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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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

"We are increasing our price target for MAG while maintaining our Buy rating."

— Joe Reagor, ROTH Capital Partners (5/23/16)
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"EFR has moved to being a lower-cost producer and to have a mix of conventional and in-situ recovery."

The Energy Report Interview with Joe Reagor (5/9/16)
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"ICG is a potential future producer that won't need a large investment."

The Gold Report Interview with Joe Reagor (5/5/16)
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"It is very reasonable for a small-cap mining company like PGLC to raise $12M to put its asset into production."

The Gold Report Interview with Joe Reagor (5/5/16)
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"PVG's project is a low-grade halo around some record-high gold intercepts."

The Gold Report Interview with Joe Reagor (5/5/16)
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"MAG raised some money earlier this year, and it came out of that very strong."

The Gold Report Interview with Joe Reagor (5/4/16)
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"ICG continues to drill more than any other Canadian company on a single project."

The Gold Report Interview with Joe Reagor (2/8/16)
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"By the middle of 2016, MAG should have all the necessary permits to break ground on construction."

The Gold Report Interview with Joe Reagor (2/8/16)
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"Private equity is confident that PVG is derisking Brucejack as much as it can before production."

The Gold Report Interview with Joe Reagor (2/8/16)
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"EFR is developing Canyon for additional mill feed for White Mesa."

— Joe Reagor, ROTH Capital Partners (11/22/15)
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"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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