Joe Mazumdar
Member since: Mar '16
Editor & Analyst at
Exploration Insights

Latest Top Picks

(A Top Pick Mar 05/19, Up 3%) He bought it as it was levered to gold prices and is high grade producer in Turkey. They bought another asset that is now producing great results in Brazil. He still holds it and it is still a higher beta miner.
(A Top Pick Mar 05/19, Down 29%) The decline is the issue with everyone moving away from base metals. There copper asset in Peru is the place to be. The issue is that the corruption at the government level is slowing the permit process for juniors. He continues to hold it.
(A Top Pick Mar 05/19, Down 33%) A copper play in Serbia. It has three joint ventures including Newport. They still have a large land package that could lead to other projects. They also have assets in Bulgaria. He will continue to hold it.
His target price is $2.90. They are involved in a hard rock open pit project in Northern Ontario. It holds about 5.8 million ounces of resources. It has low geopolitical risk. It is also operating a project in Mexico. The risk is if gold prices falter. They also need about $200 million to develop the hard rock project, so there is a large short position out against them. Yield 0% (Analysts’ price target is $3.88)
A copper explorer and developer in Alaska. It hit $3.90 per share recently. It has two joint ventures that he thinks will produce a 50-60% return in a short period of time. Yield 0% (Analysts’ price target is $5.08)