Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 7, 2017

This now has a project in Mongolia which has epithermal veins, which he loves. When you do find them and they carry great grades, it can grow really fast. This has a 50 g/meter width quite prominent with something like 16% which gets him excited. Still very early stage.

This now has a project in Mongolia which has epithermal veins, which he loves. When you do find them and they carry great grades, it can grow really fast. This has a 50 g/meter width quite prominent with something like 16% which gets him excited. Still very early stage.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$0.840
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

The Bruce/Jack project north of Stewart BC. In their final stages of construction, with 13 km left to go on the powerline. This will be a very interesting mine to follow. The geology is complex because it has a high-grade nature to it, and is a little nuggetty. If this works, it will become one of Canada’s important gold mines.

The Bruce/Jack project north of Stewart BC. In their final stages of construction, with 13 km left to go on the powerline. This will be a very interesting mine to follow. The geology is complex because it has a high-grade nature to it, and is a little nuggetty. If this works, it will become one of Canada’s important gold mines.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$12.180
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

A gold project just north of Nunavut. This has been a very interesting project. Because of past ownership and the amount of money put into the exploration, this is now a robust project. They are just going into production now.

A gold project just north of Nunavut. This has been a very interesting project. Because of past ownership and the amount of money put into the exploration, this is now a robust project. They are just going into production now.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$14.700
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

They want to build a mine in Brazil, but there are some environmental controversies. They have the Volte Grande project which is over 6.1 million ounces in all categories, and a grade over a gram a ton. In early years, they can have higher grades, so you get a really robust payback. From a technical perspective, everything is great.

They want to build a mine in Brazil, but there are some environmental controversies. They have the Volte Grande project which is over 6.1 million ounces in all categories, and a grade over a gram a ton. In early years, they can have higher grades, so you get a really robust payback. From a technical perspective, everything is great.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$0.850
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

Their Cobre copper project in the Panama will make this company one of the largest copper miners in the world. They have to get through the construction. They have debt on the balance sheet, which makes things a little precarious. He would probably stay on the sidelines.

Their Cobre copper project in the Panama will make this company one of the largest copper miners in the world. They have to get through the construction. They have debt on the balance sheet, which makes things a little precarious. He would probably stay on the sidelines.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$14.260
Owned
Unknown
COMMENT
COMMENT
March 7, 2017

One of the premier Canadian gold miners. Producing about 1.65 ramping up to 1.7 million ounces a year. Reasonable cash costs. Not a cheap stock, but they’ve done an incredible job and have a lot of growth behind them. They are also investing in a number of junior companies. Very good management. He likes this.

One of the premier Canadian gold miners. Producing about 1.65 ramping up to 1.7 million ounces a year. Reasonable cash costs. Not a cheap stock, but they’ve done an incredible job and have a lot of growth behind them. They are also investing in a number of junior companies. Very good management. He likes this.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$53.630
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 7, 2017

An exploration project in Nevada. Really great geology. They are still reinterpreting all the stacking that has gone on in the batter, which he finds pretty interesting. Market cap is $700 million, so it is not a cheap stock. If it pulls back, this is one you could look at.

An exploration project in Nevada. Really great geology. They are still reinterpreting all the stacking that has gone on in the batter, which he finds pretty interesting. Market cap is $700 million, so it is not a cheap stock. If it pulls back, this is one you could look at.

Robert Cohen B.A.Sc., MBA, CFA
Vice President & Portfolio Manager, Dynamic Funds
Price
$3.240
Owned
Unknown