TOP PICK
Copper and molybdenum project in Arizona. Not in production but is moving forward. Did some financing that allows them to continue. Could be a takeout at some point. Trading at a significant discount from a valuation perspective.
TOP PICK
Bullish on uranium. Not in production but is in development. Doesn't require a lot of capital to bring it into production. Low operating costs. Could be a takeout candidate.
TOP PICK
Emerging nickel producer. Just started commercial production of the mine in the last couple of months. Could be a candidate for consolidation.
PAST TOP PICK
(A Top Pick July 2/08. Down 99.89%.) Couldn't raise their needed money. When he saw the stock is breaking down, he sold.
PAST TOP PICK
(A Top Pick July 2/08. Down 45.2%.) Small copper producer. There is a lot of leverage to the rising price of copper. Still some significant upside left.
PAST TOP PICK
(A Top Pick July 2/08. Down 16.7%.) A good, safe way to play a rise in the price of gold.
BUY
Primary asset is their shale play in the Quebec low lands. Partnered with Forrest Oil (FST-N) and Talisman (TLM-T). Talisman is expected to do a few wells this fall, which should create some interesting news. Market is extremely negative on natural gas but he is expecting commodity prices to rise including natural gas.
BUY
Expecting more consolidation in potash and this would be a candidate. Expect you will get a significant return from this.
BUY
Merged with Western Gold Fields, which gives them a reasonable growing production profile. Could be a good vehicle for making further acquisitions.
BUY
Copper/molybdenum producer in Arizona. Currently undergoing an expansion to increase the volumes in both commodities over the next few years.
BUY
Lots of room to go on this company. Had some great drill results and looks like they have a significant resource that could get significantly larger. Partnered with Lake Shore Gold (LSG-T). Lake Shore is actually producing at the moment so this would be a more conservative way to play it.
HOLD
Had a good run so good consolidate over the next 3 months but expects it will go higher over the next year or two.
BUY
Zinc producer. Not too many ways to play zinc and this is probably the best way to play it. Reasonably valued. As prices recover, there is the potential for them to bring back on their closed mines, which could add to their production profile going forward.
BUY
Good management and the Hinge Zone is very exciting and attracting a lot of attention. He is somewhat neutral on gold over the next year or so but this company stands out in their ability to drive their production profile.
COMMENT
Gold has an upward bias but he is neutral on it over the next year or so. Regarding this company, there are better places to put your money but if you are really a bull on gold, this will provide higher leverage because of their projects.