They a 5-million ounce deposit, rare. A low-grade one in Ghana which scares some investors, and they don't have production financing in place, but will come. But he's bullish about Ghana where insurgency fears are way overblown.

On the sidelines until the CEO impresses him; he's having implementation challenges. He's staying on the sidelines for now. Great CEO though.

The uranium market will take care of itself, but when? The uranium price will depend on Japanese restarts which has been tepid. Low prices have taken a toll on CCO. Also, their balance sheet is no longer great. This depends on your patience in waiting for uranium prices to rise.

They've had two amazing quarters, but have had sociological and operational problems in western Mexico. Investors should have tight trailing stops to protect against any stock downside. The stock has ripped in the last 2 quarters.

Likes the managers, but concerned with the topography. A decent-sized gold project. A good speculation.

A large continental deposit, but there are political problems in Colombia. Are also concerns over cost overruns, can be managed. Worth buying overall.

Have had very good results but can tie them together. Also, it's a seasonal play in northwest B.C. so there won't be results till 2020.