| DON'T BUY | | Copper Fox Metals | CUU-X | 0.375 | Northern B.C. of about 7.7 billion pounds of copper, 8 million ounces of gold, 400 million pounds of moly. Stock fell sharply when NovaGold (NG-T)/Teck Cominco (TCK.B-T) project Galore Creek was halted. If this gets back on track, and he thinks it will, copper stocks will do very well. If not it will be difficult as they would need a huge amount of capital. Better places to put your money right now. | 2008-07-30 | |
| BUY | | Luna Gold Corp. | LGC-X | 0.740 | Moving Brazilian Aurizona project forward. Did an economic study that suggests they could produce about 50,000 ounces a year at a cost of about $420 per ounce. Upside is very considerable with about 1.1 million ounces that were not built into the study. Lots of exploration potential. | 2008-07-30 | |
| STRONG BUY | | Niolgold Mining | NOX-X | 0.185 | One of the most exciting, speculative gold plays out there right now. In the Malartic gold camp in Quebec. Have basically 500,000 ounces of gold. Very aggressive exploration program. Could be looking at 800,000 to 1,000,000 ounces. Speculative. | 2008-07-30 | |
| BUY | | Zeox Corporation | ZOX-X | 1.250 | Mines zeolite, a natural occurring substance with very unique properties for a host of applications. Company has a lot of patents on various applications. Bigger potentials have to do with water purification. Setting up a joint company in China. Also have applications for oil/gas drilling fluids. Margins look very high. | 2008-07-30 | |
| BUY | | Premium Exploration | PEM-X | 0.340 | Likes the Buffalo Gulch project in Idaho. Relatively small deposit of only about 100,000 ounces but fully permitted and can be put into production quickly. Another 100,000 ounces or so, also in Idaho. Management team is more for exploration than production so expect a spin-off company. Exploration focus is on properties in Mexico now. Farming out a platinum metals exploration project in Montana, which is very expensive. Speculative but a lot of upside potential. | 2008-07-30 | |
| TOP PICK | | San Gold Corporation | SGR-X | 1.870 | Likes high-grade deposits where you don’t have to move so much rock around. Hinge deposit at its Rice Lake project is looking more and more like Goldcorp’s (G-T) Red Lake find. In production now with lower grade mill feed and expect they will start showing a profit when it gets up to about 800 tons per day before the end of the year. | 2008-07-30 | |
| TOP PICK | | Great Panther Resources Ltd | GPR-T | 1.040 | Silver producer in Mexico. Has produced its first operating profit in Q1. Reached record silver production in Q2. Will be growing production from 1.1 million ounces to 8 million ounces by 2011. Also has a lower grade project in Mexico that will boost the levels of production. Costs are falling dramatically. | 2008-07-30 | |
| PAST TOP PICK | | Metanor Resources Inc. | MTO-X | 0.690 | (A Top Pick May 21/08. Down 36%.) Down due to a malaise in the small cap mining stocks. Exploration is going very well. Have an open pit mine that is about 5 grams per ton that they are feeding their mill with. Still likes. | 2008-07-30 | |
| PAST TOP PICK | | Riverside Resources Inc. | RRI-X | 0.930 | (A Top Pick May 21/08. Down 7%.) Loves this company. Has Kinross (K-T) and some very hefty shareholders behind it. One of his favourites. | 2008-07-30 | |
| TOP PICK | | Skygold Ventures Ltd. | SKV-X | 0.780 | Developing the Spanish mountain gold project in British Columbia. Sedimentary-hosted gold system is a new type of deposit to North America. Low grade, but very large. Have between 1.7 and 3.5 million ounces so far but only 20% of the main zone has been drilled. About a 97% success ratio on drilling. Speculative. Grossly undervalued. | 2008-06-25 | |
| TOP PICK | | Great Panther Resources Ltd | GPR-T | 1.190 | Silver producer in Mexico. Have 2 mines in production currently. Turned their first profit in Q1 of this year. Expecting to ramp up production to 4 or 5 million ounces by 2010 and then 7+ million by 2011. | 2008-06-25 | |
| HOLD | | Currie Rose Resources Inc. | CUI-X | 0.220 | Current credit malaise has hit whole sector pretty hard. Summer doldrums are also part of the problem. In a drill program now in Tanzania, which looks very promising. Press release just came out indicated results were not that promising but this is a huge system with a very large target and some good surface showings. Good exploration play. Highly speculative. | 2008-06-25 | |
| BUY | | Riverside Resources Inc. | RRI-X | 1.100 | Recently acquired a 1.2 million ounce gold deposit in Arizona. Unbelievably good buying time for companies like this if you believe in a long-term bull market for silver, gold and base metals. Great management. Lots of good prospects. Drilling one in Mexico. | 2008-06-25 | |
| BUY | | Terrane Metals | TRX-X | 0.420 | Grossly undervalued. A couple of recent positive developments. Goldcorp (G-T) possibly signing an option to convert convertible preferred shares (about 2/3rds of this company's equity) into a joint venture in the world-class Mount Milligan project. Also guaranteeing a $40 million loan for this. | 2008-06-25 | |
| BUY | | New Guinea Gold Corp. | NGG-X | 0.435 | Sinivit deposit is in production now and will be 35 or 40 thousand ounce per year producer. Cash flow from this project should be sufficient enough to develop a larger gold deposit. Reasonably politically safe. | 2008-06-25 | |
| BUY | | Metanor Resources Inc. | MTO-X | 0.840 | Located in Val Dor Quebec. Barrie deposit is relatively high-grade open pit, which is close to the mill. Possibility is upwards to 2,000,000 ounces. Should be very low cost production at about $3.50 an ounce. Planning to increase the size of the mill and increase production from 25,000 ounces this year to 50,000 next year. A real sleeper. | 2008-06-25 | |
| BUY | | San Gold Corporation | SGR-X | 1.340 | Producing now and they expect to get up to 800 tons per day and by the end of the year should be producing gold at $350 an ounce. Their mill head is around 2/10ths of an ounce. Think they should produce 35,000-40,000 ounces by the end of the year. The real story here is to increase production dramatically to 12-14 hundred tons a day. Very bullish on this one. | 2008-05-21 | |
| BUY | | Currie Rose Resources Inc. | CUI-X | 0.245 | Operating in Tanzania. An early-stage exploration project. Hasn't been much to talk about recently but the drills are starting to turn. Geology looks really promising. Expects to see some good numbers coming out which could drive the stock. Very thinly traded. Speculative. | 2008-05-21 | |
| BUY | | Hawthorne Gold | HGC-X | 1.300 | Great management team, which has done it before and been successful. Operating in British Columbia. Recently picked up the Table Mountain project, which has some very high-grade deposits. Also has some lower grade deposits in British Columbia. Really likes this one longer-term. Good price. | 2008-05-21 | |
| BUY | | Luna Gold Corp. | LGC-X | 1.180 | Operates in Brazil. Could be in production as early as 2009, towards the end of the year and producing about 60,000 ounces of gold annually. Open pit. Expect to use the carbon/leech recovery process. Expecting the cost to be below $400 an ounce. Also have a 2nd project that looks very attractive. | 2008-05-21 | |
| BUY | | Alexis Minerals Corporation | AMC-T | 0.680 | Operates in Val Dor and Rouen-Noranda in Quebec. Excellent management team. Had a bulk mining production last year. Expected to go into production fairly quickly. A lot of exploration potential. Good solid management team. | 2008-05-21 | |
| STRONG BUY | | SNS Silver Corp. | SNS-X | 0.475 | Has the Crescent silver mine, which is located between two of the most prolific silver mines in the US. Thinks this mine is likely to contain a couple of hundred million ounces or more of silver. Getting some very good results. Have several drills turning, both from the surface and prior underground workings. | 2008-05-21 | |
| TOP PICK | | Riverside Resources Inc. | RRI-X | 0.970 | Project generator company, finds good early exploration projects and then has other companies come in to spend the high-risk dollars. Long term play with very solid, cost conscious management. Operating mostly in Mexico, but have a project in Arizona that has 1.2 million in historical ounces. The latter alone justifies its market cap. | 2008-05-21 | |
| TOP PICK | | Metanor Resources Inc. | MTO-X | 1.070 | Based in Val Dor Quebec. Small producer and should produce about 25,000 ounces. Made a new discovery, the Barry deposit, which is a vertical deposit. Grading at around 5 g per ton and is feeding the Bachelor Lake mill. Could possibly see 1million, 2 million open pit ounces. | 2008-05-21 | |
| WEAK BUY | | Jinshan Gold Mines Inc. | JIN-T | 1.770 | He has reservations about long-term investments in China. Their banking industry is having huge bad loan losses. He has stepped gingerly into China with this stock. Likes the company and management. | 2007-03-05 | |
| Comment | | Scorpio Mining Corp. | SPM-T | 1.880 | Silver, led, zinc, copper in Mexico. Has to look at the numbers on this one. Feels it is undervalued. | 2007-03-05 | |
| BUY | | Copper Ridge Explorations | KRX-X | 0.170 | Has several large targets, primarily in the Yukon. Has both gold and uranium is well is a huge copper target. Will have an aggressive drill program on several of their targets this year. | 2007-03-05 | |
| BUY | | Cornerstone Capital Resources. | CGP-X | 0.740 | Has lots of different projects with other companies coming in and spending their money to earn in. | 2007-03-05 | |
| Comment | | Kinross Gold | K-T | 14.740 | Doesn't follow this company closely. Has an innovative management team that is working more aggressively with juniors. | 2007-03-05 | |
| BUY | | Niolgold Mining | NOX-X | 0.360 | Properties in Quebec. Have some 5,500 square km. So far their mineralisation is very shallow. As far as exploration plays, this is one of the most outstanding. | 2007-03-05 | |
| Comment | | Minefinders Corp | MFL-T | 12.060 | A silver/gold project in Mexico. Has unfolded lately but it has merit. Good management. Expect it will be a mine. | 2007-03-05 | |
| Comment | | Golden Goliath Resources Ltd | GNG-X | 0.400 | Excellent exploration potential. Have had to spend a lot of time on the preliminary exploration and are now in a position to do more aggressive drilling. There could be some exciting news this year. | 2007-03-05 | |
| Comment | | Santoy Resources Ltd. | SAN-X | 1.260 | Thinks it has great properties, but beyond that they can say too much about it. Likes uranium, so will be doing more digging on this. | 2007-03-05 | |
| BUY | | Miranda Gold | MAD-X | 1.550 | Has large holdings and they farm a lot of them out. Good business model and good management. | 2007-03-05 | |
| DON'T BUY | | Eurasia Gold Inc. | EGX-T | 1.350 | Just sold his holdings as he isn't as happy about the political risks in that part of the world. | 2007-03-05 | |
| PAST TOP PICK | | Nautilus Minerals Inc. | NUS-T | 4.400 | (A Top Pick Sept 25/06. Up 116.7%.) Mining on the ocean floor. Expect to start mining in 2009. Will be a major mining company down the road. | 2007-03-05 | |
| TOP PICK | | Pelangio Mines Inc | PLG-T | 1.090 | (A Top Pick Sept 25/06. Down 19.9%.) Made a good move by selling Detour Lake property and keeping 47% interest in it. Now exploring/developing one of the more exciting global exploration plays in Ghana. | 2007-03-05 | |
| TOP PICK | | Uranerz Energy Corp. (US) | URZ-A | 4.070 | (A Top Pick Sept 25/06. Up 93.8%.) Very bullish on uranium. They have the management talent and the properties in Wyoming. Expect to go into production in 2009. | 2007-03-05 | |
| BUY | | Northern Dynasty Minerals Ltd | NDM-T | 11.510 | One of the largest gold/copper deposits globally. Keeps getting bigger and richer. There is a part of the asset where higher grades could be in production for 20-30 years or so. Probably a takeover target. | 2007-03-05 | |
| BUY | | Crosshair Exploration & Mining Corp. | CXX-T | 2.820 | Haven't followed this too well, but likes it because of its uranium. Also has some base metals and gold. Good junior with good upside potential. | 2007-03-05 | |
| TOP PICK | | Skygold Ventures Ltd. | SKV-X | 1.530 | Just drilled a step-out hole in British Columbia, which could give a potential of 10 to 20 million ounces of open pit gold mine. Will be drilling aggressively this year. | 2007-03-05 | |
| BUY | | Erin Ventures Inc. | EV-X | 0.145 | Gold in Belize. A vein source that they will be drilling this summer. Also bringing in larger equipment to do a larger scale for dredging and placer mining. Great potential. Also has a development in North Carolina. Has appeal for speculative investors. | 2007-03-05 | |
| DON'T BUY | | San Gold Corporation | SGR-X | 1.170 | Fair amount of debt. Also reported some pretty big losses. Have a large amount of expenditures in order to ramp it up. | 2007-03-05 | |
| Comment | | Northern Dynasty Minerals Ltd | NDM-T | 11.510 | Doesn't follow it closely, but feels they have a good future. | 2007-03-05 | |
| BUY | | Denison Mines Corp | DML-T | 11.950 | One of the few producers of uranium. A core holding. | 2007-03-05 | |
| BUY | | Agnico-Eagle Mines | AEM-T | 35.010 | He likes this stock, it is a core holding for him. Good opportunity for long term investment. Predicts double-digit returns. | 2006-09-25 | |
| DON'T BUY | | Bema Gold | BGO-T | 4.940 | He is cautious about this stock and believes there is a Russian risk here. There is cause for concern. | 2006-09-25 | |
| BUY | | Goldcorp Inc | G-T | 25.420 | He likes Goldcorp. They have lots of projects in the wings. They have good management and potential to grow. This is a long-term investment. | 2006-09-25 | |
| SELL | | Madison Minerals | MMR-X | 0.940 | Good speculation, has done well,
If you invested early then take out your initial investment.
| 2006-09-25 | |
| VAGUE | | NovaGold Resources Inc | NG-T | 17.370 | He believes that this stock is undervalued. Barrick may have to bid higher to obtain company. | 2006-09-25 | |
| PAST TOP PICK | | Almaden Minerals Ltd. | AMM-T | 2.500 | This stock is up 44% since last Oct. It has good prospects. The company has many projects and diversity. The company .has good management. He recommends holding. | 2006-09-25 | |
| PAST TOP PICK | | Great Basin Gold | GBG-T | 1.470 | up 31.3% since last Oct.
not well known, but believes more anaylsts will start to follow it. | 2006-09-25 | |
| BUY | | Northern Dynasty Minerals Ltd | NDM-T | 6.920 | He likes it. They have world class deposits. There is great upside potential. It
could be next takeover project. It's a good time to buy. | 2006-09-25 | |
| BUY | | Miranda Gold | MAD-X | 1.400 | Miranda Gold has picked up lots of ground. They have excellent management and are diverse. He likes this stock.
| 2006-09-25 | |
| BUY | | Northern Star Mining | NSM-X | 0.890 | It is a high grade underground mine. They have had great success. It is a buying opportunity. | 2006-09-25 | |
| BUY | | Etruscan Resources Inc | EET-T | 3.150 | This is one of his favourites. Very promising | 2006-09-25 | |
| BUY | | Cornerstone Capital Resources. | CGP-X | 0.580 | This company has lots of projects. He likes the management. Believes it is a low risk model. Good long term investment. | 2006-09-25 | |
| WEAK BUY | | Skygold Ventures Ltd. | SKV-X | 1.770 | Has recommended this stock previously. Recommends that this stock be a very small amount of an investor"s portfolio.(5%) | 2006-09-25 | |
| TOP PICK | | Pelangio Mines Inc | PLG-T | 1.360 | It is a mining company with enormous upside potential. Has an agreement with Hunter Dickinson group which will allow them to do more exploration. Could be operating a world class open pit. | 2006-09-25 | |
| TOP PICK | | Nautilus Minerals Inc. | NUS-T | 2.030 | Nautilus Minerals is an unique company. They are the first to mine the ocean floor. There are extremely high- grade material on the ocean floor. Great opportunity, enormous upside potential. The share price could double. | 2006-09-25 | |
| TOP PICK | | Uranerz Energy Corp. (US) | URZ-A | 2.100 | So far they've found 11 million pounds of resources with 20 million possilble. Well connected. May be a takeover target. May be a couple of years before they make money. | 2006-09-25 | |
| BUY | | International PBX Ventures | PBX-X | 0.860 | Have some excellent properties. Has a copper/gold project that could be huge. Highly speculative. | 2005-10-04 | |
| HOLD | | Virginia Gold Mines | VIA-T | 7.690 | Likes the management and its projects. Good business model by having a diverse portfolio and by having other companies drilling on their properties. | 2005-10-04 | |
| TOP PICK | | Almaden Minerals Ltd. | AMM-T | 1.780 | Has a large portfolio of projects in Canada and Mexico. A gold/silver deposit in Mexico could be productive very soon and become quite valuable. | 2005-10-04 | |
| SELL | | Crystallex International | KRY-T | 1.750 | A great deposit and potentially a great mine, but the Venezulan factor is too much of a risk. | 2005-10-04 | |
| BUY | | Skygold Ventures Ltd. | SKV-X | 0.570 | One of his favourites. One of those juniors that could come up big in terms of one of the most significant new discoveries in Canada. Have had some really good intersections that are over a gram per ton of gold. | 2005-10-04 | |
| BUY | | Cangold Ltd. | CLD-X | 0.075 | Has been a disappointment from a stock point of view. The exploration work that they've done has been fabulous. Good results from a former producing mine in Ontario. Also have 51% of a British Columbia project with some exellent exploration results. Probably has to work out a deal with Barrick (ABX-T) on the B.C. project. Speculative. | 2005-10-04 | |
| TOP PICK | | Great Basin Gold | GBG-T | 1.120 | Have a joint project with Hecla Mining (HL-N) called the Ivanhoe which has about 1 million high grade ounces. Also have a multi-million ounce project in South Africa with huge upside potential. | 2005-10-04 | |
| Comment | | Trade Winds Ventures | TWD-X | 0.540 | In a joint partnership with Pelangio Mines (PLG-T) in the Detour Lake area and the project in the M zone looks really, really good. Good management. | 2005-10-04 | |
| TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 5.550 | One of the most oustanding new discoveries in recent times. 42 million ounces of gold, 24/25 billion pounds of copper and 1.3 billion pounds of molybdenum in its Pebble deposit in southern Alaska and it's not finished. A takeout candidate. | 2005-10-04 | |
| BUY | | Radius Gold | RDU-X | 0.750 | Got whacked pretty good recently. Have some outstanding projects in Central America. Good management. Likes the stock longer term. | 2005-10-04 | |
| STRONG BUY | | Emgold Mining Corp. | EMR-X | 0.490 | One of his favourite lower priced stocks. High grade underground deposit in California near Nevada. 1.4 million ounce resource that's 43101 compliant (very strict Canadian criteria). Also use a proprietary technology that changes their rock into decorative and exterior tile. Proceeds could exceed the economics of the gold project. Speculative. | 2005-04-01 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Sees gold exceeding $1,000 before this bull market is over. Thinks we are in a secular bull market that began in 2002 and we are in the very early stages of it. Conversely feels that we are in the very early stages of a bear market in equities that will ultimately see gold and the Dow approaching unity/parity. The $1,000 price is based on the enormous amount of monetary aggregates that has been created over the years. Wouldn't say it is inflation that creates this, but the rising oil prices as well as a whole lot of other dynamics including, most important, the enormous amount of debt that has been created in the process of creating money which will drive gold to over $1,000. | 2005-04-01 | |
| TOP PICK | | Great Basin Gold | GBG-T | 1.370 | Hit a 52 week low. Has a 100% stake in a deposit in South Africa that has some 8 million ounce resource. Preliminary economics look very attractive at $375 gold. Also have a large interest in the Ivanhoe project in Nevada. Only about 1 million ounces so far, but high grade and the costs look to be low. Attractive at $325 gold. | 2005-04-01 | |
| BUY | | Radius Gold | RDU-X | 1.450 | Has a lot of good exploration potential. He likes exploration stocks that have large land areas that haven't been explored. This one fits that category. | 2005-04-01 | |
| TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 5.400 | Has one of the most remarkable deposits in the world, known as gold/copper periphery deposit located in south central Alaska. Either the largest or 2nd largest such deposit in the world and it's still growing. it has 31 million of ounces and 18.5 billion pounds of copper and 1 billion pounds of molybdenum. Will cost about $1 billion to put into production. Open pit mine, so very low stripping ratio. | 2005-04-01 | |
| BUY | | Century Mining Corp | CMM-X | 0.480 | Management is known for turning mining projects around. A turnaround story in Quebec and have started to produce now. Recommended it because of the track record of the management team. The odds are in their favour. | 2005-04-01 | |
| BUY | | Tan Range Exploration Co | TNX-T | 1.020 | A real early exploration play. Have some very interesting exploration prospects. Management knows the gold industry as well as anybody. Have a good shot at coming up with something. They are using state of the art exploration technique. | 2005-04-01 | |
| TOP PICK | | IMA Exploration Inc. | IMR-X | 3.790 | Made big silver discovery in the Patagonia region of Argentina. 12 months exploration has revealed upwards to about 300 million ounces in silver. Open pit deposit with very low stripping ratio. Have a lot more exploration to do. Potentially could be one of the largest silver projects in the world. Law suit pending challenging ownership of the claims, but doesn't take it too seriuosly, although the market has discounted based on this. | 2005-04-01 | |
| BUY | | Claude Resources | CRJ-T | 1.270 | Likes this stock and it's on his list. Stock has been very lethargic and not sure why. Small producer, cash flow positive and they have the Madison which seems to have a lot of upside potential. | 2005-04-01 | |
| BUY | | Goldcorp Inc | G-T | 17.420 | Likes this company a lot. The merger with Wheaton River has made them even stronger. Going to be synergies. The acquisition of the gold mine in Mexico is a case in point. The combined entity can take Gold Corp.'s stash of cash and acquire this mine. | 2005-04-01 | |
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