Latest Expert Opinions

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Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 11, 2013

(A Top Pick Oct 30/12. Down 13.07%.) One of the most successful mine builders in the industry. Have just gone into commercial production in Guatemala and are shipping concentrate on a daily basis. Doing a bit of tinkering and getting recoveries up in certain areas. Will be producing about 19-20 million ounces of silver.

Tahoe Resources (THO-T)
December 11, 2013

(A Top Pick Oct 30/12. Down 13.07%.) One of the most successful mine builders in the industry. Have just gone into commercial production in Guatemala and are shipping concentrate on a daily basis. Doing a bit of tinkering and getting recoveries up in certain areas. Will be producing about 19-20 million ounces of silver.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$17.370
Owned
Yes
COMMENT
COMMENT
December 11, 2013

CEO is probably one of the best explorer/dealmaker that he knows. In the last couple of years he has put together a very strong team of operating people. Have a bunch of interesting assets. Has a joint venture with Goldcorp (G-T) in the Red Lake district. Doing a feasibility study on a Hardrock project which, potentially, could be one of their 1st operating mines. Also, have a project in Nevada.

Premier Gold Mines (PG-T)
December 11, 2013

CEO is probably one of the best explorer/dealmaker that he knows. In the last couple of years he has put together a very strong team of operating people. Have a bunch of interesting assets. Has a joint venture with Goldcorp (G-T) in the Red Lake district. Doing a feasibility study on a Hardrock project which, potentially, could be one of their 1st operating mines. Also, have a project in Nevada.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$1.430
Owned
Yes
COMMENT
COMMENT
December 11, 2013

Have done some interesting things. New CEO has put a lot of his money into the company. Just announced a deal with Newmont (NMC-T) to buy the Midas Mine and financing it through Franco-Nevada (FNV-T). There is now the potential to see a company that has a decent deposit with high grades going into production. Very interesting story and he has to do more work on this.

Klondex Mines Ltd (KDX-T)
December 11, 2013

Have done some interesting things. New CEO has put a lot of his money into the company. Just announced a deal with Newmont (NMC-T) to buy the Midas Mine and financing it through Franco-Nevada (FNV-T). There is now the potential to see a company that has a decent deposit with high grades going into production. Very interesting story and he has to do more work on this.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$1.530
Owned
No
BUY
BUY
December 11, 2013

Have some higher operating costs and they have to try and bring those down and have been working on this. Nice big dividend yield of about 5%, but there is a risk it could be cut. Reasonably strong balance sheet so they don’t have to do a cut immediately. With a much higher gold price, he could see this potentially going back to $20.

Iamgold Corp (IMG-T)
December 11, 2013

Have some higher operating costs and they have to try and bring those down and have been working on this. Nice big dividend yield of about 5%, but there is a risk it could be cut. Reasonably strong balance sheet so they don’t have to do a cut immediately. With a much higher gold price, he could see this potentially going back to $20.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$4.070
Owned
Yes
HOLD
HOLD
December 11, 2013

Incredibly cheap. Its cash is pretty close to its Market Cap. Have about a 500,000,000 ounce resource where there have been studies and feasibilities on it. If you own it, keep it in the closet for brighter, sunnier days, because these things will not stay down here.

Incredibly cheap. Its cash is pretty close to its Market Cap. Have about a 500,000,000 ounce resource where there have been studies and feasibilities on it. If you own it, keep it in the closet for brighter, sunnier days, because these things will not stay down here.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$0.090
Owned
Yes
BUY
BUY
December 11, 2013

One of the best management teams in the business. Team has been together for a couple of decades now. They continue to build mines and explore successfully. Just acquired Volta Resources. Historically has always traded at a premium to others but with the pullback it is a very interesting company at these levels.

B2Gold Corp. (BTO-T)
December 11, 2013

One of the best management teams in the business. Team has been together for a couple of decades now. They continue to build mines and explore successfully. Just acquired Volta Resources. Historically has always traded at a premium to others but with the pullback it is a very interesting company at these levels.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$2.150
Owned
Yes
COMMENT
COMMENT
December 11, 2013

Some analysts are having better impressions than they have had in the past. Just announced they are upping their guidance. There is potential for lower cash costs based on the premise that the grades look to be coming in better than expected. At these valuations, it is starting to look interesting.

Lake Shore Gold (LSG-T)
December 11, 2013

Some analysts are having better impressions than they have had in the past. Just announced they are upping their guidance. There is potential for lower cash costs based on the premise that the grades look to be coming in better than expected. At these valuations, it is starting to look interesting.

Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$0.455
Owned
No