Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
October 2, 2017

He does not know the seasonality on this one but chemicals do well from October to January and February until May.  Technically, there is mild encouragement.  It is forming support and is in a trading range.  It has been going sideways.  If it moved above the trading range, you could get a nice move up.

Methanex Corp(MX-T)
October 2, 2017

He does not know the seasonality on this one but chemicals do well from October to January and February until May.  Technically, there is mild encouragement.  It is forming support and is in a trading range.  It has been going sideways.  If it moved above the trading range, you could get a nice move up.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$63.560
Owned
Unknown
BUY
BUY
October 2, 2017

Seasonal it is strong from now until the middle of January.  Technically, it is in an upward trend.  Stick with it or buy some more.

Microsoft(MSFT-Q)
October 2, 2017

Seasonal it is strong from now until the middle of January.  Technically, it is in an upward trend.  Stick with it or buy some more.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$74.610
Owned
Unknown
COMMENT
COMMENT
October 2, 2017

Had owned this because the Escobal project was one of the best silver deposit out there. The problem has always been Guatemala, which is why he sold his holdings. In July they had a court decision that suspended the mine. They have to deal with the suspension as well as a legal blockade, and in the interim, they have had to readjust their guidance, amend their credit facility, as well as suspend all dividend payments. As a single asset company, they get very highly discounted. There is still a lot of risk embedded in the stock.

Tahoe Resources(THO-T)
October 2, 2017

Had owned this because the Escobal project was one of the best silver deposit out there. The problem has always been Guatemala, which is why he sold his holdings. In July they had a court decision that suspended the mine. They have to deal with the suspension as well as a legal blockade, and in the interim, they have had to readjust their guidance, amend their credit facility, as well as suspend all dividend payments. As a single asset company, they get very highly discounted. There is still a lot of risk embedded in the stock.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$6.450
Owned
No
COMMENT
COMMENT
October 2, 2017

He doesn’t know a lot about lithium and doesn’t own any stocks. What interests him is that they have a good grade of lithium and have 40% institutional shareholders. They are working through a pilot plant right now and are trying to de-risk the project. Looks interesting.

Neo Lithium Corp(NLC-X)
October 2, 2017

He doesn’t know a lot about lithium and doesn’t own any stocks. What interests him is that they have a good grade of lithium and have 40% institutional shareholders. They are working through a pilot plant right now and are trying to de-risk the project. Looks interesting.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$1.470
Owned
No
COMMENT
COMMENT
October 2, 2017

Has never owned this. The deposit was looked at by Rio Tinto and Anglo which spent a lot of money on it, but then both walked away. His investment thesis on any exploration or developing companies is for an eventual take out. When he sees 2 majors walking away from it, it makes him think twice. Also has problems with the economics as some of the high grades is much deeper.

Has never owned this. The deposit was looked at by Rio Tinto and Anglo which spent a lot of money on it, but then both walked away. His investment thesis on any exploration or developing companies is for an eventual take out. When he sees 2 majors walking away from it, it makes him think twice. Also has problems with the economics as some of the high grades is much deeper.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$2.190
Owned
No
COMMENT
COMMENT
October 2, 2017

Newmont is one of the more active majors out there and their pipeline suggested a need for them to take Conga out of reserve, which was a big impact on their reserve. Colombia would be a new jurisdiction for them, and believes they wanted to take a significant footprint in this, but not do an overall takeover until they were more comfortable with Colombia. The asset is great, but he has some issues with some of the resource, but in terms of some of the development, they have a top-notch COO developing the project and thinks Newmont is very comfortable with it. This looks really good but he is not interested in development plays. Most of his money is going into exploration right now.

Newmont is one of the more active majors out there and their pipeline suggested a need for them to take Conga out of reserve, which was a big impact on their reserve. Colombia would be a new jurisdiction for them, and believes they wanted to take a significant footprint in this, but not do an overall takeover until they were more comfortable with Colombia. The asset is great, but he has some issues with some of the resource, but in terms of some of the development, they have a top-notch COO developing the project and thinks Newmont is very comfortable with it. This looks really good but he is not interested in development plays. Most of his money is going into exploration right now.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$3.240
Owned
No
COMMENT
COMMENT
October 2, 2017

He likes his present position, but is not adding to his holdings. They are drilling a lot in the New Brunswick area, and basically adding a resource together at their Nash Creek and Super Jack projects. They are trying to build up to a preliminary economic assessment, which should be available in the latter part of 2017 or early 2018. His initial interest was more in the Flin Flon mining district in Manitoba.

Callinex Mines(CNX-X)
October 2, 2017

He likes his present position, but is not adding to his holdings. They are drilling a lot in the New Brunswick area, and basically adding a resource together at their Nash Creek and Super Jack projects. They are trying to build up to a preliminary economic assessment, which should be available in the latter part of 2017 or early 2018. His initial interest was more in the Flin Flon mining district in Manitoba.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$0.415
Owned
Yes