Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 30, 2007
Still likes it. A core holding. Nothing has changed. Their horizon project coming on in the Mid next year. Natural gas inventory, which will pay off when the prices come around.
Still likes it. A core holding. Nothing has changed. Their horizon project coming on in the Mid next year. Natural gas inventory, which will pay off when the prices come around.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$75.100
Owned
Unknown
TOP PICK
TOP PICK
October 30, 2007
400 million pounds of copper, will make it one of the premier producers out there. Have some fixed priced contracts. Will be a cash flow generator which will bring down their debt which is a bit higher then he would wish.
400 million pounds of copper, will make it one of the premier producers out there. Have some fixed priced contracts. Will be a cash flow generator which will bring down their debt which is a bit higher then he would wish.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$4.960
Owned
Unknown
TOP PICK
TOP PICK
October 30, 2007
A venture exchange company. A Uranium explorer. They have been around since the early days, have have a technical team that is so good they even consult for other companies on their assets. Denison is their partner. These guys are non-promotional, but they are focused on bringing value to their share holders.
JNR Resources Inc (JNN-X)
October 30, 2007
A venture exchange company. A Uranium explorer. They have been around since the early days, have have a technical team that is so good they even consult for other companies on their assets. Denison is their partner. These guys are non-promotional, but they are focused on bringing value to their share holders.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$2.930
Owned
Unknown
BUY
BUY
October 30, 2007
Represent over 20% of the Uranium in the world. Have had some missteps, but they are worth having in your portfolio. They have some legency contracts which will be expiring in the next couple of years which will be re-newed at higher prices.
Cameco Corporation (CCO-T)
October 30, 2007
Represent over 20% of the Uranium in the world. Have had some missteps, but they are worth having in your portfolio. They have some legency contracts which will be expiring in the next couple of years which will be re-newed at higher prices.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$48.180
Owned
Yes
BUY
BUY
October 30, 2007
Has all his previous negative comments been rectified. The debt is a little high. But they have Uranium up side. Thinks it's going to go higher even after the current spike.
Has all his previous negative comments been rectified. The debt is a little high. But they have Uranium up side. Thinks it's going to go higher even after the current spike.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$4.960
Owned
Unknown
HOLD
HOLD
October 30, 2007
If you are looking for something short term this won't do, due to the low price of natural gas at this time. But if you already have it, hold it, but be aware of how it fits into your whole portfolio.
If you are looking for something short term this won't do, due to the low price of natural gas at this time. But if you already have it, hold it, but be aware of how it fits into your whole portfolio.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$17.830
Owned
Unknown
STRONG BUY
STRONG BUY
October 30, 2007
One of the two great success stories in Canada. Top notch management and technical team. A core position for them.
One of the two great success stories in Canada. Top notch management and technical team. A core position for them.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$36.510
Owned
Unknown