13 Jan 2012 - Raymond Goldie, Senior Mining Analyst, quoted in "Mountain Province property spin-out cleans up firm for potential takeover", Mining Weekly. |
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"Should make it easy for Mountain Provice itself to get taken over." |
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03 Jan 2012 - Gordon Currie, Research Investment Analyst, quoted in "Update: Vero Energy Inc. to sell gas assets for $209 million", Calgary Herald. |
"What's remarkable here is that the company gets 85 per cent smaller and 25 per cent more valuable." |
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15 Dec 2011 - Mike Richmond, Vice President, Co-Director of Research and Investment Analyst, Forestry Products, quoted in "Catalyst Paper defers interest payment", The Canadian Press. |
"We continue to think that the company's balance sheet is over-levered and we expect that a dilutive equity financing will be necessary to address its unbalanced capitalization." |
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08 Dec 2011 - Raymond Goldie, Senior Mining Analyst, quoted in "Quadra Up for Grabs With Escalating Price Driving Deal: Real M&A;", Businessweek.com. |
"The pricing looks low compared with the net asset value of the company."
"The market is thinking there will be another bid." |
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07 Dec 2011 - Raymond Goldie, Senior Mining Analyst, quoted in "DealTalk: KGHM's bid for Quadra sets stage for a bidding war", Reuters.com. |
"I see Quadra FNX as a company the market has perceived as a serial disappointer and its depressed the price of Quadra FNX's shares to a remarkable extent."
"I can see just over C$28 worth of value in the company, so my belief is that this is the beginning of a bidding war." |
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06 Dec 2011 - Raymond Goldie, Senior Mining Analyst, quoted in "KGHM-Quadra mining deal a good sign for Ajax bid", The Kamloops Daily News. |
"It should give people in Kamloops more confidence that KGHM wants to proceed (with Ajax)." |
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06 Dec 2011 - Raymond Goldie, Senior Mining Analyst, quoted in "Polish company KGHM Polska Miedz to buy Quadra FNX in deal valued at $3.5B", The Canadian Press. |
"The Poles have identified a great purchase and if they can get it for that price, good for them, but I think other people will recognize just how cheap this company is and there will be a contest." |
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06 Dec 2011 - Raymond Goldie, Senior Mining Analyst, quoted in "Poland's KGHM to Buy Quadra FNX for $2.83 Billion to Add U.S., Chile Mines", Bloomberg. |
"The market had treated QUX's management as a serial disappointer and they heavily punished the price of the company's shares." |
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01 Dec 2011 - Raymond Goldie, Senior Mining Analyst, quoted in "Peregrine Diamonds rises as fears over BHP JV recede", London South East. |
"BHP has assured Peregrine, that their contemplation of getting out of the diamond business would not compromise (the) joint venture ... for the next year." |
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30 Nov 2011 - Gord Currie, Research Investment Analyst, quoted in "Entire management team quits at Calgary-based Compton Petroleum" Calgary Herald. |
"In my long career, this is absolutely unprecedented, I've never seen an entire management team quit before. The fact that two of their directors went with them just suggest there was a complete fracture at the board level." |
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