Sector Expert: Josh Wolfson

Dundee Capital Markets



Recent Quotes

"KDX production is expected to be H2/17 weighted."

— Josh Wolfson, Eight Capital (4/24/17)
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"SLW's Q1/17 production in concentrate was an estimated 13 Moz Ag eq."

— Josh Wolfson, Eight Capital (4/24/17)
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"Mining at KDX's Hollister commenced in Q1/17."

— Josh Wolfson, Eight Capital (4/19/17)
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"SLW reported Q4/16 adjusted earnings of $0.19, above our estimate."

— Josh Wolfson, Eight Capital (3/22/17)
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"For SLW, we forecast 2017 Ag eq concentrate production of 53.3 Moz."

— Josh Wolfson, Eight Capital (3/14/17)
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"In 2016 KDX produced 150 Koz Ag eq in Nevada, at guidance's high end."

— Josh Wolfson, Eight Capital (3/14/17)
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"Two areas at KDX's Fire Creek could generate high-grade resources."

— Josh Wolfson, Dundee Capital Partners (2/8/17)
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"At Midas, KDX is advancing development to mine higher grade reserve material."

— Josh Wolfson, Dundee Capital Partners (1/9/17)
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"SLW revised its production targets, with 2016 gold production now forecast to be 335 koz, up from 305 kHz previously."

— Josh Wolfson, Dundee Capital Markets (11/10/16)
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"SLW maintains several key development projects which could add an incremental ~19 Moz Ag eq annually to its production profile."

— Josh Wolfson, Dundee Capital Markets (9/30/16)
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"Once fully ramped-up, KDX's True North is expected to deliver steady-state average annual production of 45-65 Koz."

— Josh Wolfson, Dundee Capital Markets (9/20/16)
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"SLW's management outlined it maintains a sector-leading low-cost portfolio, with >95% of production sourced from assets within the lower half of the cost curve."

— Josh Wolfson, Dundee Capital Markets (9/20/16)
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"KDX has the potential to generate exceptional production and free cash flow growth by 2018."

— Josh Wolfson, Dundee Capital Markets (9/15/16)
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"SLW's Q2/15 silver equivalent production was 8% above our estimate."

— Josh Wolfson, Dundee Capital Markets (8/11/16)
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"SLW has agreed to acquire an additional 25% of LOM gold production from Vale's Salobo mine in Brazil."

— Josh Wolfson, Dundee Capital Markets (8/2/16)
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"Gold grades at KDX's Fire Creek improved materially quarter over quarter."

— Josh Wolfson, Dundee Capital Markets (7/12/16)
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"KDX' co-product total cash costs were below our estimate."

— Josh Wolfson, Dundee Capital Markets (5/11/16)
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"SLW reported Q1/16 silver equivalent in-concentrate production of 12.7 MMSEO, 2% above our 12.5 MMSEO estimate."

— Josh Wolfson, Dundee Capital Markets (5/9/16)
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"KDX announced results for 15 historic holes at Rice Lake, identifying significant mineralization in both the footwall and the hanging wall."

— Josh Wolfson, Dundee Capital Markets (4/14/16)
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"KDX reported adjusted EPS of $0.04, above our estimate of -$0.03."

— Josh Wolfson, Dundee Capital Markets (3/24/16)
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"SLW's Q4/15 adjusted earnings per share exceeded expectations."

— Josh Wolfson, Dundee Capital Markets (3/17/16)
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"KDX's consolidated 2016 production guidance is for 145ľ150 Koz Au eq."

— Josh Wolfson, Dundee Capital Markets (1/20/16)
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"KDX's net corporate reserves increased by 19% from the prior update."

— Josh Wolfson, Dundee Capital Markets (12/7/15)
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"FNV's Q3/15 adjusted EPS of $0.12 is in line with our estimate."

— Josh Wolfson, Dundee Capital Markets (11/12/15)
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"FNV announced a silver stream agreement with Teck at Antamina."

— Josh Wolfson, Dundee Capital Markets (10/7/15)
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"KDX is well positioned to continue exploration and development."

— Josh Wolfson, Dundee Capital Markets (9/25/15)
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"G should achieve throughput capacity at Éléonore of 7 Ktpd in 2018."

— Josh Wolfson, Dundee Capital Markets (9/10/15)
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"KDX reported Q2/15 adjusted EPS above our estimate."

— Josh Wolfson, Dundee Capital Markets (8/13/15)
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"FNV reported Q2/15 adjusted EPS above our estimate."

— Josh Wolfson, Dundee Capital Markets (8/11/15)
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"G reported Q2/15 adjusted EPS of $0.08, above our estimate of $0.07."

— Josh Wolfson, Dundee Capital Markets (7/30/15)
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"With higher taxes, we view SLW share upside tipped more favorably."

— Josh Wolfson, Dundee Capital Markets (7/8/15)
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"FNV's risk of a historical tax audit or reassessment by CRA is very low."

— Josh Wolfson, Dundee Capital Markets (7/8/15)
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"KDX has identified material upside at Fire Creek's Hui Wu vein."

— Josh Wolfson, Dundee Capital Markets (5/21/15)
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"We forecast that in future quarters KDX will improve from its Q1/15 results."

— Josh Wolfson, Dundee Capital Markets (5/13/15)
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