This has 3 interesting deposits. One has been doing extremely well with a lot of surprises to the upside. It is very closely held, so it could go much higher. Will be extremely volatile. If you own it, use fairly tight trailing stops. High quality people.

Likes the people and likes the platinum business a lot, and the balance sheet is a little tough. If you own it, pay continual watch on the balance sheet. Look at it every quarter. If they are successful in turning on this plant without any hiccups, there is an awful lot of upside leverage. Their cash position, relative to their need for cash in the next 3 quarters is going to rate real monitoring.

Very high quality exploration target. Understand that exploration is an extremely dangerous game. There is no one he knows that is as good at exploration finance as Robert Friedland. The stock has had a tremendous move, and is a very, very large target. If you own it, use trailing stops.

One of the few that you can really see with identifiable growth profiles. If you own this, it is highly volatile. Consider using Puts and Calls around a core position, but do it in conjunction with your financial advisor.

Hold or Sell? He doesn’t think this is going to go back into production. This was put into production on a prefeasibility study, and the deposit wasn’t rolled off as well as it should have been. There is too much non-mineralized material in between the ore chutes and he doesn’t think it is going to work.

Probably fairly fully priced, but thinks it is going higher. This is really a play on the founder and chairman, Amir Adnani, a very smart and tenacious person.

Nice deposit. He can see where the deposit makes sense for Silver Standard (SSO-T). If you have been a holder of this over the course of the year, you might sell enough to have all of your risk out of it. If the silver price continues to go up as he expects, over the next couple of years, this is a decent deposit for speculators.