Last quarter was a turnaround. The yield is high. The company will not have the choice but what had to start restructuring to produce more earnings. Expect that part of their business will be transformed into a trust.
Has a bit over $8 per share. Trading around 11 X earnings. Will lose a big client this year which is why the stock has dropped. Have grown very earnings 30/50% per year over the last couple of years.
Have been looking at this company. The stock has not followed nickel prices, probably since they just started their production. Starting to look nicely valued. Could be 20/30% upside easily.
Has been growing nicely in terms of earnings. Trading at about 6.6 to EBITDA. Can see it reaching 10 X buy producing more earnings or converting into a trust.
Likes zinc. Not a fan of this company, because it is a large deposit with a big by-product of selenium and buy producing that, they would have a big market share end of the commodity dropped, the price of the stock would fall dramatically.
Not the cheapest stock out there but there is a lot of growth. They recently announced a joint-venture in an LNG project which will give them much higher prices.
The market is looking for $.50 in earnings. If they can turn around their costs, they can easily produce $1a share. Management owns 25/30% of the company.
