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Thompson Creek Metals Company Inc. Message Board

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  • C-

    A for shepherding MM to a very solid start. D on communications and being overly conservative. Though he got a solid B on his most recent talk.

    With respect to giving us an earnings projection, I admit it's difficult given the fluctuation in metals prices. AU seems to go up/down on variables that can't be anticipated. CU and moly generally depend on world economies and supply variables. However, with TC mine, he could have been more forthcoming. Seems the difference in cost between C&M and slow stripping are pretty small. Take the TC mine revenue.

    Seems Perron may now be more solidly focused on building cash. And, if so, this will go on till 12/15 when some debt gets paid off and hopefully much of the rest is restructured.

    Agreed that miners are down, especially sm and midcaps. Also, small caps are down across the board.

    The analysts baffle me. Not convinced about TC burning them in the past. Most of the current crop are newer and may not know/care about the past. They probably don't spend a lot of time on it.

    Hate to mention buyout. Somebody always does when the price seems unreasonably low. But, my gosh, someone could offer double the current price and get a heck of a deal. Plus they get to restructure the debt asap. My calculations suggest they'd get MM at cost and for only 200mm get 2 moly mines and Langeloth.

  • Reply to

    Next Stop -------Pink Sheet Station

    by dadufuss Sep 17, 2014 9:21 PM

    "in a few quarters", yep, the typical just around the corner optimist...You want to know future potential, just look at past results...No too rosy I'd say....These fly by night mining companys are a dime a dozen....Look up SRGE...and see what the future holds for TC....As for Zoltek, I made big profits on it over a 10 year period and it still has a future...In a way it is somewhat like TC, as the CEO was and is a major reason it struggles...

  • I know your post was meant to be funny, but sadly you are not too far from the truth.
    A year into the job and Perron is STILL a worse communicator than GW Bush was.

    I believe Reg_got hit the nail on the head when he said the analysts and larger investors have been burned so many times that they are very slow to trust TC now , they are in a "prove it to me mindset" which may last another 3 or 4 quarters. And Perron is not helping at all. I think he had the right idea to be conservative in his approach, but he has taken it so far to the extreme that it's actually hurting TC now.

    An almost comical lack of CLARITY from management and a serious and obvious lack of TRANSPARENCY on both the TC mine and the Mt Milligan mine leave analysts and investors alike always waiting for the other shoe to drop. A stock's PPS is one part sector, one part perception, one part overall market and one part company results. The company results are doing fine, but I know many investors that would argue that the company's results are actually the smallest component of the stock price. (I don't agree, but that's another series of posts entirely.)
    The mining sector is still perceived as mediocre at best (but it appears from various news reports that some front running contrarian money is bargain hunting the mining sector right now).
    However the perception of TC is too muddled to even understand right now. This is coming up on the end of Perron's first year on the job, and I'd have to give him a D.

    So far, execution-wise I would give him a "C+" (maybe a "B-" if I was feeling super generous - but we'll wait and see what happens with the TC mine first before giving a higher than a "C+"...). But on increasing the PPS and the value perception of TC, also his job, he has to get an "F".

    So overall, he gets a "D" right now.

    Although a lot of CEO's would LIKE to argue increasing the PPS is not their job, in fact it is as much a part of the "C" suite as company execution and strategy.

    Sentiment: Strong Buy

  • Reply to

    Moly price

    by straightdope13 Sep 8, 2014 10:59 PM

    I'd say all three of those reasons are valid carlrich - don't forget the Ukraine invasion is a huge deal in Europe, even if it's barely eliciting headlines over here.

    Sentiment: Strong Buy

  • Anyone know if Perron is speaking at the conference today? If so, approx what time?
    Just so that we can predict WHEN we can expect the pps dip today. ;-)

  • Reply to

    Moly price

    by straightdope13 Sep 8, 2014 10:59 PM

    In a little over a year from 2006-2007 TC rose from $1.75 to $25. Ask yourself, is the company in a better position long-term now than it was then?

  • Reply to

    Moly price

    by straightdope13 Sep 8, 2014 10:59 PM

    SG hasn't begun producing yet. It must be steel production hasn't kicked from the summer shutdowns. General slowdown in the world economies? Plus, the China #s a few days ago concerned some.

  • Reply to

    Moly price

    by straightdope13 Sep 8, 2014 10:59 PM

    The slide in the price of moly continues.

  • Reply to

    Next Stop -------Pink Sheet Station

    by dadufuss Sep 17, 2014 9:21 PM

    SO dadufuss is another shill with an agenda - don't believe me? Read his last posts - condensed here for the lazy.. He shorts stocks - nothing wrong with that - except that a company that will be generating over 200 million a year (without moly) in a few quarters is not going bankrupt LOL. TC is not Zoltek dad.

    SEPT 16 - The bottom on this mutt is zero....the boat is leaking and the captain has already left the poop deck....A prime example of how you can't talk a stock back from the dead...Pull the life support and get on with the funeral...
    SEPT 10 - This dog is loaded with fleas...Management is totally incompetent....Company is on life support and heading in the wrong direction....Downside prospects are strong with little or nothing in the way of support…..Odds of TC staying alive is about as good as hitting the Power Ball Lotto...
    AUG 25 - Unless you like suffocation....The if pumpers keep looking for the next shovel full to be the honey hole....My advice is to invest in TC with money you can gamble with...If you are looking for an investment that has potential to reward you in your lifetime I fear this is not IT....
    AUG 5 - TC is the Chicago Cubs of Wall Street.....Wait till next quarter, wait till next year, the future looks bright, If moly prices were just a bit higher… All lip service about another dud mining company struggling to keep their head above water..
    MAY 19 - This turd is going nowhere fast and probably headed closer to zero than you want to admit...Most of you pumpers won't live long enough to see any upside to this comatose loser
    APRIL 7 - You pumpers make me laugh...Keep playing the if senario to convince yourselves this loser has any merit whatsoever...If....If...If....my aunt had testicles, she'd be my uncle...Pink sheets here I come
    MARCH 20 -Only stealing going on is the theft of shareholder cash....This turd is destined for the scrap heap...You want to see the future of TC, check out srge...another gold mining scam...Run for your lives

    Sentiment: Strong Buy

  • Reply to

    Industrial metals explode

    by foogie88 Sep 17, 2014 5:05 PM

    Sure, why not.

    Sentiment: Strong Buy

  • Reply to

    Next Stop -------Pink Sheet Station

    by dadufuss Sep 17, 2014 9:21 PM

    It's sort of true, if u were ever running a company, small or big - or if u were ever C- or board on a mid/big size company, your grade of Perron would have been D-. Completely disengaged with the market.

    Sentiment: Strong Sell

  • Amazing how many "so called" intellects have a ticket on this train.....Typical penny stock...showing all the signs of heading for the wreck just around the next turn....Head for the club car and start drinking....The engineer is asleep at the wheel....His name is Perron and he is on a kamakaze mission....This is going to get ugly....

    Sentiment: Strong Sell

  • And mining stocks continue to sink. Will it ever end?? Dollar index continues to rise to the detriment of commodities. The Fed said we got another year for stocks. They will keep the pedal to the floor. For the near term you can expect more of the same. Gold will be 1180 soon. I said it would be belie 1200 this month. Still want that bet Ultra?

  • Prediction: Once TC drops below $2.58, light will come on here and tell us all that he sold at $2.68 and made a profit.

    Sentiment: Strong Sell

  • Man, the trolls are out-in-force.

    Sentiment: Strong Buy

  • Perron tugs his balls I'd bet, and probably frequently.

    Sentiment: Strong Buy

  • Reply to

    Where We Are

    by do_lo_smith Sep 17, 2014 9:27 AM

    Hahah! good stuff light!

  • Reply to

    Where We Are

    by do_lo_smith Sep 17, 2014 9:27 AM

    Yahoo filters everything except that which has Yahoo in the name. So you just have to preface (that mean put before) all your questionable words with Yahoo.

    Example: Perron is a Yahoocock Yahoosucker Yahoocrook or just a Yahoodumb Yahooass.

  • Reply to

    Where We Are

    by do_lo_smith Sep 17, 2014 9:27 AM

    It the same as rook but it have a "c" in front. (maybe it called the "c" word).

TC
2.61-0.04(-1.51%)Sep 18 4:05 PMEDT

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