Stock Opinions by Dennis da Silva - Stockchase Experts
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Dennis da Silva @

On Stockchase since : Apr 2007

Managing Director & Sr Portfolio Manager at Middlefield Capital Ltd.

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Stock Opinions by Dennis da Silva - Stockchase Experts

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WEAK BUY
Barrick Gold(ABX-T) 

April 3, 2014

[Caller wanted to short] It is scary to short commodities that are sensitive to geopolitical issues.  He owns it long because it was too cheap at one point.  It is a good proxy for gold and is nice and liquid.  He can hold on the uncertainty in Russia.

precious metals
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[Caller wanted to short] It is scary to short commodities that are sensitive to geopolitical issues.  He owns it long because it was too cheap at one point.  It is a good proxy for gold and is nice and liquid.  He can hold on the uncertainty in Russia.

precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$20.240
Owned Owned
Yes

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WEAK BUY

Focused in South America.  Opportunities in Peru and they were in Columbia previously.  Oil weighted. Good visibility in terms of projects.  Good growth visibility.  Sentiment is weaker right now.  He has found better opportunities in Canadian focused names.  But there is nothing wrong with it.

oil/gas
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Focused in South America.  Opportunities in Peru and they were in Columbia previously.  Oil weighted. Good visibility in terms of projects.  Good growth visibility.  Sentiment is weaker right now.  He has found better opportunities in Canadian focused names.  But there is nothing wrong with it.

oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$8.260
Owned Owned
Unknown

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WEAK BUY
Baytex Energy Corp(BTE-T) 

January 30, 2014

Has been around for a long time and has heavy oil exposure.  Did a good job of hedging away those differentials.  Longer term as infrastructure gets built out it will alleviate concerns.  Likes TBE-T also, maybe a little more capital appreciation.

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Has been around for a long time and has heavy oil exposure.  Did a good job of hedging away those differentials.  Longer term as infrastructure gets built out it will alleviate concerns.  Likes TBE-T also, maybe a little more capital appreciation.

oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$39.980
Owned Owned
Unknown

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WEAK BUY
Long Run Exploration(LRE-T) 

January 30, 2014

Transitioned into a dividend growth model.  There is a long history with this name.  About 55% oil, a good balance.  Of the ones that have transitioned, they are more oily names because that is an easier model for transition.  It always comes down to the model.  Not sure all assets are de-risked enough.   He is prepared to give management the opportunity to prove it out.  Prefers some others (e.g. SGY, TOG).

oil/gas
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Transitioned into a dividend growth model.  There is a long history with this name.  About 55% oil, a good balance.  Of the ones that have transitioned, they are more oily names because that is an easier model for transition.  It always comes down to the model.  Not sure all assets are de-risked enough.   He is prepared to give management the opportunity to prove it out.  Prefers some others (e.g. SGY, TOG).

oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$5.040
Owned Owned
Yes

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WEAK BUY
Alio Gold Corp.(ALO-T) 

January 30, 2014

A nice little producer with a main asset in Mexico.  Not always the best performer. He will be in and out of it.  It is getting to the point it is looking interesting.  Have good, simple operations.

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A nice little producer with a main asset in Mexico.  Not always the best performer. He will be in and out of it.  It is getting to the point it is looking interesting.  Have good, simple operations.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.430
Owned Owned
No

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WEAK BUY

Management has transitioned a bit.  Love high margin, high productivity oil.  Likes LGX better, but LEF could be a takeout candidate.

oil/gas
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Management has transitioned a bit.  Love high margin, high productivity oil.  Likes LGX better, but LEF could be a takeout candidate.

oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$6.750
Owned Owned
Yes

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WEAK BUY
Amerigo Resources(ARG-T) 

February 14, 2011

Basically reprocesses tailing streams from the largest copper mine in Chile. Not his preferred choice as a copper play.
metal mines
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Basically reprocesses tailing streams from the largest copper mine in Chile. Not his preferred choice as a copper play.
metal mines
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.310
Owned Owned
No

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WEAK BUY
Yamana Gold Inc.(YRI-T) 

April 5, 2007

Growth has primarily been through acquisitions. Now at the key position where they will be a developer of their assets. A good name, but a little too sporty for him. Prefers a more stable political clime.
precious metals
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Growth has primarily been through acquisitions. Now at the key position where they will be a developer of their assets. A good name, but a little too sporty for him. Prefers a more stable political clime.
precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$17.060
Owned Owned
No

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WATCH
New Gold Inc.(NGD-T) 

January 9, 2019

A company that has struggled with large mines that take so long to get going. Rainy River has been their Achilles heel. They put out a good update, but one quarter does not make the mine. He wants to see several quarters of success. Patience is needed, but there is still significant risk for this project.
precious metals
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A company that has struggled with large mines that take so long to get going. Rainy River has been their Achilles heel. They put out a good update, but one quarter does not make the mine. He wants to see several quarters of success. Patience is needed, but there is still significant risk for this project.
precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.610
Owned Owned
No

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WATCH
Alamos Gold Inc(AGI-T) 

September 28, 2018

It is an under-appreciated name that fell out of favour with a previous large Canadian acquisition that the market felt they over paid for.  He likes the geographic mix between Canada and Mexico.  He is watching for further developments.

precious metals
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It is an under-appreciated name that fell out of favour with a previous large Canadian acquisition that the market felt they over paid for.  He likes the geographic mix between Canada and Mexico.  He is watching for further developments.

precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$5.930
Owned Owned
No

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WATCH

They did a royalty deal.  They are getting caught up in the cobalt story.  He has been in and out of the name.  It is a morphed animal.  You will get a little more press on it.  He is out for now.  He is watching it.

Mining
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They did a royalty deal.  They are getting caught up in the cobalt story.  He has been in and out of the name.  It is a morphed animal.  You will get a little more press on it.  He is out for now.  He is watching it.

Mining
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$0.250
Owned Owned
No

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WATCH
Pretium Resources(PVG-T) 

March 8, 2018

He has been in and out of it over the years.  The project is built and in operation.  It always takes time for these large projects to work right.  It takes a year plus.  There is an update in April.  He hopes it works out.  If they fail it will set the industry back.  He is on the sidelines for now.

Mining
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He has been in and out of it over the years.  The project is built and in operation.  It always takes time for these large projects to work right.  It takes a year plus.  There is an update in April.  He hopes it works out.  If they fail it will set the industry back.  He is on the sidelines for now.

Mining
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$8.450
Owned Owned
No

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WATCH

Price of Uranium and where is it going.  The term market is about 10% higher than the spot price, which U-T tracks.  There are 4 key countries building new plants.  He loves the fundamentals going forward.  Supply has gone flat and it is allowing demand to catch up with it.  2017 is where this happens.  It is a relatively safe place to be, but there is no rush to get into it.

precious metals
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Price of Uranium and where is it going.  The term market is about 10% higher than the spot price, which U-T tracks.  There are 4 key countries building new plants.  He loves the fundamentals going forward.  Supply has gone flat and it is allowing demand to catch up with it.  2017 is where this happens.  It is a relatively safe place to be, but there is no rush to get into it.

precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$5.030
Owned Owned
Unknown

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WATCH
Cona Resources(CONA-T) 

January 14, 2016

He likes what management has done.  Big private equity groups still own it so it is not that liquid.  There is still some downside in the next 6 months because of debt.  They have a good hedging program.  We need better prices for them to do better going forward.

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He likes what management has done.  Big private equity groups still own it so it is not that liquid.  There is still some downside in the next 6 months because of debt.  They have a good hedging program.  We need better prices for them to do better going forward.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$3.590
Owned Owned
No

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WATCH

They are looking to restart a mine in Brazil.  It used to be open pit but they are going underground.  But they are not doing any feasibility study.  He has been on the sidelines with this one.  The resource is delayed until 2014.  But they are preparing to build a low cost mine that will go into production probably in 2014.  It could be potentially a very good mine.  He will wait until he sees the mine up and running to get an idea of the life of the resource. 

precious metals
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They are looking to restart a mine in Brazil.  It used to be open pit but they are going underground.  But they are not doing any feasibility study.  He has been on the sidelines with this one.  The resource is delayed until 2014.  But they are preparing to build a low cost mine that will go into production probably in 2014.  It could be potentially a very good mine.  He will wait until he sees the mine up and running to get an idea of the life of the resource. 

precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.840
Owned Owned
No

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