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Companies Commented On
- Balmoral Resources Ltd.
- Callinan Royalties Corp.
- Capstone Mining Corp.
- Copper Mountain Mining Corp.
- Foran Mining Corporation
- Highland Copper Company Inc.
- HudBay Minerals Inc.
- Nevsun Resources Ltd.
- North American Nickel Inc.
- Rio Tinto Plc
- Royal Nickel 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: Bottom-Fishing Opportunities in Base Metals, Especially Zinc (2/3/15) 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.
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.
"BAR's project portfolio includes the high-grade Grasset deposit in Quebec, where massive sulphide mineralization remains open in multiple directions." (2/3/15) Balmoral Resources Ltd. - The Mining Report Interview with Stefan Ioannou Moreá>
"NAN's high-grade nickel sulphide discovery in Greenland is associated with rocks similar to the world-class Voisey's Bay deposit." (2/3/15) North American Nickel Inc. - The Mining Report Interview with Stefan Ioannou Moreá>
"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>
"SLW has one of the best records in the business when it comes to most revenue per employee and most cash flow per employee." (3/23/15) Silver Wheaton Corp. - The Gold Report Interview with Frank Holmes Moreá>