Excerpts:

"San Gold has a market cap of about $900 million. It’s lost a bit of its value due to some production hiccups in the fourth quarter."

"San Gold has excellent geology. I’ve never seen a situation where you have great geology and the mine can’t produce. Usually when you have failures in this business it’s because you have bad geology. Even with the best management teams you can’t make bad geology work. San Gold has the right geology."

Full Interview:

http://www.smallcappower.com/articles/interview-with-robert-cohen-06-05-2011.html