Major Positions
Cash - 2011 was rough, 2012 might be worse, keeping plenty of powder dry for buying opportunities,
OceanaGold (OGC) - proven mgmt, strong EPS, no debt, growing production, trading below book value
Silvercorp (SVM) - producing cash hand over fist, once that short position is removed/covered look out
Pan Orient Energy (POE) - Tight share count, good EPS, Cheap P/E, high impact wells being drilled.
Alliance Grain Traders (AGT) - Bill C-18, need I say more
Computer Modeling Group (CMG) - Great operational metrics, good cash flow, no debt, paid to wait
Speculative Plays
Donnybrook Energy - LNG Liquids, cheap exploration, producing cash
Astur Gold (AST) - Producing cash, great organic profile, well managed
Mart Resources (MMT) - Good cashflow, growing production profile
Eastcoal (ECX) - Awesome Management, should be producing cash soon
Dacha Strategic Metals (DSM) - Significantly undervalued.
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