Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 9, 2012
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.
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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
DON'T BUY
April 9, 2012
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.
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5N Plus (VNP-T)
April 9, 2012
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
HOLD
April 9, 2012
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.
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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
COMMENT
April 9, 2012
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.
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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
DON'T BUY
April 9, 2012
Gold. Political issues are not the only problem. They have missed on production guidance as well. There are better places to be. Highly speculative.
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Avion Gold (AVR-T)
April 9, 2012
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 WEAKNESS
BUY WEAKNESS
April 9, 2012
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.
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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
DON'T BUY
April 9, 2012
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.
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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.