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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BUY
Cameco Corporation(CCO-T) 

October 21, 2008

“Go to” name if you want uranium exposure. Has its problems and downgraded its production earlier this year. Still don't know if Cigar Lake is a new leak or remedial problems from its earlier leak and no timeframe as to when it will come in. Very good cost base. Highly liquid and strong assets.
integrated mines
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“Go to” name if you want uranium exposure. Has its problems and downgraded its production earlier this year. Still don't know if Cigar Lake is a new leak or remedial problems from its earlier leak and no timeframe as to when it will come in. Very good cost base. Highly liquid and strong assets.
integrated mines
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$18.350
Owned Owned
Unknown

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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.
precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$21.430
Owned Owned
Yes

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HOLD
Breakwater Resources(BWR-T) 

February 25, 2008

Zinc is probably the weakest in the base metals of nickel, copper and zinc. Expect the price to be weak for a couple of years. Honduras facilities ran into problems in 2007 and created some negative sentiment. Great cash position, which raises the question, what do they do with all the cash. Looking for the market to give an indication that they care about zinc again. Prefers Hudbay Minerals (HBM-T), which has better liquidity and better diversification of assets.
metal mines
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Zinc is probably the weakest in the base metals of nickel, copper and zinc. Expect the price to be weak for a couple of years. Honduras facilities ran into problems in 2007 and created some negative sentiment. Great cash position, which raises the question, what do they do with all the cash. Looking for the market to give an indication that they care about zinc again. Prefers Hudbay Minerals (HBM-T), which has better liquidity and better diversification of assets.
metal mines
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.430
Owned Owned
Unknown

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BUY
Vale S.A.(VALE-N) 

March 26, 2009

You play this for where you think iron ore prices are going to go. Encouraged by direction of negotiations. Prices for met coal are starting to show up. If you could see iron ore prices settle out in the same kind of correction, closer to 150-140 there would be significant upside to the stock. Well run company.
other mines
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You play this for where you think iron ore prices are going to go. Encouraged by direction of negotiations. Prices for met coal are starting to show up. If you could see iron ore prices settle out in the same kind of correction, closer to 150-140 there would be significant upside to the stock. Well run company.
other mines
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$14.860
Owned Owned
Unknown

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BUY
Detour Gold(DGC-T) 

January 13, 2011

You can compare this to Osisko (OSK-T) a year ago. Have a large key asset in Ontario with expected high tonnage low-grade gold. A $1.1 billion project and have all the money they need. Strong possibility of a takeover.
precious metals
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You can compare this to Osisko (OSK-T) a year ago. Have a large key asset in Ontario with expected high tonnage low-grade gold. A $1.1 billion project and have all the money they need. Strong possibility of a takeover.
precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$27.600
Owned Owned
Yes

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DON'T BUY
Turquoise Hill Resources(TRQ-T) 

September 30, 2011

World’s third biggest copper mine. Concerned about political risks. Current pressure on the stock is because the Mongolian government owns 1/3. Expect that Rio Tinto (RIO-N), which owns about 49% of Ivanhoe, will take them over. There are rumours that Mongolia is looking to take a bigger piece.
precious metals
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World’s third biggest copper mine. Concerned about political risks. Current pressure on the stock is because the Mongolian government owns 1/3. Expect that Rio Tinto (RIO-N), which owns about 49% of Ivanhoe, will take them over. There are rumours that Mongolia is looking to take a bigger piece.
precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$14.450
Owned Owned
No

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N/A
General Market Comment 

June 21, 2012

Wishes he could tell you when the bottom or the top is. All he can tell us is that things look interesting. He sees good valuation for 3-5 year investments. There are good buys if you are going to be patient. Oil sands are questionable as to whether they are viable. If oil goes to $70-$75 then a bit of small oil companies would be sidelined.
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Wishes he could tell you when the bottom or the top is. All he can tell us is that things look interesting. He sees good valuation for 3-5 year investments. There are good buys if you are going to be patient. Oil sands are questionable as to whether they are viable. If oil goes to $70-$75 then a bit of small oil companies would be sidelined.
Unknown
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Will be having production in the start of 2008. Have in excess 200 million lbs. All properties are located in the US. One of the better management teams especially in in situ recovery compared to underground or open pit mining. Experts in in situ recovery are very scarce, but this company has them. Very good assets. Expect they will be one of the consolidators in the US.
precious metals
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Will be having production in the start of 2008. Have in excess 200 million lbs. All properties are located in the US. One of the better management teams especially in in situ recovery compared to underground or open pit mining. Experts in in situ recovery are very scarce, but this company has them. Very good assets. Expect they will be one of the consolidators in the US.
precious metals
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$15.120
Owned Owned
Yes

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WAIT
Vero Energy Inc.(VRO-T) 

July 16, 2009

Will be driven by natural gas prices. Did a tremendous job historically in growing on a per-share basis. Stumbled last year and coming into 2009 in maintaining an aggressive capital program in the face of weakening prices. Got a little over leveraged and had to do an equity issue to fix the balance sheet.
oil/gas
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Will be driven by natural gas prices. Did a tremendous job historically in growing on a per-share basis. Stumbled last year and coming into 2009 in maintaining an aggressive capital program in the face of weakening prices. Got a little over leveraged and had to do an equity issue to fix the balance sheet.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$2.940
Owned Owned
No

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COMMENT
UEX Corp.(UEX-T) 

April 25, 2011

Went through a bit of a management change. A long time story. Cameco (CCO-T) own about 20%. Not getting a lot of attention and needs to get larger. Kind of in the development mode, which is boring to some investors.
other mines
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Went through a bit of a management change. A long time story. Cameco (CCO-T) own about 20%. Not getting a lot of attention and needs to get larger. Kind of in the development mode, which is boring to some investors.
other mines
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.120
Owned Owned
Unknown

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HOLD
Well run company but have hit a wall because of gas prices. Recently got a bit of a run because they’ve been evaluating Cardium potential, an oil play. Expecting an improvement in gas prices plus you have leverage to an oil play.
oil/gas
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Well run company but have hit a wall because of gas prices. Recently got a bit of a run because they’ve been evaluating Cardium potential, an oil play. Expecting an improvement in gas prices plus you have leverage to an oil play.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.190
Owned Owned
No

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TOP PICK
Well diversified between natural gas and oil. The big driver is there oil sands project, Horizon, coming on in the late 2008. This will be a cash flow generating machine. They are well positioned on the natural gas side.
oil/gas
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Well diversified between natural gas and oil. The big driver is there oil sands project, Horizon, coming on in the late 2008. This will be a cash flow generating machine. They are well positioned on the natural gas side.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$65.340
Owned Owned
Yes

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VAGUE
Nexen Inc(NXY-T) 

October 30, 2007

Was like Petro Can was last year. Q3 reflects continuous disappointments for 2007. They have lost some market confidence. Has many concerns. He thinks you want to own it for long lake, and the significant potential for cash flow there. But there might be better ones out there.
oil/gas
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Was like Petro Can was last year. Q3 reflects continuous disappointments for 2007. They have lost some market confidence. Has many concerns. He thinks you want to own it for long lake, and the significant potential for cash flow there. But there might be better ones out there.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$30.380
Owned Owned
Unknown

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HOLD
Very well run operation. Production in Colombia with exploration in Peru. Significant growth path for production. Pipeline constraints but they are working through that.
oil/gas
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Very well run operation. Production in Colombia with exploration in Peru. Significant growth path for production. Pipeline constraints but they are working through that.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$10.720
Owned Owned
Unknown

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BUY on WEAKNESS
Daylight Energy Ltd(DAY-T) 

October 14, 2010

Very strong asset base. Unconventional gas. Under performed relative to some of its peers but he likes.
oil/gas
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Very strong asset base. Unconventional gas. Under performed relative to some of its peers but he likes.
oil/gas
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$10.550
Owned Owned
Yes

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