Another who likes Dalradian and Kaminak.
Ross Beaty invested significantly in both.
Also Brent Cook Interview on Al Korelin Show - segment 6
- "Getting a bit more positive on the sector"
- Lack of discoveries, looking blind, under cover, more drilling, more complex metallurgy at depth, more strip, therefore own the few economic deposits that work or those capable of finding them
- Accumulating over summer
- Industry wastes too much money on projects that never stand a chance.
Discusses, and owns
- Premier Gold, cash and 2 big projects in Nevada and JV with Centerra in Ontario.
- Focus ventures - high margin potential phosphate project in Peru
- B2 Gold following buyout of Papillon. Namibia and Mali high margin developments
- Companies with cash to last over 1.5 years, and high margin legitimate projects with good people..
Avoiding 100's of juniors with market caps under $15m with no project, no cash, can go to zero. So little money out there to finance high capex low margin deposits, leads to continual dilution.
Another Interview HERE
Another Interview HERE
Really, if you own 10 solid companies that are doing solid work and have the money to stay alive and have a deposit or discovery that looks like it’s going to work, that’s all you need. You don’t need 50 companies.Discusses and Owns
- Pilot Gold
- Mirasol (JV with Yamana)
- Mariana Resources "I was just there looking at it. It’s pretty darn interesting. It’s certainly a discovery. It’s got high-grade potential" (See Interview at PDAC)
- Likes / Owns - Fission Uranium, Denison Mines, Energy Fuels. "because they’ve got a lot of resources drilled out, permitted, ready to go. I would not spend a dime looking for uranium. There is so much uranium out there. It’s just waiting on higher prices."
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