Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 17, 2005
Had a huge runup and now there's a bit of a pause because the market had to absorb a stock issue they did. Coming in with some pretty decent results as far as grades go. Uranium sector is very much intact and this should get back to its old highs.
Had a huge runup and now there's a bit of a pause because the market had to absorb a stock issue they did. Coming in with some pretty decent results as far as grades go. Uranium sector is very much intact and this should get back to its old highs.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$5.980
Owned
Yes
BUY
BUY
November 17, 2005
A lot of the small caps have been hurt because of the trust games pause. Would split the small cap juniors into 2 categories. 1) The cheap ones that may have an acquisition possibility or 2) more expensive ones that are great managed companies. This one is in the latter category with its rock solid management team. Good long (18 months) term.
Cyries Energy Inc (CYS-T)
November 17, 2005
A lot of the small caps have been hurt because of the trust games pause. Would split the small cap juniors into 2 categories. 1) The cheap ones that may have an acquisition possibility or 2) more expensive ones that are great managed companies. This one is in the latter category with its rock solid management team. Good long (18 months) term.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$14.750
Owned
Unknown
BUY
BUY
November 17, 2005
Thinks it has bottomed. The whole space fell apart in the late summer. This one continues to chug along in adding new customers. From a valuation viewpoint, it is far more realistically valued than it was at $12. Still a little concerned that the space hasn't rolled over, so you may get a bit of a pause here.
Thinks it has bottomed. The whole space fell apart in the late summer. This one continues to chug along in adding new customers. From a valuation viewpoint, it is far more realistically valued than it was at $12. Still a little concerned that the space hasn't rolled over, so you may get a bit of a pause here.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$5.380
Owned
Yes
BUY
BUY
November 17, 2005
This is one of the premium category management teams.Have done a stellar job. Continue to beat expectations. Going into the mid tier category of 10,000 barrels a day.Have great exploration prospects and have great ability to do joint ventures and roll in more acreage. If oil stays above $55 and there is stability in the space,, he can see $25.
This is one of the premium category management teams.Have done a stellar job. Continue to beat expectations. Going into the mid tier category of 10,000 barrels a day.Have great exploration prospects and have great ability to do joint ventures and roll in more acreage. If oil stays above $55 and there is stability in the space,, he can see $25.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$19.390
Owned
Yes
BUY
BUY
November 17, 2005
$1 billion market cap right now. Newmont (NMC-T) has come in to fund them up to 10%. Sitting on $250 million in cash. Great diamond project. Early stage at this time. Probably 5/6 years away from getting any money out of the ground. Grades are good, tonnage is good, strip ratio is good and there's a big shortage of diamond companies in the world.
$1 billion market cap right now. Newmont (NMC-T) has come in to fund them up to 10%. Sitting on $250 million in cash. Great diamond project. Early stage at this time. Probably 5/6 years away from getting any money out of the ground. Grades are good, tonnage is good, strip ratio is good and there's a big shortage of diamond companies in the world.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$6.930
Owned
Unknown
BUY
BUY
November 17, 2005
Very impressive grades from some of their projects. Realistic price.
UEX Corp. (UEX-T)
November 17, 2005
Very impressive grades from some of their projects. Realistic price.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$3.900
Owned
Yes
BUY
BUY
November 17, 2005
One change on this and that is the valuation for Bangladesh is being met with scepticism in the market. Could be at its bottom and you could see it work its way back form here. A good long term play.
Niko Resources (NKO-T)
November 17, 2005
One change on this and that is the valuation for Bangladesh is being met with scepticism in the market. Could be at its bottom and you could see it work its way back form here. A good long term play.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$43.000
Owned
Yes