Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 5, 2014

One of the most impressive underground mines he has ever been to. Have haulage systems, automation, which is incredible. Was skeptical last year they would be able to get tonnage up to their target. They have beaten all their target levels. Doing a really good job. Underground reserve grade is about 2.7 grams per ton, which for an open pit would be spectacular, so this is one of the lower grades for an underground mine.

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AuRico Gold Inc (AUQ-T)
August 5, 2014

One of the most impressive underground mines he has ever been to. Have haulage systems, automation, which is incredible. Was skeptical last year they would be able to get tonnage up to their target. They have beaten all their target levels. Doing a really good job. Underground reserve grade is about 2.7 grams per ton, which for an open pit would be spectacular, so this is one of the lower grades for an underground mine.

COMMENT
COMMENT
August 5, 2014

A big portion of their assets are in Russia. Because of what is going on, he doesn’t have any inclination to go down this path. Embargoes going back and forth between countries, could impact this company.

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Kinross Gold (K-T)
August 5, 2014

A big portion of their assets are in Russia. Because of what is going on, he doesn’t have any inclination to go down this path. Embargoes going back and forth between countries, could impact this company.

HOLD
HOLD
August 5, 2014

(Market Call Minute.) Short term he thinks they are still in ramp up, but long term he thinks it is a marquee asset.

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Detour Gold (DGC-T)
August 5, 2014

(Market Call Minute.) Short term he thinks they are still in ramp up, but long term he thinks it is a marquee asset.

BUY
BUY
August 5, 2014

(Market Call Minute.) New CEO. Doing all the right things. Will take a bit of time, but he likes it.

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(Market Call Minute.) New CEO. Doing all the right things. Will take a bit of time, but he likes it.

HOLD
HOLD
Hecla Mining Co (HL-N)
August 5, 2014

(Market Call Minute.)

BUY
BUY
August 5, 2014

(Market Call Minute.) This would part of a core portfolio.

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Goldcorp Inc (G-T)
August 5, 2014

(Market Call Minute.) This would part of a core portfolio.

BUY
BUY
August 5, 2014

(Market Call Minute.) Likes it. High grade.

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(Market Call Minute.) Likes it. High grade.