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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BUY
SXR Uranium (SXR-T), Paladin (PDN-T and Denison Energy (DML-T) are the 3 companies fighting to become the next major uranium producer. Have a mine in Namibia. A great story to own.
metal mines
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SXR Uranium (SXR-T), Paladin (PDN-T and Denison Energy (DML-T) are the 3 companies fighting to become the next major uranium producer. Have a mine in Namibia. A great story to own.
metal mines
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$9.690
Owned Owned
Yes

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BUY
A Catch-22 situation. Have had flooding at Cigar Lake. This is actually helped it by forcing uranium prices up. They think they can get it back on in 2010. If you like exposure to uranium, this is a core holding.
integrated mines
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A Catch-22 situation. Have had flooding at Cigar Lake. This is actually helped it by forcing uranium prices up. They think they can get it back on in 2010. If you like exposure to uranium, this is a core holding.
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$53.110
Owned Owned
Yes

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BUY
Zinc. Everything they generate is free cash flow. No debt. Well run. Fully integrated with the smelter, refinery and mining.
precious metals
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Zinc. Everything they generate is free cash flow. No debt. Well run. Fully integrated with the smelter, refinery and mining.
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$21.430
Owned Owned
Yes

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COMMENT
Petro-Canada(PCA-T) 

April 5, 2007

Had a number of problems in 2006. January started with a bang when they got Buzzard on in the North Sea. White Rose has been approved for expansion.
integrated oils
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Had a number of problems in 2006. January started with a bang when they got Buzzard on in the North Sea. White Rose has been approved for expansion.
integrated oils
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$45.950
Owned Owned
Unknown

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COMMENT
Ivanhoe Energy(IE-T) 

April 5, 2007

Copper/gold project in the Gobi desert. Rio Tinto (RTP-N) has agreed to finance it giving and 33% of the company. This adds technical credibility, but he would like to see the agreement signed before buying.
oil/gas
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Copper/gold project in the Gobi desert. Rio Tinto (RTP-N) has agreed to finance it giving and 33% of the company. This adds technical credibility, but he would like to see the agreement signed before buying.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$2.340
Owned Owned
No

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DON'T BUY
Lundin (LUN-T) is acquiring this company. Not sure it's worth buying in order to get into Lundin. He likes Lundin and with just buy their stock.
precious metals
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Lundin (LUN-T) is acquiring this company. Not sure it's worth buying in order to get into Lundin. He likes Lundin and with just buy their stock.
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$5.110
Owned Owned
Unknown

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DON'T BUY
Using their new technology for their SAGD project. Initial indications seem to be positive. He has taken other routes to exposure to SAGD projects. Would like to see them a little more focused on their oil sands project.
oil/gas
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Using their new technology for their SAGD project. Initial indications seem to be positive. He has taken other routes to exposure to SAGD projects. Would like to see them a little more focused on their oil sands project.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$24.800
Owned Owned
No

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BUY
Uranium One Inc.(UUU-T) 

April 5, 2007

SXR Uranium (SXR-T), Paladin (PDN-T and Denison Energy (DML-T) are the 3 companies fighting to become the next major uranium producer. Just acquired UrAsia (UUU-X). Diversifies the company geographically and gives them the In Situ Leach mining technology.
non-base metal mining
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SXR Uranium (SXR-T), Paladin (PDN-T and Denison Energy (DML-T) are the 3 companies fighting to become the next major uranium producer. Just acquired UrAsia (UUU-X). Diversifies the company geographically and gives them the In Situ Leach mining technology.
non-base metal mining
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$17.950
Owned Owned
Yes

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DON'T BUY
Higher cost copper with the main asset in Zambia. Have about 55% of their anticipated production on an off-take agreement on a smelter that hasn't been built yet. Would like to see another 25% committed. Not happy with their debt position.
metal mines
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Higher cost copper with the main asset in Zambia. Have about 55% of their anticipated production on an off-take agreement on a smelter that hasn't been built yet. Would like to see another 25% committed. Not happy with their debt position.
metal mines
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$2.440
Owned Owned
No

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COMMENT
Uranium. Queensland in Australia and Southwest US. Very well run. Australia has a moratorium on new uranium mines. A vote is due in April and is expected to get the OK.
precious metals
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Uranium. Queensland in Australia and Southwest US. Very well run. Australia has a moratorium on new uranium mines. A vote is due in April and is expected to get the OK.
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$15.060
Owned Owned
Unknown

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COMMENT
This is a stock you want to own when they are drilling high impact wells. We'll be drilling offshore Trinidad and Tobago. If you own and have the stomach for the volatility, Hold otherwise Sell before they finish drilling.
oil/gas
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This is a stock you want to own when they are drilling high impact wells. We'll be drilling offshore Trinidad and Tobago. If you own and have the stomach for the volatility, Hold otherwise Sell before they finish drilling.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$2.880
Owned Owned
No

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BUY
The largest pure molybdenum play in the world. Has a full infrastructure in terms of concentrator, access and mill.
non-base metal mining
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The largest pure molybdenum play in the world. Has a full infrastructure in terms of concentrator, access and mill.
non-base metal mining
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$13.360
Owned Owned
Yes

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