Stock Opinions by Joe Mazumdar - Stockchase Experts
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Joe Mazumdar @

On Stockchase since : Mar 2016

Editor & Analyst at Exploration Insights

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Joe Mazumdar Latest Top Picks...

Stock Opinions by Joe Mazumdar - Stockchase Experts

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TOP PICK
Sandstorm Gold Ltd.(SSL-T) 

October 16, 2018

Highly liquid at $1-billion market cap. Generating free cash flow and one of the only royalty plays where streamers show growth, driven by a gold asset in Turkey that should come in in 2022-3. This should generate a lot of free cash flow. (no dividend, Analysts' price target: $8.02)

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Highly liquid at $1-billion market cap. Generating free cash flow and one of the only royalty plays where streamers show growth, driven by a gold asset in Turkey that should come in in 2022-3. This should generate a lot of free cash flow. (no dividend, Analysts' price target: $8.02)

Mining
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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$5.280
Owned Owned
Yes

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PARTIAL SELL
Largo Resources Ltd.(LGO-T) 

October 16, 2018

Up 160% YTD. One shareholder owns 45% of it. Doing well in the operations side. If you've done well, take some money off the table. He doesn't own any vanadium stocks.

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Up 160% YTD. One shareholder owns 45% of it. Doing well in the operations side. If you've done well, take some money off the table. He doesn't own any vanadium stocks.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$3.490
Owned Owned
No

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DON'T BUY
Roxgold Inc(ROXG-T) 

October 16, 2018

High-grade gold deposit in Burkino-Faso that he visited. They're down 40% YTD. They're exposed to Burkino-Faso which has security issues. Asset is great. Gold and G-F need a turn in sentiment.

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High-grade gold deposit in Burkino-Faso that he visited. They're down 40% YTD. They're exposed to Burkino-Faso which has security issues. Asset is great. Gold and G-F need a turn in sentiment.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.850
Owned Owned
Unknown

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COMMENT
Centerra Gold Inc(CG-T) 

October 16, 2018

They have a large, high-grade deposit but their geopolitical risk is very high. In recent years, they've been buying Canadian assets, till they now have a 55% NAV in Canada. Potential turnaround, but watch their balance sheet and generate free cash flow from their Canadian assets.

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They have a large, high-grade deposit but their geopolitical risk is very high. In recent years, they've been buying Canadian assets, till they now have a 55% NAV in Canada. Potential turnaround, but watch their balance sheet and generate free cash flow from their Canadian assets.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$5.210
Owned Owned
Unknown

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COMMENT
Mirasol Resources(MRZ-X) 

October 16, 2018

He's owned this forever. They're a prospect generator model.They now have a project to explore but it's in Argentina which attracts negative sentiment. He himself is positive Argentina. He sees little financing risk and should deliver. To lessen negative sentiment, MRZ has diversified into Chile where he expects good results. 

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He's owned this forever. They're a prospect generator model.They now have a project to explore but it's in Argentina which attracts negative sentiment. He himself is positive Argentina. He sees little financing risk and should deliver. To lessen negative sentiment, MRZ has diversified into Chile where he expects good results. 

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$1.350
Owned Owned
Yes

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COMMENT
General Market Comment 

October 16, 2018

Gold has long been range-bound. To change this, there needs to be a systemic risk that hits the general market to force investors to flock to gold, where greed overtakes fear. It's usually trade events that trigger a move out of equities and into gold. Conversely in past years, the rise of equities has made gold a dead trade. Now, we could see a bounce in gold to $1,350. Junior mining is risky, but more retail investors have been moving into this space. The industry is concerned that there isn't enough supply in minerals like gold and lithium. His end game is to find a junior miner that gets taken out by a producer. For the past 5-7 years, gold has been undercapitalized with not enough exploration. But he's really concerned how grassroots exploration has fallen since 2002.

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Gold has long been range-bound. To change this, there needs to be a systemic risk that hits the general market to force investors to flock to gold, where greed overtakes fear. It's usually trade events that trigger a move out of equities and into gold. Conversely in past years, the rise of equities has made gold a dead trade. Now, we could see a bounce in gold to $1,350. Junior mining is risky, but more retail investors have been moving into this space. The industry is concerned that there isn't enough supply in minerals like gold and lithium. His end game is to find a junior miner that gets taken out by a producer. For the past 5-7 years, gold has been undercapitalized with not enough exploration. But he's really concerned how grassroots exploration has fallen since 2002.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT

Last November he did a site visit in Argentina and it was the biggest site visit he ever saw. The lithium sector was hot, but now there's a fear that it might be well-supplied because SQM in Chile is now allowed to produce at a much higher volume than before. The Chinese are now partnering in lithium.

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Last November he did a site visit in Argentina and it was the biggest site visit he ever saw. The lithium sector was hot, but now there's a fear that it might be well-supplied because SQM in Chile is now allowed to produce at a much higher volume than before. The Chinese are now partnering in lithium.

Mining
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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.630
Owned Owned
Yes

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SPECULATIVE BUY
Royal Nickel Corp (RNX-T) 

October 16, 2018

Doesn't generate much free cash flow but occasionally they find very high-grade nickel like recently. This has helped their debt. They are now focused on Beta Hunt in Australia. It's a nice speculative play.

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Doesn't generate much free cash flow but occasionally they find very high-grade nickel like recently. This has helped their debt. They are now focused on Beta Hunt in Australia. It's a nice speculative play.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.900
Owned Owned
No

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BUY
Excelsior Mining(MIN-T) 

October 16, 2018

A copper play in Arizona. They put acidic solution in the great to dissolve the copper then recover it. Upfront capital is low, so there's a potentially high return later. They have key permits in place to turn this project around. Their 2016 study implies a 40% return.

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A copper play in Arizona. They put acidic solution in the great to dissolve the copper then recover it. Upfront capital is low, so there's a potentially high return later. They have key permits in place to turn this project around. Their 2016 study implies a 40% return.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.990
Owned Owned
Unknown

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COMMENT

They're building a gold mine in the Yukon. It's coming into production now. He doesn't own development play and buys exploration instead.

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They're building a gold mine in the Yukon. It's coming into production now. He doesn't own development play and buys exploration instead.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.380
Owned Owned
No

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COMMENT
General Market Comment 

October 16, 2018

Active vs. Passive funds in mining Mining ETFs have taken out active funds which are seeing redemptions now. There are 18 actively managed mining funds in the U.S. and they dropped $1-billion in AUM and now sit at $8.5 billion. On the other end the 10 passive mining funds increased to $7.2 billion to $14-billion AUM. This is a turnaround, and it's playing out across the spectrum, not just mining. Investors wants the liquidity and anonymity of ETFs.

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Active vs. Passive funds in mining Mining ETFs have taken out active funds which are seeing redemptions now. There are 18 actively managed mining funds in the U.S. and they dropped $1-billion in AUM and now sit at $8.5 billion. On the other end the 10 passive mining funds increased to $7.2 billion to $14-billion AUM. This is a turnaround, and it's playing out across the spectrum, not just mining. Investors wants the liquidity and anonymity of ETFs.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.020
Owned Owned
Unknown

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PAST TOP PICK
Almadex Minerals(AMZ-X) 

October 16, 2018

(Past top pick March 6, 2018, Down 57%) When he bought it, he was interested in their copper play in Mexico. Since then, they had a big investment from Newcrest Mining. AMX has split into two companies, including Azucar. AMX is now the prospect generator. He owns them both. That transaction took a long time to close. Drillings have finally resumed.

Mining
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(Past top pick March 6, 2018, Down 57%) When he bought it, he was interested in their copper play in Mexico. Since then, they had a big investment from Newcrest Mining. AMX has split into two companies, including Azucar. AMX is now the prospect generator. He owns them both. That transaction took a long time to close. Drillings have finally resumed.

Mining
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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.600
Owned Owned
Yes

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PAST TOP PICK
Evrim Resources Corp.(EVM-X) 

October 16, 2018

(Past top pick March 6, 2018, Up 275%) It was up even more this year, which is when he sold some shares, but has held onto most of it. He always knew it was a prospect generator and is expecting drill results by the end of 2018. Up 450% YTD.

Mining
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(Past top pick March 6, 2018, Up 275%) It was up even more this year, which is when he sold some shares, but has held onto most of it. He always knew it was a prospect generator and is expecting drill results by the end of 2018. Up 450% YTD.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$1.440
Owned Owned
Yes

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PAST TOP PICK
Premier Gold Mines(PG-T) 

October 16, 2018

(Past top pick March 6, 2018, Down 39%) Diversified North American portfolio with good geopolitical risk. They have a joint venture with Barrick which he just saw himself. Likes management. They have development as wel as exploration assets. He really likes their exposure to Nevada.

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(Past top pick March 6, 2018, Down 39%) Diversified North American portfolio with good geopolitical risk. They have a joint venture with Barrick which he just saw himself. Likes management. They have development as wel as exploration assets. He really likes their exposure to Nevada.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$1.940
Owned Owned
Unknown

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COMMENT

Have a good open-pit project in the Yukon with a good production profile. You own this as a take-out target. They are doing a lot of exploration around the area to prove the upside potential and de-risk any development issues.

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Have a good open-pit project in the Yukon with a good production profile. You own this as a take-out target. They are doing a lot of exploration around the area to prove the upside potential and de-risk any development issues.

precious metals
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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$1.350
Owned Owned
Unknown

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