Enablence - (ENA)
Copper Mountain - (CUM) great performer and still recommends the stock. Recommended it last time.
Quadra FNX (QUX) - says the growth prospects are great has a great portfolio of resources including copper but operational results are not very good. Great stock to own between quarters. Although the last quarter was great.
AAA - Allana Potash - they own this in their portfolio they like the Ethiopian assets and how they can be a low cost producer
Perseus Mining - West africa play that she recommended last time. Thinks that the Libyan crisis is giving it a higher risk premium and is trading sideways.
TOP Picks
Bear Creek Mining - Will get multiple expansion in 2012 as production and CF come online. Huge silver deposits in South America.
Eastern Platinum - ELR recommended at 1.47 - their demand is not only from Jewellery but from automotive cars so there is some industrial demand component. More of a takeover target than Bear Creek.
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