Sector Expert: Luke Smith

Canaccord Genuity

Image: Luke Smith

Luke Smith is the former head of mining research at Canaccord Genuity in Melbourne, Australia. He worked previously as an analyst and fund manager for Ord Minnett and the Lion Selection Group. He holds a Bachelor of Engineering in mining, honors, and a Master of Commerce in finance. Smith was a mining engineering consultant for several years.

Recent Interviews

Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs (8/26/14)

Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains.

Recent Quotes

"Aditional offtake agreements are likely to contribute to enhancing debt financing options for SYR."

— Luke Smith, Canaccord Genuity (2/10/15)
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"We remain firmly of the view that SYR's Balama is a world-class project."

— Luke Smith, Canaccord Genuity (12/3/14)
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"We view the board's experience as the right mix of market, technical, development and management."

— Luke Smith, Canaccord Genuity (9/26/14)
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"SYR owns the Balama project, which contains close to 1.2 Bt with about 10% total contained graphite."

The Mining Report Interview with Luke Smith (8/26/14)
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"SYR's test work highlighted that high-purity V2O5 product can be produced from Balama ore."

— Luke Smith, Canaccord Genuity (8/4/14)
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"We anticipate that a binding offtake agreement should transpire for SYR within the next three months."

— Luke Smith, Canaccord Genuity (6/11/14)
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"We maintain our Buy rating and raise our target price for SYR."

— Luke Smith, Canaccord Genuity (5/1/14)
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"SYR has released a major resource upgrade for the Mepiche zone."

— Luke Smith, Canaccord Genuity (3/26/14)
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