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    Jake Sekelsky

    Research Analyst at Alliance Global Partners

    Jake Sekelsky is the Managing Director and Head of Metals & Mining Research at Alliance Global Partners, specializing in equity research for early-stage exploration to mid-tier producers in the metals and mining sector. He covers companies such as Endeavour Silver Corp., McEwen Mining, TRX Gold, Atlas Lithium, United States Antimony, and Electra Battery Materials, and has achieved an average stock rating success rate of 40% with an average return of 25.75%, with notable recognition as a Top 25 Canadian Analyst by TipRanks in 2020. Sekelsky began his career as an Equity Research Associate at H.C. Wainwright, advanced to Director at Roth Capital Partners, and joined Alliance Global Partners as Managing Director where he now leads sector coverage. He holds a B.S. in Finance & Economics from Sacred Heart University, and maintains professional credentials required to provide equity research and investment recommendations.

    Jake Sekelsky's questions to TMC the metals Co (TMC) leadership

    Jake Sekelsky's questions to TMC the metals Co (TMC) leadership • Q2 2025

    Question

    Jake Sekelsky from Alliance Global Partners inquired about the necessary steps and timeline to advance from the Pre-Feasibility Study (PFS) to a full Feasibility Study, and the key upcoming permitting milestones with NOAA.

    Answer

    CFO Craig Shesky explained that the immediate focus is finalizing the agreement with partner Allseas to enable a final investment decision on long-lead items for the Q4 2027 production target. Chairman and CEO Gerard Barron added that key upcoming milestones include the adoption of amended regulations to fast-track permitting, noting the strong support from NOAA and the US administration to advance the project.

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    Jake Sekelsky's questions to AirJoule Technologies (AIRJ) leadership

    Jake Sekelsky's questions to AirJoule Technologies (AIRJ) leadership • Q2 2025

    Question

    Jake Sekelsky of Alliance Global Partners asked for more details on the memorandum of understanding (MOU) with a hyperscale data center developer and inquired about how the company is managing potential tariff impacts on equipment sourcing.

    Answer

    Executive Chairman Pat Eilers stated the hyperscaler MOU represents a near-term opportunity, ideally within a year, to use waste heat from compute to generate cooling water. On tariffs, Founder and CEO Matt Jore assured that the company has flexibility as it has not yet locked in vendors for its 2026 commercialization. He noted they are evaluating multiple suppliers, including domestic options for key components like sorbents, to mitigate supply chain risks.

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    Jake Sekelsky's questions to AirJoule Technologies (AIRJ) leadership • Q2 2025

    Question

    Jake Sekelsky of Alliance Global Partners asked for additional details on the memorandum of understanding (MOU) with a hyperscale data center developer and questioned how the company is managing potential supply chain impacts from tariffs.

    Answer

    Executive Chairman Pat Eilers described the hyperscaler MOU as a near-term opportunity, noting that the waste heat from data centers is a direct input for AirJoule's technology to produce cooling water. Founder and CEO Matt Jore addressed tariffs, stating that the company currently has flexibility to source components from various suppliers, including domestic options, and has not yet locked in pricing, which mitigates immediate risk.

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    Jake Sekelsky's questions to HALLADOR ENERGY (HNRG) leadership

    Jake Sekelsky's questions to HALLADOR ENERGY (HNRG) leadership • Q2 2025

    Question

    Jake Sekelsky of Alliance Global Partners asked about the potential for co-firing the Merum generating station with natural gas and questioned whether the company plans to release specific economic details on the project in the coming quarters.

    Answer

    President, CEO & Chairman, Brent Bilsland explained that the decision to proceed with the natural gas co-firing project is entirely dependent on the requirements of the ultimate long-term PPA counterparty. He stated that while the project is feasible, with a pipeline nearby, the company will not release specific cost estimates until it becomes a more actionable item. This is to avoid providing potentially misleading information, as costs would change if the project were delayed.

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    Jake Sekelsky's questions to HALLADOR ENERGY (HNRG) leadership • Q2 2025

    Question

    Jake Sekelsky asked about the potential for co-firing the Merom plant with natural gas and whether the company plans to release specific economic details about the project in the coming quarters.

    Answer

    President and CEO Brent Bilsland clarified that the decision to proceed with the co-firing project is contingent on the requirements of the ultimate long-term PPA partner. He stated that while preliminary feasibility and cost work has been done, the company will not release specific economic figures until the project becomes more actionable to avoid providing potentially outdated or misleading information.

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    Jake Sekelsky's questions to HALLADOR ENERGY (HNRG) leadership • Q2 2025

    Question

    Jake Sekelsky of Alliance Global Partners questioned whether Hallador would release specific economic details for the potential natural gas co-firing project at its Merom generating station in the near future.

    Answer

    President & CEO Brent Bilsland explained that the company will not release cost estimates for the co-firing project at this time. He stated that the decision to proceed and the associated economics are entirely dependent on the final terms and customer requirements of a future long-term PPA, making any current figures premature and potentially misleading.

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    Jake Sekelsky's questions to HALLADOR ENERGY (HNRG) leadership • Q2 2025

    Question

    Jake Sekelsky of Alliance Global Partners questioned the timing and disclosure of the economics for the potential natural gas co-firing opportunity at the Merum generating station, asking if it was currently just an internal exercise.

    Answer

    President and CEO Brent Bilsland explained that the decision to proceed with the co-firing project and its associated economics are contingent on the requirements of the ultimate long-term PPA counterparty. He stated that while the project is feasible, the company will not release specific cost details until it becomes a more actionable item to avoid providing potentially misleading information.

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    Jake Sekelsky's questions to AVINO SILVER & GOLD MINES (ASM) leadership

    Jake Sekelsky's questions to AVINO SILVER & GOLD MINES (ASM) leadership • Q1 2024

    Question

    Jake Sekelsky from Alliance Global Partners asked how stabilized costs and higher metal prices might influence the company's exploration budget and inquired about the status of mill modifications needed to process the La Preciosa stockpiles.

    Answer

    CFO Nathan Harte explained that the company's primary focus for capital remains on advancing the La Preciosa project, rather than expanding the general exploration budget. Regarding the mill, an executive, with confirmation from CEO David Wolfin, stated that the necessary modifications were completed in Q1 and that processing of the La Preciosa stockpiles is already underway in Q2.

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    Jake Sekelsky's questions to GOLD RESOURCE (GORO) leadership

    Jake Sekelsky's questions to GOLD RESOURCE (GORO) leadership • Q1 2024

    Question

    Inquired about the potential to target more precious metal-rich areas given high gold and silver prices, and asked about the company's hedging strategies for base metals and the Mexican peso.

    Answer

    The executive responded that the 2024 mine plan is largely inflexible, but they anticipate mining areas with higher precious metal grades in 2025. Regarding hedging, they do not hedge precious metals to maintain upside exposure for shareholders. They would consider hedging zinc if prices rise further. They are not currently hedging the peso as it would lock in an unfavorable rate, but might do so if it weakens to around MXN 18 later in the year, noting its current strength is due to the interest rate carry trade.

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    Jake Sekelsky's questions to Golden Minerals (AUMN) leadership

    Jake Sekelsky's questions to Golden Minerals (AUMN) leadership • Q3 2022

    Question

    Jake Sekelsky from Alliance Global Partners inquired about the drivers behind the quarter-over-quarter decrease in costs, given the inflationary environment. He also asked if volatility in metals prices has impacted the timeline for test work at the Velardeña project.

    Answer

    President & CEO Warren Rehn and COO John Galassini explained that the cost decrease was due to pre-blasting activities in Q2, smoother operations, and successfully offsetting higher commodity prices by improving plant efficiency and reducing reagent consumption. Regarding Velardeña, Mr. Rehn confirmed that while price volatility is a concern, the company is still pushing forward with testing to resolve dilution issues.

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