Sector Expert: Ron Stewart

Dundee Capital Markets

Ron Stewart, P.Geo., has over three decades of experience in the mining industry and is currently senior mining analyst with Dundee Securities. He was formerly a research analyst of metals and mining with Macquarie Equity Research, CEO of Belo Sun Mining and senior vice president of exploration at Kinross Gold.

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Recent Interviews

Ron Stewart Presents Juicy Gold Takeover Targets (1/14/15)
Gold fish

The gold sector has always had a boom-and-bust mentality. Ron Stewart of Macquarie Equity Research says the flip side to the bear market is that the next bull market will produce phenomenal gains, and the companies leading the pack will be those that can still flourish with low gold prices. In this interview with The Gold Report, Stewart identifies low-cost, high-grade miners, several of which are likely to excite interest from cashed-up suitors.

Recent Quotes

"We have long liked CNL's Buriticá project for its size, scale and technical merits."

— Ron Stewart, Dundee Capital Markets (9/15/16)
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"RPM offers a compelling value creation opportunity over the next 6 to 12 months as it initiates production at the Florida Canyon mine in Nevada."

— Ron Stewart, Dundee Capital Markets (8/30/16)
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"RPM is among the most levered to gold prices, which should result in outperformance in a rising gold price environment.”

— Ron Stewart, Dundee Capital Markets (8/17/16)
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"We view THO as a top-tier intermediate precious metals company given its high-quality and low-cost operations."

— Ron Stewart, Dundee Capital Markets (8/10/16)
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"With Whitney ownership simplified, it opens the possibility for THO to add near-term, high-grade, open pit production."

— Ron Stewart, Dundee Capital Markets (7/5/16)
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"We're raising our target price for CNL, as Buritica is a top tier project and opportunity exists for an immediate re-rating."

— Ron Stewart, Dundee Capital Markets (6/28/16)
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"We consider THO the best name in its class."

— Ron Stewart, Dundee Capital Markets (6/13/16)
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"CNL's stock is still trading at a discount to explorer/developer peers."

— Ron Stewart, Dundee Capital Markets (5/26/16)
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"We like THO for its high-quality and low-cost operations, growth profile, strong balance sheet, sustainable dividend and disciplined merger and acquisition strategy."

— Ron Stewart, Dundee Capital Markets (4/21/16)
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"AKG appears positioned to achieve guidance for the remainder of the year."

— Ron Stewart, Dundee Capital Markets (4/8/16)
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"We see CNL's Buriticá as a top-tier project."

— Ron Stewart, Dundee Capital Markets (2/25/16)
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"We continue to see CNL as offering a good risk/reward proposition."

— Ron Stewart, Dundee Capital Markets (2/4/16)
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"We continue to be buyers of FCU as we see little upside from exiting."

— Ron Stewart, Macquarie Capital Markets (7/8/15)
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"FCU's PLS could be the anchor tenant in a new U3O8 district."

— Ron Stewart, Macquarie Capital Markets (3/31/15)
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