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

"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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"The Bureau of Land Management approved PGLC's Canyon Mine expansion."

— Joe Reagor, ROTH Capital Partners (8/16/16)
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"We are maintaining our Buy rating as we believe EFR should see a recovery in its share price as uranium market conditions improve later this year."

— Joe Reagor, ROTH Capital Partners (8/9/16)
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"GSV's drill hole DS16-08 is a significant discovery."

— Joe Reagor, ROTH Capital Partners (8/9/16)
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"PVG's updated resource estimate for Valley of the Kings was slightly larger than the previous resource estimate and confirmed the high-grade nature of the deposit."

— Joe Reagor, ROTH Capital Partners (7/21/16)
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"We are initiating coverage of GSV, which is poised to demonstrate significant resource growth at its flagship Railroad project."

— Joe Reagor, ROTH Capital Partners (7/17/16)
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"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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