Actually, he mentioned Northern Tiger NTR.V, and when he was talking about them, that's exactly what he was talking about. I'm just assuming that like most analysts, he invests first and then recommends... So what he is investing in right now, he wouldn't actually mention.

My leap was that if he was making a freudian slip, and was talking about something he was actually researching and investing in right now, when he said that Rau was along the Alaska/Yukon border, then the company he is talking about is RDU, because they have a deposit along the Yukon/Alaska border (some of the claims are actually in Alaska) and are an area play, which seems important in his eyes.

Rau is at least 400 kilometers from Alaska. Maybe more.