Opinions by Allan Jacobs | StockChase
61
Allan Jacobs

Director of Small-Cap Investments

ON STOCKCHASE SINCE Oct 2007

Sprott Asset Management Inc.


Opinions by Allan Jacobs



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2011-09-27

DON'T BUY
Avalon Rare Metals Inc. (AVL-T)
Rare earths in Northwest territories. A bit Expensive. Cap X is very high. There are always a lot of questions about the metallurgy of a lot of rare earth companies.
metal mines
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $3.410
Owned: No

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2011-09-27

PAST TOP PICK
Avion Gold (AVR-T (Dead))
(A Top Pick Nov 24/09. Up 381.82%.) Still likes.
Mining
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $2.060
Owned: Yes

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2011-09-27

DON'T BUY
BioExx Specialty Proteins Ltd. (BXI-T (DeListed)
Extract high-value proteins from canola. Have had a lot of start-up problems and also had to raise money at $1 a share. Prefers buying stocks that have no problems.
Other Agricultural Products
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.360
Owned: No

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2011-09-27

PAST TOP PICK
Com Dev International Ltd. (CDV-T (Acquired)
(A Top Pick Nov 24/09. Down 55.92%.) Sold his holdings in early 2010.
Telecommunications
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $1.600
Owned: No

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2011-09-27

BUY
Canacol Energy Ltd. (CNE-T)
Just announced reserves are up 60%-70%. Have about $.60 a share in cash. Supposed to cash flow about $.25 next year. Very cheap.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.680
Owned: Yes

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2011-09-27

TOP PICK
Delphi Energy Corp. (DEE-T)
Gas producer with some liquids. Gas is a tough market, but liquids does help a lot. Costs are very low. Have several properties that have much higher net backs than others. Huge inventory of wells to drill. Cheap.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $1.760
Owned: Yes

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2011-09-27

TOP PICK
Galane Gold Ltd. (GG-X)
bought gold assets in Botswana from Iamgold (IMG-T). Was fairly high cost at $900 an ounce but negotiated a good price. Will earn its share price in less than 2 years. In production with 50,000 ounces a year. 6-7 year reserve life with a lot of exploration potential. Extremely cheap.
Mining
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $0.950
Owned: Yes

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2011-09-27

BUY
Glentel Inc. (GLN-T (Dead))
Great "growth at a reasonable price" (GARP) company. Year-to-date, earnings are up about 60%. Very big in smart phone sales. Made a US acquisition of a Verizon retailer. Trading about 12X this year's earnings. Pays a dividend.
electrical/electronic
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $17.340
Owned: Yes

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2011-09-27

TOP PICK
Home Capital Group (HCG-T)
Non-prime mortgage lending market. Have had ROE of over 20% 20 years in a row. EPS has grown 25% per annum compound. Trading at only 8X this year's earnings. Also pays a dividend.
investment companies/funds
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $43.630
Owned: Yes

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2011-09-27

COMMENT
Lake Shore Gold (LSG-T (Acquired)
Gold in northern Ontario. Had quite a few problems and operating costs are quite high. Looking quite interesting, because despite its problems, it has several million ounces in resource.
precious metals
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $1.520
Owned: No

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2011-09-27

PAST TOP PICK
Angle Energy Inc (NGL-T (Dead))
(A Top Pick Nov 24/09. Up 8.76%.)
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $6.830
Owned: Yes

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2011-09-27

BUY
Open Range Energy Corp. (ONR-T (Dead))
Spinning off their oilfield services company. Gas company will be in 2 parts. Will be paying a dividend of $1.08. Buying this, you get the gas business for free.
oil/gas
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $9.400
Owned: Yes

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2011-09-27

BUY
Orbite Aluminae (ORT-T (Unlisted)
Have a patented process to make high-grade alumina from clays in Québec. There is huge demand for alumina both from aluminum producers and for high purity alumina.. Has its risks. No sales or earnings yet. They keep moving forward and it is an interesting company.
Mining
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $1.960
Owned: Yes

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2011-09-27

HOLD
Premier Gold Mines (PG-T)
Has been hammered recently. Very good company and very good management and are in very good projects.
metal mines
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $5.160
Owned: Yes

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2009-11-24

BUY
AGT Food & Ingredients (AGT-T)
Lentils. Well managed. Recently made a big acquisition in Turkey. Very high growth.
agriculture
Allan Jacobs

Director of Small-Cap Investments, Sprott Asset Management Inc.

Price: $26.500
Owned: Yes

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