Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 10, 2009
3 gold mines in western Africa. Fairly cheap. Trades at a fairly low multiple. Growing its production and has reasonable cash costs.
Semafo Inc (SMF-T)
September 10, 2009
3 gold mines in western Africa. Fairly cheap. Trades at a fairly low multiple. Growing its production and has reasonable cash costs.
Allan Jacobs
Director of Small-Cap Investments, Sprott Asset Management Inc.
Price
$2.800
Owned
Yes
COMMENT
COMMENT
September 10, 2009
Had some joint ventures with West Timmins Mining (WTM-T) and came up with some interesting discoveries. They now want to acquire West Timmins Mining. Has had a good run.
Lake Shore Gold (LSG-T)
September 10, 2009
Had some joint ventures with West Timmins Mining (WTM-T) and came up with some interesting discoveries. They now want to acquire West Timmins Mining. Has had a good run.
Allan Jacobs
Director of Small-Cap Investments, Sprott Asset Management Inc.
Price
$3.090
Owned
Yes
COMMENT
COMMENT
September 10, 2009
Very big gold resource and reserve in Egypt. About 13 million ounces and the finding costs are very low. Going into production and stock price is reflecting this. Good management. May be slightly ahead of itself but at $1000 gold it may be OK value.
Centamin Egypt (CEE-T)
September 10, 2009
Very big gold resource and reserve in Egypt. About 13 million ounces and the finding costs are very low. Going into production and stock price is reflecting this. Good management. May be slightly ahead of itself but at $1000 gold it may be OK value.
Allan Jacobs
Director of Small-Cap Investments, Sprott Asset Management Inc.
Price
$1.730
Owned
Yes
COMMENT
COMMENT
September 10, 2009
Big copper project in Peru. About 3 years away from production. Coming out with a feasibility study within the next month. Could be a takeover target.
Norsemont Mining (NOM-T)
September 10, 2009
Big copper project in Peru. About 3 years away from production. Coming out with a feasibility study within the next month. Could be a takeover target.
Allan Jacobs
Director of Small-Cap Investments, Sprott Asset Management Inc.
Price
$2.160
Owned
Yes
COMMENT
COMMENT
September 10, 2009
Big copper project in Peru. About 3 years away from production. Just came out of a proxy battle, which management won but got the message to try and realize full value and sell the Lundin’s Group 18%. Need $600 million and are very dependent on the price of copper.
Big copper project in Peru. About 3 years away from production. Just came out of a proxy battle, which management won but got the message to try and realize full value and sell the Lundin’s Group 18%. Need $600 million and are very dependent on the price of copper.
Allan Jacobs
Director of Small-Cap Investments, Sprott Asset Management Inc.
Price
$0.370
Owned
No
COMMENT
COMMENT
September 10, 2009
In the old days it was a hearing aid company that did very well. Now they have semiconductor products for video and data com markets. Have been hard hit as a mini semiconductor company and earnings are way down. Good balance sheet and the business is stabilizing.
Gennum (GND-T)
September 10, 2009
In the old days it was a hearing aid company that did very well. Now they have semiconductor products for video and data com markets. Have been hard hit as a mini semiconductor company and earnings are way down. Good balance sheet and the business is stabilizing.
Allan Jacobs
Director of Small-Cap Investments, Sprott Asset Management Inc.
Price
$4.210
Owned
No
TOP PICK
TOP PICK
September 10, 2009
2-way wireless radios. Wireless Wave is there large retail division and they also sell to Costco. Doing extremely well because of the iPhone, smart phone, Blackberries. Trades at a single digit PE multiple. 2.5% yield. Could be a takeover.
Glentel Inc. (GLN-T)
September 10, 2009
2-way wireless radios. Wireless Wave is there large retail division and they also sell to Costco. Doing extremely well because of the iPhone, smart phone, Blackberries. Trades at a single digit PE multiple. 2.5% yield. Could be a takeover.
Allan Jacobs
Director of Small-Cap Investments, Sprott Asset Management Inc.
Price
$14.300
Owned
Yes