Mandalay Resources Corp.

MND-T

Analysis and Opinions about MND-T

Signal
Opinion
Expert
COMMENT
COMMENT
March 6, 2018

They had three working mines, now two. When you have a major catastrophe in a mine, people often jump out. This company has been around for years and years. That shows a certain staying power. He likes to invest in companies that have been around for at least 10 years. He doesn’t know their financials, but they have managed to stay around, which suggests that they are likely to stick around.

They had three working mines, now two. When you have a major catastrophe in a mine, people often jump out. This company has been around for years and years. That shows a certain staying power. He likes to invest in companies that have been around for at least 10 years. He doesn’t know their financials, but they have managed to stay around, which suggests that they are likely to stick around.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.245
Owned
No
COMMENT
COMMENT
May 12, 2017

He likes this company. It is very difficult to operate one small mine, and even more difficult to operate 3 small mines. They have a durable competitive advantage in being able to operate small high grade mines profitably.

He likes this company. It is very difficult to operate one small mine, and even more difficult to operate 3 small mines. They have a durable competitive advantage in being able to operate small high grade mines profitably.

Rick Rule
Pres. & CEO, Sprott USA
Price
$0.580
Owned
Unknown
COMMENT
COMMENT
March 8, 2016

Management is refreshing. They look for return and for what value they can add. Usually with the assets they purchase they add value with their technical ability. They also have a good philosophy with respect to wanting to provide returns for their shareholders. Loves their philosophy and the way they add value to assets. They buy them cheap and then they add value so that their value accretes to their shareholders.

Management is refreshing. They look for return and for what value they can add. Usually with the assets they purchase they add value with their technical ability. They also have a good philosophy with respect to wanting to provide returns for their shareholders. Loves their philosophy and the way they add value to assets. They buy them cheap and then they add value so that their value accretes to their shareholders.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$0.850
Owned
No
HOLD
HOLD
June 2, 2015

If you have gold assets in good places, you should be in good shape. Doesn’t know this company that well, but sounds like a decent play, so he would hang onto it.

If you have gold assets in good places, you should be in good shape. Doesn’t know this company that well, but sounds like a decent play, so he would hang onto it.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$0.940
Owned
No
COMMENT
COMMENT
August 7, 2014

An absolutely top quality team. First-class implementers. Stock has had a reasonably good run. It might be a safe place to hide out right now, but if you own it now, you need to be prepared to own it for awhile while it consolidates the gains that it has enjoyed, and while it puts the rest of the Elgin assets to account. 3% dividend yield.

An absolutely top quality team. First-class implementers. Stock has had a reasonably good run. It might be a safe place to hide out right now, but if you own it now, you need to be prepared to own it for awhile while it consolidates the gains that it has enjoyed, and while it puts the rest of the Elgin assets to account. 3% dividend yield.

Rick Rule
Pres. & CEO, Sprott USA
Price
$1.140
Owned
Yes
COMMENT
COMMENT
August 5, 2014

One of the best management teams out there. Instituted a 2.5% dividend. Very good at Buying cheap. Good miners and operators. However, he would love to see a mining company that has a marquee asset. Right now this has 3 decent projects, but doesn’t have that marquee that he is looking for. $1.35 would be quite reasonable.

One of the best management teams out there. Instituted a 2.5% dividend. Very good at Buying cheap. Good miners and operators. However, he would love to see a mining company that has a marquee asset. Right now this has 3 decent projects, but doesn’t have that marquee that he is looking for. $1.35 would be quite reasonable.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$1.220
Owned
Yes
BUY
BUY
July 30, 2014

Was a favorite name at his previous employer. They continue to come through with higher production and lower production costs. It is rather illiquid for him with the fund he is running.

Was a favorite name at his previous employer. They continue to come through with higher production and lower production costs. It is rather illiquid for him with the fund he is running.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.180
Owned
Unknown
COMMENT
COMMENT
May 30, 2014

Fantastic silver company. Very well run. Assets are in Chile and Australia. Production is roughly 3 million ounces a year in silver and 40,000 ounces in gold. Probably generates around $40 million a year in free cash flow which he really likes. On a relative to enterprise value, it has a yield of between 10% and 15%. 3.3% dividend yield. Q1 came out with very, very strong numbers. The asset base is positioned to grow, so we should see results continue to strengthen throughout the year.

Fantastic silver company. Very well run. Assets are in Chile and Australia. Production is roughly 3 million ounces a year in silver and 40,000 ounces in gold. Probably generates around $40 million a year in free cash flow which he really likes. On a relative to enterprise value, it has a yield of between 10% and 15%. 3.3% dividend yield. Q1 came out with very, very strong numbers. The asset base is positioned to grow, so we should see results continue to strengthen throughout the year.

Jon Case
Portfolio Manager, Sentry Investments
Price
$0.910
Owned
Unknown
BUY
BUY
May 8, 2014

(Market Call Minute) Pays a dividend. If you like the gold sector it is worth buying.

(Market Call Minute) Pays a dividend. If you like the gold sector it is worth buying.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.990
Owned
Unknown
COMMENT
COMMENT
March 25, 2014

Key thing about this company is management. Good management. Pays a nice dividend. Have 2 assets, one in Australia and one in South America. As a portfolio manager, he likes big, world class assets because it is very tough to make money with small assets. These guys are good operators and have done a great job with what he would consider 2 “okay” assets.

Key thing about this company is management. Good management. Pays a nice dividend. Have 2 assets, one in Australia and one in South America. As a portfolio manager, he likes big, world class assets because it is very tough to make money with small assets. These guys are good operators and have done a great job with what he would consider 2 “okay” assets.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$0.950
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
March 3, 2014

Small company with the risks associated. These people have executed flawlessly. Implementation skills are unmatched among small miners.

Small company with the risks associated. These people have executed flawlessly. Implementation skills are unmatched among small miners.

Rick Rule
Pres. & CEO, Sprott USA
Price
$0.970
Owned
Unknown
BUY
BUY
February 3, 2014

One of his favourites. Asset quality is good. Free cash flow is good and dividend. They bought an undeveloped asset in Chili – a few years out. But they don’t have to come to market for funds to develop.

One of his favourites. Asset quality is good. Free cash flow is good and dividend. They bought an undeveloped asset in Chili – a few years out. But they don’t have to come to market for funds to develop.

Jon Case
Portfolio Manager, Sentry Investments
Price
$0.830
Owned
Yes
STRONG BUY
STRONG BUY
October 24, 2013

Silver. One of the companies that under promises and over delivers and this is one in the resource sector that he really likes. Production continues to increase. If he were to own one silver company that has a lot of upside, it would be this one. 3.89% yield.

Silver. One of the companies that under promises and over delivers and this is one in the resource sector that he really likes. Production continues to increase. If he were to own one silver company that has a lot of upside, it would be this one. 3.89% yield.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.780
Owned
Yes
HOLD
HOLD
July 11, 2013

His largest weighting on the resource side. Always under performs and over delivers. Put on a little dividend. The last one he would sell.

His largest weighting on the resource side. Always under performs and over delivers. Put on a little dividend. The last one he would sell.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.830
Owned
Yes
COMMENT
COMMENT
June 21, 2013

Hasn’t seen management for a year or two. Likes their Australian silver operations, which has very thick veins. The mine shows a very good cost profile. Management has a track record of buying very good assets. However, silver has come down to the $19-$20 level where she expects it will stay for a long time. 4.2% yield.

Hasn’t seen management for a year or two. Likes their Australian silver operations, which has very thick veins. The mine shows a very good cost profile. Management has a track record of buying very good assets. However, silver has come down to the $19-$20 level where she expects it will stay for a long time. 4.2% yield.

Alice Tsang
Portfolio Manager, Marquest Asset Management
Price
$0.720
Owned
Unknown
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