Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 17, 2013

Loves platinum and palladium.  Supply fundamentals are spectacular.  Used in Catalytic convertors.  China is ramping up car production, talking about increasing emissions standards.  There are not many ways to play this.  But PDL’s costs have been rather high and execution of their mine has not yielded profits for the average investor.  If we get a spike in resource prices it could suddenly turn a profit.

Loves platinum and palladium.  Supply fundamentals are spectacular.  Used in Catalytic convertors.  China is ramping up car production, talking about increasing emissions standards.  There are not many ways to play this.  But PDL’s costs have been rather high and execution of their mine has not yielded profits for the average investor.  If we get a spike in resource prices it could suddenly turn a profit.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$1.000
Owned
Unknown
WATCH
WATCH
September 17, 2013

Down about 90% from highs of last couple of years.  Company has struggled.  Problems with recovery of oxide materials.  Thinks it will be manageable and they will get through it.  There are inherent problems in the feasibility that they have not been able to address.  With a higher gold price you will see this take off in value, but for now he has to wait and see what they come out with in terms of studies.  Should have some in the not too distant future.  There are other things that are easier to figure out (prefers others stocks).

Allied Nevada Gold(ANV-T)
September 17, 2013

Down about 90% from highs of last couple of years.  Company has struggled.  Problems with recovery of oxide materials.  Thinks it will be manageable and they will get through it.  There are inherent problems in the feasibility that they have not been able to address.  With a higher gold price you will see this take off in value, but for now he has to wait and see what they come out with in terms of studies.  Should have some in the not too distant future.  There are other things that are easier to figure out (prefers others stocks).

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$4.860
Owned
No
WATCH
WATCH
September 17, 2013

Visited this summer.  They found some high grade core this spring which is dipping to the SSE and they started to drill that.  May go under the lake and to the other side.  May change from a low grade deposit to a high grade underground deposit and this got the market excited.  He is interested to see if it extends and what grades they get.

Probe Mines Ltd(PRB-X)
September 17, 2013

Visited this summer.  They found some high grade core this spring which is dipping to the SSE and they started to drill that.  May go under the lake and to the other side.  May change from a low grade deposit to a high grade underground deposit and this got the market excited.  He is interested to see if it extends and what grades they get.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$2.150
Owned
Yes
BUY
BUY
September 17, 2013

(Market Call Minute) Stock has been knocked down.

Yamana Gold Inc.(YRI-T)
September 17, 2013

(Market Call Minute) Stock has been knocked down.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$11.000
Owned
Yes
WATCH
WATCH
September 17, 2013

(Market Call Minute) Loves it.  Stock is cheap and feasibility study looks really good. Keep an eye on it.

Guyana Goldfields Inc.(GUY-T)
September 17, 2013

(Market Call Minute) Loves it.  Stock is cheap and feasibility study looks really good. Keep an eye on it.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$2.050
Owned
Unknown
WAIT
WAIT
September 17, 2013

(Market Call Minute) Neutral, but with higher gold prices you would want to own this.

Lake Shore Gold(LSG-T)
September 17, 2013

(Market Call Minute) Neutral, but with higher gold prices you would want to own this.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$0.405
Owned
No
BUY
BUY
September 17, 2013

(Market Call Minute) Part of his core portfolio.  Great management team, lots of growth, build out and challenges.

Eldorado Gold(ELD-T)
September 17, 2013

(Market Call Minute) Part of his core portfolio.  Great management team, lots of growth, build out and challenges.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$7.470
Owned
Yes