Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 12, 2016

The highest quality silver stock in the world. The risk is the greed and larceny of the Canadian government. His suspicion is that they will succeed in shaking the company down, but thinks that is built into the stock. When the shakedown materializes, he suspects there will be some near-term disappointment.

Show full opinionHide full opinion

The highest quality silver stock in the world. The risk is the greed and larceny of the Canadian government. His suspicion is that they will succeed in shaking the company down, but thinks that is built into the stock. When the shakedown materializes, he suspects there will be some near-term disappointment.

Rick Rule

Unlock Ratings

Price
$24.290
Owned
Unknown
COMMENT
COMMENT
May 12, 2016

Good management, but thinks they made a mistake a few months ago by diluting the existing shareholders over 100%, to move a project into production that would have benefited from higher gold prices. Despite the mistake, the market will like it. Thinks the stock is going higher.

Show full opinionHide full opinion
Midas Gold (MAX-T)
May 12, 2016

Good management, but thinks they made a mistake a few months ago by diluting the existing shareholders over 100%, to move a project into production that would have benefited from higher gold prices. Despite the mistake, the market will like it. Thinks the stock is going higher.

COMMENT
COMMENT
May 12, 2016

Hold or Sell? You are taking a lot of balance sheet risk with this company. Very high quality company and very high quality assets. In the copper and coal businesses, and neither of them will be looking good for 2 years. He owns some of the debt.

Show full opinionHide full opinion

Hold or Sell? You are taking a lot of balance sheet risk with this company. Very high quality company and very high quality assets. In the copper and coal businesses, and neither of them will be looking good for 2 years. He owns some of the debt.

COMMENT
COMMENT
May 12, 2016

Has 2 large deposits, one in Alaska and one in British Columbia. Doesn’t think either of the deposits will be developed this cycle, but does think that the optionality offered by the deposits, the way they become economic at higher gold prices, is attractive. Your risk is that they are spending $2 million a month, which is difficult to do with no revenues.

Show full opinionHide full opinion

Has 2 large deposits, one in Alaska and one in British Columbia. Doesn’t think either of the deposits will be developed this cycle, but does think that the optionality offered by the deposits, the way they become economic at higher gold prices, is attractive. Your risk is that they are spending $2 million a month, which is difficult to do with no revenues.

COMMENT
COMMENT
May 12, 2016

Has had a really, really good move in the short term. If you think the gold price is going up 2 years from now, you will be very happy if you bought it today. 3 or 6 months from now you will be somewhat less happy. He owns it because he likes the optionality of the higher gold and copper prices. It is going to be a very, very volatile stock.

Show full opinionHide full opinion

Has had a really, really good move in the short term. If you think the gold price is going up 2 years from now, you will be very happy if you bought it today. 3 or 6 months from now you will be somewhat less happy. He owns it because he likes the optionality of the higher gold and copper prices. It is going to be a very, very volatile stock.

BUY
BUY
May 12, 2016

(Market Call Minute.) Thinks this is going higher.

Show full opinionHide full opinion

(Market Call Minute.) Thinks this is going higher.

COMMENT
COMMENT
May 12, 2016

(Market Call Minute.) Probably one of the best of the 2nd tier producers. Highly leveraged to the gold price and well-run.

Show full opinionHide full opinion

(Market Call Minute.) Probably one of the best of the 2nd tier producers. Highly leveraged to the gold price and well-run.