Sector Expert: Jamie Spratt

Clarus Securities



Recent Quotes

"KDX is well positioned to deliver compelling production growth."

— Jamie Spratt, Clarus Securities (3/24/17)
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"NXE's Arrow grew ~50% to 302 Mlb U3O8 in the global resource."

— Jamie Spratt, Clarus Securities (3/7/17)
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"KDX's drill results confirm district-scale potential at Fire Creek."

— Jamie Spratt, Clarus Securities (2/27/17)
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"GUY's Q4/16 cash flow per share of $0.16 was ahead of our estimate."

— Jamie Spratt, Clarus Securities (2/24/17)
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"The new feasibility study supports GUY's Aurora as a life-long asset."

— Jamie Spratt, Clarus Securities (2/6/17)
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"KLDX offers best-in-class production growth, low-cost production and a solid management execution track record."

— Jamie Spratt, Clarus Securities (1/25/17)
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"Our thesis continues to be that KDX offers best-in-class production growth, low-cost production and a solid management execution track record."

— Jamie Spratt, Clarus Securities (1/19/17)
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"Our thesis is that GUY provides a rare combination of a high margin, long life asset, gold price optionality and M&A potential."

— Jamie Spratt, Clarus Securities (1/10/17)
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"GUY provides a rare combination of a high margin, long-life asset, gold price optionality and M&A potential."

— Jamie Spratt, Clarus Securities (11/14/16)
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"KDX remains well positioned to deliver a compelling production growth profile that would approximately double company wide production by 2018."

— Jamie Spratt, Clarus Securities (11/4/16)
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"AKG trades at a significant discount to peers and, in our opinion, the market has not yet priced in the value for Phase 2."

— Jamie Spratt, Clarus Securities (11/4/16)
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"KDX is well positioned with a best-in-class growth profile"

— Jamie Spratt, Clarus Securities (10/14/16)
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"KDX offers best in class production growth, low cost production and a solid management execution track record."

— Jamie Spratt, Clarus Securities (9/15/16)
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"Our site visit this week to KDX's True North project confirmed the significant upside opportunity from the asset."

— Jamie Spratt, Clarus Securities (9/14/16)
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"KDX is on a solid path to ~280 koz in annual production by 2018 while leveraging management's experience and knowledge of the Hollister asset."

— Jamie Spratt, Clarus Securities (8/23/16)
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"GUY's Aurora mine is operating well, with operations now steady at nameplate capacity."

— Jamie Spratt, Clarus Securities (8/15/16)
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"NXE has a world-class, high-margin asset, massive growth potential and M&A upside providing multiple levels of upside regardless of U3O8 price performance."

— Jamie Spratt, Clarus Securities (8/12/16)
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We maintain our Buy rating for KLDX and increase our target price, as Q2/16 results beat our estimates and more positive catalysts are expected in H2/16."

— Jamie Spratt, Clarus Securities (7/13/16)
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"We expect an uptick in production in KDX's H2/16 driven by higher grade and throughput."

— Jamie Spratt, Clarus Securities (6/30/16)
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"The mining scenario at CNL's Buritica continues to improve; we maintain our Speculative Buy rating."

— Jamie Spratt, Clarus Securities (6/28/16)
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"KDX offers a unique mix of low-cost production, internally fundable production growth and credible management."

— Jamie Spratt, Clarus Securities (6/16/16)
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"NXE reported positive radioactivity results from three holes that confirm a new zone of mineralization."

— Jamie Spratt, Clarus Securities (6/13/16)
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"NXE provides a world class high margin asset which should be profitable in any reasonable uranium price environment."

— Jamie Spratt, Clarus Securities (6/2/16)
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"The stage is set for CNL to have a strong rerating toward its comparable long life, high-margin peers."

— Jamie Spratt, Clarus Securities (5/26/16)
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"GUY provides a rare combination of a high-margin, long-life asset, gold price optionality and M&A potential."

— Jamie Spratt, Clarus Securities (5/10/16)
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"NXE reported one of best drill holes on record in the Athabasca Basin, which will add significant pounds to the resource profile."

— Jamie Spratt, Clarus Securities (5/6/16)
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"KDX's Q1/16 production of 30 Koz Au eq was in line with our estimate."

— Jamie Spratt, Clarus Securities (4/20/16)
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"Drilling extended NXE's A2 high-grade subzone by ~60m down dip."

— Jamie Spratt, Clarus Securities (4/18/16)
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"NXE's hole AR-16-84-c1 points to discovery of a high-grade subzone."

— Jamie Spratt, Clarus Securities (4/15/16)
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"GUY's Q1/16 operating results were positive; we maintain our Buy rating."

— Jamie Spratt, Clarus Securities (4/6/16)
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"Extending KDX's mine lives is key to driving continued upside."

— Jamie Spratt, Clarus Securities (4/6/16)
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"We initiate coverage on NXE with a Speculative Buy rating."

— Jamie Spratt, Clarus Securities (4/5/16)
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"KDX is well positioned to see higher production and lower costs as it continues to ramp up production."

— Jamie Spratt, Clarus Securities (3/24/16)
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"Feasibility study positions CNL's Buriticá project among the most profitable undeveloped long-life assets in the gold space today."

— Jamie Spratt, Clarus Securities (2/25/16)
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"The new feasibility study supports our positive view of GUY's Aurora project."

— Jamie Spratt, Clarus Securities (1/19/16)
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"We see the risk-reward of KDX's Rice Lake acquisition as favorable."

— Jamie Spratt, Clarus Securities (12/18/15)
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"KDX announced high-grade drill results at Fire Creek and Midas."

— Jamie Spratt, Clarus Securities (12/10/15)
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"KDX is able to generate free cash flow at $1,000/oz."

— Jamie Spratt, Clarus Securities (12/4/15)
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"GUY remains well on track toward commercial production in Q1/16."

— Jamie Spratt, Clarus Securities (12/3/15)
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"GUY's Aurora gold project will become a premier producing asset."

— Jamie Spratt, Clarus Securities (11/17/15)
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"KDX is well positioned to see higher production and lower costs."

— Jamie Spratt, Clarus Securities (11/12/15)
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"GUY mechanically completed the plant and hard rock circuit at Aurora."

— Jamie Spratt, Clarus Securities (10/23/15)
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"KDX announced solid operating results for Q3/15."

— Jamie Spratt, Clarus Securities (10/23/15)
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"KDX is well positioned to drive higher production; we are reinstating coverage."

— Jamie Spratt, Clarus Securities (9/22/15)
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"CGT has escalated the review of its EIA for the Buritica project to the federal level."

— Jamie Spratt, Clarus Securities (9/18/15)
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"CNL escalated review of its EIA for Buriticá to the federal level."

— Jamie Spratt, Clarus Securities (9/16/15)
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"KDX is well positioned for continued cost reduction as it ramps up production."

— Jamie Spratt, Clarus Securities (8/13/15)
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"GUY announced the first gold pour at its Aurora project in Guyana."

— Jamie Spratt, Clarus Securities (8/7/15)
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"KDX's Fire Creek drill results exhibited exceptionally high grades."

— Jamie Spratt, Clarus Securities (8/7/15)
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"GUY achieved first gold pour at Aurora, on time and on budget."

— Jamie Spratt, Clarus Securities (8/5/15)
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"KDX intersected exceptionally high grades at Fire Creek."

— Jamie Spratt, Clarus Securities (8/4/15)
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"OceanaGold's bid provides immediate value creation for R shareholders."

— Jamie Spratt, Clarus Securities (7/31/15)
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"KDX is one of a handful of gold producers that can generate free cash flow at $1,000/oz gold."

— Jamie Spratt, Clarus Securities (7/22/15)
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"CNL's Buritica is one of a handful of quality, high-margin gold development projects."

— Jamie Spratt, Clarus Securities (6/25/15)
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"Receipt of the Water Pollution Control Permit is a positive derisking milestone for KDX."

— Jamie Spratt, Clarus Securities (6/18/15)
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"GUY's stock is poised for continued rerating with a successful Aurora build."

— Jamie Spratt, Clarus Securities (5/28/15)
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"Nineteen holes at KDX's Fire Creek showed exceptionally high grades."

— Jamie Spratt, Clarus Securities (5/21/15)
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"KDX is on track to meet guidance of 120–125 Koz Au eq."

— Jamie Spratt, Clarus Securities (5/14/15)
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"CNL's 17 holes infilled and extended the Yaragua resource envelopes."

— Jamie Spratt, Clarus Securities (4/30/15)
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"KDX's Q1/15 operating results were solid and in line with our estimates."

— Jamie Spratt, Clarus Securities (4/15/15)
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"R's Haile is on a shrinking list of quality development projects in favorable jurisdictions."

— Jamie Spratt, Clarus Securities (4/13/15)
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"CNL's receipt of final permits by mid-2015 should rerate the stock."

— Jamie Spratt, Clarus Securities (4/9/15)
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"KDX offers low-cost production, growing free cash flow and credible management."

— Jamie Spratt, Clarus Securities (4/8/15)
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"KDX is well positioned to drive higher production and free cash flow."

— Jamie Spratt, Clarus Securities (3/31/15)
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"GUY is poised for a rerating with successful execution of the Aurora build."

— Jamie Spratt, Clarus Securities (3/31/15)
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