Copper Mountain Mining

CMMC-T

Analysis and Opinions about CMMC-T

Signal
Opinion
Expert
BUY
BUY
April 19, 2018

Copper pricing seems to be Firming here. Commodities are starting to come off from a bottom here. It is 9 years into a bull market and into a recovery. If you are going to play it, this is probably a not bad place to be. Copper looks interesting here.

Copper pricing seems to be Firming here. Commodities are starting to come off from a bottom here. It is 9 years into a bull market and into a recovery. If you are going to play it, this is probably a not bad place to be. Copper looks interesting here.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$1.360
Owned
No
COMMENT
COMMENT
March 7, 2017

He doesn’t follow this closely and doesn’t know why it is down so much. Copper has been very strong. This is a small, single asset name. If you want to play copper and its relative strength, Teck Resources (TECK.B-T) and First Quantum (FM-T) are good names and are much less risky than in the small-cap mining space.

He doesn’t follow this closely and doesn’t know why it is down so much. Copper has been very strong. This is a small, single asset name. If you want to play copper and its relative strength, Teck Resources (TECK.B-T) and First Quantum (FM-T) are good names and are much less risky than in the small-cap mining space.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$1.050
Owned
No
DON'T BUY
DON'T BUY
September 25, 2015

A copper leveraged name. Have had its teething pains in terms of crushing issues, throughput issues and secondary crusher decision outstanding, so it is not an easy one to get your hands around. Feels they are treading around the breakeven point with copper prices in the $2.30-$2.40 a pound range. Debt is high, but a lot of it is with their partner Mitsubishi, which provides some protection. He wouldn’t recommend this.

A copper leveraged name. Have had its teething pains in terms of crushing issues, throughput issues and secondary crusher decision outstanding, so it is not an easy one to get your hands around. Feels they are treading around the breakeven point with copper prices in the $2.30-$2.40 a pound range. Debt is high, but a lot of it is with their partner Mitsubishi, which provides some protection. He wouldn’t recommend this.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$0.465
Owned
No
COMMENT
COMMENT
March 12, 2014

(Market Call Minute.) This has gotten hit in the last couple of days. Moved from $1.50 at the bottom and up to $2.20. As copper has pulled back, this has pulled back with it. If you like copper and you think China is going to solve itself and copper prices are going to settle in over $3, it is probably a trade and goes back to $2.20.

(Market Call Minute.) This has gotten hit in the last couple of days. Moved from $1.50 at the bottom and up to $2.20. As copper has pulled back, this has pulled back with it. If you like copper and you think China is going to solve itself and copper prices are going to settle in over $3, it is probably a trade and goes back to $2.20.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.990
Owned
Unknown
WAIT
WAIT
January 30, 2014

Base metals in general might be in a better position later in the year. This one has had some ramp up issues. Not uncommon. Mill issues and not getting the right throughput. It is a candidate for a re-rating as they show the throughput. Don’t be in a big rush.

Base metals in general might be in a better position later in the year. This one has had some ramp up issues. Not uncommon. Mill issues and not getting the right throughput. It is a candidate for a re-rating as they show the throughput. Don’t be in a big rush.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.540
Owned
No
HOLD
HOLD
May 28, 2013

At best, he would call this a Hold. Have 75% of the Copper Mountain property in BC. This is a new mine and they have been having some challenges with getting the ore grade up and running.

At best, he would call this a Hold. Have 75% of the Copper Mountain property in BC. This is a new mine and they have been having some challenges with getting the ore grade up and running.

Michael Giordano
VP Investments & Portfolio Manager,
Price
$1.710
Owned
No
HOLD
HOLD
April 11, 2013

(Market Call Minute) They have had difficulties ramping up project in BC. Balance sheet under some stress but they should be able to make it.

(Market Call Minute) They have had difficulties ramping up project in BC. Balance sheet under some stress but they should be able to make it.

Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$2.600
Owned
Unknown
DON'T BUY
DON'T BUY
September 10, 2012

People are finally figuring out that these junior mining companies take a lot of money to develop. Costs to bring these projects on line are substantial. In this environment, it is a very difficult for these companies to raise the capital they need.

People are finally figuring out that these junior mining companies take a lot of money to develop. Costs to bring these projects on line are substantial. In this environment, it is a very difficult for these companies to raise the capital they need.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$3.130
Owned
No
COMMENT
COMMENT
August 31, 2012

(Market Call Minute.) Trading around 2X cash flow. Have had ramp up issues since they’ve brought the mine into production. All the failures have largely been priced in. Still believes this is a working mine. $2.50 roughly would be the bottom of the stock.

(Market Call Minute.) Trading around 2X cash flow. Have had ramp up issues since they’ve brought the mine into production. All the failures have largely been priced in. Still believes this is a working mine. $2.50 roughly would be the bottom of the stock.

Alice Tsang
Portfolio Manager, Marquest Asset Management
Price
$2.620
Owned
Yes
BUY
BUY
July 19, 2012
There has been a huge selloff in base metal stocks. This company has had some difficulty in ramping up their producing properties in British Columbia. These are big, monstrous type of projects so he is not overly alarmed. Balance sheet has been improving. Attractive valuation.
There has been a huge selloff in base metal stocks. This company has had some difficulty in ramping up their producing properties in British Columbia. These are big, monstrous type of projects so he is not overly alarmed. Balance sheet has been improving. Attractive valuation.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$3.260
Owned
No
BUY
BUY
May 17, 2012
(Market Call Minute) Excellent Asset in southern BC. Excellent cash flows and they are going to ramp up production.
(Market Call Minute) Excellent Asset in southern BC. Excellent cash flows and they are going to ramp up production.
Michael Giordano
VP Investments & Portfolio Manager,
Price
$3.830
Owned
Unknown
HOLD
HOLD
April 13, 2012
It's had quite a correction but is now back to support. Thinks it stays here. Point and figure chart shows the uptrend has not been violated.
It's had quite a correction but is now back to support. Thinks it stays here. Point and figure chart shows the uptrend has not been violated.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$4.500
Owned
Unknown
BUY
BUY
February 13, 2012
Not a bad copper stock to own. You could also consider First Quantum (FM-T) or Freeport McMoran (FCX-N).
Not a bad copper stock to own. You could also consider First Quantum (FM-T) or Freeport McMoran (FCX-N).
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$5.040
Owned
Unknown
BUY
BUY
September 30, 2011
Brand-new producer. Located in southern BC. Partnered with Mitsubishi, which holds 25%. Low risk. A little expensive but there seems to be upside in expansion down the road. Could be a takeout.
Brand-new producer. Located in southern BC. Partnered with Mitsubishi, which holds 25%. Low risk. A little expensive but there seems to be upside in expansion down the road. Could be a takeout.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$4.140
Owned
Unknown
BUY
BUY
June 24, 2011
A fantastic story. Have about 5 billion pounds of copper and gold. Cash costs in this environment should be about negative. Sees upside in this one.
A fantastic story. Have about 5 billion pounds of copper and gold. Cash costs in this environment should be about negative. Sees upside in this one.
Alice Tsang
Portfolio Manager, Marquest Asset Management
Price
$6.930
Owned
Yes
Showing 1 to 15 of 19 entries