some opinions
posted on
Aug 26, 2008 04:27AM
NI 43-101 Update (September 2012): 11.1 Mt @ 1.68% Ni, 0.87% Cu, 0.89 gpt Pt and 3.09 gpt Pd and 0.18 gpt Au (Proven & Probable Reserves) / 8.9 Mt @ 1.10% Ni, 1.14% Cu, 1.16 gpt Pt and 3.49 gpt Pd and 0.30 gpt Au (Inferred Resource)
DON'T BUY | 2.350 | Peter Hodson | Deposit may not be as big as he thought, so sold his holdings. Cap X budget will be quite big. Need a rail line that’s about 60km. Continually halt the stock on news that is not that important. | 2008-07-08 | |
WATCH | 5.730 | Peter Hodson | Have been continuing to buy this stock. Could have a very big asset. The upside is very huge, with gold as a backdrop. Have great potential. The next wave of results will be quite interesting. | 2008-03-17 | |
BUY | 5.300 | Peter Hodson | Owns some, about in the $4 range. Bought because of the geological description. The upside is very very huge. | 2008-03-17 | |
DON'T BUY | 6.150 | Bill Belovay | A dilemma for him. Has a very hefty market capitalization, which is a concern. Have a discovery but don't have an N33101 so he doesn't know the size of it so it is purely speculation now. Location is totally infrastructurally challenged with a bog land. Geologically in a very interesting area with potential of a very large nickel type deposit. Neighbouring titleholders’ market capitalization is just a fraction of this one’s. | 2008-03-13 | |
DON'T BUY | 6.920 | Greg McCoach | Had a significant, exciting discovery in Ontario. Still have a lot of drilling to do. It was over-hyped as the drilling was all done in one concentrated area. Could be some downside risk in the near-term. Overall it could be a good story. | 2008-03-05 | |
Comment | 4.280 | Peter Hodson | Recently came out with some awesome grades and big drill intercepts. It looks really good. They've got their rigs going with numerous identified targets. They still have to expand the size of the target, but if they can continue to do that there could be some good potential on the upside. | 2008-01-31 | |
Comment | 3.720 | John Embry | This one is tricky. The grades that they have drilled are really impressive, however it is more like a pencil and may not have enough area. He thinks it's okay, but a speculation. | 2008-01-09 | |
Comment | 4.140 | Jean-Francois Tardif | This is a tough one to figure out. You need an expert on this. Depending on who you talk to, the deposit is a different size. It is still open and they are drilling. Kind of a risky one. | 2008-01-03 | |
Comment | 5.050 | Peter Hodson | Likes it as a project. Still early-stage. Initial drill results were spectacular. Thinks there is a $4 floor in terms of what they have right now. Very good risk/reward level. Little concerned that as a lot of people have made a lot of money, they may take their tax hit in January. | 2007-11-26 | |
BUY | 5.480 | Bill Harris | Has made a big hit. Is now trading at the point where it could actually break down. If it's the real thing, they should be able to trade at a couple of billion dollars and it looks like it is. | 2007-11-05 |