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Markets. On the whole, major miners’ all in cost of gold is $1400/oz. Gold is $1325 an ounce so they are not making money. If you stop sustaining your businesses you can bring costs down but then your business goes away. You need to replace every oz of gold you produce or you lose your reserves. He thinks we are now in a peak discovery period. Unless we see a real increase in the gold price he doesn’t see how we make the discoveries to keep up with production.

Has been a bit of a disaster. Mine in Texas is not going ahead, resource was not properly done. The reserves are not what they expected.

Market for financing for Juniors has turned around to some degree. Companies with a decent looking resource are bringing money. For explorers, it is still a really tough environment.

He bought it because they have a large, low grade copper/nickel deposit in Minnesota. They were expecting to find a high grade feeder, but did not after drilling, so he sold out of it. It is now all about getting the metallurgy to work and it is a complex system. It is advancing and they have a shot.

They follow a joint venture model. Given their low chances of success, it makes a lot of sense to him. They have done a great job of bringing the partners and getting them to fund the work. Stock is a reasonable price right now.

Likes it. They are well positioned through the Athabasca basin. They are positioned well as a takeout candidate down the road. Their mill should be cash flow positive this year. Uranium looks positive with the reactors restarting in Japan.

An amazing deposit. Developing the sulphide resource will take a great capital expense. Doesn’t think they can raise the financing.

Mexico. A difficult environment. Good grade. Does not see them as a takeout candidate because of the cost to build it. Assuming you are positive on gold it is one worth holding.

Large deposit on a large river in Guyana. A flood would have washed out their open pit. They are planning now on going underground on a high grade portion of the deposit.

(Top Pick Mar 6/13, Down 40.11%) Sold when they government changed the whole scenario for them. Wait until they get their permit.

(Top Pick Mar 6/13, Up 175.67) Has defined one of the best shallow uranium deposits in the basin. DML is buying this one and returns are as of 4/30/13.

(Top Pick Mar 6/13, Down 6.78%) They generate ideas and bring in other people to spend the money. Haven’t made a discovery yet but have a number of joint ventures. This is a long term bet.

He used to own it. They have not been able to make any money despite hitting some really nice zones. He doesn’t think they will ever make any money.

They just raised some money. They have a low capital cost to put it in production. It is easy and cheap.

Loves it. It is in Serbia. Extremely high grade copper deposit. Freeport is putting all the money in this. He doesn’t see any other discoveries even close to this. He took his cost off the table plus some profit and continues to hold it.