STOCKCHASE

0.020

Markets: Graphite is the next big boom in terms of metals. Requirement for graphite is for lithium ion batteries, which will power cars of the future. 75% of graphite is from china but are restricting exports. Prices are climbing and use of graphite is growing. Graphine is the strongest material known to mankind – 200 times tougher than titanium. It will raise the profile of Graphite going forward.

2012-01-17

Comment

0.020

Uranium: There are two sides to every coin and in the uranium sector that is the case. Give the state of the global economy, soft landing in China, US and Europe, when it comes to nuclear power plants which are multi-billion dollar projects, they have to be guaranteed by sovereign debt. Given what happened in Japan, we can see a worst case scenario. On the positive side, nuclear power is evolving and becoming safer and less capital intensive and are using less uranium, so his outlook for uranium is not that positive.

2012-01-17

BUY

Carpathian Gold Inc.

CPN-T

0.470

Largest deposit is in Romania, but nearest production goal is in Brazil. 4 million oz. in measured category. 700 million lbs of Copper. A lot of stock outstanding, but ANX has participated. Well capitalized. You say ’there must be something wrong’ but when you look at he company, there isn’t.

2012-01-17

SELL

Evolving Gold Corp.

EVG-T

0.370

He is disappointed at the progress the company has made, given the promise it seems to have. They have not been able to put together the Wyoming project. There is a problem with the geology. The flow of management certainly has not helped. He exited all his positions.

2012-01-17

BUY

Sandstorm Resources Ltd.

SSL-X

1.260

CEO grew up creating these streams. Knows what he is doing. Once these assets start producing there will be less cap X and prospects are good.

2012-01-17

BUY

Quetzal Energy

QEI-X

0.080

Just announced a discovery in Columbia. Flow tested over 2000 barrels per day. This well could produce up to 5000 when brought into production. A very well distributed stock so it might not jump too fast. Company could get taken out.

2012-01-17

PAST TOP PICK

0.360

(Top Pick Oct 25/11, Down 17.33%) Just features in a Scotia McLoud write up and is the lowest market cap company ever featured there.

2012-01-17

BUY

Orbite Aluminae

ORT-T

3.050

Most disturbing technology to come along in the aluminum sector. In discussion with aluminum producers to license technology. They have sufficient supply and an advanced process upon which they are delivering. Upside is tremendous.

2012-01-17

TOP PICK

Prophecy Coal Corp.

PCY-T

0.455

Just issued news release announcing feasibility study for a Mongolian power facility right at the mouth of their coal mine. They have their own customer in themselves. It is a self-fulfilling prophecy. Already lined up the majority of the debt financing. No issue on equity side. Power generation going into production about 2016.

2012-01-17

PAST TOP PICK

2.730

(Top Pick Oct 25/11, Down 5.49%) Every drill result is spectacular or very good. It is going to go. It is just a matter of time.

2012-01-17

PAST TOP PICK

Prophecy Platinum Corp.

NKL-X

2.890

(Top Pick Oct 25/11, Down 14.65%) Just started a 20,000 meter drill program and is the largest undeveloped platinum project ever undertaken. It is a no brainer.

2012-01-17

BUY

Aroway Energy Inc

ARW-X

0.850

Controls over 100 sections in northwest Alberta. Exceeded all of their production targets. Targeting 2000 barrels buy end of 2012. Management has demonstrated ability to exceed expectations and increase shareholder value.

2012-01-17

BUY

Confederation Minerals

CFM-X

0.580

One of his larger holdings in the commodity capital fund. Drill results vary from very good to spectacular. In Red Lake.

2012-01-17

TOP PICK

Bama Gold

BMA-X

0.260

Significant drilling in the past. Classic West Africa open pit mine. Great entry level and will do some great things when they start drilling in a couple of months.

2012-01-17

TOP PICK

Foundation Resources

FDN-X

0.135

You are paying about $7 in the ground per ounce. Winter drill program underway right now. Could just continue to add oz. Just outside of Thunder Bay.

2012-01-17

Comment

Kinross Gold

K-T

13.600

Raised a lot of money for acquisitions. Whenever a company does this, there is overhang in the market that prevents the share price from rising. Their validation will come through with all of their mines start to kick out production and are able to put ounces into inventory.

2011-11-23

BUY

Endeavour Mining Capital

EDV-T

2.280

Proposed merger with Adamus in Australia. If it goes through, it is a win, win for both companies. Adamus has a problem of a hedge and debt and this company has a lot of cash on hand. There will be good cash flow from 2 operating mines in West Africa. Will be producing 172,000 ounces at a cash cost of $5.75-$6.25.

2011-11-23

Comment

0.020

Gold. Bad news in Europe and bad news in the US. This is all good news for gold. Look at the 10 year chart, keep your eye on the rising tide and ignore the bobbing cork.

2011-11-23

Comment

0.020

Copper. Bad news out of China, bad news continuing out of Europe, horrible news out of the US so demand for copper is diminishing. However, copper supplies are also diminishing. No matter what the news is, we'll always be replacing wiring, plumbing etc. Neutral on copper but is not bullish on base metals at this time.

2011-11-23

BUY

Prodigy Gold Inc

PDG-X

0.710

Continuing to drill so 6 months out there will probably be a larger resource. However, there might not be a market. This is an heirloom stock in that you can buy and just put on the shelf for 5 years.

2011-11-23

TOP PICK

Partners REIT

PAR.UN-X

1.800

They have the ability to source projects and find projects that are going to have anchor tenants. Good management. They are targeting 5%-7% yield.

2011-11-23

PAST TOP PICK

0.360

(A Top Pick Sept 28/11. Down 10.25%.)

2011-11-23

BUY

Orbite Aluminae

ORT-T

2.530

Has technology that creates pure aluminum directly from alumina clay. Have already delivered 70 tons to a smelter. This is one that a major must own and someone has to take it out.

2011-11-23

PAST TOP PICK

Meadow Bay Gold

MAY-T

1.150

(A Top Pick Sept 28/11. Up 22.34%.)

2011-11-23

PAST TOP PICK

Cap-Ex Ventures

CEV-X

1.000

(A Top Pick Sept 28/11. Up 228.95%.) Still a Buy.

2011-11-23

BUY

2.860

There are probably only 5 drilling projects going on globally at anything approaching their Ana Paula property in Mexico. Reasonably priced.

2011-11-23

Comment

Edgewater Exploration

EDW-X

0.540

Have 2 projects. One in Spain and one in Ghana. The Spain project has 1.5 million ounces at 1.5 g per ton using $800 gold. They’re drilling and expanding it. The big upside is Ghana. 14 deposits. Grades like 13 m of 4.1 g per ton, 16 m 2.5 and 39 m 4.79.

2011-11-23

BUY on WEAKNESS

Prophecy Platinum Corp.

NKL-X

2.560

17 km of combined, primarily platinum/gold but also some nickel and copper in the Yukon. There is no problem with permitting and they have water. Thinks it will be a very large mine some day.

2011-11-23

Comment

Bonterra Resources

BTR-X

0.235

Located in Québec. Have had early good exploration results. What they are drilling trends under a Lake so they will be doing some winter drilling program on the ice. There could be an economic deposit.

2011-11-23

BUY

Corazon Gold Corp

CGW-X

0.220

In Nicaragua right next to B2Gold’s (BTO-T) Jabali (?) name. This discovery has given the mine a very extended and substantial longer life. It is clear to him that $.20 is the absolute floor.

2011-11-23

TOP PICK

Aroway Energy Inc

ARW-X

0.530

Currently producing at 530 barrels of oil of which 76% is oil in the Peace region of northern Alberta. Targeting to exit 2011 at over 1000 barrels a day. Surrounded by majors.

2011-11-23

TOP PICK

Hunter Bay Minerals

HBY-X

0.240

Located in Surinam and in the region where there are some large producing gold mines. Great speculative play at these prices.

2011-11-23

N/A

0.020

Market: He is now advising funds. Started opportunity fund. He believes gold is going back into record territory.

2011-10-25

BUY

Colossus Minerals Inc.

CSI-T

7.170

Just putting a mine into production in Brazil. Tightly held by insiders. Looks like it will be such a profitable operation that they are not interested in selling it.

2011-10-25

BUY

Donner Metals Ltd.

DON-X

0.210

Fully funded to production. Risk free in term of they are going into production. Northern Ontario, Zinc. Sees upside. Market is being crewel to juniors at this time. Should be very attractive to investors.

2011-10-25

BUY

Sandstorm Resources Ltd.

SSL-X

1.230

Thinks it is an awesome investment for an individual investor. They are creating a royalty stream. Probably one of the safest but one of the most difficult to understand investments, which the market doesn’t understand. Risk of dilution as company grows.

2011-10-25

STRONG BUY

Canaco Resources

CAN-X

1.660

Only problem is that you can’t drill it fast enough. Drill results continue to be outstanding. Problem is general market conditions. Especially at this level they are a buy. Tanzania.

2011-10-25

TOP PICK

0.375

(Top Pick Sep 28/11, Down 23.07) Has been watching, holding, buying. Will go to the property in the next few weeks. In Idaho. Finished soil sampling that yielded a gold soils deposit. 12 Million market cap. Multi million oz potential.

2011-10-25

BUY

Sunridge Energy Corp.

SRG-X

0.195

Has acquired a technology that has not often been applied to oil sands. Get oil sands oil in an environmentally friendly well. Recovers up to 98% of what they are trying to get in the ground.

2011-10-25

BUY

Orbite Aluminae

ORT-T

2.380

Follows it enthusiastically. You get aluminum out of clay. This is going to disappear for a great price.

2011-10-25

PAST TOP PICK

Meadow Bay Gold

MAY-T

1.170

(Top Pick Sep 28/11, Up 24.47%)

2011-10-25

PAST TOP PICK

Cap-Ex Ventures

CEV-X

0.530

(Top Pick Sep 28/11, Up 23.37%)

2011-10-25

TOP PICK

Potash Corp of Saskatchewan

2.910

Every time you blink they come up with another positive press release. 17 Million in the bank. Don’t have a resource calculation yet so can't say when they go into production.

2011-10-25

BUY

Prospero Silver Corp.

PSL-X

0.235

Met several time with management. Likes the management and the company. Started to have some good results. Have drills turning. Given quality of projects they have in that company, it is just a matter of time. Mexico.

2011-10-25

BUY

Edgewater Exploration

EDW-X

0.660

It’s a steal. 1.5 million oz of gold in Spain. Releasing preliminary study in next 2 to 3 weeks that will blow some minds. 3 drill in Africa and 4 in Spain.

2011-10-25

BUY

Gold Canyon Res Inc.

GCU-X

2.880

Been following it. Still waiting on resource calculation but it is expected to be substantial. It’s going to be a winner.

2011-10-25

TOP PICK

Prophecy Platinum Corp.

NKL-X

3.040

12 million oz of gold and platinum. 17 km long deposit. Potential to double in size of larger. Was formerly a mine and has been permitted. Access to power. Could go into production in 2 years.

2011-10-25

BUY

POT-T

47.050

Demand for potash is not going anywhere but up. Not an easy thing to put another potash mine into production. Excellent long-term prospect for the conservative portfolio.

2011-09-28

Comment

0.020

Precious Metals. Gold fluctuated within a 10% range within 2 weeks of its all-time highs and then dropped 10% from its all-time highs in 2 weeks, 4 times since (?). After each major correction there is a little bit of consolidationand then it moves to set another high.

2011-09-28

BUY

Neo Material Technologies Inc.

0.020

Silver. Ratio of silver ounces to buy 1 ounce of gold has widened again. Everyone in the metals market is confident this ratio should be going the other way. Silver is highly influenced by the paper silver market (futures) versus spot silver market. Futures market is so over-participated that if all silver futures contracts globally had to be unwound, silver would have to be over $100.

2011-09-28

Comment

NEM-T

7.100

Rare Earth sector is tough right now. There are all kinds of signals that China's growth is slowing so is the demand going to come off. Prefers precious metals rather than technology metals at this time.

2011-09-28

BUY

Kaminak Gold Corp.

KAM-X

3.060

Gold exploration in the Yukon where there are a lot of large high grade deposits. Good management.

2011-09-28

HOLD

Evolving Gold Corp.

EVG-T

0.425

Has a couple of great deposits. Rattlesnake Hills has emerged as a little more complicated deposit than was originally thought. Great big long intersections of high-grade but have barren zones in between. Question is the mine going to the economical and profitable? Also has the Carlin project which is very promising. Real opportunity for investors at these prices.

2011-09-28

BUY

Atac Resources Limited

ATC-X

3.920

High quality deposit. The big drop in price shouts opportunity to him.

2011-09-28

TOP PICK

0.395

Just finished 10,000 m of drilling on their Black Hills project in Idaho. A Carlin style deposit, which have a habit of developing into 5 to 20 million ounce deposits.

2011-09-28

BUY

Ocean Park Ventures

OCP-X

0.450

Great time to accumulate companies like this. Management is from the “A” list of mining entrepreneurs. Would bet on this management any day.

2011-09-28

BUY

Cream Minerals

CMA-X

0.175

Have 50 million ounces of silver equivalent at an average grade of 251 g per ton. Have just finished a 20,000 m drill program in Mexico. Very good stock to own.

2011-09-28

TOP PICK

Meadow Bay Gold

MAY-T

0.940

Gold/silver in Nevada. Recently identified a 5 km trend with the same geophysical signature of the Atlanta fault. Drilled intersection that yielded 50 m grading 10 g per ton gold and 75 g per ton of silver. There are 2 of those signatures on the magnetics.

2011-09-28

TOP PICK

Cap-Ex Ventures

CEV-X

0.380

Iron ore in Labrador and Québec. Have a 50,000 hectare hematite deposit as well as a multitude of magnetite and hematite across a very large area. A $12 million company at these levels.

2011-09-28

Comment