I suspect, that you have sold ATC, KAM and GPD, is that correct ?
As for "replacements", here are my three favourites:
1. Pacific Ridge Exploration (PEX):
65,4 M shares fully diluted, Market Cap $39.9M fully diluted, Cash $6.4M fully diluted,
Yukon experienced management, big White Gold land package, gold soil anomalies up to 1500 ppb, largely de-risked after first successful drill results
2. Smash Minerals (SSH):
30,0M shares fully diluted, Market Cap $36.0M fully diluted, Cash $16.5M fully diluted,
Yukon experienced management (ex Underworld), big White Gold land package optioned from Shawn Ryan (very close connections to Shawn Ryan through Underworld deal), cash rich, drilling to start in August
3. Rockhaven Resources (RK):
52,5M shares fully diluted, Market Cap $65.6M fully diluted, Cash $ 6.0M,
Yukon experienced management (part of Strategic Exploration Group: Strategic Metals, ATAC, Arcus), multiple region Yukon properties, promising 2010 drill results at Klaza
Good luck with your decision.
Would be nice, if you let us know about the companies you will have invested in.
FANTOMAS