First Quantum Minerals (FM-T) Stock Predictions - Stockchase
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First Quantum Minerals (FM-T)

ON STOCKCHASE SINCE May 2001

copper

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First Quantum Minerals

FM-T

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First Quantum Minerals (FM-T) SAVE Mar, 23, 2019, 8:49 am

14.10 0.76 (5.11%)

About First Quantum Minerals (FM-T)

First Quantum Minerals Ltd. is a Canadian based mining and metals company whose principal activities include mineral exploration, development and mining. Its main product is copper, which accounts for 80% of revenues. as of 2016. More at Wikipedia

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COMMENT
First Quantum Minerals(FM-T) 

February 1, 2019

Depends on China, and whether that economy goes back up. He owns Hudbay Minerals instead, it's a safer geography and a bit better balance sheet.
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Depends on China, and whether that economy goes back up. He owns Hudbay Minerals instead, it's a safer geography and a bit better balance sheet.
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$14.820
Owned Owned
No

WATCH
First Quantum Minerals(FM-T) 

January 31, 2019

It is similar to TECK.B-T. It is on his watch list. It has 25-30% upside this year. If he wants to get more exposure to emerging markets, this is one he will buy.
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It is similar to TECK.B-T. It is on his watch list. It has 25-30% upside this year. If he wants to get more exposure to emerging markets, this is one he will buy.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$15.210
Owned Owned
Unknown

COMMENT
First Quantum Minerals(FM-T) 

October 17, 2018

They've put their troubles behind them. Can't predict their near future, but in a year or two there could be a tailwind for commodity prices. They are getting earnings from some of their earnings now which is reducing their debt.

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They've put their troubles behind them. Can't predict their near future, but in a year or two there could be a tailwind for commodity prices. They are getting earnings from some of their earnings now which is reducing their debt.

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$13.580
Owned Owned
Unknown

PAST TOP PICK
First Quantum Minerals(FM-T) 

September 17, 2018

SHORT (A Top Pick Jun 28/17, Down 42%)  It's been a wild ride.  It has come off more recently.  The thesis has not changed on this stock.  It has terrible valuation with virtually no return on equity.  It missed on the most recent quarter.  It is not cheap and a highly volatile stock.

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SHORT (A Top Pick Jun 28/17, Down 42%)  It's been a wild ride.  It has come off more recently.  The thesis has not changed on this stock.  It has terrible valuation with virtually no return on equity.  It missed on the most recent quarter.  It is not cheap and a highly volatile stock.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$15.280
Owned Owned
Yes

COMMENT

An exceptionally volatile stock. It produces copper in dangerous parts of the world. Lots of companies are having problems these days with governments, not getting good enough deals. You have to be really careful. This is going to track the Chinese stock market pretty carefully. The company is well-run. Has a lot of debt. If you are going to invest in stocks like this, make sure it is the appropriate amount in your portfolio and don’t own too much.

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An exceptionally volatile stock. It produces copper in dangerous parts of the world. Lots of companies are having problems these days with governments, not getting good enough deals. You have to be really careful. This is going to track the Chinese stock market pretty carefully. The company is well-run. Has a lot of debt. If you are going to invest in stocks like this, make sure it is the appropriate amount in your portfolio and don’t own too much.

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John O'Connell,

Chairman a, Davis Rea...

Price Price
$14.000
Owned Owned
Unknown

BUY

First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.

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First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.

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David Burrows

President , Barometer Capital Ma...

Price Price
$13.420
Owned Owned
Unknown

COMMENT

A good Short? The short answer is yes, and the long answer is yes, but he would advise against doing it. To do it, he would put a Long against it such as Lundin Mining (LUN-T) or Hudbay Minerals (HBM-T). They have an awful lot of debt and are very concentrated in Zambia. There are execution risks on a very large mine they are building in Panama. With a lot of debt attached, this is a very tough place to be.

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A good Short? The short answer is yes, and the long answer is yes, but he would advise against doing it. To do it, he would put a Long against it such as Lundin Mining (LUN-T) or Hudbay Minerals (HBM-T). They have an awful lot of debt and are very concentrated in Zambia. There are execution risks on a very large mine they are building in Panama. With a lot of debt attached, this is a very tough place to be.

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Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$11.460
Owned Owned
No

TOP PICK

*SHORT* This is in line with his concern that the cyclical value may have peaked and may not be recovering in this cycle. Despite having a really good run from July to the election, this has really trended down. Their problem is that they have always had a lot of debt. Expensive on an earnings basis, trading at 43X trailing. A really low ROE. Highly volatile. (Analysts’ price target is $17.63.)

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*SHORT* This is in line with his concern that the cyclical value may have peaked and may not be recovering in this cycle. Despite having a really good run from July to the election, this has really trended down. Their problem is that they have always had a lot of debt. Expensive on an earnings basis, trading at 43X trailing. A really low ROE. Highly volatile. (Analysts’ price target is $17.63.)

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$10.880
Owned Owned
Yes

COMMENT

Copper had moved up earlier in the year and kind of went sideways for a while. This is the levered one. It is the jurisdiction that is the problem for anyone that is nervous. However, what you get is the best liquidity and the best leverage. If you really like copper, and can stomach the risks, then this one should move. He prefers Hudbay (HBM-T).

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Copper had moved up earlier in the year and kind of went sideways for a while. This is the levered one. It is the jurisdiction that is the problem for anyone that is nervous. However, what you get is the best liquidity and the best leverage. If you really like copper, and can stomach the risks, then this one should move. He prefers Hudbay (HBM-T).

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$12.200
Owned Owned
No

COMMENT

Thinks copper will do very well 3 or 4 years out, but it depends on your patience and willingness to endure some short-term pain with regards to their balance sheet, which is still stretched.

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Thinks copper will do very well 3 or 4 years out, but it depends on your patience and willingness to endure some short-term pain with regards to their balance sheet, which is still stretched.

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Rick Rule

Pres. & C, Sprott USA...

Price Price
$12.230
Owned Owned
Unknown

COMMENT

Their Cobre copper project in the Panama will make this company one of the largest copper miners in the world. They have to get through the construction. They have debt on the balance sheet, which makes things a little precarious. He would probably stay on the sidelines.

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Their Cobre copper project in the Panama will make this company one of the largest copper miners in the world. They have to get through the construction. They have debt on the balance sheet, which makes things a little precarious. He would probably stay on the sidelines.

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Robert Cohen B.

Vice Presi, Dynamic Funds...

Price Price
$14.260
Owned Owned
Unknown

DON'T BUY

He is not short this one anymore.  He thinks it is fully priced, however.  They have quite a bit of debt and are building an asset in Panama.  There is political risk in Zambia.

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He is not short this one anymore.  He thinks it is fully priced, however.  They have quite a bit of debt and are building an asset in Panama.  There is political risk in Zambia.

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Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$14.420
Owned Owned
No

COMMENT
First Quantum Minerals(FM-T) 

November 30, 2016

Base metals, primarily in countries that he wouldn’t necessarily take vacations in. Higher risk environments, but from that you get higher returns. He prefers more stable jurisdictions. The company has decent assets that are generating cash flow. Also, they got $1 billion in cash on a recent deal which gives them some flexibility.

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Base metals, primarily in countries that he wouldn’t necessarily take vacations in. Higher risk environments, but from that you get higher returns. He prefers more stable jurisdictions. The company has decent assets that are generating cash flow. Also, they got $1 billion in cash on a recent deal which gives them some flexibility.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$15.340
Owned Owned
No

BUY
First Quantum Minerals(FM-T) 

November 28, 2016

(Market Call Minute.) You want to be in materials, and this is one of the leaders.

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(Market Call Minute.) You want to be in materials, and this is one of the leaders.

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John Stephenson

President , Stephenson & Company...

Price Price
$15.740
Owned Owned
Unknown

BUY
First Quantum Minerals(FM-T) 

November 10, 2016

It has risen to the forefront to be a go to.  They are global.  Their primary exposure is to copper and is a leveraged way to play a recovery in copper.  Keep in mind it is leveraged so it will go the other way just as far if copper drops.

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It has risen to the forefront to be a go to.  They are global.  Their primary exposure is to copper and is a leveraged way to play a recovery in copper.  Keep in mind it is leveraged so it will go the other way just as far if copper drops.

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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$14.970
Owned Owned
Unknown

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