Argonaut Gold

AR-T

Analysis and Opinions about AR-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 6, 2018
Good managers. A collection of second-tier assets though. Merely okay.
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Argonaut Gold (AR-T)
November 6, 2018
Good managers. A collection of second-tier assets though. Merely okay.
COMMENT
COMMENT
October 29, 2018

Gold in Mexico. Well-run with fine assets. He doesn't follow this closely nowadays. It's fallen off. He owns no gold.

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Argonaut Gold (AR-T)
October 29, 2018

Gold in Mexico. Well-run with fine assets. He doesn't follow this closely nowadays. It's fallen off. He owns no gold.

BUY
BUY
June 22, 2018

If you've held it this long, then average down. He likes it. He has $5.75 target on it. There seems to be some judiciary issues about this stock. They operate in Mexico, which he likes. He has a buy rating on this.

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Argonaut Gold (AR-T)
June 22, 2018

If you've held it this long, then average down. He likes it. He has $5.75 target on it. There seems to be some judiciary issues about this stock. They operate in Mexico, which he likes. He has a buy rating on this.

HOLD
HOLD
March 5, 2018

You are getting fair value here. A mine they have been investing in is just coming on line. It is not overwhelming free cash flow. To break out of this range they need to take some action on their undeveloped asset.

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Argonaut Gold (AR-T)
March 5, 2018

You are getting fair value here. A mine they have been investing in is just coming on line. It is not overwhelming free cash flow. To break out of this range they need to take some action on their undeveloped asset.

BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

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