Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 16, 2018

Highly liquid at $1-billion market cap. Generating free cash flow and one of the only royalty plays where streamers show growth, driven by a gold asset in Turkey that should come in in 2022-3. This should generate a lot of free cash flow. (no dividend, Analysts' price target: $8.02)

Highly liquid at $1-billion market cap. Generating free cash flow and one of the only royalty plays where streamers show growth, driven by a gold asset in Turkey that should come in in 2022-3. This should generate a lot of free cash flow. (no dividend, Analysts' price target: $8.02)

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$5.280
Owned
Yes
PARTIAL SELL
PARTIAL SELL
October 16, 2018

Up 160% YTD. One shareholder owns 45% of it. Doing well in the operations side. If you've done well, take some money off the table. He doesn't own any vanadium stocks.

Up 160% YTD. One shareholder owns 45% of it. Doing well in the operations side. If you've done well, take some money off the table. He doesn't own any vanadium stocks.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$3.490
Owned
No
DON'T BUY
DON'T BUY
October 16, 2018

High-grade gold deposit in Burkino-Faso that he visited. They're down 40% YTD. They're exposed to Burkino-Faso which has security issues. Asset is great. Gold and G-F need a turn in sentiment.

Roxgold Inc (ROXG-T)
October 16, 2018

High-grade gold deposit in Burkino-Faso that he visited. They're down 40% YTD. They're exposed to Burkino-Faso which has security issues. Asset is great. Gold and G-F need a turn in sentiment.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$0.850
Owned
Unknown
COMMENT
COMMENT
October 16, 2018

They have a large, high-grade deposit but their geopolitical risk is very high. In recent years, they've been buying Canadian assets, till they now have a 55% NAV in Canada. Potential turnaround, but watch their balance sheet and generate free cash flow from their Canadian assets.

Centerra Gold Inc (CG-T)
October 16, 2018

They have a large, high-grade deposit but their geopolitical risk is very high. In recent years, they've been buying Canadian assets, till they now have a 55% NAV in Canada. Potential turnaround, but watch their balance sheet and generate free cash flow from their Canadian assets.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$5.210
Owned
Unknown
COMMENT
COMMENT
October 16, 2018

He's owned this forever. They're a prospect generator model.They now have a project to explore but it's in Argentina which attracts negative sentiment. He himself is positive Argentina. He sees little financing risk and should deliver. To lessen negative sentiment, MRZ has diversified into Chile where he expects good results. 

Mirasol Resources (MRZ-X)
October 16, 2018

He's owned this forever. They're a prospect generator model.They now have a project to explore but it's in Argentina which attracts negative sentiment. He himself is positive Argentina. He sees little financing risk and should deliver. To lessen negative sentiment, MRZ has diversified into Chile where he expects good results. 

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$1.350
Owned
Yes
COMMENT
COMMENT
October 16, 2018

Last November he did a site visit in Argentina and it was the biggest site visit he ever saw. The lithium sector was hot, but now there's a fear that it might be well-supplied because SQM in Chile is now allowed to produce at a much higher volume than before. The Chinese are now partnering in lithium.

Last November he did a site visit in Argentina and it was the biggest site visit he ever saw. The lithium sector was hot, but now there's a fear that it might be well-supplied because SQM in Chile is now allowed to produce at a much higher volume than before. The Chinese are now partnering in lithium.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$0.630
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
October 16, 2018

Doesn't generate much free cash flow but occasionally they find very high-grade nickel like recently. This has helped their debt. They are now focused on Beta Hunt in Australia. It's a nice speculative play.

Royal Nickel Corp (RNX-T)
October 16, 2018

Doesn't generate much free cash flow but occasionally they find very high-grade nickel like recently. This has helped their debt. They are now focused on Beta Hunt in Australia. It's a nice speculative play.

Joe Mazumdar
Editor & Analyst, Exploration Insights
Price
$0.900
Owned
No