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Silver Wheaton Corp. Message Board

dupontsr 20 posts  |  Last Activity: Oct 26, 2015 9:58 AM Member since: Oct 22, 1998
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  • REF: contracts-for-difference dotcom/Borrowing-lending-shares
    Google:"Preventing your Shares Holdings from being Shorted"
    "What can you do to prevent your shares holdings from being shorted?
    A: Put a limit order in for 2x or more of the current price GTC (30 days). Monitor price action and increase limit as needed. If a large % of INVESTORS did this, the downward price action may be restrained and give a more accurate representation of investor sentiment, IMHO... Disregard if you like roller coaster investing!

    Sentiment: Buy

  • Reply to

    Recent Correction Makes GoPro...

    by dupontsr Oct 2, 2015 10:15 AM
    dupontsr dupontsr Oct 2, 2015 11:07 AM Flag

    Recent Value Line 2015 $18.30 Book Value per sh, 2016 $20.25, 2018-20 est. $28.65 So if it occurs a buy @ $15 would be a "Back up the truck" moment, all other considerations unchanged.

    Sentiment: Buy

  • My analysis = Buy price range FV .8 to 1.2 = $34.56 to $51.84
    See article: Recent Correction Makes GoPro Inc An Interesting Buy For Long Term BY NEHA GUPTA
    * Retail footprint expansion:40,000 stores from 25,000 stores (+60%)
    * New growth Content business: "Media/content is a segment in which GoPro sees a huge growth opportunity and its moving in to tap the benefits."
    * Consumer drones: (wild card)
    * Bottom line: "Looking at GoPro Inc (NASDAQ:GPRO)’s product pipeline and growth plan, 2016 is shaping up to be a growth year for the company. GoPro has plans to deepen user-generated content trend, enter consumer drones market and launch the next Hero camera as Hero5. These plans could result in sustainable and substantial boost topline growth."

    Sentiment: Buy

  • ML report 9/28/2015 Rating BUY Target $22.00 USD "We have analyzed the impact of the CRA Notices to SLW's FCF, net cash/debt positions and valuations. Our analysis indicates that SLW could still generate strong FCF even if the international operations are fully taxed. Factoring in the CRA bear case, SLW would still trade at a 32% discount to the average P/NAV of its industry peers."

    Sentiment: Buy

  • dupontsr dupontsr Sep 16, 2015 1:28 PM Flag

    Agreed!

  • Important point in this article September 16th, 2015 by Trefis Team
    "One of the factors behind the success of Silver Wheaton’s precious metal streaming business is the low tax burden as a result of its existing corporate structure and the low applicable taxes. However, given the potential reassessment by the CRA for 2005-2010, what remains unclear is whether Silver Wheaton’s income from its foreign subsidiaries would continue to be subject to zero income tax jurisdictions going forward. If the status quo prevails (as currently factored into our model), only then is the management’s optimism well founded."

    Sentiment: Buy

  • year 2009 2010 2011 2012 2013 2014 2015
    avg stk price $ 11.2 27.65 36.70 32.10 27.70 22.15 20.80
    Book Value VL$ 5.63 6.57 7.51 8.77 9.42 9.95 11.70
    times BV 1.99 4.21 4.89 3.66 2.94 2.22 1.77
    Historically a bargain not seen in 7 years!

    Sentiment: Buy

  • dupontsr dupontsr Sep 15, 2015 10:18 AM Flag

    Good points! mgmt may be trying to instill confidence in slw and believes the current depressed stk price is the best way at this time to increase shareholder value.
    SLW has not traded below BV since 2009
    year 2009 2010 2011 2012 2013 2014 2015
    avg stk price $ 11.2 27.65 36.70 32.10 27.70 22.15 20.80
    Book Value VL $ 5.63 6.57 7.51 8.77 9.42 9.95 11.70
    times BV 1.99 4.21 4.89 3.66 2.94 2.22 1.77
    Historically a bargain not seen in 7 years!

  • dupontsr dupontsr Sep 15, 2015 9:52 AM Flag

    The recent Value Line indicates a BV of $11.70 so the company saw shareholder value in buying $230 million dollars of stock if @ $11.50.... 2009 was the last year the stock went below BV.

  • dupontsr dupontsr Sep 15, 2015 9:50 AM Flag

    Recent Value Line indicates a BV of $11.70 so the company saw shareholder value in buying $230 million dollars of stock if @ $11.50....

    Sentiment: Buy

  • 232 million buyback! less dilution....?
    "to purchase up to 20,229,671 common shares of Silver Wheaton (the "Common Shares") on the Toronto Stock Exchange (the "TSX") and New York Stock Exchange (the "NYSE")."

    "Our business model has always been focused on making accretive investments and building a strong portfolio for our shareholders. Given the turbulence of current markets, we believe that Silver Wheaton's share price does not currently reflect the high quality asset base underlying the company's robust business model," said Randy Smallwood, President and Chief Executive Officer of Silver Wheaton. "As such, we believe that at current share price levels, Silver Wheaton shares may represent the best investment option for our shareholders. The initiation of our first ever normal course issuer bid positions us to capitalize on this opportunity."

  • Maybe we've found a precious metals bottom?
    http://news.goldseek.com/GoldSeek/1441653887.php
    "By Steve St. Angelo, SRSrocco Report

    The Central Bank policy of dumping precious metals onto the market to rig prices has come to an end. Soon, Central Banks will no longer have the ability to control the paper price of gold and silver as true market fundamentals will finally kick in. Unfortunately, when the decades long market rigging of the precious metals finally ends, most investors will not be prepared"

    Sentiment: Buy

  • opportunities = earnings... will patience will be rewarded?

    BNN article “I’ve never seen a time as busy as this, where we have so many opportunities,” Smallwood, who is also one of the company’s founders, said on Wednesday in New York. “They are good quality assets with top-tier companies.”

    Sentiment: Buy

  • Reply to

    SLW Rating & Report 7/14/15

    by dupontsr Jul 14, 2015 10:25 AM
    dupontsr dupontsr Jul 15, 2015 3:02 PM Flag

    Riots in Greece.... Will they leave the union anyway? Who's next? Is this the bottom for gold & silver? Shorts better watch their back...

    Sentiment: Buy

  • A just released BAC/ML research report is still upbeat on SLW outlook. Free cash flow would remain strong & remains undervalued under a CRA bear case. Price objective is still $26.00 per share. The report indicates a basis for Silver est 2015 @ $16.50, 2016 $17.90 and 2017 @ $18.92. looking at the 20 year silver price range of about $5 to $41, the current $15.39 is @ the 2010-15 avg. Gold 20 year price range of about $255 to $1828, the current $1,157.15 is also @ 2010-15 avg. The question is, going forward, will the industrial & "safe harbor" demand drive prices higher. The global economy is turbulent and uncertain. The constant through history has been Gold & Silver. Will the next global panic attack propel this investment? That's how I view it.

    Sentiment: Buy

  • Good article in seeking alpha dated 7/10/2015 when you "can't see the forest for the trees"

    Sentiment: Buy

  • Reply to

    Some reality

    by kazansky_98 Jul 9, 2015 3:10 PM
    dupontsr dupontsr Jul 9, 2015 3:58 PM Flag

    Great post! The reality is, you really need to step back because you "can't see the forest for the trees". Your evaluation is similar to the BAC/ML analyst report that was released a day ago.

  • Reply to

    Buying opportunity?

    by dupontsr Jul 8, 2015 9:41 AM
    dupontsr dupontsr Jul 9, 2015 9:38 AM Flag

    Bay Street Analysts Still Like Silver Wheaton "worst-case scenario" priced in. Target unchanged..

    Sentiment: Buy

  • Reply to

    Buying opportunity?

    by dupontsr Jul 8, 2015 9:41 AM
    dupontsr dupontsr Jul 8, 2015 10:42 AM Flag

    In the report for tax years 2011-14, on a conservative basis, the assessment = a NAV decline by 29% or $3.53/sh. Under each scenario 2011-14 & 2005-10 tax years, SLW would be trading at discounts of 26% and 21% to the peer average. *** The report indicates they believe SLW is still inexpensive. Also the possibility exists that the CRA position will be invalid in court. Uncertainity reigns while opportunity knocks...

    Sentiment: Buy

  • Still undervalued.....
    BofA Merrill Lynch report 7/7/2015 indicates BUY- PO = $26.00
    Key points:
    • lowered PO to $26/sh
    • CRA proposed $150 million tax assessment + penalties
    • SLW's NAV could decline between 19-29%. Still though, *** SLW would be undervalued to its peers ***

    Sentiment: Buy

SLW
18.20-0.64(-3.40%)May 27 4:02 PMEDT