I agree with you strategy here about picking up the beaten up.

I also own HAT and NES.

Kam - Kaminiak is up from 2.25 to 4.11 was as high as 4.50.
It looks like they have the goods in the Yukon.

BZA - American Bonanza is flat on the year but they are transitioning from explorer to producer within the next few months. This is the point where the speculators sell and the investors buy. http://www.americanbonanza.com/s/Copperstone.asp?ReportID=422124

SVL - Silvercrest - is down on the year for no real reason I can see. They are ramping up production so expences have been up. The name is misleading as they get more revenue from gold than silver.