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Microchip Technology Inc. (MCHP) Acquiring Companies to Compete in Internet of Things Trend

October 17, 2014

Kevin Cassidy, Analyst with Stifel, Nicolaus & Co., says Microchip Technology Inc. (MCHP) is making acquisitions in order to remain competitive as the Internet of Things trend continues to develop. “Microchip that has been a leader in microcontrollers that are used in all types of what is now getting to be called the Internet of Things,” Cassidy says. “So we’ll just say that they have been in things like alarm systems and smoke detectors, sprinkler systems, your garage-door opener, things like that. Now though, they need to connect to the Internet, and they have been acquiring companies that maybe have a WiFi technology that they can include with their microcontroller and even a Bluetooth technology, or just any way to get the information of the product that they’re controlling, try to send some of that information through the Internet, so it can be either controlled remotely or the data it’s picking up can be used for some other purpose...
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Patrick F.N. Anderson, CEO of Dalradian Resources Inc (TSA:DNA), Presents at Canaccord Global Resources in NY

October 17, 2014

Canada-based Dalradian Resources Inc (TSA:DNA) is on track with its Northern Ireland Curraghinalt gold mining project and should begin underground drilling early next year, according to CEO Patrick F.N. Anderson. He was speaking at the Canaccord Genuity Global Resources Conference 2014 in New York, held at the New York Palace Hotel. “The government in Northern Ireland is receptive to what we want to do,” said Anderson. That reception has been more than talk — Dalradian has also received a $590,000 grant to support local job training efforts during the permitting and exploration phase of the project. FOR THE LATEST TWST METALS AND MINING REPORT CLICK HERE...
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Randall Oliphant, Executive Chairman of New Gold Inc. (USA) (NYSEMKT:NGD), Presents at Canaccord Global Resources

October 17, 2014

New Gold Inc. (USA) (NYSEMKT:NGD) is well-positioned to leverage potential higher gold prices while maintaining its claimed position as the world’s lowest-cost producer in the current market, according to Randall Oliphant, Executive Chairman. He was speaking at the Canaccord Genuity Global Resources Conference 2014, held at the New York Palace Hotel. New Gold is an intermediate gold mining company with four producing assets and three development projects. Current production is coming from the New Afton Mine in Canada, the Cerro San Pedro Mine in Mexico, the Mesquite Mine in the U.S. and the Peak Mines in Australia. FOR THE LATEST TWST METALS AND MINING REPORT CLICK HERE...
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Clive Johnson, President/CEO of B2Gold Corp. (TSE:BTO), Presents at Canaccord Genuity Global Resources Conference

October 17, 2014

B2Gold Corp. (TSE:BTO) is on track to produce close to 400,000 ounces of gold this year, with projections more than doubling that production by 2017, according to Clive Johnson, the company’s President/CEO. He was speaking at the Canaccord Genuity Global Resources Conference 2014 in New York, held at the New York Place Hotel. The intermediate gold producer has three operating mines, and is scheduled to have its Otjikoto, Namibia mine come on line in Q4 of this year. “I think we’re the fastest-growing gold producer in the world,” said Johnson. FOR THE LATEST TWST METALS AND MINING REPORT CLICK HERE. Johnson said the company is in “a very strong financial position and, by the end of the year, should have $100 million in the bank,” thanks to significant cash flow from operations...
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Applied Micro Circuits Corporation (AMCC) a Play on Processors and Network Accelerators

October 16, 2014

Roth Capital Partners Analyst Krishna Shankar says Applied Micro Circuits Corporation (AMCC) is a good play on processors and network accelerators. He says AMCC is introducing a new 64-bit ARM-based server and system-level SoC chips targeting the $10 billion-plus data center server processor and SoC market. “We believe that ARM-based server and SoC companies, over time, will likely capture market share from the Intel quasimonopoly within data center server processors,” Shankar says. “Intel currently has over 95% of the server processor market. AMCC is the early production ramp of its 64-bit ARM server SoC and claims multiple design wins with server, networking and Web scale service providers...
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Micron Technology, Inc. (MU) Positioned to Hit 40% Gross Margin

October 16, 2014

Kevin Cassidy, Analyst with Stifel, Nicolaus & Co., says he is positive on Micron Technology (MU) because the company is benefiting from consolidation in the DRAM market. “We think that DRAM supply and demand will remain in balance for the next few years, and we think gross margins continue to expand,” Cassidy says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Cassidy says Micron’s gross margins are currently in the 34% range, and he thinks margins can expand to the 40% range. He said that improvement would add a lot of leverage to Micron’s earning power. “And right now, Micron is only trading around eight times our forward earnings,” Cassidy says...
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Rodney A. Shier, CFO of Copper Mountain Mining Corporation (TSE:CUM), Presents at Canaccord Global Resources

October 16, 2014

Copper Mountain Mining Corporation (TSE:CUM) is cash-flow positive and actively pursuing acquisition opportunities, according to CFO Rodney A. Shier. He was speaking at the Canaccord Genuity Global Resources Conference 2014, held in New York City at the New York Palace Hotel. Copper Mountain started production at its open pit mine in July, 2011, a site located 300 miles east of Vancouver, BC, Canada. “The best way to think of it is as a brand new mine on a former mine site,” said Shier. FOR THE LATEST TWST MINING AND METALS REPORT CLICK HERE. The company is focused on maximizing copper production at the site, Shier said, and is targeting operating throughput at 35,000 tons per day, with a mining rate average of 175,000 tons per day...
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Jim Slattery, CFO of Capstone Mining Corp. (TSE:CS), Presents at Canaccord Global Resources in NY

October 16, 2014

CFO Jim Slattery of Capstone Mining Corp. (TSE:CS) says the company’s Pinto, Arizona flagship operation now has a projected mining life of 12 years, an upgrade that has boosted its appeal to workers and suppliers. Mr. Slattery was speaking at the Canaccord Genuity Global Resources Conference 2014, held in New York City at the New York Palace Hotel. The Pinto operation, acquired in 2013 by Capstone, is the only operating copper mine in the area. The open pit mine is expected to produce 66.3 tons of copper this year, in line with 2014 guidance, Slattery said. FOR THE LASTEST TWST MINING AND METALS REPORT CLICK HERE. Capstone, headquartered in Vancouver, Canada, is a self-described intermediate copper producer with a corporate philosophy of low-risk operations focused on the Americas...
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Rudi Fronk, Chairman and CEO of Seabridge Gold, Inc. (USA) (SA) Presents at Canaccord Global Resources in NY

October 16, 2014

Seabridge Gold, Inc. (USA) (SA) is expecting Canadian government approval in November for its major KSM Project, according to Chairman and CEO Rudi Fronk. He was speaking at the Canaccord Global Resources Conference 2014 in New York City, held at the New York Palace Hotel. Fronk acknowledged that Seabridge Gold had 45 million ounces of reserves by the end of 2013, which he claims places the company among the top 10 gold companies in the world, measured by reserves. FOR THE LASTES TWST METALS AND MINING REPORT CLICK HERE. Seabridge Gold’s focus is on its KSM Project in Northern British Columbia, which it acquired in 2000 and wholly owns. Fronk called it “the largest undeveloped gold deposit in the world” by reserves...
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Randy Smallwood, President and CEO of Silver Wheaton Corp. (USA) (SLW), Presents at Canaccord Global Resources

October 16, 2014

Randy Smallwood, President and CEO of Silver Wheaton Corp. (USA) (SLW), says production is anticipated to grow 35% over the next four years. He was speaking at the Canaccord Genuity Global Resources Conference 2014 in New York, held at the New York Palace Hotel. Silver Wheaton is a streaming company that makes upfront payments to mining companies in return for the right to purchase a fixed percentage of the future silver and/or gold production from a mine, Smallwood said. As the mine owner delivers precious metal to Silver Wheaton, an additional delivery payment is made to them. Silver Wheaton receives a percentage of life-of-mine silver and/or gold production...
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Fairchild Semiconductor Intl Inc (FCS) Could Be Facing Leaner Times

October 15, 2014

Christopher Rolland, Analyst with FBR Capital Markets, says tougher times may be ahead for Fairchild Semiconductor Intl Inc (FCS). He says the company faired well in 2010 and 2011 because it is levered to mobile handsets, the iPhone in particular. As a result, he says the company wasn’t forced to reduce headcount or trim opex, like many so-called supercyclicals had to do during that time period. “They didn’t have to make those decisions because they have the luxury of the handset tailwind behind it, the smartphone tailwind behind them,” Rolland says. “However, over this cycle, those decisions not to cut heads, not to become lean and mean when the others did have hurt them in this cycle...
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ON Semiconductor Corp (ONNN) Not Hit as Hard as Supercyclicals in Semiconductor Cycle

October 15, 2014

FBR Capital Markets Analyst Christopher Rolland says he and his team are still waiting to see whether the second derivative in the semiconductor cycle is starting to slow, or whether the sector is simply experiencing choppiness at the moment. But, he says so-called supercyclicals have been more impacted than companies like ON Semiconductor Corp (ONNN). “So ON hasn’t been hit as hard as other supercyclicals, but still has been hit here probably around 6%, something similar to what the SOX has been down during that same period since earnings have begun,” Rolland says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Meanwhile, he says some stocks in the same areas, like power management, have been down as much as 10%, and some even more...
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Integrated Device Technology Inc (IDTI) Could Supply Chips for iWatch

October 14, 2014

Stephens, Inc. Analyst Harsh Kumar says the emerging trend of wireless charging could represent a significant opportunity for Integrated Device Technology Inc (IDTI). In fact, he says IDTI is widely speculated to have won Apple Inc’s (AAPL) iWatch. “There are literally only two companies that have those chips today, functioning chips, and that’s TI (TXN) and IDTI,” Kumar says. “The industry is growing about 100% at a minimum for the next foreseeable number of years.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Kumar says IDTI also has an opportunity in the power RF area. He says the company currently does about $2 million in revenue per quarter in that area, but that they potentially have design wins for $10 to $15 million a quarter two years out...
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Possible 30% Upside for Inphi Corporation (IPHI)

October 14, 2014

RBC Capital Markets Analyst Doug Freedman says Inphi Corporation (IPHI) is currently one of his top stock picks. He says the company plays in both the communications and the memory markets, and investors could see more than 30% upside to the stock. “The memory market is going to go through a transition to DDR4, and I believe that that could be a very strong positive catalyst as well as a very bullish outlook for the company’s products and the communication end market,” Freedman says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Inphi is one of the fastest-growing companies in his semiconductor universe, Freedman says. And, he says investors may not be giving the company full credit for recent changes...
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NXP Semiconductors NV (NXPI) Not a Likely Acquisition Target

October 13, 2014

Some investors speculate that Texas Instruments (TXN) might buy NXP Semiconductors NV (NXPI). But Steve Smigie, Analyst at Raymond James & Associates, says he doesn’t think that will actually happen. “I don’t know that TI would necessarily be interested in that, nor do I think NXP would be. Some people suggest there is a tax inversion scenario,” Smigie says. “In order to acquire somebody of NXP-size, you’d have to have someone like TI or Intel (INTC) doing it, and I don’t see that happening. I don’t feel rationale for it.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Smigie says he expects NXP to continue to execute...
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