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Companies Commented On
- Balmoral Resources Ltd.
- Canadian Zinc Corp.
- Capstone Mining Corp.
- Chieftain Metals Inc.
- Colorado Resources Ltd.
- Copper Mountain Mining Corp.
- Foran Mining Corporation
- Highland Copper Company Inc.
- HudBay Minerals Inc.
- Nevsun Resources Ltd.
- North American Nickel Inc.
- Reservoir Minerals Inc.
- Royal Nickel Corp.
- Sunridge Gold Corp.
- Talon Metals Corp.
- Teck Resources Ltd.
- Trevali Mining Corp.
- VMS Ventures Inc.
- Zazu Metals Corp.
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.
Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long (10/21/14) The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that.
Stefan Ioannou's Three Things to Look for in Three Base Metal Plays (11/20/13) The fundamentals tell Stefan Ioannou, mining analyst with Haywood Securities, that the outlook is good for copper and zinc in the midterm, while for nickel, stronger-for-longer is the watchword. In this interview with The Gold Report, he warns that nickel's price is unlikely to cycle up before 2017. For all three metals, producers are the safest bet, but some splashy exploration plays could have the biggest payoff.
China, Base Metal Tiger, Sets the Trend for Metals: Stefan Ioannou (7/1/13) Industrial metal prices have struggled to find firm footing. Stefan Ioannou of Haywood Securities tees up near-, medium- and long-term scenarios for three industrial metalsŚcopper, zinc and nickelŚand explains why he is most enthusiastic about zinc. In this interview with The Gold Report, Ioannou discusses companies that stand to benefit from the coming supply squeezes and China's role as both supplier and consumer of all three metals.
"TV's drilling indicates the presence of zinc-lead-copper-gold-silver mineralization well below (~450m) Caribou's resource envelope." (5/6/14) Trevali Mining Corp. - Stefan Ioannou, Haywood Securities Moreá>
"RNX's Dumont is a sulfide project near well-established infrastructure, and the QuÚbec government is on its side." (11/20/13) Royal Nickel Corp. - The Gold Report Interview with Stefen Ioannou Moreá>
"Of the juniors working in the Flin Flon greenstone belt, no other project is as large as FOM's McIlvenna Bay copper-zinc project." (7/1/13) Foran Mining Corporation - The Gold Report Interview with Stefan Ioannou Moreá>
"RNX's sulphide deposit is the kind of asset that would attract a major player looking to secure a long-term nickel supply." (7/1/13) Royal Nickel Corp. - The Gold Report Interview with Stefan Ioannou Moreá>
"FOM's LOM revenue at McIlvenna Bay is derived from zinc; this byproduct significantly enhances the project's intrinsic value." (4/17/13) Foran Mining Corporation - Stefan Ioannou, Haywood Securities Moreá>
"TGM belongs to a small and very exclusive circle of gold developers, those that own a fully permitted and fully financed high-margin gold project." (10/27/14) True Gold Mining Inc. - The Gold Report Interview with Oliver Gross Moreá>