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Currently going into production. Feels there is execution risk, but the guy who is running the program is very impressive.
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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.
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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.
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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.
precious metals