Was an oil/gas story for quite some time, but lately the story has changed. Have done some spin outs which are very interesting. Very undervalued. Owns 25 million shares of International Beryllium (IB-X). This company is worth almost as much as Vangold.
Gold in Nevada. A good story. Acquired 29 km of land between 2 existing gold areas. A drill hole right in the middle and got a hit. Very volatile but very interesting.
A Mexican gold play. Producing between 4000 and 5000 ounces a month at a cash cost of $2.40 an ounce, which is a significant profit and will generate $50 million in net revenue.
A new junior story that has great potential in Argentina. A large polymetallic mineralized system that still has a lot of drill holes to go, but looks like a very big system that could work out well for investors.
Silver play in Mexico. Have plenty of exploration upside potential in addition to what they are doing on the production side. Very solid story for those who like a little bit less risk. Good upside potential with a higher silver price.
Had a significant, exciting discovery in Ontario. Still have a lot of drilling to do. It was over-hyped as the drilling was all done in one concentrated area. Could be some downside risk in the near-term. Overall it could be a good story.
Gold, silver and copper in Baja Mexico. Moving up to the #1 position in his portfolio. Believes they are in the process of a major, major gold discovery.
Silver producer in Durango Mexico. Sees silver prices being very explosive in the next 6 months. Sees this one as an amazing cash flow story and will give great leverage to the share price. Great value.
Gold. Has property in the Red Lake area. Had some old historic workings including some existing plants and equipment shafts. A production story with great exploration upside. Good management people. Good value.
A good story. Good management. Have a major gold discovery and process near the Galore Creek project where NovaGold (NG-T) halted their development. This knocked them back and they are very undervalued at this point. The road they built goes past Romios property, which helps them.
Different business model. Refer to themselves as a company that doesn't want to go into production. Recently spun off some Nevada properties that is very good for shareholders. Have some great projects.
Recently purchased a zinc mill and with zinc prices coming back up, they will put the mill back online in the next couple of months. Will be very profitable. With the profits, they will be able to develop their advanced stage gold projects.
They have in situ value property that is probably worth $55 billion. The rock is worth $55 a ton and they can mine it for $10-$11. Feels they will get their permit this year and they do, it's the $10 plus stock.
They have a combination oil/gas projects that are producing revenue as well as a tremendous amount of mineral properties in Papua New Guinea and base metal in Uganda. Also recently got a concession for oil/gas in Rwanda.