Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 16, 2018

A copper play in Arizona. They put acidic solution in the great to dissolve the copper then recover it. Upfront capital is low, so there's a potentially high return later. They have key permits in place to turn this project around. Their 2016 study implies a 40% return.

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Excelsior Mining (MIN-T)
October 16, 2018

A copper play in Arizona. They put acidic solution in the great to dissolve the copper then recover it. Upfront capital is low, so there's a potentially high return later. They have key permits in place to turn this project around. Their 2016 study implies a 40% return.

COMMENT
COMMENT
October 16, 2018

They're building a gold mine in the Yukon. It's coming into production now. He doesn't own development play and buys exploration instead.

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They're building a gold mine in the Yukon. It's coming into production now. He doesn't own development play and buys exploration instead.

PAST TOP PICK
PAST TOP PICK
October 16, 2018

(Past top pick March 6, 2018, Down 57%) When he bought it, he was interested in their copper play in Mexico. Since then, they had a big investment from Newcrest Mining. AMX has split into two companies, including Azucar. AMX is now the prospect generator. He owns them both. That transaction took a long time to close. Drillings have finally resumed.

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Almadex Minerals (AMZ-X)
October 16, 2018

(Past top pick March 6, 2018, Down 57%) When he bought it, he was interested in their copper play in Mexico. Since then, they had a big investment from Newcrest Mining. AMX has split into two companies, including Azucar. AMX is now the prospect generator. He owns them both. That transaction took a long time to close. Drillings have finally resumed.

PAST TOP PICK
PAST TOP PICK
October 16, 2018

(Past top pick March 6, 2018, Up 275%) It was up even more this year, which is when he sold some shares, but has held onto most of it. He always knew it was a prospect generator and is expecting drill results by the end of 2018. Up 450% YTD.

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(Past top pick March 6, 2018, Up 275%) It was up even more this year, which is when he sold some shares, but has held onto most of it. He always knew it was a prospect generator and is expecting drill results by the end of 2018. Up 450% YTD.

PAST TOP PICK
PAST TOP PICK
October 16, 2018

(Past top pick March 6, 2018, Down 39%) Diversified North American portfolio with good geopolitical risk. They have a joint venture with Barrick which he just saw himself. Likes management. They have development as wel as exploration assets. He really likes their exposure to Nevada.

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Premier Gold Mines (PG-T)
October 16, 2018

(Past top pick March 6, 2018, Down 39%) Diversified North American portfolio with good geopolitical risk. They have a joint venture with Barrick which he just saw himself. Likes management. They have development as wel as exploration assets. He really likes their exposure to Nevada.

COMMENT
COMMENT
October 16, 2018

Have a good open-pit project in the Yukon with a good production profile. You own this as a take-out target. They are doing a lot of exploration around the area to prove the upside potential and de-risk any development issues.

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Have a good open-pit project in the Yukon with a good production profile. You own this as a take-out target. They are doing a lot of exploration around the area to prove the upside potential and de-risk any development issues.

COMMENT
COMMENT
October 16, 2018

He did well with this a while ago, a past top pick, at 556% return. It's one of the best copper development assets in the world. They're discovering even more copper. They now have a Chinese partner, so this makes it easier to work in Africa. But there's still a lot of unrest in the DRC (Congo) which means negative sentiment.

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Ivanhoe Mines (IVN-T)
October 16, 2018

He did well with this a while ago, a past top pick, at 556% return. It's one of the best copper development assets in the world. They're discovering even more copper. They now have a Chinese partner, so this makes it easier to work in Africa. But there's still a lot of unrest in the DRC (Congo) which means negative sentiment.