Welcome To The Argonaut Gold Inc. HUB On AGORACOM
"Friendly aquisition" of Prodigy Gold (Oct. 2012) / > 100k ounces in 2012
Message: Friggin'around..movi... old links..
I bin bored and checking around moving old links and found this VER---r-r-r-r-r-yyy interesting..!!
AR experts..(Besides us..!!)
| 2013-01-15 | HOLD | Charles Oliver, HBSc CFA |
(Market Call Minute.) Has a small position in this. Just made an acquisition. Great team but not the cheapest one out there. |
Price: $9.680 Subject: MINING & PRECIOUS METALS Bias: BULL on GOLD Owned: Yes |
| 2012-12-28 | BUY | Michael Giordano |
Recently acquired Prodigy Gold. Also, have some warrants that are closing December 31. Have properties in Mexico as well. Looking at production of about 100,000 ounces with the potential to grow it to twice that. |
Price: $9.210 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2012-12-28 | BUY | James Hodgins |
One of his favourite names in the gold sector. Have under promised and over delivered. Feels the sector could have a 30% run over the next year and if so, this one would outperform that. |
Price: $9.210 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BULLISH on PRECIOUS METALS Owned: Yes |
| 2012-10-17 | Comment | Michael Smedley |
Has recovered better than a lot of gold stocks. Has just acquired Prodigy in Ontario. Very good asset. |
Price: $10.000 Subject: CANADIAN Bias: OPTIMISTIC Owned: Yes |
| 2012-10-15 | STRONG BUY | Bruce Campbell |
Just announced a great record quarter and upped their guidance. 2012 will be 102,000 ounces instead of 87000. 2013 is going to be 130,000 and 2014 will be 240,000. Will be acquiring Prodigy (PDG-X), which is in northern Ontario. Paid $55 an ounce, which is cheap and this will double their production in 2016. In 4 years, it will be 5X the size it is now. |
Price: $9.650 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-10-09 | BUY | Michael Giordano |
Gold producer out of Mexico. This one has moved nicely along with the price of gold but given his positive outlook on gold and this company’s expertise in getting mines up and running, he could see this one into the low teens in 2013. |
Price: $10.490 Subject: RESOURCE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2012-10-03 | HOLD | Jason Donville |
It is a play on central banks printing more money. Gold should continue to perform well. He has trimmed his position, however. Don't put a lot of new money into it. |
Price: $10.570 Subject: CANADIAN SMALL & FINANCIALS Bias: BULL on TECHNOLOGY Owned: Unknown |
| 2012-09-24 | BUY on WEAKNESS | Larry Berman CFA, CMT, CTA |
Doesn't know the company to speak of the fundamentals. You have to look at the sector long term. If they have something very strong here then you sit here and buy on dips up to no more than 10% of portfolio. |
Price: $10.270 Subject: N/A Bias: UNKNOWN Owned: Unknown |
| 2012-08-20 | PAST TOP PICK | Bruce Campbell |
(A Top Pick Aug 15/11. Up 34.83%.) Was still buying at $7.70-$7.80. Can see it at $10.50-$11 a year out. |
Price: $8.140 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2012-07-26 | BUY | Charles Oliver, HBSc CFA | Good management. Starting from scratch with small assets. Have a couple properties in Mexico, which is one of the better jurisdictions. Producing just under 100,000 ounces this year and should go up to about 120,000 next year. One of the more expensive stocks on a PE, Price to Cash Flow that some of the other companies. |
Price: $8.300 Subject: CANADIAN RESOURCE Bias: BULLISH on GOLD Owned: Unknown |
| 2012-07-11 | BUY on WEAKNESS | James Hodgins | This is one of his largest gold positions. Has tremendous production growth as well as some good exploration upside. He’ll buy more on pullbacks as long as his views on the sector remain positive. |
Price: $7.480 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: Yes |
| 2012-03-30 | PAST TOP PICK | Bruce Campbell | (A Top Pick Feb 16/11. Up 87.03%.) Just reported production of 72,000 ounces, a little above his expectations. If the gold price cooperates and has a little bit of a run, he could see this going to $11-$12. |
Price: $8.500 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-03-06 | Comment | Rick Rule | Sold his holdings when it moved up so fast. Extremely well run company. Trusts and respects management. Reasonably good assets. |
Price: $9.080 Subject: RESOURCE Bias: OPTIMISTIC Owned: No |
| 2012-03-02 | HOLD | Don Vialoux | Take profits and buy back on a pullback or hold? Getting a little bit of overhead resistance around $10. On a seasonal basis, it is probably peaking out right now. Short-term indicators are still positive. |
Price: $9.710 Subject: TECHNICAL ANALYSIS Bias: OPTIMISTIC Owned: Unknown |
| 2012-02-06 | PAST TOP PICK | Bruce Campbell | (A Top Pick Feb 16/11. Up 83.08%.) Well-managed. 3 mines in Mexico so there is no political risk. They just keep having huge production increases. |
Price: $8.280 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
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