Sector Expert: Stefan Ioannou

Haywood Securities

Image: Stefan Ioannou

Stefan Ioannou has spent the last eight years as a mining analyst covering mid-cap base metal companies at Haywood Securities. Prior to joining Haywood, he worked with a number of exploration and mining companies, as well as government agencies as a field geologist in Nevada and throughout the Canadian Shield in both the gold and base metal sectors.

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Companies Commented On

  • Balmoral Resources Ltd.
  • Foran Mining Corporation
  • GPM Metals Inc.
  • Highland Copper Company Inc.
  • HudBay Minerals Inc.
  • Lundin Mining Corp.
  • Nevsun Resources Ltd.
  • Royal Nickel Corp.
  • Sirius Resources NL
  • Talon Metals Corp.
  • Trevali Mining Corp.


Recent Interviews

Looming Zinc Supply Shortage Good News for Producers and Explorers: Stefan Ioannou (4/18/16)
Trevali Santander Mine, Peru

The outlook for zinc appears bullish, says Stefan Ioannou of Haywood Securities, spearheaded by mine closures, dwindling production and the dearth of replacement projects. This looming supply gap could mean increased zinc prices by the end of the year, explains Ioannou in this interview with The Gold Report, a prospect that would bode well for one of the few pure-play zinc producers, as well as for an Australian explorer that may be on the cusp of a world-class discovery.

Stefan Ioannou's Ways to Ride the Next Zinc and Nickel Waves (7/16/15)
Santander

Base metals prices are feeling the undertow but Stefan Ioannou, mining analyst with Haywood Securities, says that this is temporaryŚand that investors may not have to wait long for the next wave of higher zinc and nickel prices. Ioannou says zinc prices could even reach "bonanza" prices over the medium term. Nickel prices, meanwhile, could rebound as quickly as late 2015. In this interview with The Gold Report, Ioannou discusses some equities well positioned to ride the base metals waves as they come in cycles.

Stefan Ioannou: Bottom-Fishing Opportunities in Base Metals, Especially Zinc (2/3/15)
Fishing money

Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles.

Recent Quotes

"We believe that TV is poised to become a marquee mid-tier pure-play zinc producer."

— Stefan Ioannou, Haywood Securities (5/13/16)
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"Caribou expands TV's geographic footprint and positions the company as the marquee, pure-play zinc producer in the space right now."

The Gold Report Interview with Stefan Ioannou (4/18/16)
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"Production continues to progress at TV's 100%-owned Santander mine."

— Stefan Ioannou, Haywood Securities (4/14/16)
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"Oyon Mantos mineralization offers higher-grade resource potential that could provide greater operational flexibility at TV's Santander."

— Stefan Ioannou, Haywood Securities (4/8/16)
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"TV's CFPS continues to reflect solid performance at its Santander zinc-lead-silver mine in Peru."

— Stefan Ioannou, Haywood Securities (4/1/16)
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"TV amended its $52.5M senior secured notes debt facility."

— Stefan Ioannou, Haywood Securities (1/4/16)
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"Progress at TV's Caribou is in line with our ramp-up expectations."

— Stefan Ioannou, Haywood Securities (12/9/15)
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"TV's drilling to date has demonstrated Santander's geological pedigree."

— Stefan Ioannou, Haywood Securities (12/1/15)
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"Q3/15 was another strong operational quarter for TV's Santander."

— Stefan Ioannou, Haywood Securities (11/18/15)
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"TV's drilling has demonstrated Santander's geological pedigree."

— Stefan Ioannou, Haywood Securities (9/28/15)
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"TV appears positioned to fully fund remaining start-up costs at Caribou."

— Stefan Ioannou, Haywood Securities (8/18/15)
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"TV's Caribou progress to date is in-line wth our ramp-up expectations."

— Stefan Ioannou, Haywood Securities (8/12/15)
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"BAR's Grasset is one of the market's current marquee high-grade nickel-sulphide exploration stories."

The Gold Report Interview with Stefan Ioannou (7/16/15)
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"TV's management has demonstrated the ability to take significant geological finds and turn them into operating mines."

The Gold Report Interview with Stefan Ioannou (7/16/15)
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"Production continues to progress well at TV's Santander mine."

— Stefan Ioannou, Haywood Securities (7/8/15)
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"As the only pure-play zinc producer, TV deserves a premium valuation."

Resource Investing News Interview with Stefan Ioannou (5/27/15)
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"TV is poised to become the marquee midtier pure-play zinc producer."

— Stefan Ioannou, Haywood Securities (5/15/15)
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"Paste backfill would meaningfully extend mine life at TV's Caribou project."

— Stefan Ioannou, Haywood Securities (4/24/15)
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"SGC's Asmara is truly polymetallic, providing a good base for metal streaming opportunities."

— Stefan Ioannou, Haywood Securities (4/15/15)
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"TV is poised to become a marquee midtier zinc producer."

— Stefan Ioannou, Haywood Securities (4/14/15)
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"TV announced the startup of underground mine production at Caribou."

— Stefan Ioannou, Haywood Securities (3/31/15)
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"TV's 2014 Stratmat drill results confirm high-grade sulfide mineralization."

— Stefan Ioannou, Haywood Securities (3/3/15)
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"BAR's project portfolio includes the high-grade Grasset deposit in Quebec, where massive sulphide mineralization remains open in multiple directions."

The Mining Report Interview with Stefan Ioannou (2/3/15)
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"NAN's high-grade nickel sulphide discovery in Greenland is associated with rocks similar to the world-class Voisey's Bay deposit."

The Mining Report Interview with Stefan Ioannou (2/3/15)
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"TV will produce on the order of 190 Mlb zinc annually from both Santander and Caribou."

The Mining Report Interview with Stefan Ioannou (2/3/15)
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"Production continues to progress well at TV's Santander mine in Peru."

— Stefan Ioannou, Haywood Securities (1/22/15)
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"Production restart at TV's Caribou remains on schedule for Q1/15."

— Stefan Ioannou, Haywood Securities (12/18/14)
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"TV is poised to become a marquee midtier pure-play zinc producer."

— Stefan Ioannou, Haywood Securities (11/18/14)
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"BAR has made a high-grade nickel sulfide discovery at its Grasset project."

The Mining Report Interview with Stefan Ioannou (10/21/14)
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"NAN's Maniitsoq project in Greenland has a type of geology similar to Voisey's Bay."

The Mining Report Interview with Stefan Ioannou (10/21/14)
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"TV is poised to become the marquee name in the zinc space."

The Mining Report Interview with Stefan Ioannou (10/21/14)
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"TV increased its 2014E production guidance for Santander."

— Stefan Ioannou, Haywood Securities (10/8/14)
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