BUY
Have a lot on the go. Very good projects. Strong management and technical people.
BUY
In the process of acquiring a tin/zinc mine in China. Strong management/technical group. If the deal goes through, share price should go higher.
TRADE
Uranium has become the flavour of the month. All companies have moved up strongly as there is not a lot of product available. There are very few companies.
DON'T BUY
Difficult making money in gold in South Africa at this time because of the strenth of the rand. A marginal producer.
BUY
Has a lot of projects. Well diversified which helps reduce risk. Their main properties are in the Red Lake district which is a very important area for gold exploration. Strong management/technical group.
BUY
All the major gold companies are trading at 2 X NAV because these companies are being valued by people that see a higher gold price ($500?). You are actually prepaying a gold price that is higher than the current one. Nevada finding looks promising.
BUY
Operates mainly in the Central African Republic which is one of the more stable areas in Africa. Results coming out are very positive.
TRADE
Has moved up a little from their resource update, but not sure if it can move up in the near term. Results look positive.
TRADE
Had a good news announcement on a joint venture with Meridian whcih confirms the merit of the project. Good management team. Share price is reflecting the news on the project.
PAST TOP PICK
(A Top Pick June 9/04. Down 6.5%.) Buy on weakness. A couple of their projects didn't work out as well as anticipated. Wait for word on their offshore project in Namibia.
PAST TOP PICK
(A Top Pick June 9/04. Up 10%.) A lower risk than some other exploration companies because of Placer Dome funding of the Red Lake camp as well as production for a bit of cash flow.
PAST TOP PICK
(A Top Pick June 9/04. Down 45%.) Took off because of some positive uranium results. Could fall back a bit, so wouldn't chase at this point.
BUY
Early stage on the China project. Will take more drilling to get the confirmation. Peru project is very large and looks attractive, but fairly early stage. Could be a takeover.
BUY
Has very many exploration projects. Very smart exploration/management group. Focus entirely in Quebec. Coming up with some very good results.
BUY
Part of the Hunter Dickinson group which is probably the top exploration management/technical team anywhere. Lawsuit is having a negative affect on the share price. Long term looks very attractive. A large deposit with a lot of potential upside.