(Top Pick Oct 30/12, Down 11.93%) About to ramp up production. Going to be one of the biggest silver mines on the planet. They are doing everything right. Low cost producer. He still likes it.
Likes it. One of the highest grade, largest deposits in Columbia right now. 5 million oz resource that will get bigger and be in production in the next couple of years. Well financed to execute on their current strategy.
Congo. Likes to manage his risk there. Used to trade at a big discount. Are expanding their mine and are a little tight for cash right now. Will have to refinance it. An interesting asset. Nice looking mine, but they have to raise capital funds.
Been involved for many, many years. Have not met expectations over the last couple of years. Had to take on some debt and stock got cheap. He increased his position. Thinks gold will go up and so will this stock. Higher gold prices will start to skate them onside. They have to execute and to manage dilution.
Been involved for many, many years. Have not met expectations over the last couple of years. Had to take on some debt and stock got cheap. He increased his position. Thinks gold will go up and so will this stock. Higher gold prices will start to skate them onside. They have to execute and to manage dilution.
Have done an absolutely spectacular job of building out a silver company, close to 10 million oz of production and expecting to increase it still. Keep costs down and manage them. Once silver price starts running this stock will be much higher than where it is.
They have a few mines. Team used to run Bema. One of the best mine builders and explorers that he has ever come across. Assets diversified in several countries. They are well financed. Are they planning on making another acquisition? Believes in the management skills of the company.
(Top Pick Oct 30/12, Down 46.21%) They have not done anything wrong. A good looking assets but the market doesn’t care. Would still buy it.