Brendan Wood International Investor Conviction Intel – Precious Metals and Mining
Brendan Wood International
A private partnership formed in 1970, the firm founded the exclusive TopGun Club.
Brendan Wood International Investor Conviction Intel – Precious Metals and Mining
New York, NY, May 23rd, 2023 (TopGun Press)
Below are the most in-demand Precious Metals and Mining Stocks based on our daily chats with global investors.?Below is a link to the Investor Conviction Intel on Cameco Corporation.
Teck Resources?– The major changes at Teck continue to grow interest in the name. With the incoming transformational project QB2, investors think Teck is setting themselves up to become a major producer and leader in the copper space.
Cameco Corporation?–?A leader in the uranium space, Cameco’s latest Westinghouse transaction joining forces with Brookfield Renewable is one investors see a lot of potential in. Investors see more potential markets for uranium. Cameco is well positioned to benefit.?(Click Here for Investor Conviction Intel on Cameco Corporation)
Oceanagold Corporation?– Oceanagold had major changes across their management team and board, and brought on a major project in Didipio over the last year (2022). The market has appreciated the efforts and feels that the future outlook has promise.
Osisko Gold Royalties?– According to investors, the coming together of the story, growing confidence in the team, discounted valuation, and future growth outlook make Osisko Gold attractive. Both a developer and streamer, investors think that Osisko is in a unique position in the space.
Pan American Silver Corporation?– As silver prices rise relative to other commodities, Pan American is a name many investors have on their radar. A major global producer in the silver space, the latest acquisition of Escobal and growing confidence in management make Pan American an intriguing story.
Largest CEO Confidence Score Changes (Quarter over Quarter) (YE4Q2022 vs. YE1Q2023):
Cameco Corporation =?+29%
Northern Star Resources?=?+14%
Ivanhoe Mines =?+8%
Teck Resources Ltd =?+8%
Evolution Mining =?+6%
First Quantum Minerals =?-13%
Southern Copper Corp.?=?-12%
Centamin PLC =?-10%
Copper Mountain Corp?=?-7%
Denison Mines =?-7%
Largest Board Confidence Score Changes (Quarter over Quarter) (YE4Q2022 vs. YE1Q2023):
Centerra Gold Inc.?=?+18%
Barrick Gold Corporation?=?+9%
ERO Copper Corp.?=?+9%
Osisko Gold Royalties?=?+8%
Pan American Silver Corporation =?+5%
Hecla Mining Company =?-23%
Sandstorm Gold Ltd =?-16%
Wesdome Gold Mines =?-15%
IAMGOLD Corporation =?-8%
Ivanhoe Mines =?-7%
Sell-Side Analysts Being Paid for Mining and Precious Metals Coverage from Global Investors:
领英推荐
US Mining Sell-Side Analysts:
1. Timna Tanners – Wolfe Research
2. Christopher LaFemina – Jefferies
3. Lawson Winder – Bank of America
European Mining Sell-Side Analysts:
1. Dominic O’Kane – JP Morgan
2. Jason Fairclough – Bank of America
3. Amos Fletcher – Barclays
Canadian Mining Sell-Side Analysts:
1. Orest Wowkodaw – Scotia Capital
2. Greg Barnes – TD Securities
3. Jackie Przybylowski – BMO Capital Markets
Canadian Large-Cap Precious Metals Sell-Side Analysts:
1. Tanya Jakusconek – Scotia Capital
2. Josh Wolfson – RBC Capital Markets
3. Greg Barnes – TD Securities
Canadian Small/Mid-Cap Precious Metals Sell-Side Analysts:
1. Ovais Habib – Scotia Capital
2. Don DeMarco – National Bank Financial
3. Cosmos Chiu – CIBC World Markets
About?Brendan Wood International :
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000+ live consultations with professionals overseeing +/- $55 trillion invested in the +/- 1400 big cap companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. The firm's partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution. Brendan Wood International is the exclusive Index Provider to the AXS Brendan Wood TopGun Index ETF (Ticker: TGN)
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
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Contacts:
Jordan Novak, Partner, Brendan Wood International, +1 416 924 8110,?[email protected]
Youssef Ahmed, Director - Head of Precious Metals and Mining – Brendan Wood International, +1 416 924 8110, [email protected]