Premier Gold Mines (PG.TO)

Great team. Have a number of assets which are all getting close to the development stage. Thinks they probably have a couple of mines in their portfolio. Would definitely add on pullbacks.

Red Lake district and Thunder Bay. That whole mix there at some point is going to be an attractive acquisition for someone. Jump in when drilling shows they have something of size.

CEO is probably one of the best explorer/dealmaker that he knows. In the last couple of years he has put together a very strong team of operating people. Have a bunch of interesting assets. Has a joint venture with Goldcorp (G-T) in the Red Lake district. Doing a feasibility study on a Hardrock project which, potentially, could be one of their 1^st operating mines. Also, have a project in Nevada.

A fabulous team. Have their hands in the fire in several different places in the Red Lake Camp. Surprised G-T has not taken them out. Thinks they will find even more oz in resources.

The best thing to say about this one is that it does have very high grade core to a very big gold asset and might well be bought out some day. It is so far down that this is one you could buy here.

(Market Call Minute.) Likes this. Red Lake joint venture with Goldcorp (G-T). They capitalized by selling the royalty division to Sandstorm Gold (SSL-T).

Well-liked name on the street so analysts talked highly of it. They are able to extract value. Have a major property in the Red Lake gold district. Have just spun out some royalties into a company called Premier Royalties, which was sold to Sandstorm (SSL-T). They are able to generate value however, the appetite for the junior resource space is terrible.

Very dynamic company. Another one that has been hammered by the fund selling. Smart management. In Nevada and Ontario in the Red Lake District. Management has positioned itself in such a way that a major is going to have to buy them out or one of their deposits. Worth looking at.

Weakness is essentially because of the risk/off trade in the Junior resource sector. Have excellent properties in the Red Lake area. One is a joint venture with Goldcorp (G-T). Recently spun out a royalty company, Premier Royalty (NSR-T) which he has taken an interest in. Outlook looks good.

3 distinct land packages, NV, Trans Canada in Northern Ontario and Red Lake with Gold Corp. There is a lot of interesting things going on.

Continues to like this stock. They have projects scattered in the best districts in North America. At some point they are going to become such a nuisance to their partners that they are going to get bought out. Good stock.