Sector Expert: Joe Reagor

ROTH Capital Partners

Image: Joe Reagor

Joe Reagor is a research analyst with ROTH Capital Partners, providing equity research coverage of the natural resources sector. Prior to ROTH, he worked in equity research at Global Hunter Securities and at Very Independent Research, covering a wide array of resources companies including metals (steel and aluminum), mining (gold, silver and base metals) and forest products (containerboard, OCC, UFS, and pulp). Reagor earned a Bachelor of Arts in economics and mathematics from Monmouth University.



Recent Interviews

When Will Uranium Emerge from the Shadow of Fukushima? (5/9/16)
Nuclear reactors

Joe Reagor of ROTH Capital Partners explains the factors that have kept uranium spot prices down, how much longer they will be in effect, and why uranium should be on investors' radar screens today. He also discusses four uranium companies that are in position to benefit from the looming uranium shortage.

Gold and Silver Companies with the Potential to Move the Needle (5/5/16)
Gold 6-Month Chart

The two times mining companies add the most value are upon first discovery and when they are nearing development and production. Joe Reagor of ROTH Capital Partners focuses on the latter group, and in this interview with The Gold Report, he discusses a handful of gold and silver companies poised to move up the value curve even if gold and silver don't go up.

Joe Reagor's Equity Picks for Patient Pickers (2/8/16)
Gold-Silver Ratio Chart

Picking gold and silver equities in a stagnant price environment is a stock picker's game that requires a particular thesisŚand a fair portion of patience, says Joe Reagor, an analyst with ROTH Capital Partners. In this interview with The Gold Report, Reagor outlines types of companies he prefers and pairs those with names that patient investors could parlay into promising profits.

Recent Quotes

"PVG demonstrated the quality of the Brucejack mine in Q2/18."

— Joe Reagor, ROTH Capital Partners (8/12/18)
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"There is room for value creation at SEA's KSM and Courageous Lake."

— Joe Reagor, ROTH Capital Partners (8/12/18)
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"We are increasing our price target on EFR and reiterating our Buy rating."

— Joe Reagor, ROTH Capital Partners (7/29/18)
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"We are initiating coverage on SEA with a Buy rating; the company has a unique combination of gold price leverage and near-term catalysts."

— Joe Reagor, ROTH Capital Partners (7/13/18)
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"We are impressed with the effectiveness of PVG's grade control system."

— Joe Reagor, ROTH Capital Partners (7/11/18)
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"PVG's Q2/18 gold production significantly exceeded our estimate."

— Joe Reagor, ROTH Capital Partners (7/9/18)
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"EFR raised $16M through its at-the-market program."

— Joe Reagor, ROTH Capital Partners (7/3/18)
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"PVG's two UG holes at the VOK intersected high-grade mineralization."

— Joe Reagor, ROTH Capital Partners (6/19/18)
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"MAG's Q1/18 financials showed a lower cash burn rate than we previously anticipated but otherwise were essentially uneventful."

— Joe Reagor, ROTH Capital Partners (5/18/18)
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"PVG is on track to reach steady state production later this year."

— Joe Reagor, ROTH Capital Partners (5/14/18)
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"EFR completed the sale of 400 Klb uranium in April."

— Joe Reagor, ROTH Capital Partners (5/6/18)
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"PVG is poised to meet H1/18 guidance of 150ľ200 Koz gold."

— Joe Reagor, ROTH Capital Partners (4/12/18)
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"EFR should benefit from rising uranium prices driven by significant production cuts across the industry."

— Joe Reagor, ROTH Capital Partners (3/18/18)
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"PVG's Q4/17 revenue of $107.1M was above our estimate of $90.8M."

— Joe Reagor, ROTH Capital Partners (3/12/18)
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"GSV plans to release an initial PEA on its Railroad-Pinion project in H2/18."

— Joe Reagor, ROTH Capital Partners (2/26/18)
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"PVG's Q4/17 throughput and recovery rates were above our expectations."

— Joe Reagor, ROTH Capital Partners (1/19/18)
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"PVG filed an application to increase its mill throughput from 2,700 TPD to 3,800 TPD, significantly above our expectations; we view it as a major positive catalyst."

— Joe Reagor, ROTH Capital Partners (1/1/18)
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"PGLC announced a $13.6 equity raise."

— Joe Reagor, ROTH Capital Partners (12/14/17)
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"We still believe GSV is undervalued."

— Joe Reagor, ROTH Capital Partners (11/29/17)
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"MAG is nearly fully funded for its development costs at Juanicipio."

— Joe Reagor, ROTH Capital Partners (11/20/17)
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"We continue to believe PVG remains undervalued."

— Joe Reagor, ROTH Capital Partners (11/13/17)
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"Overall, we view the PEA for MAG's Juanicipio project as positive."

— Joe Reagor, ROTH Capital Partners (11/7/17)
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"Its sale of Reno Creek reduces EFR's financing risk in the near term."

— Joe Reagor, ROTH Capital Partners (11/2/17)
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"Its Q3/17 production results show PVG is significantly undervalued."

— Joe Reagor, ROTH Capital Partners (10/11/17)
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"EFR's potential to grow alternative feed revenue exceeds expectation."

— Joe Reagor, ROTH Capital Partners (9/25/17)
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"We see significant production and exploration upside in MAG."

— Joe Reagor, ROTH Capital Partners (8/21/17)
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"We are impressed by PVG's work to ramp production at Brucejack."

— Joe Reagor, ROTH Capital Partners (8/18/17)
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"EFR plans to release a resource estimate for Canyon during Q3/17."

— Joe Reagor, ROTH Capital Partners (8/7/17)
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"PVG is poised for a number of significant catalysts in H2/17."

— Joe Reagor, ROTH Capital Partners (7/6/17)
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"PGLC's Relief Canyon PFS addressed prior metallurgical concerns."

— Joe Reagor, ROTH Capital Partners (6/12/17)
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"PGLC's Relief Canyon PFS confirmed the project has robust economics."

— Joe Reagor, ROTH Capital Partners (6/5/17)
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"We raised our full-year revenue and EPS estimates on EFR."

— Joe Reagor, ROTH Capital Partners (5/9/17)
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"PVG has begun introducing ore into the process at Brucejack."

— Joe Reagor, ROTH Capital Partners (5/1/17)
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"GSV announced a deal to acquire Battle Mountain for cash and stock."

— Joe Reagor, ROTH Capital Partners (4/12/17)
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"Metallurgical results on GSV's Dark Star were better than expected."

— Joe Reagor, ROTH Capital Partners (4/10/17)
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"Canyon could provide significant catalysts for EFR throughout 2017."

— Joe Reagor, ROTH Capital Partners (3/10/17)
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"MAG's continued expansion of the Juanicipio deposit is encouraging."

— Joe Reagor, ROTH Capital Partners (2/15/17)
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"PVG's Brucejack project is ahead of schedule by two to four months."

— Joe Reagor, ROTH Capital Partners (2/5/17)
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"The BLM issued a final EIS and ROD on EFR's Sheep Mountain project in Wyoming; we are maintaining our Buy rating."

— Joe Reagor, ROTH Capital Partners (1/10/17)
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"Proven and probable reserves at PVG's Brucejack increased from 6.9 Moz in the June 2014 feasibility study to 8.1 Moz."

— Joe Reagor, ROTH Capital Partners (12/15/16)
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"We are encouraged by the increase to NMX's resource estimate."

— Joe Reagor, ROTH Capital Partners (12/2/16)
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"NMX's results from Doris support our belief that there is significant resource expansion potential at its Whabouchi project."

— Joe Reagor, ROTH Capital Partners (11/28/16)
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"ICG's Triangle resource update confirms exploration upside potential."

— Joe Reagor, ROTH Capital Partners (11/21/16)
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"MAG will provide an updated resource including an initial resource for Valdecanas Deeps early in 2017."

— Joe Reagor, ROTH Capital Partners (11/13/16)
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"GSV announced a CA$25M private placement; Goldcorp increased its ownership, which we believe is a vote of confidence in the project."

— Joe Reagor, ROTH Capital Partners (10/24/16)
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"EFR has a strong asset portfolio, which should allow the company to demonstrate strong production growth once the uranium price recovers."

— Joe Reagor, ROTH Capital Partners (10/17/16)
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"We are increasing our target price and our rating to Buy, as we believe MAG's exploration potential is a near-term opportunity."

— Joe Reagor, ROTH Capital Partners (10/4/16)
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"We are initiating coverage of NMX with a Buy rating."

— Joe Reagor, ROTH Capital Partners (9/8/16)
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"We believe ICG is progressing its flagship Sigma-Lamque project well and that it has a number of significant catalysts on the horizon."

— Joe Reagor, ROTH Capital Partners (8/31/16)
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"We continue to believe that PVG is on schedule and on budget to enter production in 2017, with mine commissioning in mid-2017."

— Joe Reagor, ROTH Capital Partners (8/26/16)
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