"There is one company facing some issues, which we're trying to take advantage of for investors. Lake Shore Gold Corp.'s (LSG:TSX) stock certainly would not get you terribly excited, but we recognize there is certainly some very good resource potential. It has already released resources that are well over 7 million ounces. It has an operating mine, but it's not operating up to where it ought to be. This is another story about execution. We also know that if current management does not get it right, there are others in the Canadian mining industry that will. We're intrigued by the asset value, and we're getting it at a good value irrespective of what gold prices are doing."

http://www.businessinsider.com/navigating-gold-equities-during-the-weakest-quarter-barry-allan-2012-4