First Quantum Minerals

FM-T

TSE:FM

12.96
0.71 (5.80%)
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

Analysis and Opinions about FM-T

Signal
Opinion
Expert
BUY
BUY
November 28, 2016

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

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

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$15.740
Owned
Unknown
BUY
BUY
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.

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.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$14.970
Owned
Unknown
DON'T BUY
DON'T BUY
September 15, 2016

He is short the stock. He would suggest the fundamentals of the copper market are bearish. They have a leveraged balance sheet. It is expensive here.

First Quantum Minerals (FM-T)
September 15, 2016

He is short the stock. He would suggest the fundamentals of the copper market are bearish. They have a leveraged balance sheet. It is expensive here.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$10.400
Owned
Yes
COMMENT
COMMENT
August 23, 2016

First Quantum (FM-T) or Teck Resources (TCK.B-T)? His view is definitely more constructive on Teck.

First Quantum (FM-T) or Teck Resources (TCK.B-T)? His view is definitely more constructive on Teck.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$12.050
Owned
No
COMMENT
COMMENT
August 18, 2016

One of the best silver plays out there. We are seeing a little bit of short term weakness. It is pretty over extended, although it could stay there. It was a pretty big move since the beginning of the year, breaking a long down trend. The challenge is how do you leap into this one. You can get a pretty significant swing in these names. If it does not hold at $19 it could go to the mid teens. Pick your best spot and go from there.

One of the best silver plays out there. We are seeing a little bit of short term weakness. It is pretty over extended, although it could stay there. It was a pretty big move since the beginning of the year, breaking a long down trend. The challenge is how do you leap into this one. You can get a pretty significant swing in these names. If it does not hold at $19 it could go to the mid teens. Pick your best spot and go from there.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$12.170
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

Ranks fairly well in his process, both from a fundamental and a technical basis. This is a result of 2 factors. One has been a rising price in commodities. Also, it got beaten up so badly in 2015, that people who were under-exposed to the sector are really clambering to try to get in.

Ranks fairly well in his process, both from a fundamental and a technical basis. This is a result of 2 factors. One has been a rising price in commodities. Also, it got beaten up so badly in 2015, that people who were under-exposed to the sector are really clambering to try to get in.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$10.400
Owned
Unknown
HOLD
HOLD
July 11, 2016

(Market Call Minute.) This would be a hold based on reflation and China coming back.

(Market Call Minute.) This would be a hold based on reflation and China coming back.

John Kim
Portfolio Manager, Aston Hill Financial
Price
$9.750
Owned
Unknown
DON'T BUY
DON'T BUY
July 5, 2016

A very, very leveraged bet on copper prices in problematic jurisdictions, namely Zambia. This has an excess of debt load, negative all in sustaining costs, in that they are losing money for every pound of copper they produce. Not the sort of name he would want to own. He doesn’t have a bullish outlook on copper, and he is Short this company.

A very, very leveraged bet on copper prices in problematic jurisdictions, namely Zambia. This has an excess of debt load, negative all in sustaining costs, in that they are losing money for every pound of copper they produce. Not the sort of name he would want to own. He doesn’t have a bullish outlook on copper, and he is Short this company.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$9.410
Owned
Yes
HOLD
HOLD
June 30, 2016

This whole complex is very volatile. The stock has formed a nice base. In its sector, it is a pretty volatile stock. It would be interesting if it could get above the $10 mark, because then it could move up to $15.

This whole complex is very volatile. The stock has formed a nice base. In its sector, it is a pretty volatile stock. It would be interesting if it could get above the $10 mark, because then it could move up to $15.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$9.070
Owned
No
BUY
BUY
May 31, 2016

(Market Call Minute.) Good leverage to zinc. Sees the refinancing on the debt as being a positive catalyst.

(Market Call Minute.) Good leverage to zinc. Sees the refinancing on the debt as being a positive catalyst.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$8.600
Owned
Yes
DON'T BUY
DON'T BUY
May 16, 2016

The timing of their acquisition is not good and burdened them with a lot of debt. They need a higher copper price to get a good return.

The timing of their acquisition is not good and burdened them with a lot of debt. They need a higher copper price to get a good return.

John Zechner
Chairman, J. Zechner & Assoc
Price
$8.700
Owned
Unknown
COMMENT
COMMENT
April 13, 2016

From a fundamental standpoint, this doesn’t rank super well in his process, but from a price momentum standpoint he is starting to see it turn a little.

From a fundamental standpoint, this doesn’t rank super well in his process, but from a price momentum standpoint he is starting to see it turn a little.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$7.140
Owned
Unknown
COMMENT
COMMENT
February 5, 2016

This is a space that is down and out, and is really impacted in the short term by its relationship to the US$. Chart shows a little rounding bottom and he expects resistance at around the $5 level.

This is a space that is down and out, and is really impacted in the short term by its relationship to the US$. Chart shows a little rounding bottom and he expects resistance at around the $5 level.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$3.930
Owned
No
SELL
SELL
January 19, 2016

The mining sector is under pressure. There is a demand problem from Asia and we have too much supply. This stock has been selling off for a year, and the sector has been selling off for longer than that. Before this problem is done there are going to be bankruptcies and restructurings, and you are really fighting the tide. He would pick an exit price.

The mining sector is under pressure. There is a demand problem from Asia and we have too much supply. This stock has been selling off for a year, and the sector has been selling off for longer than that. Before this problem is done there are going to be bankruptcies and restructurings, and you are really fighting the tide. He would pick an exit price.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$2.850
Owned
No
HOLD
HOLD
December 21, 2015

It is back to the crisis low. It is a victim of tax loss selling this year and then next month you will get a bounce.

It is back to the crisis low. It is a victim of tax loss selling this year and then next month you will get a bounce.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$4.810
Owned
Unknown
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