Opinions by Alice Tsang | StockChase
251
Alice Tsang

Portfolio Manager

ON STOCKCHASE SINCE Apr 2011

Marquest Asset Management


Opinions by Alice Tsang



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Signal Opinion Expert Chart

2011-09-29

BUY
Arcan Resources Ltd. (ARN-X(dead))
Very large resource play. Have done a great job of delineating the play. Ready to bring on full production. Good price.
oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $4.440
Owned: Unknown

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2011-04-29

BUY
Largo Resources Ltd. (LGO-T)
Vanadium will be in demand. Below $200 million. Likes this quite a bit. Brazilian project just got financed. Have a number of projects coming on and that is very attractive. Will be reprocessing some of the tailing for tungsten in Brazil for some cash flow. Have a project where they think they have about 1 billion lbs of iron ore underground and at surface that is 50% grade. Very attractive.
metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.480
Owned: Unknown

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2011-12-16

COMMENT
Largo Resources Ltd. (LGO-T)
Trading at a good valuation compared to its NPV. Well-financed for construction. Have a tungsten project in Brazil where they could bring in production and create some synergies. Names like this have fallen out of favour during tax loss selling. Once they start gaining traction with some catalysts ahead, she can see it coming back.
metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.275
Owned: Unknown

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2012-06-11

BUY
Goldcorp Inc (G-T)
This is one of the large-cap gold stories that has a better growth profile. Had a couple of mildly disappointing quarters however she does have confidence in management that they can outperform going forward.
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $39.950
Owned: Unknown

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2011-09-29

COMMENT
Detour Gold (DGC-T)
There is talk about consolidating their area through an offer by Trade Winds (TWD-X). This company will be bringing in the 700,000 ounces in production in 2 years. At current gold prices, this will generate a lot of cash. Current stock price is quite high for a non-producer. Likes management and the project. Would pick away at a level that looks right
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $28.370
Owned: Unknown

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2012-06-11

DON'T BUY
Hudbay Minerals Inc. (HBM-T)
There is a lot of CapX that the company is going to put into their Peruvian project. Although they have a lot of cash on their balance sheet, cash outlay is going to be significant over the next 2 years. Prefers Lundin Mining (LUN-T).
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $7.510
Owned: Unknown

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2012-06-11

DON'T BUY
Kinross Gold (K-T)
Their Tasiest project in Mauritania has been one of the poorer performers over the last couple of years. Stock is very cheap however, based on how the company has executed over the last year or so, valuation is probably capped so she would prefer others such as Goldcorp (G-T) or Barrick (ABX-T).
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $8.480
Owned: Unknown

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2011-12-16

DON'T BUY
Sandstorm Gold Ltd. (SSL-T)
Stock is quite levered to gold prices. Compared to most of the gold stocks it is actually looking quite good here. They have a pretty good pipeline of projects. If you want a royalty company, she would prefer some of the bigger caps where you get more direct leverage to gold.
Mining
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $1.270
Owned: Unknown

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2012-06-11

TOP PICK
Osisko Exploration Ltd. (OSK-T (Dead))
Started their mine last fall. Faced a lot of ramp-up issues in the past 2-3 quarters. Ansult to injury, they recently had a fire at the mill. All of that has been fixed. Management has quite a bit of interest in the stock and has done quite a bit to improve production. Expect the company will be on track for their guidance next year. Ordered a secondary crusher, which is to be delivered sometime this summer so expects full commissioning by the end of the year or the 1st quarter 2013. Pretty safe purchase between $7 and $8.
metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $8.090
Owned: Yes

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2011-04-29

TOP PICK
Open Range Energy Corp. (ONR-T (Dead))
Started Poseidon division that provides tanks for frac fluid storage handling and this has been growing by leaps and bounds. Going through a massive growth rate right now.
oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $5.270
Owned: Yes

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2011-09-29

TOP PICK
Eastern Platinum Ltd. (ELR-T)
South African PGM producer. Stock is roughly about $650 million in market cap with half of it in cash. Producing roughly 100,000 ounces of PGM material this year and will double in about 3 years time. Had a lot of operating issues in the last year, which has all been priced in.
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.740
Owned: Yes

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2012-03-30

TOP PICK
Granite Oil Corp (GXO-T)
Small oil/gas producer and exiting this year at about 5000 barrels per day. About 70% oil and 30% gas. Acquired some Fairborne (FEL-T) assets that are progressing well. Just released 2 wells in the Bakken area of Alberta where they recovered about 25% of the costs in the 1st 2 months.
oil/gas
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $4.440
Owned: Yes

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2011-12-16

TOP PICK
Imperial Metals Corp (III-T)
Small BC copper producer. The Red Chris project they are currently developing could catapult them into a mid-tier copper producer when it comes into production. It's roughly about 15 billion pounds and looks like the deposit is a lot bigger so she is looking for about 20 plus billion pounds.
metal mines
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $12.220
Owned: Yes

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2011-12-16

COMMENT
Aurcana Corp. (AUN-X)
Silver. One of her favourite names in silver. Currently producing in Mexico around 1.2-1.4 million ounces. Constructing a mine in Texas that will add about 3 million ounces. Will grow to about 4.5-5 million in about 1.5 years.
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $0.730
Owned: No

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2012-03-30

DON'T BUY
Turquoise Hill Resources (TRQ-T)
Rio Tinto (RIO-N) has recently acquired 51% so as a. takeout play, the premium will probably not be as high as previously expected and she expects the stock to stay sideways. There are better places to put your money.
precious metals
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $15.690
Owned: Unknown

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