PAST TOP PICK
(A Top Pick March 8/10. Up 107.21%.)
PAST TOP PICK
(A Top Pick March 8/10. Down 46.55%.) Great project in the Dominican Republic. An exciting play is coming on line. Just haven’t got around to drilling all the stuff they need to do. You have to be patient.
PAST TOP PICK
You can probably Buy ant silver stock and it is going to do really well. Has a Nice Titan survey around some of their surrounding land. Have one drill hole, which came out with some really good results. Really curious what they are going to find.
COMMENT
Have a large system that looks like it might bulk up into a minable open pit situation. The key to look at in these types of systems is how the mineralization is actually distributed. Is there one high-grade metre amongst 25 of very low-grade material or is the mineralization distributed evenly across? This is what you have to look at.
BUY
Interesting model. They generate ideas and targets and when it comes time to spend the big money, they bring in somebody else. They are then dilutive at the prospect stage but not at the capital stage. Has a number of joint ventures laid out. Mostly in Mexico but has one in Arizona.
DON'T BUY
Mineralization occurs in a number of structures that are parallel but not necessarily connected. The difficulty they are going to have is bulking this into one deposit that actually works. This was his problem and why he never bought it.
DON'T BUY
Looking at their system to see if it is broadly disseminated or concentrated in narrow zones. Also has another issue in that it is very nuggety. Mineralization is so erratically disseminated that the drill holes don’t catch the gold the way they should. Now going in and taking bigger samples to get a feel for what it is like. Hard to evaluate as an investor.
DON'T BUY
Good bunch of guys who’ve done a great lot of work in the Red Lake area. Did a resource estimate and the estimator did not do a top cut on the grades. They’ll have to get a new resource and there could be trouble for the stock.
PAST TOP PICK
(A Top Pick Nov 2/10. Up 60.78%.) Active in the Yukon. Acquired about 20 odd prospects. Has a lot of respect for management. Smart drill program.
PAST TOP PICK
(A Top Pick Nov 2/10. Up 37.23%.) Had a number of joint ventures going and have $20 million in the bank. Just found a massive high level alteration system. Have drilled some incredible holes and found a strong robust gold system but haven’t found the sweet spot.
PAST TOP PICK
(A Top Pick Nov 2/10. Down 0.42%.) Gold deposit in Armenia with about 1.4 million ounces at just under a gram. They should resource out this month. This will be a very low cost, high margin deposit in the 2 million ounce range.
DON'T BUY
Adjacent to the Detour Gold (DGC-T) deposit. Everyone hopes they take them over. However, Detour has 14 million ounces, which means they don’t have to take them out but can just wait. Not sure how this will play out.
COMMENT
Have one really high grade, base metal deposit in Ontario where they are drilling off a mass of sulfide in Alaska. Interesting deposit in that it’s good grade and the guy behind it is a very good geologist. Looks like a decent deposit.
DON'T BUY
Sold his holdings last year. Now in the phase where the question is, can they make money producing gold. So far hasn’t had much success. A “show me” story.
DON'T BUY
High grade platinum, palladium, nickel and copper mineralization in Ontario. If they could find the source of that it would be a 10 bagger for sure but that hasn’t been easy and haven’t had luck finding the feeder.