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Markets: Not a surprise that China is sniffing around the ABX African asset. Thinks ABX would like to re-focus themselves. Wouldn’t be surprised if they consummate something. He prefers to sit on the sidelines until something is communicated more clearly and he has a sense of their direction. Thinks you will start to see more M&A activity in copper next year.

Likes the liquidity of Mid-tier companies. Management is always the key and they have a good job here. Good management often has good luck, but bad management it seems does not. Safe jurisdiction. Great little story that fell on hard times over the last year. The classic startup and you have to get the kinks out of the system. Free cash flow next quarter or two. He would be buying it at this point.

Over diversified and some think it should be broken out into multiple companies. He stayed out because he is not constructive on nickel. Doesn’t like the diversification discount. Market doesn’t like it for some reason. Stay away because of the Nickel.

If mine does not go into production they will not get that stream of revenue. View from Barrack is that there is no dispute there. Have seen inflation in their costs of 50%. Liked the Hudbay deal. He sees some upside here.

Oil leveraged company, just had a great second quarter. Some Heavy Oil which differentiates them. It’s a bit small for him. Management team has a history of starting and selling or minimizing junior companies.

Strong board and management. Has a number of mines. On track to goal of million oz producer. One of the few that has met expectations and targets and is on target for 2012.

Is a favourite of his and a bigger holding on the senior side. The market is looking for a rebound when Horizon gets back to 100,000-barrel range. It doesn’t have an upgrader so it is feeling the differential bite. Execution is the key always. Market is sensitive and is looking for execution. A great free cash-flow generator. Has the best leverage amongst the seniors except for Encanna. He added to it recently. The worst is over but it doesn’t mean you can't have problems.

(Top Pick Sep 30/11, Down 21.75%) Not far off it’s pier group. Still likes the company. Nothing wrong with it. It would make a good takeout candidate.

(Top Pick sep 30/11Up 90%) He redeployed cash in other names.

(Top Pick Sep 30/11, Up 39.02%) Had a couple of tough quarters but fine now. Long term it is probably trading at a reasonable multiple. Is a high growth company and should be able to grow at 50% over the next 5 years.

Trading .75 book. Questions if it has corrected enough. Thinks they have not cleaned house enough. He would rather sit on the sidelines. It is cheap but it could be cheap for a long time. Could be taken out but there is an important message with Barrack: The market is waiting for you to get back to basics.

Are building a core asset in BC. Good core management group and good jurisdiction. But they are running out of money. Moly has fallen off a cliff and is a surprise. Not sure how they will raise equity in this kind of market.

Safe jurisdiction. Multi million oz mine in his belief. G-T bough another junior in the area and suggests this one is worth a double. He would still add to it.

It is a year behind OSK-T. Detour is on the other side of the border. Similar footprint. Under $500 an oz operating cost. Production goes commercial in second half of 2013. They can learn from OSK-T. Likes the metrics of OSK a little more because they are just over the cusp of getting over their problems. He would rather own Detour later.

Considered one of the top tier companies in Calgary. Management team second to none. Third go round. Within 24 months this one should be sold also. Just over 50 BOE a day. 30% growth this year, which is unheard of in this kind of company. Short positions have almost evaporated at the $25 mark. It is not for the feint of heart.