Rick Rule on Stockchase for the first time in a couple of years mentions a couple of
Prospect /Project Generator model companies - linked here the page reviewing more of these.
Eurasian Minerals (EMX.v) - Also now listed on Amex
Feels they have the best accumulation of intellectual capital in the exploration business in a company of its size on the planet. Have about 200 properties of which 80 are funded by other people's money. Over $40 million in the treasury. Very successful.
they also recently anounced a potential combination with Bullion Monarch ( I never usually look at .OB stocks) which will provide them with a royalty stream, ($6m in 2011 from Newmont properties) so potentially even less dilutive going forwards.
The guys at Metal Augmentor have been putting up their thoughts from PDAC
For a more humerous take on PDAC and various letter writers and goldbug crowd see here