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.

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.

About $6 a share in cash. Cash and asset rich. Price to cash flow is reasonable. Great potential for reorganization.

(A Top Pick Oct 16/09. Up 343.59%.)

(A Top Pick Oct 16/09. Up 184.84%.)

(A Top Pick Oct 16/09. Up 25.84%.) Still likes but sold his holdings. May put it back on again.

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.