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Stock Opinions by David Morgan

BUY
Probably the best silver discovery in the last decade. Undervalued. There is probably more than what they have already reported. A long-term Buy and Hold situation. Most of the surprises will be to the upside.
precious metals
BUY
3 producing silver mines in Mexico. Looking to produce about 4.6 million ounces this year and over 10 million in 2010. A 4th project to come on stream by the end of 2009. Turned a profit in Q1.
precious metals
BUY
Have a project in Flin Flon Manitoba, which is a very, very rich situation. On a royalty program and are getting about $3 million per quarter. A junior with a very positive cash flow. Lots of upside.
metal mines
PARTIAL BUY
Has a significant find. The problem is that it is in Bolivia. Thinks it is overdone and thinks it is worth the risk. Undervalued relative to the asset. Speculative so just buy a little.
precious metals
HOLD
Looking at this one closely. A narrow vein situation and they have drilled fairly extensively. The mill operation is rather on the small size and could be expanded. Finding sulphides, which means a more disseminated deposit but a lot larger. If it pans out they will have a very large resource. There are a lot of shares outstanding and the volume has been weak.
precious metals
PARTIAL BUY
Looks like a good buy here. Believes it is going to be a mine. Speculative, so don't overload.
precious metals
COMMENT
Management is extremely successful. This would be a bet on management and they are good ones to bet on.
metal mines
HOLD
Wouldn't be his top pick. Usually goes with the cycle pretty well. We are still in a sceptical stage of the market. Any silver company will do well once the optimistic phase begins.
precious metals
TOP PICK
Fuwan project in China had supposed problems with the water situation but have proved untrue. Good sized deposit. Very profitable and very economical. Still room to expand. Solid situation. Also in negotiation for the Sterling mine, which has a very interesting asset. You will have to be a little bit patient.
precious metals
TOP PICK
Drilling company. Quarter after quarter they are increasing their profits. Also own a fair amount of Impact Silver (IPT-X). Well run and well managed. Expect it to be far higher 5 to 10 years from now.
mining services
BUY
Only drawback with this is perception, which is they don't have a 43101 resource and not well defined. In some circles, that is true but if you can actually get the ore and spend shareholders money to produce a profit, that's what you should do.
precious metals
HOLD
Had a rough patch recently but is through it now and it should do well. Fundamentally, it is fine to own the stock.
precious metals
DON'T BUY
Located in China. Have a ton of shares outstanding. Would look elsewhere.
precious metals
COMMENT
Has the potential of being really good. Was that the site and the location gave him a little bit of hesitation. Since that time, a colleague went there and gave it a more favourable write up. Wouldn't be his top pick. Highly speculative. You won't find a better management team anywhere.
metal mines
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