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A really important deposit, easily exceeding 10M ounces, with a high-grade starter pit. No longer a microcap. Deposit is extremely remote. We're coming into a warming period where they go out of exploration and into delineation.

The project will almost certainly be taken over by a major mining company, but not likely this year or next or until they de-risk the project. He's holding until that takeover. A different investor may want to take profits.

Decent company if you really like leverage to the silver business. Decimated. Really tough balance sheet. Difficulty with existing operations. Negative cashflow. He's very nervous about its leaving exploration expertise to go into production.

He's a fairly big shareholder and a fan of management. Absolutely believes Peru project will become a mine. Copper price has done well, and gold price has done extremely well. Ongoing regulatory and capital challenges. Expects stock volatility, but much higher over next 3 years. You'll need to be patient.

A better choice for those investors who like to be in the juniors, but who do insufficient due diligence. Buying this lets you participate in the process of merchant banking for natural resources. It's like owning a mutual fund that pays you a dividend, instead of charging you a fee.

Took on too much debt. He sold. Likes management and the assets, but not the balance sheet or income statement.

PGMs and nickel are out of favour. Spectacular exploration success. He's piled in on the lower share price. Believes platinum price will pick up over 5 years. World-class deposit that people are bored with -- there's nothing he likes more. Absolutely recommends for people, like him, who are patient.

Longtime shareholder and friend of founder/CEO. Behind schedule and over budget on mine in northern Canada. Very remote location, logistically challenged. If that can get resolved, expects stock to be much higher. Stock's extremely cheap from a sum-of-the-parts point of view, but there is completion risk (which, ironically, you can't quantify until you complete the project). Market has overstated that risk. 

Rest of company's in fairly good shape. Punished because main asset is in Mali, lots of political turmoil.

Loves the uranium space because stocks are down by 50% -- that's called a sale ;)  Long-term outlook for uranium is good, but people are bored with it. A sum-of-the-parts play. Stock is at a substantial discount to liquidation value, and he loves that.

People are bored with it, and the sector's down. That's why he loves it. People had overblown expectations about 3 years ago. The narrative hasn't changed, but sometimes things take 5-6 years to play out. Many investors have the right 5-6 year narrative, but they have 2-3 month strategies. The time required to realize $$ on their strategies often exhausts their patience.

Whole bunch of decent assets, including a new one in Ontario. Stock will either go up of its own volition, or get taken over. Stock's performed well due to good cost containment. Good production growth and pipeline. Firing on all cylinders.

One of the few companies in the world that's cashflow positive in the vanadium business. Worldwide growth in specialty steels. He keeps holding because he loves out-of-favour commodities.

People are concerned about the deleterious elements in the ore. Thinks the grade is so high that people will be willing to accept the smelter penalty. When people realize they can still make money, either share price goes up or it gets taken out.

Superb relationship with host First Nations -- both royalty holders and shareholders. This says something about the management team.

Seemed to him to be a high-cost company, but that wasn't correct. Stock's been punished because of geographic location and its political instability. Likes management and the deposits. Equity financing cleared up balance sheet. Should do better this year, unless more political issues in Burkina Faso.

Has looked at this for a long time. Started a new position due to selloff on the merger with VRN. Really likes Canadian oil & gas long term, tariffs notwithstanding. 

Fly in the ointment is our new prime minister, Mr. Carney, who continues to be anti-oil and -gas. Paradoxical to him, given Canada's absolutely superb endowment of oil & gas resources and related technology. Perplexing that political leadership of Canada doesn't understand the energy patch business case when we have lots to sell to lots of willing partners.

Traditionally, has torque to the silver price. Silver generally has a run after gold has had a run, though he's not saying that a rise in the price of silver is imminent. But if you do see its price rise, then this stock should too. Ongoing production difficulties in the Lucky Friday mine. He wouldn't be opposed to someone taking a position.