BUY ON WEAKNESS
Recent pullback was the function of a large secondary placement of shares from insiders. Nothing has changed and the company is hitting on all cylinders. Would look at any further weakness as a buying opportunity.
DON'T BUY
Very, very speculative. Effectively extracting alumina from clay. If their technology ramps up and scales and is commercial, the stock could be a home run. He feels these types of situations are very dangerous. He still has a small short position.
DON'T BUY
He is still short the stock. The problem with this company is the balance sheet. Made a major acquisition of some of the raw materials that go into the solar supply chain but took on a significant amount of debt. Solar industry has been in serious decline.
HOLD
There are other gold names that he prefers that have had positive change occurring. This one has had some disappointments. He has a very small Short position at this time but he is warming up to the sector. Rising tide will lift all boats.
COMMENT
Located in Egypt, which has been tough. Have also had a problem with one of their main assets. However, he still thinks they are going to make this work. He has a tiny position in this. Good management that has significant connections with the Egyptian government. Have signed a new development deal, got some new assets and effectively are starting over. Highly speculative.
DON'T BUY
Gold. Political issues are not the only problem. They have missed on production guidance as well. There are better places to be. Highly speculative.
BUY ON WEAKNESS
Recently did a financing. Believes graphite, which is used in lithium batteries, is the next big wave in Canadian mining. Owns a small position in this one but may be adding to it. Wait until the financing comes off of restrictions, which could create some weakness.
DON'T BUY
Gold. Has a short position in this one but is warming up to the sector. He'll probably cover the short in the near-term. There are others he would prefer where their resources are going very fast and there are positive fundamental changes.
DON'T BUY
Has a small short position in this one and lost some money because of takeover rumours. He doesn't like the base metals. Prefers gold and silver.
COMMENT
Lost their bid on cleaning up the Kuwait oil fields. They are now partnering with BP (BP-N) on another oilfield cleanup. They are also working on partnerships in Saudi Arabia. Likes management.
HOLD
(Market Call Minute.) Likes the sector but the company has been underperforming fundamentally.
BUY
(Market Call Minute.) Positive resource growth and he likes the sector.
HOLD
(Market Call Minute.) Likes his sector. Fundamentally the company has had problems but he thinks they are turning it around.
SELL
(Market Call Minute.) Positive resource growth but gas is such a difficult sector to be in.
HOLD

(Market Call Minute.) Very oily stock. There is a decent yield that he feels they will maintain.