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    Gordon Lawson

    Research Analyst at Paradigm Capital

    Gordon Lawson is an Analyst specializing in mining sector research at Paradigm Capital, where he covers companies such as Foraco International and produces equity research focused on operational and financial analysis. Known for in-depth coverage and fundamental insight, he has contributed to recommendations and valuation models that support investment decisions in the mining industry, maintaining a Buy rating on key growth opportunities. Lawson began his career as a structural engineer before transitioning to equity research roles at Scotiabank, Raymond James, GMP Securities, and CIBC, joining Paradigm in April 2018. He holds an MBA in Finance from the University of Toronto Rotman School and is a licensed Professional Engineer (PE), reflecting both his strong technical and financial credentials.

    Gordon Lawson's questions to Largo (LGO) leadership

    Gordon Lawson's questions to Largo (LGO) leadership • Q2 2024

    Question

    Gordon Lawson questioned the reasons for the decrease in V2O3 and ferrovanadium sales, the outlook for the second half, and what strategic options, such as care and maintenance, are being considered if the low-price environment persists.

    Answer

    CCO Paul Vollant attributed the Q2 sales decline to lower material availability following Q1 production, adding that high-purity products like V2O3 represent 20-30% of production and are tied to long-term contracts. CEO Daniel Tellechea stated that instead of considering care and maintenance, the company's primary strategy is to aggressively reduce cash operating costs through contract optimization, headcount reduction, and lowering input costs.

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    Gordon Lawson's questions to NexGen Energy (NXE) leadership

    Gordon Lawson's questions to NexGen Energy (NXE) leadership • Q2 2024

    Question

    Gordon Lawson asked for confirmation on the correlation between high scintillometer readings and uranium grade, and requested the company's best estimate for the timing of first production.

    Answer

    CEO Leigh Curyer called the grade correlation a 'reasonable assertion' but noted official assays would provide final accuracy. Regarding timing, he stated first production is expected 40 months after receiving final federal approval. He outlined the next steps in the CNSC process, anticipating a response on the final technical aspects soon, which would then allow for the setting of a final commission hearing date.

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    Gordon Lawson's questions to Ero Copper (ERO) leadership

    Gordon Lawson's questions to Ero Copper (ERO) leadership • Q2 2024

    Question

    Gordon Lawson from Paradigm Capital inquired about the current mining rates at Pilar versus Vermelhos, the contribution from the Surubim open pit, and the mining and drilling progress on the Matinha and Santo Antonio veins at Xavantina.

    Answer

    COO Makko DeFilippo stated that Pilar's mining rates are expected to increase in H2 2024, while Vermelhos will be consistent. CEO David Strang detailed that at Xavantina, mining continues in the Santo Antonio and Matinha veins, with persistently high grades at Santo Antonio being driven by a known high-grade zone that was historically conservatively estimated. He confirmed they have visibility on these elevated grades through year-end.

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