Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 6, 2017

Zinc in Utah.  This could go into production by itself.  We could see this thing scale bigger in terms of tonnage.  There is a lot more to be found.  It is in an area where there are reduced environmental objection, just south of the Military testing grounds over the Salt Flats.

Zinc in Utah.  This could go into production by itself.  We could see this thing scale bigger in terms of tonnage.  There is a lot more to be found.  It is in an area where there are reduced environmental objection, just south of the Military testing grounds over the Salt Flats.

John Kaiser
Founder, Kaiser Research Online
Price
$0.260
Owned
Yes
DON'T BUY
DON'T BUY
March 6, 2017

This has the Pebble deposit which has about 90 million ounces of resources, and copper to match that. It has been promoted pretty heavily as the Trump gold play, with the idea that with deregulation being easier, it will be permitted. You need to be aware that these mega projects are in the middle of nowhere in Alaska, the headwaters of the largest Salmon fisheries in North America. A difficult place to build a tailings facility. The CapX needed is $8-$12 billion. It has to include a deep-water port, a pipeline, energy, a road, plus all the infrastructure on-site. There is not enough detailed work done on this to make an assessment to decide if this is really economic or not.

This has the Pebble deposit which has about 90 million ounces of resources, and copper to match that. It has been promoted pretty heavily as the Trump gold play, with the idea that with deregulation being easier, it will be permitted. You need to be aware that these mega projects are in the middle of nowhere in Alaska, the headwaters of the largest Salmon fisheries in North America. A difficult place to build a tailings facility. The CapX needed is $8-$12 billion. It has to include a deep-water port, a pipeline, energy, a road, plus all the infrastructure on-site. There is not enough detailed work done on this to make an assessment to decide if this is really economic or not.

Brent Cook
Exploration Analyst & Geologist, Exploration Insights
Price
$1.870
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 6, 2017

(A Top Pick March 8/16. Up 42.86%.) This company and its team are amongst the best explorers in the industry. A solid company doing solid, generative, conceptual exploration.

(A Top Pick March 8/16. Up 42.86%.) This company and its team are amongst the best explorers in the industry. A solid company doing solid, generative, conceptual exploration.

Brent Cook
Exploration Analyst & Geologist, Exploration Insights
Price
$1.700
Owned
Yes
WATCH
WATCH
March 6, 2017

Bought this 4 or 5 years ago by a private placement. It didn’t do well. They’ve restructured the company and kind of firmed it up. The geologist running it is good and smart. Has a joint venture with B2Gold (BTO-T) looking at a very prospective ground in Finland, probably one of the top places to be exploring. Just recently released some results of some surface sampling and found large boulders with visible gold in it. If subsequent drilling can confirm that there is some continuity to that, it is an interesting speculation. He would watch this.

Aurion Resources(AU-X)
March 6, 2017

Bought this 4 or 5 years ago by a private placement. It didn’t do well. They’ve restructured the company and kind of firmed it up. The geologist running it is good and smart. Has a joint venture with B2Gold (BTO-T) looking at a very prospective ground in Finland, probably one of the top places to be exploring. Just recently released some results of some surface sampling and found large boulders with visible gold in it. If subsequent drilling can confirm that there is some continuity to that, it is an interesting speculation. He would watch this.

Brent Cook
Exploration Analyst & Geologist, Exploration Insights
Price
$1.720
Owned
Yes
COMMENT
COMMENT
March 6, 2017

They’ve been in Ecuador quite a while. Formed a joint venture, and made a very impressive copper/gold discovery. There are a lot of other periphery copper/gold systems around there. This is looking pretty good. He missed it, and it is looking more expensive than what he would want to pay for it.

They’ve been in Ecuador quite a while. Formed a joint venture, and made a very impressive copper/gold discovery. There are a lot of other periphery copper/gold systems around there. This is looking pretty good. He missed it, and it is looking more expensive than what he would want to pay for it.

Brent Cook
Exploration Analyst & Geologist, Exploration Insights
Price
$0.295
Owned
No
HOLD
HOLD
March 6, 2017

Has a lot of respect for the president. Bought this in December, and just sold it a few weeks ago. The stock has come off since then. An interesting play, and something certainly worth holding in terms of gold. They are producing gold out of Arturo, and it looks like the grade is higher than expected. The Cove deposit they are drilling out seems to be hanging together now. He sees no fatal flaws here. He would like to see this under $2, and if he saw it at $1.50, he would buy a lot.

Has a lot of respect for the president. Bought this in December, and just sold it a few weeks ago. The stock has come off since then. An interesting play, and something certainly worth holding in terms of gold. They are producing gold out of Arturo, and it looks like the grade is higher than expected. The Cove deposit they are drilling out seems to be hanging together now. He sees no fatal flaws here. He would like to see this under $2, and if he saw it at $1.50, he would buy a lot.

Brent Cook
Exploration Analyst & Geologist, Exploration Insights
Price
$2.290
Owned
No
COMMENT
COMMENT
March 6, 2017

A very large, low grade deposit. It has a little over 1 million ounces M&I, and probably 3 in inferred resources. A real, sketchy sort of deposit in that the mineralization is spotty. If you were to try to mine this as an open pit, your waste to ore ratio would be extremely high, especially given that it is such a low-grade deposit.

A very large, low grade deposit. It has a little over 1 million ounces M&I, and probably 3 in inferred resources. A real, sketchy sort of deposit in that the mineralization is spotty. If you were to try to mine this as an open pit, your waste to ore ratio would be extremely high, especially given that it is such a low-grade deposit.

Brent Cook
Exploration Analyst & Geologist, Exploration Insights
Price
$0.195
Owned
No