Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 14, 2007
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.
Pan Orient Energy (POE-X)
December 14, 2007
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.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$12.400
Owned
Yes
TOP PICK
TOP PICK
December 14, 2007
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.
Spire Corp. (SPIR-OTC)
December 14, 2007
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.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$22.450
Owned
Yes
TOP PICK
TOP PICK
December 14, 2007
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.
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.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$4.970
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 14, 2007
(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 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.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$16.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 14, 2007
(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 0.75%.) Quebec gold mine. They have to move a town and there is 80% agreement. Low-grade deposit.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$5.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 14, 2007
(A Top Pick Dec 28/06. Up 43.9%.) Acquired by Uranium One (SXR-T). Sold his shares in the middle of the takeover.
Energy Metals Corp (EMC-T)
December 14, 2007
(A Top Pick Dec 28/06. Up 43.9%.) Acquired by Uranium One (SXR-T). Sold his shares in the middle of the takeover.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$13.000
Owned
No
DON'T BUY
DON'T BUY
December 14, 2007
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.
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.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$5.100
Owned
Unknown