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Buy, Sell or Hold – Golden Star Resources (GSS: AMEX
2007-10-08 03:56:00
CIBC Research Update in Response to Golden Star 's Q3/07 Production NumbersOn October 3, Golden Star released its Q3/07 production results and updated its estimates for 2007 gold production at its Bogoso/Prestea and Wassa operations. Overall gold production in the third quarter amounted to 70,097 ounces and Golden Star confirmed that flotation recoveries at its Bogosa Sulfide plant will “attain design levels by the end of 2007” (October 3rd press release). The company also said, “We are updating our estimates for 2007 gold production to 125,000 to 150,000 ounces at Bogoso/Prestea at an average cash operating cost between $550 and $650 per ounce. We expect Wassa to produce approximately 115,000 to 125,000 ounces during 2007 at an average cash operating cost between $430 and $480 per ounce” (October 3rd press release).In response to the results, CIBC World Markets analysts Brad Humphrey and Forbes Gemmell wrote “Although output was in line with our expectations for the third...
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Buy, Sell or Hold – Aurelian Resources (ARU:TSX)
2007-10-06 03:23:00
Update on Aurelian Resources (ARU:TSX)Yesterday, Aurelian Resource came out with their first 43-101-compliant, inferred mineral resource estimate for Fruta Del Norte (FDN), a buried epithermal gold-silver discovery on its wholly-owned Condor Project in south-eastern Ecuador.The results which were based on 22,942 assays taken from 85 drill holes and indicated that the FDN deposit hosted an inferred resource of 13.7 million ounces of gold, and 22.4 million ounces of silver using a low end cut off grade of 2.3g/t.Initial metallurgical testing confirmed recoveries of 85-95% “using a process combining gravity separation of coarse free gold, followed by flotation and gold recovery by Carbon in Leach (CIL)” (Aurelian Resources October 4 Press Release).The deposit has been divided into 4 separate zones depending on grade, location, metallurgical composition. According to a flash update released on October 4th by Canaccord Adams analyst Wendell Zerb, initial mine planning suggests a 2 ph...
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Conversation with Mike Niehuser - Metals and Mining Analyst
2007-10-04 20:22:00
A short conversation with Mike Niehuser , metals and mining analyst with Dutton Associates and Beacon Rock Research, LLC., SLB Equity Research, LLC.BiographyMike Niehuser is the founder of Beacon Rock Research, LLC., SLB Equity Research, LLC., and The Colonel John Boyd Memorial Scholarship, Inc. He also provides metals and mining research for Dutton Associates. Formerly, Mike was a Vice President and Senior Equity Anal yst with the Robins Group, LLC, a registered broker dealer. Mike was employed by U.S. Bank for 18 years as a lender with expertise in all areas of real estate lending and valuation. He graduated from Pacific Coast Banking School in 1998 and successfully transitioned into investment research to become the RedChip Review's bank analyst from 2000 to 2003. Mike has written hundreds of research reports and related articles on investing in small cap companies. He is a generalist with expertise in recognizing value in under-followed companies in a wide variety of sectors.Mik...
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Buy, Sell or Hold – Oilexco (OIL:TSX)
2007-10-02 23:02:00
Company Profile (According to Wellington West Capital Markets)Oilexco is a Calgary-based exploration and production company with assets in the UK North Sea and the United States. Oilexco trades on both the Toronto and London stock exchanges under the symbol OIL.Analysts Malcolm Shaw and Kyle Hunter of Wellington West Capital Markets put out a research note today (October 2, 2007) on Oilexco, saying they expect the company to exit 2008 at 55,000-60,000 bopd. Their outlook includes ‘incremental production in 2008 from one infill well in the Balmoral field (the “B29” well) as well as the development of the Delta satellite accumulation located adjacent to Balmoral.” Additionally, they estimate Shelley to come on-stream in August 2008 with an initial rate of 25,000 bopd. Shaw and Hunter estimate “$3.17/sh 2008E DACF” as Oilexco’s relative short reserve base transforms into a more mature reserve base as “new projects with lower decline rates are brought onstream.”Looking...
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Buy, Sell or Hold - Andina Minerals (ADM:TSXV)
2007-09-29 03:26:00
Andina Mineral s (ADM:TSXV)Investment UpdateAndina has commenced a 50,000 metre drill program, of which 32,000 metres will be concentrated on increasing the measured, inferred and indicated resource base at Dorado.Dorado is part of Andina’s 100% owned Volcan Gold Project (in Chile), whose resources currently stand at, “62 million tones grading 0.99 g/t gold for 1.98 million ounces of gold in the indicated category, and 46 million tonnes gtrading 1.0 g/t gold for 1.46 million ounces of gold in the inferred category” according to a research note put out by Haywood Securities on September 27 and authored by analysts Andrew Kaip and Nicholas Coutoulakis.Kaip expects a resource update in the fourth quarter of 2007 that would ‘demonstrate resource growth to the 4.5 million ounce range.’The remaining 18,000 metres of the drill program have been focussed towards the Ojo de Agua area of the Volcan Gold Project. This area has ‘confirmed the presence of a significant zone of gold mi...
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Conversation With Lyle A. Stein,CFA – Founder of Red Barn Capital
2007-09-27 17:30:00
A Short Conversation With Lyle A. Stein ,CFA – Founder of Red Barn Capital Lyle has been in the investment business for over 23 years.Prior to founding Red Barn Capital Inc. in 2002, Lyle was a Managing Director at Sceptre Investment Counsel Ltd. where he held various investment management and executive positions over the ten-year period 1992 – 2001. As a Canadian equity portfolio manager, he developed broad industry expertise in areas such as mining, chemicals, transportation, technology, utilities, communications and conglomerates.From 1993 to 2001, Lyle was the lead manager of the Sceptre Balanced Growth Fund, which in 1996 and in 1997 was voted Canada’s #1 Balanced Mutual Fund.From 1988 to 1992, Lyle was Portfolio Strategist at Nesbitt Thomson Inc., responsible for selecting the investment firm’s Top 15 stocks, as well as Nesbitt’s recommended asset mix, sector strategy and overall market outlook.In 1991 and 1992, Brendan Woods International ranked Lyle as Canada’s #1...

Conversation with Ronald Parratt, President and CEO of AuEx Ventures (XAU:T
2007-09-21 16:21:00
A short conversation with Ronald L. Parratt, President and CEO of AuEx Ventures (XAU:TSXV) Mr. Parratt has over 29 years of diverse exploration experience including all facets of precious metals exploration from reconnaissance to intensive development. He has Managed the discovery and development of the Rabbit Creek, Lone Tree and Trenton Canyon gold deposits and participated, via joint venture, in the discovery and development of the Marigold, North Peak, Cipoeira and Gold Hill gold deposits as well as the Trinity silver deposit. He has also managed the development of resource to reserve at the Twin Creeks, Mule Canyon, Valmy and Mesquite gold deposits. Cumulatively, these activities resulted in the creation of over 15 mm ounces of gold reserves within a 12-year period and North America's fifth largest gold mining company, which produced over 850,000 oz of gold during 1996.Additionally, Mr. Parratt managed the consolidation of Gold Fields Mining Corp's US exploration staff with S...
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Conversation with Robert Quartermain of Silver Standard Resources
2007-09-20 09:03:00
A short conversation with Robert A. Quartermain of Silver Standard Resources Robert A. Quartermain has been the President and a director of Silver Standard Resources (SSO:TSX, SSRI: Nasdaq) since 1985 (when its market capitalization was only C$1.5 million), and is responsible for strategic planning, acquisitions, and the raising of capital to fund operations. From 1976 to 1982, he worked for the Geological Survey of Canada and in private industry on mapping and exploration programs. Mr. Quartermain also worked for Teck Corp. before becoming president of Silver Standard Resources Inc. in 1985. Since 1985, Mr. Quartermain has been involved as a director and/or officer of a number of public resource companies including currently Vista Gold Corp. and Canplats Resources Corp. He is also President of The Silver Institute. Mr. Quartermain graduated in 1977 from the University of New Brunswick with a Bachelor of Science degree in geology, and from Queen's University in 1981 with a Master of...
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Don Coxe Basic Points September 2007
2007-09-19 16:24:00
Don Coxe Basic Points September 2007For the Mr. Coxe's weekly Institutional and Client Call Click HereThe call is about why investors should invest in Gold ! To download Mr. Don Coxe's September 2007 Edition of Basic Points click here

Short Conversation with Dr. Keith Barron
2007-09-17 08:24:00
A Short Conversation with Dr. Keith Barron Dr. Keith Barron is co-founder and director of Aurelian Resources Inc. (TSX: ARU), founder and director of U3O8 Corp. (TSX-V: UWE) and director of Kimber Resources Inc. (TSX: KBR). He is proprietor of the website http://www.straighttalkonmining.comThese are his thoughts on Gold & Uranium:I am extremely bullish about both Gold and Uranium; so much so that the new venture I am currently working on will be a company with a unique gold and uranium exploration asset.Gold: You would have to be living in Bin Laden’s cave for the last half decade to not see the present US dollar decline and gold bull run coming. Remember those relentless TV ads with the fat guy who kept losing his home loan applicants to the competition? Any thinking person could see the unsustainability of a vertically-trending housing market fuelled by debt, and the inescapable pain to come when the housing market ceased levitating. Now that the music has stopped, the politi...

Interview With Team At Fundamental Research Corp.
2007-09-14 16:03:00
An Interview About Resource Stocks With The Team At Fundamental Research Corp.Fundamental Research Corp. (FRC) is an independent equity research firm. We provide our subscribers with the highest quality fundamental research on smaller cap companies from a value-based perspective. We are registered as a securities adviser with the British Columbia Securities Commission (registration is in no way an endorsement from the BCSC).Founded in 2003, during the time when the large investment banks were being investigated for producing research influenced by investment banking, we thought to ourselves "there must be a better way to produce research". We then applied the same model used for many years in independent debt research, by firms such as Moody's and S&P, to equity research. Like the debt rating agencies, revenues are generated by selling research to issuers and subscribers; we have no corporate finance or brokerage operations to potentially influence our research.About Mr. Brian Tang...
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Interview with Mr. John R. Ing of Maison Placements Canada
2007-09-11 16:36:00
Is It Time To Invest In Gold?As gold remains above the psychologically important $700/oz level for the second straight day, I’m sure investors are probably wondering if the metal is going to surpass its May 2006 high of $730/oz. Below I have outlined a few of the reasons why gold might take out $$730/oz and go higher. However, since my views mean little, you will also find my interview with one of my favorite precious metals analysts – Mr. John Ing of Mais on Placements.--> September - October is a seasonally favorable period for gold as jewellery demand from India’s wedding season and Diwali kick in during this time.--> On September 7th 2007, the US Dollar Index broke below its crucial 80 technical level, hitting a 15 year low. Continued bearish sentiment towards the US Dollar is expected with investors pricing in a few interest rate cuts before the end of the year.--> According to Reuters, the latest data showed gold held in New York-listed StreetTRACKS Gold Shares, the world...
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Interview with Ian Nakamoto - of MacDougall, MacDougall, & MacTier
2007-09-04 16:38:00
Interview with Ian Nakamoto - Director of Research at MacDougal l, MacDougall, & MacTierIan Nakamoto is the Director of Research at MacDougall, MacDougall, & MacTier. His experience in the investment business spans 25 years. He started his career as an analyst covering Canadian and United States companies, before becoming a portfolio manager. He has been a portfolio manager with 2 mutual fund companies, one large insurance company, an investment management company specializing in pension funds, and a trust company. Ian became Director of Research at MacDougall, MacDougall, & MacTier in September 2003. Ian has an MBA from McMaster University and is a Chartered Financial Analyst (CFA).Me: What are your views/predictions regarding the upcoming Bank of Canada meeting on September 5th and the Federal Reserve meeting on September 18th? Mr. Nakamoto: In regards to the first question, at the upcoming Bank of Canada meeting it is very likely they will maintain their current interest rate unt...
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General Minerals (GNM:TSX)
2007-09-04 01:28:00
Investing With Sprott Asset Management Through General Mineral s (GNM:TSX) On August 31, 2007 General Minerals (GNM:TSX) came out with an announcement declaring the voting results of special shareholders meeting.The results were as follows:A resolution to authorize the Corporation to enter into a management services agreement with Sprott Consulting Ltd. was passed.A resolution to authorize the Corporation to issue, by way of private placement, up to 40,000,000 common shares and 40,000,000 common share purchase warrants was passed.A resolution to amend the Corporation’s articles to change the name of the Corporation from “General Minerals Corporation” to “Sprott Resource Corp.” was passed.A resolution to approve the dilution of the Corporation’s 100% interest in its wholly-owned subsidiary, High Desert Gold Corporation, as a result of High Desert Gold completing its initial public offering was passed.A Little Bit about General Minerals (GNM:TSX)The company had 10.5 million...

Interview With Mr. Tim Murray - Oil and Gas Analyst at Northern Securities
2007-08-30 16:10:00
Exclusive Interview with Mr. Tim Murray - Oil and Gas Analyst at Northern Securities Mr. Tim Murray provides research coverage of the oil and gas industry for Northern Securities.Mr. Murray has over 4 years experience in the investment industry. Immediately prior to joining Northern he was Associate Energy Analyst at Octagon Capital and prior to that was a Risk & Credit Analyst at Altagas Income Trust, an energy services company.Mr. Murray obtained a B.Sc. in Business Administration from the University of New Hampshire and has completed Level III of the CFA program.Me: Mr. Murray, what are your current views regarding crude oil markets and stocks at the moment (in the wake of hurricane Dean)and what do your models predict for them moving forward (6 months) in terms of price targets?Mr. Murray: As Hurricane Dean removed very little production volumes for any sustained period the futures for oil and gas moved downwards with natural gas taking the biggest hit. I'm forecasting oil to dr...
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Exclusive Interview - Mr. Elvis Picardo (CFA) - Investment Strategist at No
2007-08-24 08:58:00
Mr. Picard o provides investment strategy, as well as research coverage for special situations with a focus on life sciences at Northern Securities.Prior to joining Northern, Mr. Picardo was chief market strategist and research analyst at Global Securities in Vancouver for over seven years. International experience in diverse financial disciplines, including treasury management and foreign exchange in India and Hong Kong, has enabled him to develop a global investment perspective.Mr. Picardo was awarded the Chartered Financial Analyst designation in 1998, and the Canadian Investment Manager (CIM) designation in 1996. Mr. Picardo is a member of the CFA Institute and CFA Vancouver Society.Me: Mr. Picardo, what are your views regarding the recent Fed decision to cut the discount window rate by 50 basis points?Mr. Picardo: Credit and equity markets have stabilized following the Fed's move, so it has worked in the short-term to boost sentiment and control the crisis. The longer-term effe...
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Video Interviews with Paul Van Eeden, Bill Gross and John Stephenson - Augu
2007-08-24 08:51:00
Some BNN Video s For YaJohn Stephenson, Senior Vice President at First Asset Investment Management, gives his Top Energy Picks on Aug 21, 2007John Stephenson, Senior Vice President at First Asset Investment Management, commenting on large cap oil and gas and utilities.Bill Gross of PIMCO saying he’s buying bonds of Goldman Sachs, Bank of America, Merrill Lynch, Deutsche Bank and American Express - August 23, 2007.Paul Van Eeden, President at Cranberry Capital talking about the credit crisis and his favorite sector to invest in going forward - August 23, 2007.
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Short Conversation with Mr. Wolfgang Klein - Investment Advisor with RBC Do
2007-08-20 18:59:00
A short conversation with Mr. Wolfgang Klein - Investment Advisor with RBC Dominion SecuritiesMe: Mr. Klein, does your research suggest that the US is headed for a recession or is the current market sell off simply a normal correction?Mr. Klein: No --not with current data I am reading but as with any form of investment decision, I am willing to change when the facts change.Me: Can you please highlight your views and outlook on the US dollar and the Canadian dollar?Mr. Klein: US dollar goes higher in next few weeks, then lower for next few years, and ultimately, when this commodity bull market ends, US dollar goes higher. Apply the reverse to Canadian dollar.Me: Would you please highlight your outlook for commodities and resource stocks going forward – do you have any favorite (that you consider undervalued) commodities/resource stocks?Mr: Klein: Commodity bull market still intact, for now. Buy only the best names in each category i.e. Uranium, copper, nickel, oil, gas, gold etc. M...
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Interviews with Peter Hodson, Josef Schachter, Fred Kozak, Bill Belovay and
2007-08-20 02:00:00
BNN VideosPeter Hodson, Portfolio Manager with Sprott Asset Management – Part 1Peter Hodson, Portfolio Manager with Sprott Asset Management – Part 2Peter Hodson, Portfolio Manager with Sprott Asset Management – Part 3Peter Hodson, Portfolio Manager with Sprott Asset Management – Top PicksBill Belo vay, Portfolio Manager with Jones Heward Investment Counsel on the Commodities ReportBob Tebbutt of Peregrine Financial Group talking about whether the Bull Run in commodities is overJosef Schachter of Schachter Asset ManagementJosef Schachter of Schachter Asset Management - Top PicksFred erick Kozak, Oil and Gas Analyst at Canaccord Adams, highlighting a stock he likes and one he dislikesRay Goldie – Base Metals Analyst with Salman Partners talking about the supply-demand scenario in base metals if the US economy goes into a recession
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