Read him a few times. He seems to be good and has good common sense; Reasoning sometimes based on old patterns.
His last paragraph:
"We've also recently added a precious-metals-explorer "junior" that already has several million ounces of "gold equivalent," millions in cash, no debt, a land package in a promising precious-metals belt, and an aggressive drilling program designed to define more ounces. This company has already attracted interest from an established major miner, so this is a story that investors will want to stay tuned into. "
I think he talking about EVG?