BUY ON WEAKNESS
Have some interesting properties in Nevada. Stock has pulled back now. Could buy it comfortably in the $0.75/0.80 area.
DON'T BUY
Not a believer in this one. Doesn’t feel the properties will ever produce.
BUY ON WEAKNESS
Got involved in a project in Virginia which has turned out remarkably well, and was sold to Goldcorp (G-T). They have 3 other projects. It has turned into a really interesting company. Would buy on any pullbacks.
BUY
Building a major resource which will turn into a reserve. An ore body that could be as mush as 15 million ounces according to a major company. In great shape.
BUY
Had been really disappointing in the bounce back period. Where gold prices are now, it’s fine.
HOLD
Good management. Likes the company very much. Have some good properties and good joint ventures.
BUY
Currently going into production. Feels there is execution risk, but the guy who is running the program is very impressive.
TOP PICK
A 1st class organization. Has acquired some uranium properties in Niger which is the 4th or 5th largest uranium producer in the world. Fairly priced in the mid-$3’s on its gold assets in Mali, but with the Niger holdings, it’s quite under priced.
TOP PICK
Extraordinarily cheap. There is a constant seller in the market and he feels the seller is wrong. No debt. In Bolivia, but in the eastern part where it is not a big political risk.
TOP PICK
Has a real interesting suite of properties in Alaska. The one of greatest interest is the Lucky Shot property. Good grade of one ounce material. Coming up to drilling season which is exciting. Also has a joint venture on the Aleutian Islands.
TOP PICK
TOP PICK
TOP PICK