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

"We see a value opportunity in PVG now."

— Joe Reagor, ROTH Capital Partners (8/3/21)
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"MAG's JV mill construction remains on track for Q4/21 commissioning."

— Joe Reagor, ROTH Capital Partners (7/28/21)
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"PVG's Q1/21 production was slightly above our estimate."

— Joe Reagor, ROTH Capital Partners (5/6/21)
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"MAG announced Q1/21 production of 462,321 oz silver and 697 oz gold."

— Joe Reagor, ROTH Capital Partners (4/29/21)
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"We are increasing our valuation of SEA's Snowstorm from $10M to $20M."

— Joe Reagor, ROTH Capital Partners (4/7/21)
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"The most significant takeaway [of Q4 and FY2021 financial results] was that PVG's 2020 production reconciled within a normal range."

— Joe Reagor, ROTH Capital Partners (3/1/21)
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"MAG's Juanicipio joint venture processed 30,397 tons of ore in Q4/20."

— Joe Reagor, ROTH Capital Partners (1/27/21)
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"UEC's 2021 work should bring Burke Hollow to a construction decision."

— Joe Reagor, ROTH Capital Partners (1/27/21)
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"We attribute PVG's production beat in Q4/20 to higher grades."

— Joe Reagor, ROTH Capital Partners (1/19/21)
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"PVG is likely to reach net cash positive in early 2021."

— Joe Reagor, ROTH Capital Partners (12/10/20)
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"SEA announced and completed an equity financing."

— Joe Reagor, ROTH Capital Partners (12/10/20)
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"We were encouraged by MAG's update on the Deer Trail project."

— Joe Reagor, ROTH Capital Partners (11/19/20)
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"SEA's Iskut drilling shows potential for a significant porphyry system."

— Joe Reagor, ROTH Capital Partners (11/12/20)
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"PVG's Q3/20 results exceeded expectations; we're raising our target."

— Joe Reagor, ROTH Capital Partners (11/1/20)
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"We estimate Q3/20 production of 79,931 oz gold for PVG."

— Joe Reagor, ROTH Capital Partners (10/23/20)
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"MAG's Q3/20 results should show positive cash flow from processing."

— Joe Reagor, ROTH Capital Partners (8/14/20)
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"We believe PVG will outperform its peers as it closes the value gap."

— Joe Reagor, ROTH Capital Partners (8/6/20)
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"PVG may have a market correction to the upside after Q2/20 results."

— Joe Reagor, ROTH Capital Partners (7/27/20)
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"MAG is poised to enter production this year."

— Joe Reagor, ROTH Capital Partners (6/10/20)
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"PVG reset expectations and can look to regain investor confidence."

— Joe Reagor, ROTH Capital Partners (6/10/20)
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"There is significant potential upside for EFR if the government acts."

— Joe Reagor, ROTH Capital Partners (5/5/20)
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"PVG produced 82,888 oz gold in Q1/20."

— Joe Reagor, ROTH Capital Partners (5/4/20)
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"The updated PEA of SEA's KSM showed an after-tax NPV of $6B."

— Joe Reagor, ROTH Capital Partners (4/27/20)
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"PVG's new Brucejack technical report is more robust economically."

— Joe Reagor, ROTH Capital Partners (4/27/20)
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"3 Aces is a low-cost, low-risk addition to SEA's portfolio."

— Joe Reagor, ROTH Capital Partners (3/30/20)
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"MAG is a Top Idea for 2020: it is poised to rerate as a producer."

— Joe Reagor, ROTH Capital Partners (3/30/20)
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"PVG's revised Brucejack estimates leave room for outperformance."

— Joe Reagor, ROTH Capital Partners (3/13/20)
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"MAG disclosed the discovery of two additional veins at Juanicipio."

— Joe Reagor, ROTH Capital Partners (3/4/20)
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"Production from MAG's Juanicipio is expected to start in mid-2020."

— Joe Reagor, ROTH Capital Partners (2/27/20)
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"PVG announced it has started a management transition plan."

— Joe Reagor, ROTH Capital Partners (2/12/20)
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"We maintain our PVG production estimate of 92 Koz gold in Q4/19."

— Joe Reagor, ROTH Capital Partners (2/11/20)
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"MAG could see a significant increase in market valuation in 2020."

— Joe Reagor, ROTH Capital Partners (1/7/20)
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"We believe SEA could make a significant discovery on Snowstorm."

— Joe Reagor, ROTH Capital Partners (10/16/19)
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