Yes, I would put MNP in the XCL higher risk, huge reward class. I've looked at IAU, don't own it, but feel it has interesting prospects. Same with YMCu.
The four names you mentioned (BAY, FGX, MFL, SWG)would be in my top dozen. I had been pounding the table on TNK in the sixties, and it's popped lately. Although I hope not, in this kind of market you may get another shot at it? I think MR could be huge and is way to cheap considering their discovery. My producer name is IMG and now GEO (gold, also offers good PGM exposure, price now is right). SLR and FWR represents a similar mixed metal project profile, dirt cheap valuation and I own ARQ as a straight out PGM play. I've bought some ELD lately in the thirties too. GBG (been halved), GLDR, BGI still have appeal to me. I'm taking a "wild ass what the" on TVX.Another excellent grassroots play in Nevada is Nevada Pacific (NPG), who has a serious JV with NM and a number of other good claims. For good report on NPG and a very well written gold geology lesson go the following, hit related info, then related article and Wemmerus Mining Letter on Limousine Butte:
nevadapacificgold.com |
