Sector Experts

Matthew O'Keefe

Image: Matthew O'Keefe

Matthew O'Keefe was selected as the #1 mining analyst in the Wall Street Journal's 2010 "Best on the Street" survey. O'Keefe has 11 years of investment experience, and began his career as an exploration geologist with a number of major and junior mining companies, spending five years in the field before becoming a mining specialist for Griffiths McBurney & Partners. Most recently, O'Keefe was a mining analyst with Cormark Securities. O'Keefe received a Bachelor of Science in geology from the University of Toronto, a Master of Science in Geology from Queen's University in Kingston and an MBA from the Richard Ivey School of Business at the University of Western Ontario.




Recent Interviews

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 sidelinesŚand 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.

How to Profit from the Imbalance in Platinum and Zinc Inventories: Matthew O'Keefe (10/12/12) Now is the moment to take a hard look at the state of supply for zinc and platinum, says Matthew O'Keefe of Mackie Research Capital Corporation. In an exclusive interview with The Gold Report, O'Keefe explains how market fundamentals are about to pop up some serious game changers in this space. International demand for zinc and the platinum group metals is booming, but the global supply is about to seriously contract. Well-financed mining corporations will celebrate, while others miss the party.

Recent Quotes

"FVI announced production of 1.8 Moz Ag and 10 Koz Au, 15% and 13% above our expectations, respectively." (10/9/14) Fortuna Silver Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"FVI's strong balance sheet, quality assets and proven management make it our top pick." (9/30/14) Fortuna Silver Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"SVL's optimized milling rate of 3 Ktpd is targeted for Q4/14." (9/26/14) SilverCrest Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"FVI's exploration success at Trinidad North is a potential game changer." (9/2/14) Fortuna Silver Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"FVI remains our top pick in the silver sector." (8/28/14) Fortuna Silver Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"SVL's Q2/14 EPS and CFPS were in line with our estimates." (8/14/14) SilverCrest Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"Results from FVI's San Jose expansion study are expected in Q4/14." (8/14/14) Fortuna Silver Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"THO's Escobal has now reached a steady state and has more to give." (8/13/14) Tahoe Resources Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

more comments

"SVL's Santa Elena mill commissioning confirms our confidence in management." (8/11/14) SilverCrest Mines Inc. - Matthew O'Keefe, Dundee Capital Markets Moreá>

"Performance at TV's Santander has been consistently good." (2/21/14) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV's mill at Santander operated at nameplate capacity in January." (2/5/14) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV's mill has continued to operate consistently at nameplate capacity." (1/8/14) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"WG has set itself up well for 2014, with attractive assets and a strong new corporate team." (12/19/13) Wellgreen Platinum Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV's Rosa zone demonstrates the potential to grow the mine further." (12/11/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV offers a compelling opportunity for investors looking for a growing producer with leverage to zinc." (12/3/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV is a growing producer with leverage to zinc; we maintain our Buy." (11/5/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"Results from TV's Rosa zone at Santander show the mine's high-grade growth potential." (10/30/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV hit significant mineralization at depth at Magistral North." (10/22/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV should see its first cash flow before the end of the month." (10/9/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV should see its first cash flow by month's end, which is a major milestone." (10/3/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"NKL's new work at Wellgreen is quite optimistic on all fronts." (9/16/13) Wellgreen Platinum Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"TV remains on track to be the next pure-play zinc producer." (8/16/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"NPK commenced its 2013 field program at the Wellgreen deposit. We maintain our Speculative Buy rating." (7/18/13) Wellgreen Platinum Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"A private placement has put NKL back in action." (6/21/13) Wellgreen Platinum Ltd. - Matthew O'Keefe, Moreá>

"TV is still on track to be the next pure play zinc producer." (6/20/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"FOM is adequately funded to complete the planned 2013 exploration and development program." (4/9/13) Foran Mining Corporation - Matthew O'Keefe, Mackie Research Capital Moreá>

"FOM is advancing its large McIlvenna Bay deposit with a clear road map in an established mining district." (3/28/13) Foran Mining Corporation - Matthew O'Keefe, Mackie Research Capital Moreá>

"CFB has a very high-grade project, which is why the capex is so low." (3/5/13) Chieftain Metals Inc. - The Metals Report Interview with Matthew O'Keefe Moreá>

"In TV, I see a growing producer and new dominant player in the New Brunswick camp." (3/5/13) Trevali Mining Corp. - The Metals Report Interview with Matthew O'Keefe Moreá>

"FOM has access to roads, power and mining-specific infrastructure." (3/5/13) Foran Mining Corporation - The Metals Report Interview with Matthew O'Keefe Moreá>

"We expect to see increases in TV's cash flow multiple and stock price." (3/1/13) Trevali Mining Corp. - Matthew O'Keefe, Mackie Research Capital Moreá>

"We impressed by FOM's quality management and exploration team." (2/25/13) Foran Mining Corporation - Matthew O'Keefe, Mackie Research Capital Moreá>

"CFB received final permits to begin construction at Tulsequah Chief." (2/14/13) Chieftain Metals Inc. - Matthew O'Keefe, Mackie Research Capital Moreá>

"FOM is well funded to complete its 2013 exploration and development program." (1/15/13) Foran Mining Corporation - Matthew O'Keefe, Mackie Research Capital Moreá>

"CFB announced a positive feasibility study for Tulsequah Chief." (12/13/12) Chieftain Metals Inc. - Matthew O'Keefe, Mackie Research Capital Moreá>

"Completion financing for PTM's WBJV1 is a major milestone." (12/11/12) Platinum Group Metals Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"With the senior loan facility credit approved, PTM is looking good for 2013." (12/7/12) Platinum Group Metals Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"NKL has potential to develop into a robust and significant producer." (11/23/12) Wellgreen Platinum Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"PTM's growing Waterberg discovery is a potential game-changer." (11/23/12) Platinum Group Metals Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"NKL has good potential to develop into a robust producer." (11/6/12) Wellgreen Platinum Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"We continue to like NKL for its world-class Wellgreen deposit." (11/5/12) Wellgreen Platinum Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

"NKL is attracting the right talent to further advance its world-class Wellgreen project." (11/1/12) Wellgreen Platinum Ltd. - Matthew O'Keefe, Mackie Research Capital Moreá>

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