Sector Expert: Stefan Ioannou

Cormark Securities

Image: Stefan Ioannou

Stefan Ioannou is a mining analyst with Cormark Securities. Prior to that he was a mining analyst covering mid-cap base metal companies at Haywood Securities and he has 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.



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

"Our near- to medium-term outlook on TV remains unchanged."

— Stefan Ioannou, Cormark Securities (10/17/17)
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"We reiterate our Top Pick rating on TV."

— Stefan Ioannou, Cormark Securities (8/14/17)
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"The former Restigouche mine should augment TV's Caribou production."

— Stefan Ioannou, Cormark Securities (7/31/17)
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"Infill drilling at TV's Halfmile hit mineralization in the Lower zone."

— Stefan Ioannou, Cormark Securities (6/19/17)
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"TV's Q1/17A CFPS of $0.04 beat a consensus estimate of $0.02."

— Stefan Ioannou, Cormark Securities (5/19/17)
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"TV has initiated a 2017 underground drilling program at Caribou."

— Stefan Ioannou, Cormark Securities (5/12/17)
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"Seven holes at TV's Heath Steele intersected the delineated E zone."

— Stefan Ioannou, Cormark Securities (5/9/17)
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"TV's exploration continues to return high-grade intersections."

— Stefan Ioannou, Cormark Securities (4/10/17)
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"The ~$400M zinc mine acquisition will boost TV's production by ~150%."

— Stefan Ioannou, Cormark Securities (3/29/17)
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"TV should be considered as a core position underpinning any investment strategy looking for zinc exposure."

— Stefan Ioannou, Cormark Securities (3/13/17)
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"TV is poised to become a (the) marquee 'pure play' zinc producer."

— Stefan Ioannou, Cormark Securities (3/1/17)
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"TV's Caribou is well on its way to establishing itself as a profitable mine through Q4/16."

— Stefan Ioannou, Haywood Securities (11/17/16)
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"We would argue TV's relatively unique 'pure play' zinc production profile stands to garner a premium valuation."

— Stefan Ioannou, Haywood Securities (10/31/16)
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"TV's Santander delivered a one-two punch underpinned by record zinc production in Q3/16 and additional high-grade exploration results."

— Stefan Ioannou, Haywood Securities (10/14/16)
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"TV's relatively unique 'pure play' zinc production profile stands to garner a premium valuation."

— Stefan Ioannou, Haywood Securities (9/21/16)
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"We continue to recommend investors take advantage of TV's current share price."

— Stefan Ioannou, Haywood Securities (9/9/16)
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"We're increasing our target price for TV, which is poised to become the marquee mid-tier pure-play zinc producer in a market facing supply issues."

— Stefan Ioannou, Haywood Securities (8/15/16)
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"TV's timing appears to coincide well with improved zinc market sentiment."

— Stefan Ioannou, Haywood Securities (7/20/16)
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"TV's declaration of commercial production should coincide well with an anticipated zinc market rally in H2/16."

— Stefan Ioannou, Haywood Securities (7/7/16)
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"TV recently provided a commissioning update for the Companyĺs 100% owned Caribou zinc mine."

— Stefan Ioannou, Haywood Securities (6/14/16)
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"TV's drilling continues to deliver high grades."

— Stefan Ioannou, Haywood Securities (6/3/16)
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"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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