BUY
Valued primarily on its 12.5% interest in Alumbrera copper/gold mine in Argentina which is throwing off a tremendous amount of cash flow. In the longer term, the drive will come from its interest in a 2nd deposit 35 km away which could have a big impact.
BUY
Has been coming up with good drill results. Unfortunately the president passed away suddenly and left a bit of a vacuum. Results from Ghana were difficult for analysts to put into perspective. This should improve.
TRADE
Market did not react kindly to the company split off. Over time it should come back to at least the valuation that it had. The diamond sector is the most volatile and the highest risk.
BUY
Have now earned their 50% interest in their Timmins project and have expanded well beyond the joint venture project. Looks very attractive.
BUY
Mostly early stage exploration projects. Good diversification. Likes their Copper Canyon project which is part of the overall Galore Creek project.
TOP PICK
His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Early stage. Have a lot of exploration projects.
TOP PICK
His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Has a very interesting project in China and have outlined about 5.5 million ounces of gold. CHEAP.
TOP PICK
His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Early stage in China. Very inexpensive.
TRADE
A great value stock as it trades at a significant discount to its NAV. Not performing well as a growth.
BUY
In the sweet spot of the market. A conglomerate in the metals area.
TOP PICK
A fairly cheap stock. Have been making a number of interesting acquisitions. Looking for about $0.66 earnings this year and $0.75 next year. Good cash position and can continue to make acquisitions. Fairly low multiple.
BUY
Inexpensive. Will probably be the next operating diamond mine.
TRADE
BUY
Had a disappointing quarter last quarter. Feels they are back on track. Getting some new contracts. Relatively cheap.
HOLD
Their problems revolve around one individual and his involvement with another company. Feels that he can be replaced easily if needed.