Sector Expert: Matthew O'Keefe

Dundee Capital Markets

Image: Matthew O'Keefe

Matthew O'Keefe is vice president and senior analyst at Dundee Capital Markets. O'Keefe has worked 12 years as a research analyst in mining, including 10 years covering diamonds. As an exploration geologist, he worked on gold, base metals and diamond projects, including the development of the Diavik and Snap Lake diamond mines. O'Keefe was awarded "Best on the Street" for Mining in 2010 by the Wall Street Journal. He holds a Bachelor of Science in geology from the University of Toronto, a Master of Science in geology from Queens University and an MBA from the Ivey Business School at the University of Western Ontario.

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Companies Commented On

  • B2Gold Corp.
  • Claude Resources Inc.
  • Dalradian Resources Inc.
  • Dominion Diamond Corp.
  • Kennady Diamonds Inc.
  • Kirkland Lake Gold Inc.
  • Lucara Diamond Corp.
  • Mountain Province Diamonds Inc.
  • Peregrine Diamonds Ltd.
  • Sabina Gold & Silver Corp.
  • Stornoway Diamond Corp.
  • Tahoe Resources Inc.
  • Wesdome Gold Mines Ltd.


Recent Interviews

What Every Investor Needs to Know About the Diamond Market: Dundee's Matt O'Keefe (11/16/15)
Diamond

Investing in diamond equities is quite different from investing in gold equities, explains Matthew O'Keefe, vice president and senior analyst with Dundee Capital Markets, one of a handful of Canadian analysts covering the diamond space. O'Keefe says diamond deposits require "an order of magnitude" greater study than gold deposits in order to properly determine grade, and says diamond prices are almost exclusively driven by consumer demand. In this interview with The Gold Report, O'Keefe sheds some light on two undervalued diamond producers, as well as three promising developers.

Dundee Capital Markets' Matt O'Keefe Calls Out Seven Mining Rerating Opportunities (11/12/15)
Dollars and chart

Matthew O'Keefe, vice president and senior analyst with Dundee Capital Markets, says big gains—50% or greater—in mining equities can come when stocks get rerated. That typically happens when explorers make a significant discovery, developers turn into producers, and producers become even bigger producers. In this interview with The Gold Report, O'Keefe discusses two companies developing gold projects with beefy economics and five producers with healthy growth profiles.

Striking a Balance with Zinc Investments: Equal Parts Infrastructure, Financing and Compromise (3/5/13)

Stock picking can be an exercise in compromise, and investors who wait for a perfect zinc mining project could be sitting on the sidelines—and missing out on profits. Advanced zinc projects close to infrastructure are limited, and with zinc supply contracting in 2013, new operations are emerging both within and outside of established districts. Matthew O'Keefe, mining analyst with Mackie Research, talks with The Metals Report about his criteria for choosing investments in the zinc small-cap space and explains why he's sometimes willing to make concessions.

Recent Quotes

"THO continues to demonstrate industry-leading cash costs at Escobal."

— Matthew O'Keefe, Dundee Capital Markets (11/13/15)
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"THO is as good as it gets because it has top management, a long-life resource at Escobal, and growth."

The Gold Report Interview with Matt O'Keefe (11/12/15)
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"THO's Rio Alto acquisition adds high-margin production."

— Matthew O'Keefe, Dundee Capital Markets (7/6/15)
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"Now, investors can focus on THO's industry-leading fundamentals."

— Matthew O'Keefe, Dundee Capital Markets (6/30/15)
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"THO's Escobal continues to demonstrate industry-leading cash costs."

— Matthew O'Keefe, Dundee Capital Markets (4/29/15)
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"We continue to recommend the new THO."

— Matthew O'Keefe, Dundee Capital Markets (4/13/15)
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"We continue to recommend the new THO."

— Matthew O'Keefe, Dundee Capital Markets (4/2/15)
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"For 2014, THO's net earnings amounted to $90.8M, or $0.62/share."

— Matthew O'Keefe, Dundee Capital Markets (3/12/15)
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"The Rio acquisition will result in a key transformation for THO."

— Matthew O'Keefe, Dundee Capital Markets (2/17/15)
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"WG's new phased approach should increase cash flow."

— Matthew O'Keefe, Dundee Capital Markets (2/3/15)
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"FVI remains our top pick."

— Matthew O'Keefe, Dundee Capital Markets (1/8/15)
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"THO's Escobal benefits from very high grades and wide vein structures."

— Matthew O'Keefe, Dundee Capital Markets (1/8/15)
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"FVI has a disciplined management team and a healthy balance sheet."

— Matthew O'Keefe, Dundee Capital Markets (1/5/15)
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"FVI remains our top pick in the silver sector."

— Matthew O'Keefe, Dundee Capital Markets (12/17/14)
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"THO has a healthy balance sheet, best-in-class management team and top-tier asset."

— Matthew O'Keefe, Dundee Capital Markets (12/11/14)
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"FVI's exploration success at Trinidad North is a game changer."

— Matthew O'Keefe, Dundee Capital Markets (12/1/14)
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"SVL's transition to free cash flow is still on track for 2015."

— Matthew O'Keefe, Dundee Capital Markets (11/13/14)
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"SVL is still on track to see free cash flow in 2015."

— Matthew O'Keefe, Dundee Capital Markets (11/13/14)
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"FVI continues to add cash and implement further cost cutting."

— Matthew O'Keefe, Dundee Capital Markets (11/11/14)
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"Once Santa Elena reaches a steady state, SVL should generate free cash flow."

— Matthew O'Keefe, Dundee Capital Markets (10/15/14)
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"FVI announced production of 1.8 Moz Ag and 10 Koz Au, 15% and 13% above our expectations, respectively."

— Matthew O'Keefe, Dundee Capital Markets (10/9/14)
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"FVI's strong balance sheet, quality assets and proven management make it our top pick."

— Matthew O'Keefe, Dundee Capital Markets (9/30/14)
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"SVL's optimized milling rate of 3 Ktpd is targeted for Q4/14."

— Matthew O'Keefe, Dundee Capital Markets (9/26/14)
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