A well-run company. Diverse asset base. If you like commodities, you should like this company. Relatively cheap compared to some of the others. He prefers FNX Mining (FNX-T) or First Nickel (FNI-T).
Should be having a lot more promise than it has had. Was in a trough in tne early part of the year which looked like it had a head and shoulders pattern, but it is not panning out the way it should.
Gave a nasty surprise when it didn't hold the 200 day moving average. Given that it is a metal mining stock and all of them will do well, there could be a little bit of recovery.
They own 25% of FNX as well as getting paid for operating their mines. Have a large holding of nickel laterite (?) in Madagascar. Nickel laterites have not always been that successful so the street is a little concerned. There may be better ways to play nickel.
A contract miner that provides mining services. Has a nice nickel property in Madagascar with some great partners. Just got certification so they can start construction this year. Very large project and hopefully they'll be on by 2010.