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| WEAK BUY | 0.370 | Michael Smedley | Focused on Coal. Early phase. Competent people running the company. Prefers SSL | 2012-01-10 | |
| TOP PICK | 0.345 | James Hodgins | Part of a triple tax loss trade. Fundamentals are in tact, balance sheet is good. 3 week trade. | 2011-12-29 | |
| PAST TOP PICK | 0.410 | James Hodgins | (A Top Pick June 27/11. Down 13.82%. ) | 2011-11-24 | |
| TOP PICK | 0.370 | James Hodgins | Loves the business model. Stock is down quite a bit because they have done a number of financings. Some of the companies they are invested in are in coal, natural gas etc. but they don't own the equity, they own the revenue stream. | 2011-10-20 | |
| TOP PICK | 0.600 | James Hodgins | Recently did a deal on a copper stream from Donner Metals (DON-X) and an energy stream from Thunderbird (TBD-X). His current NAV is $0.85 but he could see this jumping up. | 2011-07-25 | |
| TOP PICK | 0.470 | James Hodgins | Thermal coal and have one natural gas stream. A revenue royalty company. Have bought into 2 companies and as production begins to ramp up over the next year, expects the company will be re-rated. Has an NAV of about $.70. | 2011-06-27 | |
| TOP PICK | 0.550 | James Hodgins | Thermal coal. He has a NAV of about $0.70 that he feels is growing. About $20 million in cash from prior financing, which he thinks they can deploy accretively to increase the NAV to $0.85-$0.90. If so, stock should trade at a multiple of between 1.3 and 1.5 times with a possible price target of around $1.50. | 2011-05-26 |