Capstone Copper Corp (CS.TO)

A “go to” name in copper in Canada. It is big enough and there is good liquidity in the story. Mexican operations are low cost in terms of copper production. In Canada they are higher but the blended costs are still fairly low on a relative basis. There are not too many mid-cap names in the copper sector. Good management.

Acquired the Pinto Valley mine in Arizona and the stock went all the way down below $2. Thinks copper should hold in at $3-$3.30. This is almost a pure North American copper play. Thinks this company goes higher.

Gold, silver, copper, zinc, iron, lead. His company has this as an outperform with a $3 target on it. This is diversified and he is concentrating on gold/silver producers.

Gold, copper, zinc, iron and lead. Doesn’t hold it but one that he follows. He has a $3 target and has it as an Outperform.

Not worried about new supply coming on-stream from competitors. Every time you hear about supply issues, others don't bring them in when expected. China is a high cost producer. Thinks the market will stay tight. These guys went out and bought additional properties.

Likes it. Stock got down to $1. Got oversold.

Really likes this. Very cheap, trading at a ridiculous 3X 2014 cash flow. If the Pinto Valley acquisition does well, they will have 3 producing mines. Focuses on copper and gold.

Likes management. They bought Pinto Valley mine in the US. A North American producer of copper, well positioned. Expects company will eventually be in play.

Likes copper. Right now you are getting a big offtake in the Shanghai exchanges. Recently did an acquisition off of BHP Billiton, which is a great time to add production. Also, have some development projects.

Likes this. Growing copper producer, levered to both copper and gold. Have a couple of operating mines including one in the Yukon as well as one in Mexico. Recently purchased assets in the US from BHP Billiton (BHP-N). Stock could go higher once copper prices firm up.

(A Top Pick March 7/12. Down 22.33%.) Got stopped out of this quite early

Very small diversified mining company with some very good mines in Canada, Mexico and Chile. High-quality. Very good people.