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- American Pacific Mining -Never imagined it be back to the price level where I first got involved. But if it appears to be a lemon, can it end up lemonade? Here’s my bias thought – Even if company never added a dime again to the Palmer, and was reduced to an NSR, I will argue market cap now is close to that value if it becomes a mine. This is strictly my speculation, but I believe current partner will end up selling deposit to a major, as the want to be a smelter, not producer. USGD shares would be worth many times current price if speculation ever became reality. What happens at Madison project drilling is also key.
- Amex Exploration – When, not if, it’s acquired, IMHO. Won’t be more than 12-months from issuing of first maiden resource.
- Arianne Phosphate – Deal, or no deal? Got to believe this extremely valuable phosphate play sees the deal button hit.
- Arizona Metals. Despite important concerns about key management abilities, the Kay Deposit is awesome and worth much more than the current share price. If proper changes occur, it can be worth much more, IMHO. I plan on voting no on spinout of Sugarloaf, and the new royalty company. Also, most definitely voting no for Paul Reid as Director at next AGM.
- BigRidge Gold – How they pulled off recent change in project and shares ownership in the worst junior resource bear market, is still amazing.
- Canter Resources – Finally, set to drill and results won’t be too long afterwards.
- Canterra Minerals – Growing fondness for plays in NewFoundland.
- Group Eleven Resources – Methodically and with little hype, company is demonstrating a potential elephant by the tail.
- Independence Gold – Just keeps doing what a Randy Turner company tends to do – find more worthy resources.
- Metalla Royalty & Streaming – Digested huge transaction and is set to reap more reward as time progresses. Just my speculation, but may be a challenge to stay independent.
- Northern Superior Resources – My second largest personal holding and not far from #1 now. One of the best scenarios out there, as the hunter or the huntee. Almost zilch on promotion but expect that to change in a big way, shortly.
- Northisle Copper and Gold – Textbook case on how to go from junior resource stock to mining company. Stay tuned.
- Radisson Mining – Been very quiet but don’t suspect that for long. Here too, I suspect one or more suitors in next 12 months.
- Solstice Gold – Hoping to see news that points to the direction we can look forward to.
And never forget this is what you are really doing buying and selling junior resource stocks:
