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Message: Re: Hey, Misty River you do the Grunt work OK,

Companies I really like:

Atac (their results in the last nine months have given me a permanent grin) If they really have the next Carlin Gold Trend to themselves (and they seem to have the results to prove it) then even their current valuation is cheap.

Kaminak I like to compare them to the profits I made on Rainy River. I think they could appreciate around 100% per year from the current valuation for the next 5-6 years. Huge land package, and they're finding respectable gold drill results all over it. Keep in mind that not every set of drill results is going to be spectacular.

I've already been in both them for a while, as well as AXR, which has steadily appreciated for me.

Here are other companies I am in (do your own DD, it's not necessarily the best time to buy any of them, and they are highly speculative:

HMI

PEX

RDU

AMG

Given the newspaper article I just read, and the fact that I've always liked Victoria, I think they are angling for a complete takeover from Kinross, and that they will get it. You may not get the share appreciation of some of the others in this case, but it's a no brainer.

Other Yukon companies I wouldn't hesitate to be in:

GPD

SGI

RK

SMD

TAK


Oct 28, 2010 11:49PM
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