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


Signal Opinion Expert Chart

2009-11-24

HOLD
Farallon Resources (FAN-T(dead))
Zinc with several by-products in Mexico. Low cash cost because of all the by-products. Start-up hasn't been too bad. Trading at about 3X next year's cash flow. On his radar screen.
precious metals
Allan Jacobs

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

Price: $0.445
Owned: No

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2007-10-30

BUY
Yamana Gold Inc. (YRI-T)
Yamana is kind of a big cap right now. It is pretty good. It is a gold and copper player. Production in gold is growing very quickly. Believes it will do very well.
precious metals
Allan Jacobs

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

Price: $14.240
Owned: Yes

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2009-11-24

BUY
Osisko Exploration Ltd. (OSK-T (Dead))
Very large gold reserve and resource in Quebec. Recently raised a ton of money so is pretty well cashed up to develop the mine. Possible takeover target.
metal mines
Allan Jacobs

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

Price: $8.030
Owned: Unknown

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2009-11-24

DON'T BUY
Lake Shore Gold (LSG-T (Acquired)
Very good gold company. Acquired West Timmins. Sold his holdings because he thought stock had gone up a lot and it may be a little ahead of itself.
precious metals
Allan Jacobs

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

Price: $4.060
Owned: No

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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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2007-10-30

HOLD
Oilexco Inc (OIL-X)
They like this company at Sprott. They have had great exploration in the North Sea and their production is growing. It is inexpensive. Stock will be a pretty good winner a year up.
oil/gas
Allan Jacobs

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

Price: $17.240
Owned: Yes

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2007-10-30

HOLD
Timminco Ltd. (TIM-T (De-Liste)
They like this company a lot at Sprott. They are the second biggest holder and have 17% of the company. They started buying at a dollar. Timminco has high purity silicon and quite a few contracts. Things look good for them and solar power. Good value.
misc industrial products
Allan Jacobs

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

Price: $16.000
Owned: Yes

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2009-11-24

TOP PICK
Avion Gold (AVR-T (Dead))
Started in Mali with a gold mine and will do about 50,000 ounces this year with a run rate of about 85,000-90,000 ounces. Trades at about .6X asset value and about 3X next year's cash flow. Huge exploration potential.
Mining
Allan Jacobs

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

Price: $0.440
Owned: Yes

Must be logged in to use chart

2011-09-27

BUY
Open Range Energy Corp. (ONR-T (Dead))
Spinning off their oilfield services company. Gas company will be in 2 parts. Will be paying a dividend of $1.08. Buying this, you get the gas business for free.
oil/gas
Allan Jacobs

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

Price: $9.400
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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2009-09-10

COMMENT
A Comment -- General Comments From an Expert 
Small-cap tech stocks. There are a lot of good things to buy and it is very bottom-up driven. He owns Mosaid (MSD-T), CGI (?) and Wi-Lan (WIN-T).
Allan Jacobs

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

Price: $0.020
Owned: Unknown

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2011-09-27

DON'T BUY
Avalon Rare Metals Inc. (AVL-T)
Rare earths in Northwest territories. A bit Expensive. Cap X is very high. There are always a lot of questions about the metallurgy of a lot of rare earth companies.
metal mines
Allan Jacobs

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

Price: $3.410
Owned: No

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2009-11-24

HOLD
Coastal Energy (CEN-T (Dead2))
Producing about 10,000 barrels a day. Located offshore Thailand. Have an exploration target their drilling that could be very prospective. Trading at about 3X CASH flow.
oil/gas
Allan Jacobs

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

Price: $5.150
Owned: No

Must be logged in to use chart

2009-11-24

TOP PICK
Angle Energy Inc (NGL-T (Dead))
Oil/gas and mainly gas with a lot of liquids producer in Western Canada. Excellent management. Very low findings/operating costs. Got hit when natural gas tanked. Will be using horizontal drilling. 2 big resource potentials, 1 in gas and 1 in oil. Recently made an acquisition.
oil/gas
Allan Jacobs

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

Price: $6.050
Owned: Yes

Must be logged in to use chart

2011-09-27

TOP PICK
Home Capital Group (HCG-T)
Non-prime mortgage lending market. Have had ROE of over 20% 20 years in a row. EPS has grown 25% per annum compound. Trading at only 8X this year's earnings. Also pays a dividend.
investment companies/funds
Allan Jacobs

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

Price: $43.630
Owned: Yes

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