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.
Altius and
Eurasian Minerals (EMX.v) - Also now listed on Amex
Not cheap at $130m market cap but to quote Rule, who we must assume owns,
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
Day 1
Day 2
For a more humerous take on PDAC and various letter writers and goldbug crowd see here
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