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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Dennis da Silva Latest Top Picks...

Stock Opinions by Dennis da Silva - Stockchase Experts

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PAST TOP PICK

(A Top Pick Apr 5/17, Down 6.73%)  It would have been terrible to be here in June of last year.  They under promise and over deliver.  This is a core way to dabble in energy.

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(A Top Pick Apr 5/17, Down 6.73%)  It would have been terrible to be here in June of last year.  They under promise and over deliver.  This is a core way to dabble in energy.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$6.160
Owned Owned
Yes

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PAST TOP PICK
Kirkland Lake Gold(KL-T) 

March 8, 2018

(A Top Pick Apr 5/17, Up 99.9%)  He took his proceeds and followed management into Kirkland Lake.  It is the people, not the companies that he follows.  He made a tidy return.

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(A Top Pick Apr 5/17, Up 99.9%)  He took his proceeds and followed management into Kirkland Lake.  It is the people, not the companies that he follows.  He made a tidy return.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$20.160
Owned Owned
No

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PAST TOP PICK
Kelt Exploration(KEL-T) 

March 8, 2018

(A Top Pick Apr 5/17, Down 8.80%)  It is viewed as a gas company.  It has outperformed, but it is still caught up a bit in being a gas company when in fact they have oil. 

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(A Top Pick Apr 5/17, Down 8.80%)  It is viewed as a gas company.  It has outperformed, but it is still caught up a bit in being a gas company when in fact they have oil. 

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$6.370
Owned Owned
Yes

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TOP PICK

A great little underappreciated story.  Nova Scotia.  It took three years to build.  It is dirt cheap.  They have two other satellite deposits that can expand the project.  They are going to explore them in order to discover resources to go on beyond 10 years.  (Analysts’ target: $2.46).

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A great little underappreciated story.  Nova Scotia.  It took three years to build.  It is dirt cheap.  They have two other satellite deposits that can expand the project.  They are going to explore them in order to discover resources to go on beyond 10 years.  (Analysts’ target: $2.46).

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.860
Owned Owned
Yes

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TOP PICK

Canadian oil producer.  10% yield that is sustainable.  It trades at a material discount to its average.  Cash flow per share has not gone down but the share price has.  You can’t stay this negative for long.  (Analysts’ target: $6.35).

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Canadian oil producer.  10% yield that is sustainable.  It trades at a material discount to its average.  Cash flow per share has not gone down but the share price has.  You can’t stay this negative for long.  (Analysts’ target: $6.35).

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$4.190
Owned Owned
Yes

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TOP PICK

Early 2012 it traded at the same level.  The production has gone up 9 times since then.  Earnings have gone up 5 times.  The stock is flat.  The company has created significant value. 80% of their growth has been organic.  (Analysts’ target: $27.14).

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Early 2012 it traded at the same level.  The production has gone up 9 times since then.  Earnings have gone up 5 times.  The stock is flat.  The company has created significant value. 80% of their growth has been organic.  (Analysts’ target: $27.14).

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$19.890
Owned Owned
Yes

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HOLD
Surge Energy Inc(SGY-T) 

March 8, 2018

Good management and their 5 year plant tries to balance sustainable dividend and capital investment.  It is not a well owned stock, almost 80% retail.  Through the down turn management have been able to demonstrate the sustainability of the business model.  Healthy growth and efficiently bringing debt down.  He looks for moderate capital appreciation. 

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Good management and their 5 year plant tries to balance sustainable dividend and capital investment.  It is not a well owned stock, almost 80% retail.  Through the down turn management have been able to demonstrate the sustainability of the business model.  Healthy growth and efficiently bringing debt down.  He looks for moderate capital appreciation. 

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.830
Owned Owned
Yes

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HOLD

He is seeing good things about the LNG project with Shell.  There is a feeling that it could be a project they move forward with this summer.  Drier gas is the lowest on the pedestal that investors are looking for. 

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He is seeing good things about the LNG project with Shell.  There is a feeling that it could be a project they move forward with this summer.  Drier gas is the lowest on the pedestal that investors are looking for. 

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$2.950
Owned Owned
Yes

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BUY

It is down big time.  You can see how the market feels.  They have a vast resource.  He has to take a short term trade on the believe that LNG will go forward. 

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It is down big time.  You can see how the market feels.  They have a vast resource.  He has to take a short term trade on the believe that LNG will go forward. 

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.910
Owned Owned
Unknown

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HOLD

Every single name is at a 52 week or longer low.  This is a core holding if you are looking for yield in the energy space.  It has a good management team and track record.  They take some backlash for M&A activity.  He likes it for the long term.  You have to put the charts aside.

Oil and Gas (Integrated Oils)
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Every single name is at a 52 week or longer low.  This is a core holding if you are looking for yield in the energy space.  It has a good management team and track record.  They take some backlash for M&A activity.  He likes it for the long term.  You have to put the charts aside.

Oil and Gas (Integrated Oils)
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$7.690
Owned Owned
Unknown

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DON'T BUY
Tahoe Resources(THO-T) 

March 8, 2018

Half of this company is a Guatemalan mine that went through social unrest and a shutdown.  People want to see how this starts again.  He used to own it but got out when it got a little pricier.  It took a 50% correction.  You will see a slow revaluation. 

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Half of this company is a Guatemalan mine that went through social unrest and a shutdown.  People want to see how this starts again.  He used to own it but got out when it got a little pricier.  It took a 50% correction.  You will see a slow revaluation. 

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$6.100
Owned Owned
No

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BUY

He continues to like the name.  It has been a frustrating trade. They did a big deal, acquiring some big mines in west Africa.  It is the largest non-senior producer of Zinc in the world.

Mining
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He continues to like the name.  It has been a frustrating trade. They did a big deal, acquiring some big mines in west Africa.  It is the largest non-senior producer of Zinc in the world.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.330
Owned Owned
Unknown

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BUY
Harte Gold Corp(HRT-T) 

March 8, 2018

They are mining gold in Ontario in the second half of this year.  He has been focusing on tiering his risk.  He likes producers and these guys will be in production in a year or two, perhaps by the end of this year.  At Canadian prices, Gold prices are tremendous.  There is visibility in their production. 

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They are mining gold in Ontario in the second half of this year.  He has been focusing on tiering his risk.  He likes producers and these guys will be in production in a year or two, perhaps by the end of this year.  At Canadian prices, Gold prices are tremendous.  There is visibility in their production. 

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$0.435
Owned Owned
Yes

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BUY

The grand daddy of Columbian oil producers.  You get premium pricing, being outside of North America.  It is a goto name in the International space.  They will grow organically.

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The grand daddy of Columbian oil producers.  You get premium pricing, being outside of North America.  It is a goto name in the International space.  They will grow organically.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$18.190
Owned Owned
Unknown

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BUY

They were a little bit light in revenue.  There is no issue that they can grow as companies build out their mines.  It can be sleepy and boring but he likes that.

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They were a little bit light in revenue.  There is no issue that they can grow as companies build out their mines.  It can be sleepy and boring but he likes that.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$87.360
Owned Owned
Unknown

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