Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 8, 2018

He is seeing good things about the LNG project with Shell. There is a feeling that it could be a project they move forward with this summer. Drier gas is the lowest on the pedestal that investors are looking for.

He is seeing good things about the LNG project with Shell. There is a feeling that it could be a project they move forward with this summer. Drier gas is the lowest on the pedestal that investors are looking for.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$2.950
Owned
Yes
BUY
BUY
March 8, 2018

It is down big time. You can see how the market feels. They have a vast resource. He has to take a short term trade on the believe that LNG will go forward.

It is down big time. You can see how the market feels. They have a vast resource. He has to take a short term trade on the believe that LNG will go forward.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.910
Owned
Unknown
HOLD
HOLD
March 8, 2018

Every single name is at a 52 week or longer low. This is a core holding if you are looking for yield in the energy space. It has a good management team and track record. They take some backlash for M&A activity. He likes it for the long term. You have to put the charts aside.

Every single name is at a 52 week or longer low. This is a core holding if you are looking for yield in the energy space. It has a good management team and track record. They take some backlash for M&A activity. He likes it for the long term. You have to put the charts aside.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$7.690
Owned
Unknown
DON'T BUY
DON'T BUY
March 8, 2018

Half of this company is a Guatemalan mine that went through social unrest and a shutdown. People want to see how this starts again. He used to own it but got out when it got a little pricier. It took a 50% correction. You will see a slow revaluation.

Half of this company is a Guatemalan mine that went through social unrest and a shutdown. People want to see how this starts again. He used to own it but got out when it got a little pricier. It took a 50% correction. You will see a slow revaluation.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$6.100
Owned
No
BUY
BUY
March 8, 2018

He continues to like the name. It has been a frustrating trade. They did a big deal, acquiring some big mines in west Africa. It is the largest non-senior producer of Zinc in the world.

He continues to like the name. It has been a frustrating trade. They did a big deal, acquiring some big mines in west Africa. It is the largest non-senior producer of Zinc in the world.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$1.330
Owned
Unknown
BUY
BUY
March 8, 2018

They are mining gold in Ontario in the second half of this year. He has been focusing on tiering his risk. He likes producers and these guys will be in production in a year or two, perhaps by the end of this year. At Canadian prices, Gold prices are tremendous. There is visibility in their production.

They are mining gold in Ontario in the second half of this year. He has been focusing on tiering his risk. He likes producers and these guys will be in production in a year or two, perhaps by the end of this year. At Canadian prices, Gold prices are tremendous. There is visibility in their production.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$0.435
Owned
Yes
BUY
BUY
March 8, 2018

The grand daddy of Columbian oil producers. You get premium pricing, being outside of North America. It is a goto name in the International space. They will grow organically.

The grand daddy of Columbian oil producers. You get premium pricing, being outside of North America. It is a goto name in the International space. They will grow organically.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$18.190
Owned
Unknown