Opinions by Allan Jacobs | StockChase
61
Allan Jacobs

Director of Small-Cap Investments

ON STOCKCHASE SINCE Oct 2007

Sprott Asset Management Inc.


Opinions by Allan Jacobs


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2009-09-10

COMMENT
Centamin Egypt (CEE-T)
Very big gold resource and reserve in Egypt. About 13 million ounces and the finding costs are very low. Going into production and stock price is reflecting this. Good management. May be slightly ahead of itself but at $1000 gold it may be OK value.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $1.730
Owned: Yes

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2009-09-10

COMMENT
Chariot Resources Ltd. (CHD-T (Dead))
Big copper project in Peru. About 3 years away from production. Just came out of a proxy battle, which management won but got the message to try and realize full value and sell the Lundin’s Group 18%. Need $600 million and are very dependent on the price of copper.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.370
Owned: No

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2009-09-10

TOP PICK
Canacol Energy Ltd. (CNE-T)
Colombian and Brazilian oil producer at about 2000 barrels a day. Should triple that in about 6 months. Very low valuation relative to NAV. Less than 3X next year's cash flow. Have 10% interest in a big heavy oil discovery with the other 90% owned by Chinese.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.340
Owned: Yes

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2009-09-10

TOP PICK
Glentel Inc. (GLN-T (Dead))
2-way wireless radios. Wireless Wave is there large retail division and they also sell to Costco. Doing extremely well because of the iPhone, smart phone, Blackberries. Trades at a single digit PE multiple. 2.5% yield. Could be a takeover.
electrical/electronic
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $14.300
Owned: Yes

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2009-09-10

COMMENT
Gennum (GND-T (dead))
In the old days it was a hearing aid company that did very well. Now they have semiconductor products for video and data com markets. Have been hard hit as a mini semiconductor company and earnings are way down. Good balance sheet and the business is stabilizing.
electrical/electronic
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $4.210
Owned: No

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2009-09-10

COMMENT
Lake Shore Gold (LSG-T (Acquired)
Had some joint ventures with West Timmins Mining (WTM-T) and came up with some interesting discoveries. They now want to acquire West Timmins Mining. Has had a good run.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $3.090
Owned: Yes

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2009-09-10

COMMENT
Norsemont Mining (NOM-T (Dead))
Big copper project in Peru. About 3 years away from production. Coming out with a feasibility study within the next month. Could be a takeover target.
metal mines
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $2.160
Owned: Yes

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2009-09-10

BUY
Quarterhill Inc (QTRH-T)
Have been signing more and more patent licensees. Very good management. Cheap stock.
electrical/electronic
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $2.200
Owned: Yes

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2009-09-10

TOP PICK
Seacliff Construction Corp. (SDC-T (Dead))
General and electrical contractor in western Canada. Have about $5 a share in cash and are earning about $1 a share. Lowell multiple of 8 or 9 times. Can make highly accretive acquisitions with their cash. Primarily institutional work, which means many government and municipal works. Infrastructure spending will benefit them.
contractors
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $8.700
Owned: Yes

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2009-09-10

BUY
Semafo Inc (SMF-T)
3 gold mines in western Africa. Fairly cheap. Trades at a fairly low multiple. Growing its production and has reasonable cash costs.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $2.800
Owned: Yes

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2008-08-27

TOP PICK
Cal-Maine Foods Inc. (CALM-Q)
Egg prices have gone up very substantially in the US because of fewer hens per cage. Company has had huge earnings growth. Trading at 6X trailing earnings. Pays about a 5% dividend yield. Extremely good value.
food processing
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $40.280
Owned: Yes

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2008-08-27

TOP PICK
Le Chateau Inc. (A) (CTU-X)
Specialty retail clothing. Earnings were up 34% last year. Very flexible and can quickly handle changes in the marketplace. Yield of 4.6%. Pretty safe stock with upside.
clothing stores
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $13.600
Owned: Yes

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2008-08-27

BUY
Fairborne Energy Trust (FEL.UN-T)
Natural gas. Was trading at 4 or 5 times current cash flow and then they had the very prospective Nordegg resource play and recently had excellent results from the first horizontal well. Stock went up about 20%. This well alone has the prospects of being worth the current stock price. Trading at about 5.5X current cash flow.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $13.700
Owned: Yes

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2008-08-27

BUY
Largo Resources Ltd. (LGO-T)
Highly prospective and very large vanadium resource in Brazil. Likes the company but they are going to have to raise a fair amount of money through equity and debt. Tough market for mining exploration and development. Vanadium prices are very strong and thinks it will stay that way. Very modestly valued. Could be a takeover prospect.
metal mines
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.450
Owned: Unknown

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2008-08-27

BUY
Questerre Energy (QEC-T)
In the gas shale play in Quebec with Talisman (TLM-T) and Forest Oil (FST-N). Huge potential upside but not much downside protection.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $3.050
Owned: Yes

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