Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 6, 2018
NexGen vs. Fission He owns both Fission and NexGen. They're far from infrastructure in the Athabasca Basin and would be challenged if it wasn't for their deposits being large and of quality (and next to each other). They could get built as a pair. The Fission deposit is borderline-tier one deposit, whole Nexgen's is. The quality is so high is that if they're not built in the next cycle, they will get taken over.
NexGen Energy (NXE-T)
November 6, 2018
NexGen vs. Fission He owns both Fission and NexGen. They're far from infrastructure in the Athabasca Basin and would be challenged if it wasn't for their deposits being large and of quality (and next to each other). They could get built as a pair. The Fission deposit is borderline-tier one deposit, whole Nexgen's is. The quality is so high is that if they're not built in the next cycle, they will get taken over.
Rick Rule
Pres. & CEO, Sprott USA
Price
$3.060
Owned
Yes
BUY
BUY
November 6, 2018
He likes their exploration results and suspects the whole sector will consolidate. Their exploration results look promising and good. It's a great place to be a goldminer, surrounded by good deposits. Problem is that managers are serial diluters, but you need money to drill/explore.
Bonterra Resources (BTR-X)
November 6, 2018
He likes their exploration results and suspects the whole sector will consolidate. Their exploration results look promising and good. It's a great place to be a goldminer, surrounded by good deposits. Problem is that managers are serial diluters, but you need money to drill/explore.
Rick Rule
Pres. & CEO, Sprott USA
Price
$3.030
Owned
Yes
DON'T BUY
DON'T BUY
November 6, 2018
Their Burkina Faso mine (after 10 years of peace) is now faced with an Islamic insurgency, which makes this very risky. Operational results are very good to great. The managers are competent.
Roxgold Inc (ROXG-T)
November 6, 2018
Their Burkina Faso mine (after 10 years of peace) is now faced with an Islamic insurgency, which makes this very risky. Operational results are very good to great. The managers are competent.
Rick Rule
Pres. & CEO, Sprott USA
Price
$0.850
Owned
Unknown
DON'T BUY
DON'T BUY
November 6, 2018
Good managers. A collection of second-tier assets though. Merely okay.
Argonaut Gold (AR-T)
November 6, 2018
Good managers. A collection of second-tier assets though. Merely okay.
Rick Rule
Pres. & CEO, Sprott USA
Price
$1.340
Owned
No
DON'T BUY
DON'T BUY
November 6, 2018
Very leveraged to the heavy oil scene and handcuffed by the lack of pipelines. A well-run company and victim of Canadian and American politics, American because they prefer Venezuelan heavy oil as opposed to ours.
Suncor Energy Inc (SU-T)
November 6, 2018
Very leveraged to the heavy oil scene and handcuffed by the lack of pipelines. A well-run company and victim of Canadian and American politics, American because they prefer Venezuelan heavy oil as opposed to ours.
Rick Rule
Pres. & CEO, Sprott USA
Price
$45.070
Owned
Unknown
TOP PICK
TOP PICK
November 6, 2018
Has three of the best assets ever in a junior mining company: South Africa (palladium), Congo (copper) and zinc. Problems are South Africa and the mining charter, and especially Congo which has a lot of political risk. But the risk is slightly offset by the political influence of a Chinese mining company operating these areas. And Ivanhoe has strong management. (Analysts’ price target is $6.94)
Ivanhoe Mines (IVN-T)
November 6, 2018
Has three of the best assets ever in a junior mining company: South Africa (palladium), Congo (copper) and zinc. Problems are South Africa and the mining charter, and especially Congo which has a lot of political risk. But the risk is slightly offset by the political influence of a Chinese mining company operating these areas. And Ivanhoe has strong management. (Analysts’ price target is $6.94)
Rick Rule
Pres. & CEO, Sprott USA
Price
$2.640
Owned
Yes
TOP PICK
TOP PICK
November 6, 2018
Great management team. They've built mines from Russia, Namibia to Chad. They're generating gobs of cash. The price was depressed because they took on debt to build their mines, but all that cash is melting that debt. (Analysts’ price target is $5.09)
B2Gold Corp. (BTO-T)
November 6, 2018
Great management team. They've built mines from Russia, Namibia to Chad. They're generating gobs of cash. The price was depressed because they took on debt to build their mines, but all that cash is melting that debt. (Analysts’ price target is $5.09)
Rick Rule
Pres. & CEO, Sprott USA
Price
$3.390
Owned
Yes