Pretium Resources (PVG)
A high grade gold deposit located in northern BC. It's being fast tracked to production by a top notch management team. One of the issues holding back the share price is the confidence in the Resource Estimate (the bonanza grade is difficult to quantify). The results of the bulk sample should significantly de-risk the project. A feasibility study is due in Q2. The share price is reaching my buying range.
Primero Mining (P)
An operating gold mine in Mexico. The CEO grew IAMGOLD to a multibillion dollar company and has been successful in executing a plan with the San Dimas mine so far. A reserve update should provide a very positive catalyst. It's share price has gone on a wild ride this year but I still think there is more upside.