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TSE:IVN
(Top Pick Mar 5/13, Down 34.16%) Still likes it. He has the courage of his convictions. It is selling at a substantial discount to one of his deposits. An absolute conviction buy. Three world class deposits in one company. Hold it for 2-3 years. Likes the outlook for platinum and palladium. The best discovery in that field for 80 years. Really likes management.
The platinum commodity is his top pick on an ongoing forward basis. This company has discovered what is probably the best platinum deposit found in the last 100 years. Also, has an enormous copper discovery located in the Congo, a bad country. Also, has one of the highest grade zinc/copper deposits globally.
(Market Call Minute) Concerns about mines in South Africa.