Trevali Mining Corp

TV-T

Analysis and Opinions about TV-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 23, 2020
They missed 7 out of 8 quarters. Their balance sheet is good and cash flow is good. Their debt is not too high. It might have been a takeover target except for the Glen Core piece.
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Trevali Mining Corp (TV-T)
January 23, 2020
They missed 7 out of 8 quarters. Their balance sheet is good and cash flow is good. Their debt is not too high. It might have been a takeover target except for the Glen Core piece.
DON'T BUY
DON'T BUY
January 7, 2020
Had a sharp downturn through 2018 then went sideways in 2019, so you're speculating now. It'll be very tough to return to previous high levels.
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Had a sharp downturn through 2018 then went sideways in 2019, so you're speculating now. It'll be very tough to return to previous high levels.
DON'T BUY
DON'T BUY
October 16, 2019
A zinc play that is has short cycles and there is a glut in the market today. A lot of supply, but nowhere for it to go.
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Trevali Mining Corp (TV-T)
October 16, 2019
A zinc play that is has short cycles and there is a glut in the market today. A lot of supply, but nowhere for it to go.
PAST TOP PICK
PAST TOP PICK
September 9, 2019
(A Top Pick Aug 27/18, Down 73%) Price of zinc dropped, and that changed the dynamic. Trading at 2.5 times cash flow, but no one cares.
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Trevali Mining Corp (TV-T)
September 9, 2019
(A Top Pick Aug 27/18, Down 73%) Price of zinc dropped, and that changed the dynamic. Trading at 2.5 times cash flow, but no one cares.
DON'T BUY
DON'T BUY
July 17, 2019
His single most disappointing holding as a zinc miner. They have great assets -- they are the largest non-senior zinc producer. This is a wait and see turnaround opportunity, so he would look for something else.
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His single most disappointing holding as a zinc miner. They have great assets -- they are the largest non-senior zinc producer. This is a wait and see turnaround opportunity, so he would look for something else.
HOLD
HOLD
June 13, 2019
It has really been crushed since the big financing on the stock. Now is probably the time to buy it. They had a lot of operational problems in their mine, but they have turned over the management team yet the stock continues to go down. He started to buy at $0.45. He would hold on. Don't sell.
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It has really been crushed since the big financing on the stock. Now is probably the time to buy it. They had a lot of operational problems in their mine, but they have turned over the management team yet the stock continues to go down. He started to buy at $0.45. He would hold on. Don't sell.
WAIT
WAIT
May 24, 2019
Gold is out of favour. Penny stocks don't respond well to tech analysis. If you believe in the story, it's 30 cents a share, go ahead and do it. Wait and see, if gold were to pop, the small ones would go as well. But he doesn't see any short-term upside.
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Gold is out of favour. Penny stocks don't respond well to tech analysis. If you believe in the story, it's 30 cents a share, go ahead and do it. Wait and see, if gold were to pop, the small ones would go as well. But he doesn't see any short-term upside.
COMMENT
COMMENT
May 10, 2019
He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
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He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
DON'T BUY
DON'T BUY
April 29, 2019
There are zinc miners. Earnings are expected to rise in the next year. Reasonably priced but the big question is will zinc come back?
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There are zinc miners. Earnings are expected to rise in the next year. Reasonably priced but the big question is will zinc come back?
WATCH
WATCH
April 12, 2019
This is one of the few publicly traded zinc miners. Zinc has not done well this year. Sales have been down 54% and earnings were down 34%. It trades about 6 times earnings. It looks cheap and has great cash flow. Earnings estimates are being cut, which will keep him away for now. He will watch zinc prices for improvements.
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This is one of the few publicly traded zinc miners. Zinc has not done well this year. Sales have been down 54% and earnings were down 34%. It trades about 6 times earnings. It looks cheap and has great cash flow. Earnings estimates are being cut, which will keep him away for now. He will watch zinc prices for improvements.
DON'T BUY
DON'T BUY
March 5, 2019
A pure play in zinc, which is why it's suffering. Zinc prices are low. See if TV is generating free cash flow--or else they have to go to market. Cash flow is more important than earnings. Can they sustain their balance sheet? They've changed CEOs so there's some uncertain around it.
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A pure play in zinc, which is why it's suffering. Zinc prices are low. See if TV is generating free cash flow--or else they have to go to market. Cash flow is more important than earnings. Can they sustain their balance sheet? They've changed CEOs so there's some uncertain around it.
DON'T BUY
DON'T BUY
March 5, 2019
Oversold. He is a little nervous about the economy. This is a good size zinc producer. The optionality offered is not sufficient for him. He would like a lower cost producer. Well ran.
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Oversold. He is a little nervous about the economy. This is a good size zinc producer. The optionality offered is not sufficient for him. He would like a lower cost producer. Well ran.
HOLD
HOLD
March 4, 2019
Zinc producer, less focused on exploration and more on operations. They continually missed on guidance so the management team departed. He sees a lot of value down here. There is a potential for them to get back to where they were. You have to look at Q2 and 3 this year.
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Zinc producer, less focused on exploration and more on operations. They continually missed on guidance so the management team departed. He sees a lot of value down here. There is a potential for them to get back to where they were. You have to look at Q2 and 3 this year.
DON'T BUY
DON'T BUY
March 1, 2019
This stock has got hammered. It is a pure play on zinc. Zinc prices have rallied lately because zinc inventories are tight. It is a pure play on 1 commodity and that commodity has gone through its cycle. They took a big write off in the 4th quarter. There will be another zinc cycle, but not sure when.
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This stock has got hammered. It is a pure play on zinc. Zinc prices have rallied lately because zinc inventories are tight. It is a pure play on 1 commodity and that commodity has gone through its cycle. They took a big write off in the 4th quarter. There will be another zinc cycle, but not sure when.
DON'T BUY
DON'T BUY
February 4, 2019
It has ties to the zinc market, which has been under severe pressure from tax loss selling. HBM-T would be a better replacement if you want to be here.
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Trevali Mining Corp (TV-T)
February 4, 2019
It has ties to the zinc market, which has been under severe pressure from tax loss selling. HBM-T would be a better replacement if you want to be here.
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