Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.

Buzz on the Bullboards: Rising Investment Opportunities


Omri Wallach Omri Wallach, Stockhouse
0 Comments| September 26, 2019

{{labelSign}}  Favorites
{{errorMessage}}

It’s been a busy week for the markets, which means a busy week for the Stockhouse Bullboards. From new sector mainstays to sudden investment opportunities, we saw a bit of everything over the last week.

On our weekly Buzz on the Bullboards review, we dive into some of the most-talked about companies on Stockhouse. It gives us a chance to see where the community feels the rising players are headed, and where the investment opportunities lie.

And this week, we highlight three companies that have recently generated a consistent amount of investment attention. Even though they’re all on different trajectories, each one has its own attractive quality that has drawn users to figure out where they’re headed.



The mining Bullboards were led once again by Ucore Rare Metals Inc. (TSX-V:UCU, Forum) but we need to talk about the elephant in the room, or rather, the bear. Great Bear Resources Ltd. (TSX-V:GBR, Forum) has staked a strong claim on the top-6 charts over the last few weeks and for good reason. A month and a half ago, shares of GBR traded for $5.05. Today, they’re closing at $8.77, an increase of 74%.


(Click image to enlarge)


The Canadian gold explorer company climbed on strong drill results at the start of September, but since then has been pretty quiet. Meanwhile, analysts and investors have been breaking down Great Bear’s drill results and wondering what’s next.


What the "Buzz"

Our Bullboards have up to 2 Million pageviews a day. Get the inside scoop on conversations around the most significant trends and stock appreciations in our weekly wrap up.

Get "Buzz on the Bullboards" delivered to your inbox every Thursday!

Buzz on the Bullboards | Sign Up Here



Despite the company’s apparent windfall, however, one thing that’s still missing is a resource estimate, but the company’s Bullboard has faith in management’s plan. Many like Stockhouse Member Goaweigh are of the mind that GBR’s CEO is on the path to take the company even higher.

“Chris is playing his hand very shrewdly. He's expanding the potential resource without actually building a resource. That may seem counter intuitive but I don't think it is.

In my view Majors need a base case, a minimum # of ounces that are quantifiable before they launch takeover offers. They can't take “Blue Sky” and sell it to their board of directors as a stand-alone reason to spend billions of dollars of shareholders money on a takeover.

…So the trick here is to embark on a hunt for the extent of the “Blue Sky” without ever quantifying the resource, thereby not giving the major the minimum Oz. that they can use as a launch pad to launch an early takeover.

We want to exhaust the “Blue Sky” potential first, find the edges of this massive system and then and only then start to put a resource together starting at the best sweet spot or sweet spots and building out from there…”
(Po?st: RE:ABX)



The healthcare Bullboards, home to a few of the Stockhouse community’s favorite companies, have a new contender: Sirona Biochem Corp. (TSX-V:SBM, Forum). The biotech company has quietly climbed to second place in the top-6 most viewed Bullboards over the past few weeks while SBM shares have remained relatively steady around $0.45 following a temporary dip in August.


(Click image to enlarge)

Looking at the longer picture, however, makes it clear that Sirona is a recent climber. Following the rise in price (and volume), any big news is debatable news, and on Sept. 18 the Company signed a profitable agreement with a strong US skin care brand.

Users on the SBM Bullboard liked the deal, but were less thrilled with the lack of information. How much revenue would the company make? Which markets is the deal for? Stockhouse Member Pareto8020 agreed with many saying that at this point, more details aren’t just needed, they’re expected.

“Yes there is still lots of news for SBM to release on the near horizon. Hopefully they contain more financial details than the R&F definitive agreement did. If they release news and don't include financial details it is just going to continue to muddy the waters and confuse the markets.

The sheer lack of volume and share price movement from the last NR obviously shows the markets weren't impressed and are still taking a wait and see approach with SBM. Once a sense of what they'll be making from TFC-1067 starts to trickle in via financials, etc. then the market will start to re-calc SBM's NAV...
(Po?st: RE:Let’s go)



Our final highlight this week is on the energy Bullboards, where a big mid-cap company has been attracting attention on its way to small-cap territory. That company is Vermilion Energy Inc. (TSX:VET, Forum) which has gained an ardent following as shares have slid over the summer. Recently, however, it started to reverse course. At the beginning of September VET shares closed at $18.78, and today they’re up to $22.64.


(Click image to enlarge)


But a glance at the company’s ticker chart shows a long way left to go. The Company has been largely quiet on the news front outside of monthly dividend announcements which have remained at a steady $0.23 per share. Still, VET’s drop have led it to being identified as an energy investment with strong upside potential.

That’s exactly what the talk of the town is on the VET Bullboard. Shares trading near a year low mean lots of users looking at now to be the time to enter, but uncertain about oil prices and dividend yields holding up. According to Stockhouse Member Gord_Alberta, however, VET should still keep paying out.

“My research kept pointing to one thing; that the dividend was safe IF oil prices stayed above $50... I never understood if the $50 was referred to as the crude oil price OR as Brent crude (since this is relevant to Vermilion income). Or even is this number was in Canadian dollars or in U.S. money.
Yet both are tracking at more than $57; so the dividend appears very, very safe!”
(Po?st: Oil prices)

That’s it for our Bullboard highlights for this week, but the Stockhouse Community also made its voice heard on our homepage poll about technology investments. Over the last month, we asked users which innovative technologies they thought were the most investable, and the answers were clear: A.I. and Anti-Aging lead the way.



For our next Investor Pulse Poll, Stockhouse turns to the recent rise of gold prices. After prices quickly climbed to US $1,500, analysts have been debating where they’ll go from here. We want to hear your voice, so head to the homepage to vote on how high (or low) gold prices will be in the next six months.


(Click image to go to the poll)

Next week on Buzz on the Bullboards we’ll round out the month of September and see how sectors are shaping up during the Fall. You can catch up on the action right here on the website, or subscribe to the newsletter to get the weekly review delivered directly to your mailbox. For previous editions of Buzz on the Bullboards: click here.


Get "Buzz on the Bullboards" delivered to your inbox every Thursday!

Buzz on the Bullboards | Sign Up Here




{{labelSign}}  Favorites
{{errorMessage}}

Comments

No comments yet. Be first to comment!

Leave a Comment

You must be logged in to be able to post a comment.