Sector Expert: Phil Russo

Raymond James



Recent Quotes

"We view ICG's update promisingly as the company adds potential mine life ahead of its updated PEA."

— Phil Russo, Raymond James (11/16/16)
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"GUY continues to expect to expand capacity at the Aurora Mine in 2017 to 8,000 tpd from 5,000 tpd."

— Phil Russo, Raymond James (11/11/16)
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"SLW remains our highest FCF yielding name among our large caps and has increased the quarterly dividend by 20% this quarter."

— Phil Russo, Raymond James (11/10/16)
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"ICG's Lamaque C4 and C5 continue to return positive results outside the limit of the current resource estimate."

— Phil Russo, Raymond James (11/9/16)
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"Grade and widths continue to evolve encouragingly in our view from incremental drill data at ICG's Lamaque."

— Phil Russo, Raymond James (10/13/16)
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"We continue to like SLW today for its leading portfolio of mines, peer leading cash flow profile and favorable valuation profile."

— Phil Russo, Raymond James (9/30/16)
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"We believe ICG's project is in the midst of a positive transformation in terms of definition of the deposit, as well as scope, and encourage investors to build positions ahead of upcoming news flow."

— Phil Russo, Raymond James (9/15/16)
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"GUY managed to maintain its cash balance while paying down debt in Q2/16, and production is still on track."

— Phil Russo, Raymond James (8/12/16)
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"We are reiterating our Outperform rating and increasing our target price for SLW, the top free cash-flow yielding royalty/streamer in our coverage universe.ö

— Phil Russo, Raymond James (8/3/16)
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"GUY managed to increase its cash balance while paying down debt."

— Phil Russo, Raymond James (5/10/16)
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"SLW is well positioned to benefit through commodity cycles with a number of high-quality long-life streams generating material levels of cash flow."

— Phil Russo, Raymond James (5/9/16)
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"GUY reported strong Q1/16 production results."

— Phil Russo, Raymond James (4/5/16)
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"SLW's production growth is expected to continue into 2016."

— Phil Russo, Raymond James (3/17/16)
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"SLW's stock price remains strong despite the tax dispute."

— Phil Russo, Raymond James (1/20/16)
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"GUY is positioned to achieve its 2015 guidance of 30 Koz Au."

— Phil Russo, Raymond James (12/2/15)
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"SLW continues to generate significant cash flow."

— Phil Russo, Raymond James (11/4/15)
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"The agreement with Teck provides FNV a large, high-quality stream."

— Phil Russo, Raymond James (10/7/15)
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"An overall positive trend for G's Éléonore remains evident."

— Phil Russo, Raymond James (9/11/15)
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"SLW's portfolio continued to deliver silver equivalent ounce production above expectations."

— Phil Russo, Raymond James (8/12/15)
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"FNV is well positioned to add to its portfolio."

— Phil Russo, Raymond James (8/11/15)
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"We are upgrading FNV to Outperform and increasing our target price."

— Phil Russo, Raymond James (6/24/15)
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"G presents a compelling deep value play."

— Phil Russo, Rayleigh Capital (6/15/15)
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"GUY's Aurora project is on track for first gold production in mid-2015."

— Phil Russo, Raymond James (5/27/15)
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"SLW's Q1/15 production was strong, driven by San Dimas and Sudbury."

— Phil Russo, Raymond James (5/8/15)
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"At current levels, the risk/reward proposition of G is appealing."

— Phil Russo, Raymond James (5/1/15)
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