Latest Expert Opinions

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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.
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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.
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.
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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.
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.
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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.
PAST TOP PICK
PAST TOP PICK
September 29, 2010
(A Top Pick Oct 16/09. Up 343.59%.)
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Volta Resources Inc (VTR-T)
September 29, 2010
(A Top Pick Oct 16/09. Up 343.59%.)
PAST TOP PICK
PAST TOP PICK
September 29, 2010
(A Top Pick Oct 16/09. Up 184.84%.)
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Alacer Gold Corp (ASR-T)
September 29, 2010
(A Top Pick Oct 16/09. Up 184.84%.)
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.
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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.
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.
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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.