Stock Opinions by Jon Case - Stockchase Experts
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Jon Case

On Stockchase since : May 2013

Portfolio Manager at Sentry Investments

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Stock Opinions by Jon Case - Stockchase Experts

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General Market Comment 

March 4, 2019

Market. NMC-T is saying the ABX-T offer is just not good enough. It wants to stick with the plan with G-T to put together a joint venture for the Nevada assets which is really what ABX-T was after. There is key resistance at $1175 in gold. Over the last 6 months we were bottoming in August and have gathered steam ever since. Shorts scrambled to cover their positions. To go above neutral into bullish we have to get above $1375 and are due for a pullback.
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Market. NMC-T is saying the ABX-T offer is just not good enough. It wants to stick with the plan with G-T to put together a joint venture for the Nevada assets which is really what ABX-T was after. There is key resistance at $1175 in gold. Over the last 6 months we were bottoming in August and have gathered steam ever since. Shorts scrambled to cover their positions. To go above neutral into bullish we have to get above $1375 and are due for a pullback.
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.000
Owned Owned
_N/A

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Newmont Mining(NMC-T) 

March 4, 2019

They are saying the ABX-T offer is just not good enough. It wants to stick with the plan with G-T to put together a joint venture for the Nevada assets which is really what ABX-T was after. There is key resistance at $1175 in gold. Over the last 6 months we were bottoming in August and have gathered steam ever since. Shorts scrambled to cover their positions. To go above neutral into bullish we have to get above $1375 and are due for a pullback.

precious metals
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They are saying the ABX-T offer is just not good enough. It wants to stick with the plan with G-T to put together a joint venture for the Nevada assets which is really what ABX-T was after. There is key resistance at $1175 in gold. Over the last 6 months we were bottoming in August and have gathered steam ever since. Shorts scrambled to cover their positions. To go above neutral into bullish we have to get above $1375 and are due for a pullback.

precious metals
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.000
Owned Owned
_N/A

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DON'T BUY
Titan Mining Corp.(TI-T) 

March 4, 2019

They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc dropped. He would stay away from it until they delineate new zones they can extract ore from.
Mining
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They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc dropped. He would stay away from it until they delineate new zones they can extract ore from.
Mining
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.750
Owned Owned
Unknown

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HOLD
Zinc producer, less focused on exploration and more on operations. They continually missed on guidance so the management team departed. He sees a lot of value down here. There is a potential for them to get back to where they were. You have to look at Q2 and 3 this year.
Mining
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Zinc producer, less focused on exploration and more on operations. They continually missed on guidance so the management team departed. He sees a lot of value down here. There is a potential for them to get back to where they were. You have to look at Q2 and 3 this year.
Mining
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.370
Owned Owned
Yes

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WATCH
They used to be a nickel asset but the focus is now on gold assets in Australia. It is a low grade/high cost mine. They found the gold zone was small but now got into another zone with fantastic grades. The market has soared. They have now mined out the high grade zone. The risk reward is unfavorable at this price. He is watching the name.
Mining
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They used to be a nickel asset but the focus is now on gold assets in Australia. It is a low grade/high cost mine. They found the gold zone was small but now got into another zone with fantastic grades. The market has soared. They have now mined out the high grade zone. The risk reward is unfavorable at this price. He is watching the name.
Mining
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.550
Owned Owned
No

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DON'T BUY
They are a developer, early stage, and looked to be on to a big discovery. Now it looks like a lower grade but economic mine. If you look at the valuation, it still looks like they are onto a high grade discovery. He would move on.
Golds
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They are a developer, early stage, and looked to be on to a big discovery. Now it looks like a lower grade but economic mine. If you look at the valuation, it still looks like they are onto a high grade discovery. He would move on.
Golds
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Jon Case

Portfolio , Sentry Investments...

Price Price
$2.760
Owned Owned
Yes

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HOLD
There are no generalist investors left, only a few specialist investors. The sector has been left for dead. When the tide turns the capital will go into WPM-T first. He has a holding to be positioned for the next bull market. They have 5% free cash flow yield. The large caps have slimmer margins.
metal mines
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There are no generalist investors left, only a few specialist investors. The sector has been left for dead. When the tide turns the capital will go into WPM-T first. He has a holding to be positioned for the next bull market. They have 5% free cash flow yield. The large caps have slimmer margins.
metal mines
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Jon Case

Portfolio , Sentry Investments...

Price Price
$28.600
Owned Owned
Yes

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BUY
Lithium is an interesting market. Last year there was a bit of supply shock. China was de-stocking. He does not think the bull market in Lithium is over. He thinks the supply shock is overdone. There will be more electric vehicles. Every year the growth of EV vehicles in China exceeds expectations. He is looking to get back into the name.
investment companies/funds
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Lithium is an interesting market. Last year there was a bit of supply shock. China was de-stocking. He does not think the bull market in Lithium is over. He thinks the supply shock is overdone. There will be more electric vehicles. Every year the growth of EV vehicles in China exceeds expectations. He is looking to get back into the name.
investment companies/funds
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.000
Owned Owned
No

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COMMENT
Roxgold Inc(ROXG-T) 

March 4, 2019

It is one of the best in the space. It has a single asset risk and exploration has not born out given what they have spent. A recent acquisition may change things in terms of diversification. A fund was a major holder of this stock last year and liquidated it and put the valuation under pressure.
precious metals
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It is one of the best in the space. It has a single asset risk and exploration has not born out given what they have spent. A recent acquisition may change things in terms of diversification. A fund was a major holder of this stock last year and liquidated it and put the valuation under pressure.
precious metals
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.830
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Mar 05/18, Up 28%) It has the largest margins he can find. The knock against it is that it has had a good run. It is a young mine. There should be a resource statement next week and that should show where the resource base is heading.
precious metals
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(A Top Pick Mar 05/18, Up 28%) It has the largest margins he can find. The knock against it is that it has had a good run. It is a young mine. There should be a resource statement next week and that should show where the resource base is heading.
precious metals
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Jon Case

Portfolio , Sentry Investments...

Price Price
$2.100
Owned Owned
Yes

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PAST TOP PICK
Detour Gold(DGC-T) 

March 4, 2019

(A Top Pick Mar 05/18, Up 3%) They announced last year that they were having difficulty getting productivity levels in the moving of materials. There was a change in management and some of the board. The cash flow and grade keeps going up and up.
precious metals
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(A Top Pick Mar 05/18, Up 3%) They announced last year that they were having difficulty getting productivity levels in the moving of materials. There was a change in management and some of the board. The cash flow and grade keeps going up and up.
precious metals
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Jon Case

Portfolio , Sentry Investments...

Price Price
$12.340
Owned Owned
Yes

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PAST TOP PICK
Alamos Gold Inc(AGI-T) 

March 4, 2019

(A Top Pick Mar 05/18, Down 9%) He added to it. It had a good rally to begin the year. It has two good Canadian assets. They will have expanding margins in the best jurisdiction in the world.
precious metals
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(A Top Pick Mar 05/18, Down 9%) He added to it. It had a good rally to begin the year. It has two good Canadian assets. They will have expanding margins in the best jurisdiction in the world.
precious metals
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Jon Case

Portfolio , Sentry Investments...

Price Price
$6.400
Owned Owned
Yes

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DON'T BUY
Kinross Gold(K-T) 

March 4, 2019

We are seeing consolidation in the space. This one is at risk of losing relevancy in the space. They completed phase I expansion but it is phase II where you see the production and cash flows expand. The local government has hit the brakes on that going on. It will have to be looking to do M&A after the loss of their growth profile. They don’t have a good record of M&A, however.
precious metals
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We are seeing consolidation in the space. This one is at risk of losing relevancy in the space. They completed phase I expansion but it is phase II where you see the production and cash flows expand. The local government has hit the brakes on that going on. It will have to be looking to do M&A after the loss of their growth profile. They don’t have a good record of M&A, however.
precious metals
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Jon Case

Portfolio , Sentry Investments...

Price Price
$4.340
Owned Owned
Unknown

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DON'T BUY
They are ramping up a lithium operation in Quebec using a novel process, so there is execution risk. Their project is over budget by $270 Million. They used debt financing. They will either dilute share price or sell part of the project. They initiated a strategic review and what is best for shareholders is that the company gets sold. He does not like the risk/reward.
Mining
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They are ramping up a lithium operation in Quebec using a novel process, so there is execution risk. Their project is over budget by $270 Million. They used debt financing. They will either dilute share price or sell part of the project. They initiated a strategic review and what is best for shareholders is that the company gets sold. He does not like the risk/reward.
Mining
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Jon Case

Portfolio , Sentry Investments...

Price Price
$0.365
Owned Owned
Unknown

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HOLD
B2Gold Corp.(BTO-T) 

March 4, 2019

It is a well run company that he has owned and recommended in the past. Now it trades at a premium, which it deserves. He has a difficult time justifying it based on geopolitical risk. There are cheaper names in West Africa.
Golds
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It is a well run company that he has owned and recommended in the past. Now it trades at a premium, which it deserves. He has a difficult time justifying it based on geopolitical risk. There are cheaper names in West Africa.
Golds
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Jon Case

Portfolio , Sentry Investments...

Price Price
$4.060
Owned Owned
No

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