Friday, April 15, 2011

Hedge Fund - March 17th

Cross Hair (CXX) - Uranium play where the moratorium is going away soon in Labrador. Also hold gold.

Great Western - Vertically integrated processing facility deposits are also good. - watch out because this is likely an emerging bubble but that will come back due to the Japan reconstruction efforts


First Majestic Silver - Good he owns in portfolio

CVR - has huge upside if awarded a Kuwait oil services contract. Already pre approved. The UN had granted Kuwait 3 billion to clean up the Iraq mess and although this contract which is only 210 million it could lead to a bigger contract of 3 billion. the company could easily increase by 2x or 3x just by the announcement if they win the contract or not.

Estralla (EEN) - at 80 cents. Central latin america Argentina / peru / Columbia - Fast growing areas - very cheap ex-schlumberger management.

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