| DON'T BUY | | Caledonia Mining | CAL-T | 0.160 | Cobalt is trading at an extraordinarily high level at around $50 a pound. Hasn't followed this one too closely but his sense is that it is fairly low grade. Other companies have much more attractive deposits of cobalt and none of them seemed to be getting the recognition they deserve. Would prefer Geovic (GMC-T) in Cameroon West Africa, which has a much more favourable grade.. | 2008-07-02 | |
| BUY | | Geovic Mining | GMC-T | 1.300 | Cameroon West Africa. Attractive deposit of cobalt. Not getting the recognition they deserve based on the price of cobalt. Good grade. | 2008-07-02 | |
| BUY | | Acadian Mining Corp. | ADA-T | 0.485 | Spinning off their gold as a separate company. Think both companies are going to be winners and he can't understand why this stock is being beaten down so badly. Operating a lead/zinc mine in Nova Scotia and are struggling a bit and ramping up but actually made some profit last quarter. The spin off will have in the order of 1 million ounces of gold, some of it at a fairly advanced stage. | 2008-07-02 | |
| BUY | | Baja Mining Corp | BAJ-T | 1.360 | Thinks it will go a lot higher from this level. A little bit of uncertainty hanging over the financing. Having completed all the details of getting their financing package together. Primarily copper but a significant amount of cobalt. Moving towards production. | 2008-07-02 | |
| TOP PICK | | Peak Gold. Ltd. | PIK-X | 0.800 | In the final stages of merging with 2 other emerging mid tier gold producers. The 3 together will have the critical mass that will get noticed by some of the larger investors. Excellent resource base and a pipeline of development projects. | 2008-07-02 | |
| TOP PICK | | Nautilus Minerals Inc. | NUS-T | 2.200 | Pioneering seafloor mining and well advanced on their first development project off Papua New Guinea. Trading at not much more than the value of its cash in the banks. | 2008-07-02 | |
| TOP PICK | | Nautilus Minerals Inc. | NUS-T | 2.200 | On the forefront of very important frontier of the mining industry. About to begin development of the world's first seafloor copper/gold mining operation. | 2008-04-30 | |
| TOP PICK | | Endeavour Mining Capital | EDV-T | 6.800 | Mutual fund of junior resource companies. A great way for people who are not really close to the sector to get a diverse position. Price came down along with most of the companies. More than a mutual fund, a very talented group of people that have been involved in the industry for a long time. Trades at a discount to its NAV. | 2008-04-30 | |
| Comment | | Crystallex International | KRY-T | 0.920 | Have an incredible deposit, but dealing with the government in Venezuela is an entirely different realm than dealing with other jurisdictions. Didn't get the government approval they were hoping for. | 2008-04-30 | |
| DON'T BUY | | Barker Minerals | BML-X | 0.125 | Some very good early-stage exploration projects in B.C. Will need a lot of money to advance this and this is not a good time in the resource market to be raising money. There will be a lot of dilution in the share price to raise the money. | 2008-04-30 | |
| BUY | | Northern Dynasty Minerals Ltd | NDM-T | 9.510 | One, if not, the largest undeveloped copper/gold deposits globally. Anglo American (AAUK-Q) has agreed to fund the next $1.4 billion to earn a 50% interest in the project. Way undervalued relative to other projects of that size and nature. A lot of upside from this level. | 2008-04-30 | |
| STRONG BUY | | Peak Gold. Ltd. | PIK-X | 0.710 | In the process of merging with 2 other companies, New Gold (NGD-T) and Metallica Resources (MR-T). Will form a company that has multi-gold mines in production and move it very quickly into a mid-tier producer. Backed by one of the top financial groups in the industry. Share price will probably go sideways during the merger but should be followed by a lot of upside potential. | 2008-04-30 | |
| BUY | | Terrane Metals | TRX-X | 0.385 | Has a lot of trouble getting investor respect. Very attractive copper/gold deposit in northwestern B.C. Took a hit when Galore Creek project was put on hold. Really unfair as Galore Creek was inaccessible but this one has road accessibility. An overhang has been Goldcorp’s (G-T) position in the company but management is working on some arrangement to convert the convertible shares. | 2008-04-30 | |
| BUY | | Exeter Resource Corp. | XRC-X | 4.160 | Kabichi in Chile looks to be an enormous gold/copper system. Still early-stage. Grade looks very attractive. Needs a lot more drilling, but at this stage it is very attractive. Also have projects in Argentina, which also look very attractive. Price is down from its peak but has the potential to bounce back. | 2008-04-30 | |
| Comment | | Canadian Royalties Inc | CZZ-T | 1.900 | Nickel deposit that looks very attractive. Immediately adjacent to a very profitable mine that was developed by Falconbridge. Facing a dismal outlook on the base metal prices. Expect it will be only months before there is a revaluation on base metals stocks. | 2008-04-30 | |
| Comment | | Caledonia Mining | CAL-T | 0.160 | Cobalt deposit in Zambia. Doesn't follow this one closely. His sense is the deposit is a good size but the grade is fairly low. | 2008-04-30 | |
| Comment | | Geovic Mining | GMC-T | 1.480 | Cobalt deposit in Cameroon. Significantly higher grade and much further advanced than Caledonia (CAL-T). Optimizing a feasibility study and the next stage will be to finance and begin construction. | 2008-04-30 | |
| BUY | | Candente Resource Corp | DNT-T | 1.670 | Their deposit in Peru looks very attractive. It's large and has good grade. There is a significant amount of oxide material. A lot of upside potential. | 2008-04-30 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Base Metals: - People are so concerned about the US economy and demand for metal and its price will drop. It is just not happening. Chinese demand for metals is very strong. Whether the US economy grows by 2% or falls by 2% it will have very little impact on metal prices. | 2008-04-30 | |
| TOP PICK | | Endeavour Mining Capital | EDV-T | 7.680 | Ideal for people that don't have the time or resources to build their own portfolio in the resource sector. It’s like a brain trust with top people who take an active role in bringing together projects, people and money. This gives shareholders a ground floor stake in some companies that have been highly successful. | 2008-03-04 | |
| TOP PICK | | Geodex Minerals Ltd. | GXM-X | 0.850 | Base metal play with a world-class molybdenum tungsten deposit in New Brunswick. Built out from a historic resource and within weeks will be announcing an update on drill results. 1st economic assessment showed a value for the project that was a multiple of the company’s current market value. Looking for another assessment that he expects will be even better. | 2008-03-04 | |
| TOP PICK | | Animas Resources Ltd. | ANI-X | 1.500 | Gold exploration. They have consolidated a pass-producing district in Mexico. Starting with a historic resource and an enormous database of geological information. Strong management geological team. Enormous upside exploration as for the first time their copper has exploration program over that highly prospective district. They will work out from the existing resource giving it a low risk. | 2008-03-04 | |
| PAST TOP PICK | | Dynasty Metals & Mining Inc. | DMM-T | 7.860 | (A Top Pick Mar 7/07. Up 86%.) Still has a long ways to go. There is some concern about Ecuador and possible expropriation. He doesn't think this will happen by any Latin American country. | 2008-03-04 | |
| PAST TOP PICK | | Nautilus Minerals Inc. | NUS-T | 2.630 | (A Top Pick Mar 7/07. Down 38%.) The knock on base metals hurt them. About to begin production on a deposit that is both base metals with a significant gold credit. Mining on the sea floor is a new thing and the market gets nervous. They own the space and he believes mining is going to evolve into the sea floor. | 2008-03-04 | |
| PAST TOP PICK | | Crosshair Exploration & Mining Corp. | CXX-T | 1.400 | (A Top Pick Mar 7/07. Down 53%.) Have a very significant uranium discovery, which is right beside Aurora Energy (AXU-T) in Labrador. This is emerging as a very important uranium district. Company has been the victim of not moving fast enough to demonstrate the size of the potential resource. Watching to see what happens in the near term. | 2008-03-04 | |
| Comment | | Geologix Explorations Inc | GIX-X | 2.360 | Haven't followed this one really closely but it certainly looks like a significant discovery. Very solid team behind it. Project is moving forward and it is in a good region. | 2008-03-04 | |
| BUY | | Luna Gold Corp. | LGC-X | 1.470 | Have a couple of gold deposit projects in Brazil. Heading towards production on one of them and have already started purchasing some of the long lead-time milling equipment. Looking for about 100,000 ounces a year with the first deposit and a 2nd project behind it. Looks very good. | 2008-03-04 | |
| BUY | | Farallon Resources | FAN-T | 0.790 | Heading towards production by the middle of the year. Have a base metal mine in Mexico of zinc, copper with some gold/silver values. Not a huge deposit but high grade. Company has been beleaguered by litigation for a number of years, which is probably holding back some investors. The number of times that they have beaten back the legal issues it is obvious that there is no merit in them. Have money in the bank. | 2008-03-04 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Silver: - Will trend higher over time like gold. The biggest use for silver is in its industrial applications. Most of the silver mined has been used up by industry. There isn't a big above ground stock that can be drawn on. For 16 years the mining industry has produced much less silver than what is being used. There is a huge deficit. The silver bullion held by governments is now all gone. There will come a time when there is no silver left above ground. And pullback in price will only be temporary. | 2008-03-04 | |
| BUY | | Endeavour Silver Corp. | EDR-T | 4.070 | This company is in production in Mexico. Did a very good job of picking up one of the past-producing silver mines. Initially had some difficulties in the share price came back a bit but is recovering strongly now. Strong management. Their plan is to amalgamate other small silver mines in the district. | 2008-03-04 | |
| BUY | | Romios Gold Resources Inc. | RG-X | 0.340 | Coming out with some great results and is looking very positive. When Teck Cominco (TCK.B-T) and NovaGold (NG-T) halted development of the Galore Creek project, pretty much everything in British Columbia took a big hit. This one was right beside the Galore Creek development. Both companies are working to revitalize the project and ultimately it will go ahead but may take some time. Road development had been done past the Newmont Lake project so Romios will benefit from this. | 2008-03-04 | |
| BUY | | Fortuna Silver Mines | FVI-X | 2.470 | Some of the junior silver plays he likes are Fortuna Silver (FVI-X), Aurcana (AUN-X) Endeavour Silver (EDR-T), Silver Wheaton (SLW-T) and Great Panther (GPR-T). | 2008-03-04 | |
| BUY | | Aurcana Corp. | AUN-X | 0.890 | Some of the junior silver plays he likes are Fortuna Silver (FVI-X), Aurcana (AUN-X) Endeavour Silver (EDR-T), Silver Wheaton (SLW-T) and Great Panther (GPR-T). | 2008-03-04 | |
| BUY | | Endeavour Silver Corp. | EDR-T | 4.070 | Some of the junior silver plays he likes are Fortuna Silver (FVI-X), Aurcana (AUN-X) Endeavour Silver (EDR-T), Silver Wheaton (SLW-T) and Great Panther (GPR-T). | 2008-03-04 | |
| BUY | | Silver Wheaton | SLW-T | 17.190 | This one exactly tracks the silver price. A brilliant business plan that they have executed and it has become one of the largest silver producers in the world. Consistently profitable. Not a lot of downside risk. If you believe silver is going higher, this is a great place to be. Trades at 46X earnings. | 2008-03-04 | |
| BUY | | Great Panther Resources Ltd | GPR-T | 1.560 | Some of the junior silver plays he likes are Fortuna Silver (FVI-X), Aurcana (AUN-X) Endeavour Silver (EDR-T), Silver Wheaton (SLW-T) and Great Panther (GPR-T). | 2008-03-04 | |
| Comment | | Hathor Exploration Ltd. | HAT-X | 1.890 | They have uranium grades that if they can find some volume; it looks like it could be an economic uranium deposit. It's in the right area. Their business plan was to go after deposits in the most productive high-grade trend in the Athabascan basin. | 2008-03-04 | |
| BUY | | Peak Gold. Ltd. | PIK-X | 0.670 | Acquired a project that was spun out of Goldcorp (G-T) because of some operating difficulties, which needed some additional capital. Peak is well on track to fix the problems. Indications are that their bath-bleaching will be very effective and give much better results in recoveries. Pretty close to coming back in on full production. Also have a mine in Australia but seems to be working very effectively. | 2008-03-04 | |
| BUY | | Sprott Resource Corp. | SCP-T | 2.360 | Relatively new company and consists of a very savvy group of investors in the resource sector. Have an eclectic collection including coal, phosphate, gold and silver. Great way for people that don't have a lot of time to do due diligence in resources for a diversified holding. | 2008-03-04 | |
| Comment | | Roca Mines | ROK-X | 2.950 | There is a very strong outlook for molybdenum. This company will make a lot of money at the present price through their producing mine in British Columbia. | 2008-03-04 | |
| Comment | | Staccato Gold Resources Ltd. | CAT-X | 0.220 | This one has been a real disappointment and a little bit of a surprise at how little respect it gets. Has a million ounce deposit in Nevada. Part of the challenge is they are having trouble raising money. Management has not been particularly aggressive at moving the project forward. | 2008-03-04 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Junior Golds: - Have absolutely lagged the seniors and the gold price. This is a usual trend. Seniors start to move first and then it trickles down to intermediates and then to juniors. This time around, it is even more pronounced. Investors in North America are scared silly and have become risk adverse. This is one of the greatest buying opportunities out there. | 2008-03-04 | |
| HOLD | | Virgin Metals Inc. | VGM-T | 0.320 | (Market Call Minute.) Deposit looks good, but it hasn't quite the size or the grade that it needs to move forward. | 2008-03-04 | |
| BUY | | Baja Mining Corp | BAJ-T | 1.660 | (Market Call Minute.) They are heading for production. They are in the construction phase of the copper/cobalt deposit. Cobalt is $50 a pound. | 2008-03-04 | |
| BUY | | Teck Cominco Ltd. (B) | TCK.B-T | 40.400 | (Market Call Minute.) Not getting the credit they deserve for what they are getting on the base metal side. | 2008-03-04 | |
| SELL | | Orvana Minerals | ORV-T | 0.760 | (Market Call Minute.) Patience is running out. They've had time to bring on a second line and have been very slow. | 2008-03-04 | |
| BUY | | Arian Silver | AGQ-X | 0.430 | (Market Call Minute.) Just announced a new resource, which looks very encouraging. | 2008-03-04 | |
| BUY | | Contintal Minerals | KMK-X | 1.880 | Run by the Hunter Dickenson group out of Vancouver that has had a number of outstanding success stories in exploration. Huge copper/gold deposit in Tibet that is turning out to be a very important discovery. Doing infill drilling expanding the size. Doesn't see any trigger in the near term to drive the price higher, but long-term it is excellent value. | 2007-03-07 | |
| BUY | | Romios Gold Resources Inc. | RG-X | 0.850 | Has had a pretty significant run in the last few weeks. Has a long ways to go yet over time. Has property in the area of Novagold’s (NG-T) Galore Creek. The work starting in this area will bring a lot of attention to this region. | 2007-03-07 | |
| BUY | | Copper Canyon Resources | CPY-X | 0.760 | Has property adjacent to Novagold’s (NG-T) Galore Creek project. Novagold has 80% interest in their main project. Ha cash in the bank, good management team and other projects. | 2007-03-07 | |
| BUY | | Mansfield Minerals Inc. | MDR-X | 3.350 | Has a million ounce deposit in Argentina. They are drilling within the scope of what has already been drilled. Not difficult to see 2 million ounces or even 3. Could do even more going into geological areas that haven't been drilled yet. | 2007-03-07 | |
| SELL | | Queenstake Resources (merged to Yukon-Nevada Gold) | QRL-T | 0.185 | You could see quite a bit of value coming out of this, but it may take some time. Had a lot of operating difficulties with their Jarret Canyon mine and haven't been able to generate enough cash to fund exploration. Cutting back considerably on production and will be cash flow neutral at best. | 2007-03-07 | |
| HOLD | | Serengeti Resources | SIR-X | 1.810 | Where it goes from here will depend on what they get from more drill results. Initial indications were very positive. | 2007-03-07 | |
| Comment | | Aurelian Resources Inc | ARU-T | 27.400 | Still upside potential in one analyst’s mind. Aren't many gold deposits of this size and quality, so will probably be a take out. | 2007-03-07 | |
| SELL | | Wolfden Resources Inc | WLF-T | 3.720 | Have received a notice of intent to make a takeover offer from one Australian zinc producer. Offer is at $3.90 a share. With take advantage of the market liquidity and usually money to advantage. | 2007-03-07 | |
| BUY | | Cornerstone Capital Resources. | CGP-X | 0.750 | Exploration company with projects in Newfoundland and Ecuador. Rely heavily on joint venture funding. Feel they will be successful on one or more of their projects. | 2007-03-07 | |
| Comment | | White Knight Resources Ltd. | WKR-X | 1.650 | U.S. Gold is making an offer for this company's shares. Because of this, the company is trading at a pretty significant premium. | 2007-03-07 | |
| PAST TOP PICK | | Baja Mining Corp | BAJ-T | 1.300 | (A Top Pick July 12/06. Down 9.1%.) Taking longer than expected to get through its feasibility study. Very close now and think they'll get back on track. | 2007-03-07 | |
| PAST TOP PICK | | Endeavour Mining Capital | EDV-T | 7.850 | (A Top Pick July 12/06. No change.) An excellent way to participate in the junior companies. Management puts deals together to generate value. | 2007-03-07 | |
| PAST TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 12.000 | (A Top Pick July 12/06. Up 27.3%.) Still has long ways to go. Control one of the largest undeveloped copper/gold deposits in the world. | 2007-03-07 | |
| BUY | | Pele Mountain Resources Inc. | GEM-X | 1.030 | Recently acquired uranium deposits. 30,000,000 lbs. has been identified. Just beginning a drilling program to bring them up to reporting standards. Their non-uranium assets are being ignored, but also have value. | 2007-03-07 | |
| Comment | | Hard Creek Nickel | HNC-X | 1.590 | Has a massive nickel deposit in northern British Columbia. Low grade, but can be mined as an open pit. The jury is out on this one. Looks intriguing. | 2007-03-07 | |
| Comment | | Inspiration Mining | ISM-T | 2.180 | Large nickel sulphide deposit. Well located. Very interesting expiration project. | 2007-03-07 | |
| Comment | | Bear Creek Mining | BCM-X | 7.240 | Had a phenomenal run. Hold back when it looked like they were not able to expand the deposits. Limited growth. Probably will be taken over. | 2007-03-07 | |
| BUY | | Messina Minerals Inc. | MMI-X | 1.470 | Made 2 important discoveries in Newfoundland. Not sure why they are not getting more respect in the market. Undervalued. Very strong potential. | 2007-03-07 | |
| BUY | | Miranda Gold | MAD-X | 1.650 | Has dropped in price recently and he is not sure why. They follow the joint venture model where partners fund most of the drilling. Good price. | 2007-03-07 | |
| BUY | | Aurcana Corp. | AUN-X | 1.250 | Has been a phenomenal success over the last year. They acquired a producing silver/lead/zinc mine in Mexico. They're very close to being in production. Just announced an option on a 2nd past producing mine in Mexico. | 2007-03-07 | |
| DON'T BUY | | Yukon Zinc | YZC-X | 0.240 | This secured debt financing needed to bring the Wolverine deposit to production. It has been a struggle. Great project, but not sure you will make money owning shares. | 2007-03-07 | |
| BUY | | Copper Fox Metals | CUU-X | 1.130 | Has had a pretty significant run over the last few weeks and looks like it is consolidating. Have huge copper/gold deposit in northwestern British Columbia. At one of upside potential over the next year or two. | 2007-03-07 | |
| BUY | | Eastern PlatinumLtd. | ELR-T | 1.880 | Mining platinum in South Africa. Acquired a couple of interesting projects. Now at the point where we should see some real action in mining. | 2007-03-07 | |
| BUY | | Exmin Resources | EXM-X | 0.630 | Have some very substantial exploration silver/gold projects in Mexico. Have been effective in bringing joint venture partners in. One project is very close to production. Has been held back by warrants being exercised. That is now out of the way. | 2007-03-07 | |
| TOP PICK | | Crosshair Exploration & Mining Corp. | CXX-T | 2.950 | Uranium exploration. Same geological setting as Aurora (AXU-T) and is following the same path. Has pulled back a little. | 2007-03-07 | |
| TOP PICK | | Dynasty Metals & Mining Inc. | DMM-T | 4.490 | Developing 2 gold deposits in Ecuador. Has pulled back because of political uncertainty. 1st mine is going to be producing in about 6 months with about 100,000 oz. production followed by a 2nd mine. A 3rd one is in the exploration stage. | 2007-03-07 | |
| TOP PICK | | Nautilus Minerals Inc. | NUS-T | 4.390 | They are pioneering sea floor mining using a continuous mining machine. Any of the majors that want to get involved in ocean mining will do it through this company. | 2007-03-07 | |
| SELL | | Crystallex International | KRY-T | 3.410 | Have very strong negative feelings towards Venezuela. Wouldn't buy anything in that country. | 2006-07-12 | |
| BUY | | Contintal Minerals | KMK-X | 1.860 | Copper/gold deposit located in Tibet. Fairly far advanced. Systematically moving along, drilling out, defining the deposit. Has upside as the drilling progresses. | 2006-07-12 | |
| TOP PICK | | Northern Dynasty Minerals Ltd | NDM-T | 9.430 | Has the largest undeveloped metal deposit on earth. Copper, gold and molybdenum. Rio Tinto (RTP-N) took at 9.9% interest in it a short while ago. | 2006-07-12 | |
| BUY on WEAKNESS | | Quaterra Resources Inc. | QTA-X | 1.390 | Good management team. A little expensive at this price, relative to the state of the project. Would nibble away on any weakness. Be patient. | 2006-07-12 | |
| BUY | | Serengeti Resources | SIR-X | 0.170 | Primarily focused in British Columbia. Will be fairly seasonal. Hopefully the dice will come up favourably on one more of their projects. Early-stage drilling and speculative. Great management team. | 2006-07-12 | |
| BUY | | Bell Resources Corp. | BL-X | 0.840 | Has a number of exploration projects. Early-stage and speculative. Flagship property is the old Grand Duke property in northwestern B.C. that has a lot of copper mineralisation. | 2006-07-12 | |
| BUY | | Miranda Gold | MAD-X | 1.450 | They use a joint-venture model where they use other people's money to explore property that they have staked. | 2006-07-12 | |
| TOP PICK | | Endeavour Mining Capital | EDV-T | 7.800 | Low P/E at 1.5. Like a mutual fund and is valued that way by most investors. Management team is putting deals together giving an opportunity to get in on the ground floor of some extraordinary opportunities that is translating into exceptional earnings. | 2006-07-12 | |
| BUY | | Crosshair Exploration & Mining Corp. | CXX-T | 1.480 | Exploration for uranium in Labrador. Over the last couple of years, the area is the top uranium exploration region in the world. Speculative. | 2006-07-12 | |
| BUY | | Roca Mines | ROK-X | 0.670 | Into a molybdenum situation where there is a very high-grade component in British Columbia. Upside is enormous if they are successful in what they are trying to achieve. Within months of beginning production. Highly speculative. | 2006-07-12 | |
| BUY | | Exmin Resources | EXM-X | 0.195 | Early-stage and cheap. Very large property position in Western Mexico. Upside potential is very significant. A pure “roll the dice” exploration play. High-risk/high reward. Very highly speculative. | 2006-07-12 | |
| TOP PICK | | Baja Mining Corp | BAJ-T | 1.430 | Big copper/cobalt deposit in Baja California. Has 100 years of production history. Have an innovative mining approach that will have a big impact on costs. Well advanced towards a feasibility study which will validate the project. | 2006-07-12 | |
| BUY | | Great Basin Gold | GBG-T | 2.000 | Gold project in Nevada with a joint venture partner and development has been painfully slow. Also has a great asset in South Africa. South African gold assets have been out of favour for some time so there’s a lot of value there. Feels new management will do some great things. Will take some patience. | 2006-07-12 | |
| BUY on WEAKNESS | | Silver Wheaton | SLW-T | 10.800 | Silver is extremely volatile. Has a very small market and magnifies the moves of the gold market. This company is a very good proxy for the Silver market. The way it is structured is that they get 100% of the market price whatever they sell with a fixed production cost. Aggressive management team. | 2006-07-12 | |
| BUY | | 724 Solutions | SVN-T | 3.930 | Has had a huge run, still has a long way to go. A lot of news in the works, price a year from now will be considerably higher. It may pull back, but will recover.
He owns a small position.
| 2006-03-07 | |
| WEAK BUY | | Serengeti Resources | SIR-X | 0.180 | A lot of potential. Thinks they will attract a lot of attention in the coming weeks, but depends on how they do. Highly speculative, he does have a position in it. | 2006-03-07 | |
| TOP PICK | | UrAsia Energy | UUU-X | 3.070 | Uranium productionin Kasingstan. Largest IPO ever done on the venture exchange. He paid in IPO $1.5
It's gone from a standing start to being the largest uranium producer. | 2006-03-07 | |
| VAGUE | | Eastern PlatinumLtd. | ELR-T | 1.350 | Deal was put together by best people in industry. The only down side to this company is that it is in South Africa. A lot of government red tape.
People are getting impatient and selling for this reason, other wise the stock is good. | 2006-03-07 | |
| BUY | | Desert Sun Mining Corp | DSM-T | 6.210 | The Desert sun will be an emerging mid tier gold producer. Won't see the kind of growth we've seen over the last year. But it will be a more staid growth. | 2006-03-07 | |
| WEAK BUY | | Romarco Minerals | R-X | 0.250 | Has had two mergers fall apart. Have good people on the exploration side. If they get results based on what they have in the past it would be great. Very speculative. | 2006-03-07 | |
| TOP PICK | | Strathmore Minerals Corp. | STM-X | 2.210 | A very interesting company that has been around for a long time. They have a number of interesting projects, before the uranium "became hot". The value of the company has been held back by warrents that have just expired in the last week. 7.5 million dollars worth. So now the stock price can start to move upward again. Very speculative | 2006-03-07 | |
| BUY | | Norsemont Mining | NOM-T | 3.500 | Is a long ways from production. In Peru. Thinks they will continue to grow. Still speculative but the value will keep creeping up. | 2006-03-07 | |
| BUY | | Baja Mining Corp | BAJ-T | 0.930 | They picked up a project that a lot of work was done on before the crash, and they are convinced that they can solve the problems.
| 2006-03-07 | |
| VAGUE | | Caterpillar | CAT-N | 73.220 | Depends on the drill results. Just finished a 3 hole drill test with good results. A 9 hole drill program is underway. If the results are still good, it has a long way to go, but if the results are not so good it could go the other way.
A roll of the dice speculative, with the upside being very much ahead of where it is right now. | 2006-03-07 | |
| TOP PICK | | Mag Silver Corp | MAG-T | 3.630 | Two exploration successes already this year. The risk is they have to get more results to keep it going. He paid around 75 cents. | 2006-03-07 | |
| BUY | | Bear Creek Mining | BCM-X | 5.750 | There is certainly an appitite for the kind of deposit that Bear creek seems to be outlining. | 2006-03-07 | |
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