With the recent pull back he is looking at it. Interesting project but has concerns about the situation in Egypt and the rest of Northern Africa. There is no rush to go into this right now.

Primarily gold in Argentina. Lindero project has had a feasibility study and is basically ready to go into production. Great management. Looking for new projects.

Has been quite flat over the last decade and he is frustrated with it. Quite cheap and has recently added to his holdings. Concerned about some of the rising costs.

All the large caps have been fairly flat over the last number of years. Very cheap on a P/E ratio. Keeps wondering what the catalyst will be for them to break out and move to the upside. Could be the dividend increases. Possibly will spin out assets other than gold. Believes a catalyst is coming.

Uranium. Spectacular company. Very early stage. Small and high risk. Cameco (CCO-T) is in their region. Also have some joint ventures. Have been drilling up some resources.

Growing gold ounce resources in Burkina Faso. Doing lots of drilling and infilling so they can get to a feasibility study, which they hope to have this year. Starting to drill deeper and thinks this is going to be a lot bigger than the current 2 million ounce that people are modeling.

Stock has gone sideways for most of this decade because very poor government relations with the Central African Republic where they have the multi million ounce gold deposit in the Passendro project. New management group seems to have pretty good relationships. Ministers seem to be opening up to mining. Very cheap and not pricing in success.