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

"A rising gold and silver market should benefit SEA."

— Joe Reagor, ROTH Capital Partners (9/4/19)
moreá>

"We still believe PVG will achieve production guidance for 2019."

— Joe Reagor, ROTH Capital Partners (9/4/19)
moreá>

"We highlight MAG as one of our top defensive ideas."

— Joe Reagor, ROTH Capital Partners (9/4/19)
moreá>

"EFR's Q2/19 revenue was $3.1M; we are maintaining our Buy rating."

— Joe Reagor, ROTH Capital Partners (8/8/19)
moreá>

"PVG's Q2/19 costs continued to track below expectations."

— Joe Reagor, ROTH Capital Partners (8/4/19)
moreá>

"PVG is also focused on continuously evaluating ways to reduce costs."

— Joe Reagor, ROTH Capital Partners (7/15/19)
moreá>

"SEA's KSM gained optionality as to development timing and method."

— Joe Reagor, ROTH Capital Partners (7/15/19)
moreá>

"The 90-day fuel cycle review could result in other positives for EFR."

— Joe Reagor, ROTH Capital Partners (7/15/19)
moreá>

more comments

"SEA continues to work to attract a JV partner for its flagship KSM."

— Joe Reagor, ROTH Capital Partners (5/16/19)
moreá>

"We anticipate a positive outcome from EFR's Section 232 petition."

— Joe Reagor, ROTH Capital Partners (5/11/19)
moreá>

"We view Q1/19 as positive for PVG; we reiterate our Buy rating."

— Joe Reagor, ROTH Capital Partners (5/5/19)
moreá>

"The boards of MAG and Fresnillo approved development of Juanicipio."

— Joe Reagor, ROTH Capital Partners (4/11/19)
moreá>

"PVG is set up to meet or exceed expectations moving forward."

— Joe Reagor, ROTH Capital Partners (4/4/19)
moreá>

"SEA's Iron Cap should have a meaningful impact on project economics."

— Joe Reagor, ROTH Capital Partners (3/13/19)
moreá>

"The near-term outlook for EFR remains positive."

— Joe Reagor, ROTH Capital Partners (3/13/19)
moreá>

"MAG's most significant new discovery is that of the Venadas vein."

— Joe Reagor, ROTH Capital Partners (3/6/19)
moreá>

"PVG's 2018 mined stopes reconciled within 90% of the planned grade."

— Joe Reagor, ROTH Capital Partners (2/19/19)
moreá>

"PVG remains significantly undervalued."

— Joe Reagor, ROTH Capital Partners (1/10/19)
moreá>

"PVG receiving approval to increase Brucejack production is positive."

— Joe Reagor, ROTH Capital Partners (12/17/18)
moreá>

"We view SEA's additional Iron Cap drill results as impressive."

— Joe Reagor, ROTH Capital Partners (12/13/18)
moreá>

"PVG is poised for a strong finish to the year."

— Joe Reagor, ROTH Capital Partners (11/12/18)
moreá>

"SEA's first two holes from Iron Cap showed significant mineralization."

— Joe Reagor, ROTH Capital Partners (10/31/18)
moreá>

"At PLLL's Central, drilling intersected 34m averaging 1.04% LiO2."

— Joe Reagor, ROTH Capital Partners (10/18/18)
moreá>

"All in, we view Q3/18 as a good quarter for PVG."

— Joe Reagor, ROTH Capital Partners (10/9/18)
moreá>

"The refinancing commitment letter is a significant positive for PVG."

— Joe Reagor, ROTH Capital Partners (10/4/18)
moreá>

"PVG's notice to repurchase its gold stream is a positive signal."

— Joe Reagor, ROTH Capital Partners (9/30/18)
moreá>

"The byproducts improved the NPV of PLLL's Piedmont by $111M."

— Joe Reagor, ROTH Capital Partners (9/14/18)
moreá>

"EFR fully repaid and retired its Wyoming debt."

— Joe Reagor, ROTH Capital Partners (9/14/18)
moreá>

"PVG should generate enough cash to repurchase its stream by the end of 2018."

— Joe Reagor, ROTH Capital Partners (8/26/18)
moreá>

"PVG demonstrated the quality of the Brucejack mine in Q2/18."

— Joe Reagor, ROTH Capital Partners (8/12/18)
moreá>

"There is room for value creation at SEA's KSM and Courageous Lake."

— Joe Reagor, ROTH Capital Partners (8/12/18)
moreá>

"We are increasing our price target on EFR and reiterating our Buy rating."

— Joe Reagor, ROTH Capital Partners (7/29/18)
moreá>

"The scoping study on PLLL's Piedmont demonstrated strong economics."

— Joe Reagor, ROTH Capital Partners (7/22/18)
moreá>

"We are initiating coverage on SEA with a Buy rating; the company has a unique combination of gold price leverage and near-term catalysts."

— Joe Reagor, ROTH Capital Partners (7/13/18)
moreá>

"We are impressed with the effectiveness of PVG's grade control system."

— Joe Reagor, ROTH Capital Partners (7/11/18)
moreá>

"PVG's Q2/18 gold production significantly exceeded our estimate."

— Joe Reagor, ROTH Capital Partners (7/9/18)
moreá>

"EFR raised $16M through its at-the-market program."

— Joe Reagor, ROTH Capital Partners (7/3/18)
moreá>

"PVG's two UG holes at the VOK intersected high-grade mineralization."

— Joe Reagor, ROTH Capital Partners (6/19/18)
moreá>

"MAG's Q1/18 financials showed a lower cash burn rate than we previously anticipated but otherwise were essentially uneventful."

— Joe Reagor, ROTH Capital Partners (5/18/18)
moreá>

"PVG is on track to reach steady state production later this year."

— Joe Reagor, ROTH Capital Partners (5/14/18)
moreá>

"EFR completed the sale of 400 Klb uranium in April."

— Joe Reagor, ROTH Capital Partners (5/6/18)
moreá>

"PVG is poised to meet H1/18 guidance of 150ľ200 Koz gold."

— Joe Reagor, ROTH Capital Partners (4/12/18)
moreá>

"EFR should benefit from rising uranium prices driven by significant production cuts across the industry."

— Joe Reagor, ROTH Capital Partners (3/18/18)
moreá>

"PVG's Q4/17 revenue of $107.1M was above our estimate of $90.8M."

— Joe Reagor, ROTH Capital Partners (3/12/18)
moreá>

"GSV plans to release an initial PEA on its Railroad-Pinion project in H2/18."

— Joe Reagor, ROTH Capital Partners (2/26/18)
moreá>

"PVG's Q4/17 throughput and recovery rates were above our expectations."

— Joe Reagor, ROTH Capital Partners (1/19/18)
moreá>

"PVG filed an application to increase its mill throughput from 2,700 TPD to 3,800 TPD, significantly above our expectations; we view it as a major positive catalyst."

— Joe Reagor, ROTH Capital Partners (1/1/18)
moreá>

"PGLC announced a $13.6 equity raise."

— Joe Reagor, ROTH Capital Partners (12/14/17)
moreá>

"We still believe GSV is undervalued."

— Joe Reagor, ROTH Capital Partners (11/29/17)
moreá>

"MAG is nearly fully funded for its development costs at Juanicipio."

— Joe Reagor, ROTH Capital Partners (11/20/17)
moreá>

"We continue to believe PVG remains undervalued."

— Joe Reagor, ROTH Capital Partners (11/13/17)
moreá>

"Overall, we view the PEA for MAG's Juanicipio project as positive."

— Joe Reagor, ROTH Capital Partners (11/7/17)
moreá>

"Its sale of Reno Creek reduces EFR's financing risk in the near term."

— Joe Reagor, ROTH Capital Partners (11/2/17)
moreá>

"Its Q3/17 production results show PVG is significantly undervalued."

— Joe Reagor, ROTH Capital Partners (10/11/17)
moreá>

"EFR's potential to grow alternative feed revenue exceeds expectation."

— Joe Reagor, ROTH Capital Partners (9/25/17)
moreá>

fewer comments


Due to permission requirements, not all quotes are shown.