Greg McCoach, president, The Mining Speculator
COPPER FOX (CVE:CUU): tremendous developing resource, think a buy..great group of people..I am hoping to visit in summer, Northern BC
YAMANA GOLD (AMEX:AUY TSE:YRI): run by sharp group of management, recently purchased Viceroy in Argentina..one of the up and coming producers, believe they will be force to be reckoned, great portfolio of projects
NORTHERN DYNASTY MINERALS (CVE:NDM): tremendous deposit, one of the largest discovered in recent years that will become a mine..its share price has run up, made early shareholders lots of money..
JINSHAN GOLD MINES (TSE:JIN): I am a believer, visited China property..they will be in production Q2 2007, represent about 120,000 ozs/year, cash cost $250/oz, profitable..cash flow can explore major gold belt, great prospects already permitted for drilling..investors have been burned in the 1990s, China pulled rug out from foreign investors..I think things have changed over there, Jinshan has right model and situation
IAMGOLD (NYSE:IAG AMEX:IAG TSE:IMG): I like company..any of the major producers faced with higher costs, inflation..with IAMGOLD they are good company, do not see any real problems with them
AURELIAN RESOURCES (CVE:ARU): world-class discovery, share price has run up tremendously, politics major question..Ecuador, are they going to go that route, jury is still out..you are taking some risk buying Aurelian at this price..unfortunately if they decide to nationalize, will be bad for foreign companies..
GAMMON LAKE RESOURCES (TSE:GAM): wonderful situation in Mexico..I followed early on, represents less risk now, very well-managed company..
BARRICK GOLD (NYSE:ABX TSE:ABX): possibility that Barrick could come back..want Galore and Donlin projects..I think they will maintain position there, would not be surprised to see Barrick take another run..surprised that shareholders did not take offer..if I were a shareholder, would have taken the deal..as gold goes higher, I think they will get it
GOLDCORP (NYSE:GG TSE:G): one of the standards of the industry..moving forward even though they have some increased cost issues, represents great value with higher gold price moving forward..if you are looking for less risk and want to put some money into mining sector, good choice..
GUYANA GOLDFIELDS (TSE:GUY): good junior that major would take out at some point..gold mine in the making, economic..
SCORPIO MINING (TSE:SPM): silver-gold play in Mexico..share price started to move, great drilling results, very bullish
VISTA GOLD (AMEX:VGZ TSE:VGZ): does not want to go into production..recently spinoff of Nevada property..moving forward it has some great projects in Mexico..
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