Since I´m a little bit on the speculative side, I leave out the obvious players for a proper Yukon portfolio.
These would be ATAC, Kaminak, Golden Predator, Ryan Gold and Strategic Metals, all of which still have good potential to see a significant increase in market cap, although being already well over $100M individually (ATAC >$600M).
Therefore I concentrate on smaller plays with a higher risk factor but bigger reward if something significant is found on their properties.
So, my #4 in the New Yukon Gold Rush portfolio for 2011 is:
Pacific Ridge Exploration (PEX.V)
Shares (fully diluted): 65,3M
Market Cap (fully diluted): $ 26.1M
Cash on hand: $ 4.8M
$ 3.0M 2011 Exploration program in White Gold Area with 4000m of drilling planned
( http://www.pacificridgeexploration.com/index.php?page=news&newsid=79 )
Ni 43-101 compliant Copper property in SE Yukon
Management with over 40 years Yukon experience
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Homepage: http://www.pacificridgeexploration.com/
Presentation (March 2011): http://www.pacificridgeexploration.com/uploads/media/corporatepresentation_mar2011.pdf
Fact Sheet (Jan. 2011): http://www.pacificridgeexploration.com/uploads/media/pacific_ridge_fact_sheet_11_01_18_r5.pdf
Smartstox Interview (Jan. 2011): http://www.smartstox.com/interviews/pex
Smartstox Report (Feb. 2011): http://www.smartstox.com/reports/pex/02-28-11/
Happy DD !
FANTOMAS