $5.50-$6 range. He thinks the stock is worth $4 in the current environment. They are quite profitable at the current gold price level.

Mining

Had been buying before Christmas when it dipped on tax loss selling. Just reported a record 4th quarter production. Still cheap at under $3. Given that the outlook in gold has changed so much, you should see NAV’s in the $5.50-$6 range. He thinks the stock is worth $4 in the current environment. They are quite profitable at the current gold price level.

Mining
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$2.880
Owned Owned
Yes

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