Drilling onshore oil wells in Thailand for less than $1 million. Just hit a 3940-barrel a day well. This well paid back in about 2.5 days and the net asset value on the reserves they just discovered is about $50-$60 million. To spend $1 million and create $60 million worth of value is fantastic. They have about 40 more locations next year. They are fully self-funding.

They do “turn key” solar facilities. One of the best investment strategies is to go to the pick and shovel guys. Their backlog is 8 X bigger than it was a year ago. Revenues are ramping up dramatically. Well financed.

Produce neodymium, which goes into magnets and lanthium. With any PDA, cell phone or electronic appliance, they use neodymium. Prices are increasing which indicates demand increase. Have a very good supply source. Lanthium goes into flat-panel screens. The company has a very big global opportunity. They have great sales and great management and well financed. Trades at about 12 or 13X earnings and yet revenues are starting to grow.

(A Top Pick Dec 28/06. Up 73%.) Been a little disappointing in the short term because of some problems at their mine but unlike other metals, molybdenum continues to ratchet up. Supply/demand is looking very good.

(A Top Pick Dec 28/06. Up 0.75%.) Quebec gold mine. They have to move a town and there is 80% agreement. Low-grade deposit.

(A Top Pick Dec 28/06. Up 43.9%.) Acquired by Uranium One (SXR-T). Sold his shares in the middle of the takeover.

Stock dropped 40% when they lost the US Defence Department contract. There is a lot of uncertainty as to why they lost this. Also did a big financing of $9.5 million. Let it shake itself out before buying.