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Silver Wheaton Corp. Message Board

dupontsr 8 posts  |  Last Activity: Aug 13, 2015 10:15 AM Member since: Oct 22, 1998
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  • 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
12.39+0.39(+3.25%)Aug 28 4:02 PMEDT