Looking for people to cut the cord. They look like Apple TV. This quarter there will be revenue generation so this is the right time. He owns a big chunk. There is deep value here, but people got impatient.

Hold or Sell? This has had a nice move. If you are underweight the whole gold complex you might want to keep it. If you are a trader, you have had a spectacular move in the last 4 months, you might want to take your initial capital out.

A very high quality silver company. However, the balance sheet is getting a little skinny. If you own, continue holding, but use a trailing stop.

For the right speculator, this is a very good name. You are coming into the right environment where their merchant banking skills and exploration skills will suit them extraordinarily well. A very strong balance sheet and a great income statement, and they are people who understand Canadian capital markets as they relate to precious metals.

A takeover by Gold Corp (G-T), and he is going to wait and take the Gold Corp. shares. This takeover helps Gold Corp. answer the question of where will they get high quality growth.

Likes the people and is sort of attracted to the deposit. He would probably own it except that he thinks Dominion Diamond (DDC-T) is cheaper. With Mountain Province you have the development risk and the problem of turning on that big plant.

He is leery about their way forward, and is leery about materials markets where you are not in the bottom cross quartile in the world.