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.

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Companies Commented On

  • Agnico Eagle Mines Ltd.
  • Energy Fuels Inc.
  • IAMGOLD Corp.
  • Integra Gold Corp.
  • PolyMet Mining Corp.
  • Pretium Resources Inc.
  • Profire Energy
  • Solitario Exploration & Royalty Corp.
  • Superior Drilling Products Inc.
  • Synergy Resources Corp.
  • Ur-Energy Inc.
  • Uranerz Energy Corp.
  • Uranium Resources Inc.
  • Zenyatta Ventures Ltd.


Recent Interviews

Five Mining Companies Joe Reagor Believes Are Ahead of the Curve (5/11/15)
Gold Demand Trends

ROTH Capital's Joe Reagor believes that the price of gold will rise as confidence falls in the value of the U.S. dollar. In the meantime, several companies with great assets are struggling to raise financing and are thus considerably undervalued and possible takeover targets. In this interview with The Gold Report, he highlights three juniors and two mid-cap producers that are flying under the radar of investors.

Joe Reagor: Four Uranium Companies Poised to Profit from the Growth of Nuclear Power (4/14/15)
Nuclear plant

Nuclear power is enjoying a renaissance, and the world will soon need more uranium. Up to 50% more within a decade, says Joe Reagor of ROTH Capital. In this interview with The Mining Report, he explains that the share prices of uranium juniors remain low because the uranium spot price has not yet risen to reflect the increased demand just around the corner. This provides a great opportunity for canny, long-term investors, and Reagor identifies four companies that have the means to profit from the inevitable need for their product.

Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round? (1/20/15)
Merry go round

Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH CapitalŚas some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show.

Recent Quotes

"EFR has adequate liquidity for its near-term capital projects."

— Joe Reagor, ROTH Capital Partners (11/22/15)
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"ICG increased Triangle's Indicated resources by 21%, Inferred, 400%."

— Joe Reagor, ROTH Capital Partners (11/11/15)
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"ICG is poised to make significant announcements over the coming quarters."

— Joe Reagor, ROTH Capital Partners (10/21/15)
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"EFR is making necessary investments to improve future profitability."

— Joe Reagor, ROTH Capital Partners (10/1/15)
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"PVG now has a significant part of the funding to construct Brucejack."

— Joe Reagor, ROTH Capital Partners (9/16/15)
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"EFR is poised to benefit from an improved production mix."

— Joe Reagor, ROTH Capital Partners (8/19/15)
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"Eldorado's investment is validation of ICG's Sigma-Lamaque project."

— Joe Reagor, ROTH Capital Partners (8/18/15)
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"PVG is on the cusp of announcing a financing plan for Brucejack."

— Joe Reagor, ROTH Capital Partners (8/17/15)
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"EFR is positioned to grow production once uranium prices recover further."

— Joe Reagor, ROTH Capital Partners (7/16/15)
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"ICG continues to demonstrate strong drill results at Sigma-Lamaque."

— Joe Reagor, ROTH Capital Partners (7/15/15)
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"A financing announcement will be viewed as a significant positive for PVG."

— Joe Reagor, ROTH Capital Partners (6/10/15)
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"EFR's consolidation of the Rocha Honda project is a good strategic decision."

— Joe Reagor, ROTH Capital Partners (5/28/15)
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"ICG appears to be targeting a Q2/16 construction decision for Sigma-Lamaque."

— Joe Reagor, ROTH Capital Partners (5/27/15)
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"EFR has significant growth potential if uranium prices recover significantly."

— Joe Reagor, ROTH Capital Partners (5/12/15)
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"ICG's Sigma-Lamaque project is advanced stage and poised for development."

— Joe Reagor, ROTH Capital Partners (5/11/15)
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"Q1/15 was another productive quarter for PVG."

— Joe Reagor, ROTH Capital Partners (5/11/15)
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"ICG's Lamaque is a near-term production opportunity with a minimal capital budget and an after-tax IRR of over 50%."

The Gold Report Interview with Joe Reagor (5/11/15)
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"Part of the reason we like PVG so much is that it is now so close to the finish line."

The Gold Report Interview with Joe Reagor (5/11/15)
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"POM is on track to have all permits by year-end."

— Joe Reagor, ROTH Capital Partners (4/23/15)
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"Having flexibility in its production schedule and investment decisions is a significant differentiator for EFR."

The Mining Report Interview with Joe Reagor (4/14/15)
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"URZ makes the new company better by providing a lower-cost production footprint."

The Mining Report Interview with Joe Reagor (4/14/15)
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"Receiving environmental assessment approval is a major milestone for PVG."

— Joe Reagor, ROTH Capital Partners (3/30/15)
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"PVG demonstrated to investors that it has significantly derisked its assets."

— Joe Reagor, ROTH Capital Partners (3/17/15)
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"ICG has significantly derisked its asset, creating near-term value."

— Joe Reagor, ROTH Capital Partners (3/17/15)
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"We are reiterating our Buy rating and increasing our price target on PVG."

— Joe Reagor, ROTH Capital Partners (3/9/15)
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"We are initiating coverage on ICG with a Buy rating."

— Joe Reagor, ROTH Capital Partners (2/26/15)
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"POM's financing should alleviate investor concerns over potential equity financings."

— Joe Reagor, ROTH Capital Partners (2/2/15)
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"Energy Fuels' acquisition of URZ is probably just the right move."

The Mining Report Interview with Joe Reagor (1/20/15)
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"EFR's acquisition of Uranerz provides an in-situ recovery, low-cost production option."

The Mining Report Interview with Joe Reagor (1/20/15)
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"PVG should complete its financing, get its permits and break ground by the middle of 2015."

The Mining Report Interview with Joe Reagor (1/20/15)
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"POM's NorthMet is my favorite polymetallic project."

The Mining Report Interview with Joe Reagor (1/20/15)
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"We believe the combined entities of EFR and Uranerz could have significant synergies."

— Joe Reagor, ROTH Capital Partners (1/6/15)
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"PVG could receive financing and environmental permitting by Q1/15E."

— Joe Reagor, ROTH Capital Partners (1/5/15)
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"POM is our top base metal pick for 2015."

— Joe Reagor, ROTH Capital Partners (1/5/15)
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"PVG has raised a significant portion of the equity needed to fund the Brucejack mine construction."

— Joe Reagor, ROTH Capital Partners (12/8/14)
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"SVL's higher-than-expected recovery rates and residual leaching led to the beat."

— Joe Reagor, ROTH Capital Partners (10/15/14)
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"URE is poised to leverage its operating capacity if the recent uranium recovery continues."

— Joe Reagor, ROTH Capital Partners (10/9/14)
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"POM is a value opportunity, so we are maintaining our Buy rating."

— Joe Reagor, ROTH Capital Partners (9/11/14)
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"SVL's latest results confirm the high-grade potential of Santa Elena's underground extension."

— Joe Reagor, ROTH Capital Partners (9/4/14)
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"PVG continues to exceed our expectations and the company has reinforced our Buy rating."

— Joe Reagor, ROTH Capital Partners (8/22/14)
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"EFR had a relatively strong quarter in Q2/14."

— Joe Reagor, ROTH Capital Partners (8/18/14)
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"FXEN's oil field services revenue was above expectations."

— Joe Reagor, ROTH Capital Partners (8/12/14)
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"We continue to view PVG's Brucejack as an elite undeveloped gold project."

— Joe Reagor, ROTH Capital Partners (8/12/14)
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"FXEN's new drill schedule is a positive step towards commercial production at Edge."

— Joe Reagor, ROTH Capital Partners (7/21/14)
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"PVG's Brucejack is an elite gold project with takeout potential."

— Joe Reagor, ROTH Capital Partners (6/20/14)
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"FXEN is now drilling a new well that may allow the company to develop a second situation like the Fences."

The Energy Report Interview with Joe Reagor (5/1/14)
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"EFR has the scalability to move from being an alternative feed producer of 500 Klb/year this year, to being as much as a 3 Mlb producer in a couple of years."

The Energy Report Interview with Joe Reagor (5/1/14)
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"SVL's management has played it safe."

The Gold Report Interview with Joe Reagor (4/23/14)
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"PVG provides a value opportunity."

The Gold Report Interview with Joe Reagor (4/23/14)
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"FXEN is a junior natural gas producer with significant growth potential."

— Joe Reagor, ROTH Capital Partners (4/21/14)
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"SVL's value proposition has returned with its share price decline."

— Joe Reagor, ROTH Capital Partners (3/25/14)
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