Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 6, 2017

A high-grade deposit in Papua New Guinea. The land package is great and the exploration potential is really good, but what they are doing is mining narrow high grade veins. The previous company was not able to do this. Until they can show they can make money mining those veins, it’s not something he would be interested in. There are a lot of promoters pushing things, and you want to be careful.

A high-grade deposit in Papua New Guinea. The land package is great and the exploration potential is really good, but what they are doing is mining narrow high grade veins. The previous company was not able to do this. Until they can show they can make money mining those veins, it’s not something he would be interested in. There are a lot of promoters pushing things, and you want to be careful.

Brent Cook
Exploration Analyst & Geologist, Exploration Insights
Price
$0.950
Owned
No
TOP PICK
TOP PICK
March 6, 2017

A great company and worth while accumulating, but it is really important on junior stocks to pick your price. At this level, it is worth accumulating, but there is no urgency. These guys generate really good big picture ideas, and they get a major mining company in to test it.

A great company and worth while accumulating, but it is really important on junior stocks to pick your price. At this level, it is worth accumulating, but there is no urgency. These guys generate really good big picture ideas, and they get a major mining company in to test it.

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

Had owned this last year. He liked the resource, the jurisdiction and the team. The issue was that the grade they were thinking they would get, based on the throughput in terms of how much they got, would get underground matched, because they wanted to do about 1700 tons per day and get a head grade of well over 10. He thought dilution would be too high. He is not looking at development plays, so hasn’t come back to this.

Had owned this last year. He liked the resource, the jurisdiction and the team. The issue was that the grade they were thinking they would get, based on the throughput in terms of how much they got, would get underground matched, because they wanted to do about 1700 tons per day and get a head grade of well over 10. He thought dilution would be too high. He is not looking at development plays, so hasn’t come back to this.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$1.230
Owned
No
COMMENT
COMMENT
March 6, 2017

Located in Burkina Faso. Because gold is $1250, it is going to be volatile, and he is not really looking at producers, he is looking at guys that find quality assets to feed the next cycle.

Semafo Inc (SMF-T)
March 6, 2017

Located in Burkina Faso. Because gold is $1250, it is going to be volatile, and he is not really looking at producers, he is looking at guys that find quality assets to feed the next cycle.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$3.770
Owned
No
DON'T BUY
DON'T BUY
March 6, 2017

Sold his uranium stock last year. It looks like the market is fairly well balanced, such that he doesn’t see a turn around anytime soon, because there is still such a big overhang in the inventory. The way to play this would not be with production, and potentially not with near-term development, but more with exploration. He is not playing anything in uranium right now.

Sold his uranium stock last year. It looks like the market is fairly well balanced, such that he doesn’t see a turn around anytime soon, because there is still such a big overhang in the inventory. The way to play this would not be with production, and potentially not with near-term development, but more with exploration. He is not playing anything in uranium right now.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$0.750
Owned
No
COMMENT
COMMENT
March 6, 2017

Really not a silver company anymore. In the last 18 months, they have managed to convert from a higher geopolitical risk asset base in Argentina, to one that bought a gold company Marigold and Claude Resources. It is much more exposed to gold and silver now.

SSR Mining (SSRM-T)
March 6, 2017

Really not a silver company anymore. In the last 18 months, they have managed to convert from a higher geopolitical risk asset base in Argentina, to one that bought a gold company Marigold and Claude Resources. It is much more exposed to gold and silver now.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$13.420
Owned
Unknown
COMMENT
COMMENT
March 6, 2017

A very large, but low grade deposit. If you like to play the leverage game, this is a play that people would make. It would be a decent capital project, but would take a while to permit. They would need to produce their own power. It doesn’t make much economic sense. It would need much higher copper and gold prices to be economic.

A very large, but low grade deposit. If you like to play the leverage game, this is a play that people would make. It would be a decent capital project, but would take a while to permit. They would need to produce their own power. It doesn’t make much economic sense. It would need much higher copper and gold prices to be economic.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$1.890
Owned
No