Stock price when the opinion was issued
A Mongolian project with single assets. For all intents and purposes, it is a public controlled vehicle of Rio Tinto (RIO-N), which owns 51%. A low grade large deposit with lots of growth going down the road as they develop the underground portion. It is currently open pit. Feels it is fairly valued. Sensitive to copper.
(Top Pick Apr 6/16, Up 26%) You get the above ground mine and a fully funded underground mine. It has been a laggard. He has moved on from this one.