http://www.mining.com/web/the-miners-that-made-haywoods-quarterly-cut-kerry-smith/
Article doesn't mention CUU specifically, however knowing they are accumlating and reading this line in the interview:
"Kerry Smith: Our focus is to identify companies that will have meaningful news in the next three months that could impact the share price. We're looking for companies with projects that we like from an exploration perspective and we have a Ph.D. geologist who is charged with making sure the names in the report offer geologic potential."
They may be looking at a short play based on drilling results?