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Wade...GACF.OB... you believe they will earn 0.05 this qtr and hopefully in q4 also which would be 0.16 for 2006...q1 rev growth = 30%, q2 rev grouth 16%, p/s 0.87, p/b 2.37, ltd zero...is there anything i am missing...this almost looks too good???
thanks
CharlieB
CS.TO...value
from the stockhouse bd #13048809 from who i consider a very astute dd man on the mining industry has a 0.58-0.65 eps for 2007E from their cu/zn/silver mine in MEXICO...1500tpd starting production end of month this year and IR is saying possibly 3-4000tpd in 12-18months..might just be one to look into...$1.56ca today...
bol
CharlieB
LEN
would you be buying metal companies today???HBM in particular...or is it too cyclical???
thank you
CharlieB
ZINC...BWLRF...HBM.TO EVALUATION???
can we assume 2006E for BWLRF fd eps of 0.45 with a p/e of 7 = $3.15us...from today's price of $1.19 = +165%...2007e of $0.65...
2006e for HBM of $3.60 with p/e of 7 =$25.2us...from todays price of $15.35 = 65%...
reason for doing this was Len's post #53570 regardin Zinc charts...
comment welcome
thanks
CharlieB
LEN...HSOA...lot of talk on board about this company and it semms to be in a solid industry at this time...
one question for you...do you believe in management??? i surely respect your opion and would like your thoughts...your last post on oil is a believer LT...
thank you
CharlieB
he still has it an "A" rating...
CharlieB
SOEN.OB...a PV solar cell mfg. with a new 42000sq. ft. mfg. facility which will be state of the art being opened in China in the 4th qtr...California just passed a first time bill that will enhance the solar cell industry...there are many press releases with a lot of info on their yahoo bd. and on their website...very interesting at $1.50...
comments welcome
CharlieB
soen.ob should be on other board...my mistake...no earnings yet...
CharlieB
Bobwins:i was really suprised by your portfolio of 100 stocks...it would seem impossible to get a handle on that many...Lens buddy P Lynch when he talked about companies he did not like diversification which he calls "DEWORSEIFICATION"...i like to apply that to what i believe he stated 4 or 5 companies were enough to really keep a handle on...hope i got that right..
CharlieB
NEWSLETTERS...is anyone a subsriber to the "CASEY ENERGY SPECULATOR" published by DOUG CASEY??? seems cheap at $24.75, but wonder what analysis you recieve when his other newletter is $1125.00 for 3 months??? probably not much...
thanks
charlieB
CURLEWS: per news release of 23/07/2006 and from msg dated 14 august 01:53 "earnings estimate" on inco board at yahoo...
charlieB
C100...LIM.TO p/e question:
INCO ltd (N) is trading at $77.00 with eps estimated @ $14.30 with a forward p/e of 5.3...i agree with your q3 estimate of 0.50 with nickle @ 12.50 for LIM.TO...if we use that annualzed at $2.00 x 5.3 = $10.60ca pps...or do you feel p/e should be higher for LIM.TO???
thank you
charlieB
can you enlighten me on progress of their "ACTIVOX" program...on their website they mention a pilot program since 2004 at their TATI mine in Botswana...but i didn't find any more on it...
thank you
charlieB
Lentinman...cttsf ???
seeing you are mostly in cash and have brought up good points by Peter Lynch regarding cyclicals with low p/e ratios after periods of strong growth, i would very much like to hear your opinion on the post #51119 by abh3vt on the values of CSSTF??? it does seem to be in a growing industry in a very secretive government who would like to see this type of security enhanced...also have very high regard for abh3vt and his analysis...and i guess same could be said for CXTI as being undervalued in a growing segment in CHINA...
thank you
charlieB
cliffvb...bwr/bwlrf.ob...
would you do or repeat your analysis on bwr like you have done in this post for EZM??? it looks like they will do 350 million pounds of zinc in 2007 with 4 mines operational and at todays price of $1.51, they could do $1.00 c/f x 5 = $5.00...sounds to rich for a $1.28ca stock...tia
charlieB
BOBWINS: OIL.TO: do these figures make sense to you regarding just Brenda/Nicole for 2007...
30,000 boe/d x $70.00 = $2.1m/day x90days = $189m/qtr x 4 = $756m for year...if i say 30% to bottom line (?) = $226m/200m o/s = $1.13 eps x 8 = $9.07...+50% from here???
charlieB
p/s...your HBM.TO still looks very undervalued..supply/demand looks very promising even with u.s. slowdown so long as China/India continue their outstanding growth for next few years...
charlieB
BOBWINS OIL.TO
there is a much better review of their process in their MAY 25/2006 press release...
charlieB
i just talked to ir (ROB ELGIE) very nice to converse with...now i hope i got this right...
they have a "Bell-Morrell" which is a floating processing facility to what is called the "40's pipeline" to the mainland...the north sea has a very good infrastructue of pipelines that oil companies use to get oil to mainland...the sub-sea manifold pump which can pump 51000 boe/d was designed for them from a company in Norway where they can for example monitor the flow of each of 5 wells for changes in production/water etc...all sounded pretty efficient...very upbeat...things i never knew...
charlieB
i also spoke with ir from them and he estimates after they choke down it will be about 30,000boe/d...they are using a sub-sea pump ...no platform and no weather problems compared to the gulf...they also get a $1-2 premium to Brent...stockhouse has a few good posters (JWMCLEAN) in particular...
thanks again
charlieB
BOBWIN: OIL.TO ...pr from yesterday calculates 44000 boe/d of 40 degee api lt. sweet oil for their 2007 production which will start in october of 2006...$6.00ca now probably because they are only doing around 250 boe/d and investors need to be shown first...humungus change will be seen next year...any thoughts???
thank you
charlieB
thank you for the reply...if i may, do they have any more tax gains that you are aware of and are counting in the 0.10 estimate for q2...if i am seeing this correctly , this is a better VALUE than HBM.TO...ex: 2006e of 0.35 x 7 = $2.45???
thank you
charlieB
BWR.TO q1 TAX GAIN???
i now realize they had a tax gain of 27.2 million from myrna falls which drastically changes the 0.09 eps in q1 to 0.01...if i am reading this correctly...
comments welcome
charlieB
BWR.TO 0.45-0.50 q2estimate...
with zinc averge close to $1.40 for 2nd qtr compared to $1.08 in 1st qtr we should see 0.12 q2e and if zinc stays at the $1.40 avg, 12x3= 0.36 + 0.09 q1 = 0.45 for 2006...
ceo stated on ROB/TV they will also have cash of 100million by the end of 2006...Langlois will be on stream 6 months early which will greatly impact 2007...listen to ROB/TV ceo presentation...very interesting...
charlieB
BWR.TO/cliffvb
if one can assume eps of 0.45-0.50 for 2006e...avg. p/e for its peers being 8, say 7 x 0.45 = $3.15ca. which is +186% from todays ask of $1.10...BWR.to is 83% zinc...Langlois coming on stream 6 months early...end of 2006...
this is quite a bit better than HBM if you say they will earn $3.50ca. which is $24.50/$12.25 = +100%...do you concur???
charlieB
Canadian oil/gas juniors...A Suggestion:
the very well informed on Canadian juniors like:
Bobwins
Abh3Vt
Curlews
C100
Nutsaboutgolf &
any others that i missed,
From the latest "iradesso" report, which has really broken down the fundamentals of many juniors, it would be very interesting and very likely very profitable if each person who is interested evaluated fundamentally this report and came up with their top 3 "very best" Canadian juniors for say the next 6 months for pps appreciation; only a suggestion, but i suggested it anyway...
CharlieB
apples and oranges...gotcha...
i was looking at q4 backward and you were looking at forward eps from q3...wife concludes i am in backward "senior moment" la la land quite often, can't be too bad though we are vacationing on Florida gulf coast and weather has been beautifull...
i do love you HBM.to, and q2 should be exceptionally strong...
best wishes
charlieB
Bobwins...cze.v
spoke to steve austin cfo...q4 and yearend results in middle of june...he expects 0.05 c/f q4 and full year of 0.22...that is 0.10ca less than you expected in post on 6/3/06 on stockhouse...just thought you would like to know...
charlieB
as always i sincerely appreciate you responses...also you might check out Adam Hamilton on 321energy regarding trading patterns...his analysis can be verified in the XOI charts...
thanks again:
charlieB
BOBWINS: Canadian junior "oilers"
did you get a chance to read msg #45880 for a suggestion on a Canadian jr oiler?
thank you
charlieB
BOBWINS: Canadian junior oil @ gassers:
I believe you consider CZE @ SHY two of the best potential "gasses", especially CZE if Kakwa and Pincher Creek come through as hoped...which company would you consider if you favored the "oilers" more???
ps: "321energy" November 06 2005 had a very interesting article by Adam Hamilton trading the oil stock bull. you might like to read it if you havent allready...i would send it but do not know how...he basically used the XOI divided by its 200dma and if it was below 105.0 = great buying opportunity and it has been last few years, sell when it got above 118.0...quite simplistic but another tool...
tia
charlieB
CHID...patentlawer...
do you have any concerns about CHID along the similar lines that happened to cesv???
thank you
charlieB
eps & valuation:
we have 2 acquisitions (hopefully) that according to pr made 1.85m and 2.0m net profit in 2005' lets assume they do a little better this year, each making 2.3m would equal 4.6m for full year' we should have them for 1/2 year which is 2.3m divided by 73m o/s = 0.03eps for chid...we made 0.01 in q1.= 0.04, in order to make the 0.13eps quidance from previous ceo we will have to earn 0.09 in q2/3/4...does anyone feel this is doable or too high or too low???
tia
charlieB
BOBWINS...molybdenum stock that just had a pr today that the BLM has posted their ASHDOWN moly mine environmental assessment and is the final review process for the POO also if you are interested their is a pretty good writup on RAGING BULL forum GPXM.OB #31854...
best regards
charlieB
LENTIMAN:
thank you again...very interesting indeed...especially if able to find these companies...
charlieB
LENTINMAN...COMMANDMENTS...
i believe you stated if there were commandments for microcap investing...1 & 2 would probably be "60m shares max and low float "what figure would you use"???
question i have for you is what would you suggest for the next 3 commandments ? the reason i ask because your opinion is very well respected...
thank you
p.s. anyone else's opinion welcome..
charlieB
BGH.V...why is this the 1st time they have recorded any rev from silver tip which they purchased in april 2005 according to their pr today??? seems strange unless i am missing something..and more important---can we expect rev's from silver tip in each qtr in future???
thank you
charlieB
BOBWINS:copper fairyland...
any thoughts on roguedolphin's post #43596? also you might like to read a few posts on AUR Stockhouse board by "copperisgold" regarding future evaluations of AUR...very interesting ...
charlieB
HBM.TO..BOBWINS,CURLEWS,
hbm reports tomorrow for qtr...revised q4 eps were restated 0.47ca. minus tax benefit about s/b 0.31, zinc in q4 0.65, in q1 1.02ca.= +0.37ca...0.37 x 3million = 111m/124m o/s = 0.89/4 qtrs =0.22ca increase for price of zinc...so we should see q1 eps of 0.53ca. plus what we get from copper/gold/zinc...are we in the 0.65ca ballpark or am i wacky again???
ps...bobwins i sure hope you fried those big beautiful rainbow trout over a campfire in just butter ...you had me dreaming again...
thank you
charlieB
hbm.to/aur.to
would like anyone to compare these two miners..aur.to just came out with q1 results..0.48 eps u.s./0.79 c/f u.s. has working capital of 345m...their 2005 results were also steller, 142m in earnings,c/f of 249m etc...stockhouse board has a lot of good info by"copperisgold" ...hbm.to q1 will be out friday...
tia
charlieB
len...would you enlighten me on where you get the charts in this msg...
thank you
charlieB