Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 29, 2010
About 4 million ounces of silver production in Argentina. Cash flow multiple 8-9X that is reasonable for one asset alone, but has a big land package around Andean Resources of which Goldcorp (G-T) just paid $3.6 billion. Will be starting drilling. Also has about 11 billion pounds of copper.
McEwen Mining (MUX-T)
September 29, 2010
About 4 million ounces of silver production in Argentina. Cash flow multiple 8-9X that is reasonable for one asset alone, but has a big land package around Andean Resources of which Goldcorp (G-T) just paid $3.6 billion. Will be starting drilling. Also has about 11 billion pounds of copper.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$1.590
Owned
Yes
TOP PICK
TOP PICK
September 29, 2010
Gold assets in Ireland. Have about $32 million in cash and an indicated resource of 400,000 ounces with another 1.1 million inferred ounces. 40,000 m drill program, which they will be doing for the next couple of years.
Dalradian Resources (DNA-T)
September 29, 2010
Gold assets in Ireland. Have about $32 million in cash and an indicated resource of 400,000 ounces with another 1.1 million inferred ounces. 40,000 m drill program, which they will be doing for the next couple of years.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$2.490
Owned
Yes
TOP PICK
TOP PICK
September 29, 2010
About $6 a share in cash. Cash and asset rich. Price to cash flow is reasonable. Great potential for reorganization.
Hudbay Minerals Inc. (HBM-T)
September 29, 2010
About $6 a share in cash. Cash and asset rich. Price to cash flow is reasonable. Great potential for reorganization.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$14.620
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 29, 2010
(A Top Pick Oct 16/09. Up 343.59%.)
Volta Resources Inc (VTR-T)
September 29, 2010
(A Top Pick Oct 16/09. Up 343.59%.)
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$1.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 29, 2010
(A Top Pick Oct 16/09. Up 184.84%.)
Alacer Gold Corp (ASR-T)
September 29, 2010
(A Top Pick Oct 16/09. Up 184.84%.)
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$6.910
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 29, 2010
(A Top Pick Oct 16/09. Up 25.84%.) Still likes but sold his holdings. May put it back on again.
North West Company (NWC-T)
September 29, 2010
(A Top Pick Oct 16/09. Up 25.84%.) Still likes but sold his holdings. May put it back on again.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$19.480
Owned
No
COMMENT
COMMENT
September 29, 2010
Good company and good asset. Reserves of about thirteen million ounces. Have most of their financing in place and are waiting for a couple of permits. Good growth story.
Detour Gold (DGC-T)
September 29, 2010
Good company and good asset. Reserves of about thirteen million ounces. Have most of their financing in place and are waiting for a couple of permits. Good growth story.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$30.630
Owned
Yes