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50 buy-the-dip stocks (July 17, 2026) — Transcript

by Don Durrett · 4,724 words · 717 segments · language en · Watch on YouTube

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0:03Hey everybody, Don Durret, Gold Stock
0:05Data. Um, I haven't done a video in I
0:10don't know, seems like it's been a month
0:11or so.
0:13So, I decided to do a buy the dip list
0:16for you. Um,
0:19I picked 50 stocks. Um, cover them all.
0:25And here's the the upside. The greens
0:29are the top 25s.
0:31So,
0:33I picked all these stocks off of the f
0:35my favorites list. So, I own all of
0:36these. So, everything is green except
0:39for there's I think four that are in
0:41blue.
0:43These are 10 baggers that are top picks,
0:45but they're not in the top 25.
0:48And I'll explain why they're not in the
0:50top 25. The ones that are in green have
0:53strong riskreward.
0:55So, if we look at downside, I don't
0:58think we're going to see any two fives.
0:59And then B minuses.
1:03I I don't think there's any two fives on
1:05the downside.
1:07And then on quality, let's see how many
1:09B minuses there are.
1:13None. So, no B minuses, no 25. So,
1:17basically, these are all
1:21high quality
1:23riskreward. Although the blues are
1:27not quite great,
1:29very good. Um, so as far as the upside
1:32of this 50 list,
1:36I go to free cash flow
1:40growth.
1:46So they're all eight baggers or higher
1:50except for I am gold. So basically eight
1:53baggers or higher. Um mostly 10 baggers
1:57or higher.
1:59And
2:01this is at $7,000 gold and $200 silver.
2:06It's what I'm using now. So if I scroll
2:08down, we get to
2:11you can see 20 baggers.
2:15There's about 25 20 all the way to 50
2:19baggers. Well, yeah. So about there's
2:22quite a few of them. Look at these 40
2:25baggers or better. So a lot of a lot of
2:2815 plus baggers on this list.
2:32Um
2:35you can any of these stocks you can come
2:37back and look at them and and look at
2:40the upside. I'm going to do them in
2:42alphabetical order.
2:44U I think that's easiest way to do it.
2:50So, I'll um I'll say a few words about
2:53each stock
2:55um and then you guys can do your own due
2:58diligence.
3:00But
3:04most of these stocks um are stocks that
3:07I do not want to be underweight.
3:11So, I think I have like
3:15169 positions right now. Um and this is
3:1950 of so this is about onethird of my
3:23portfolio as far as quantity number of
3:28stocks but these are the stocks that I
3:32have higher allocations or I don't want
3:34to be underweight.
3:36So any any stock on this list
3:40that I like have a minimum level about
3:430.5 of my total portfolio.
3:47Uh any of these stocks that fall below
3:49that level, I'll add shares to them.
3:53Um
3:55and I I don't think there's any stocks
3:57on this list right now that I'm
3:59underweight. So these are the stocks I
4:01like. Um all right. So, we'll start with
4:051911.
4:07Um, they're going to go into production
4:09here in the fourth quarter.
4:12I
4:14I think this stock has excellent
4:16riskreward.
4:19Um, Marap at 200 million. They're only
4:22going to start out production about
4:2345,000.
4:25Uh, which doesn't that's not where we're
4:27going to make our money. We're going to
4:29need them to add that second deposit,
4:31get production to 75,000 ounces, and
4:33then and then we'll get paid. So, it's
4:36going to take couple years for them to
4:38expand production. America's Gold and
4:41Silver, um, this stock is down 65% from
4:46its all-time high. It's a growth story.
4:48Strong management, Idaho, also in um in
4:52Mexico, strong management team.
4:56Um
4:58definitely like uh like the risk reward
5:00of it. I want to own as many producers
5:03especially undervalue producers as I
5:05can. And Indian silver um they don't go
5:08into production until
5:11second half of 28. So it's a bit of a
5:13wait but once we get like a year from
5:17now a year from now to the middle of 27
5:21they're only going to be a year out of
5:23production. And this is a low capex. I
5:26mean, we're looking at $30 million, I
5:28think, is about all they need um to
5:31restart the mine. They're going to
5:32restart the mine. I think it's in Chile
5:34at 5 million ounces a year. This is a
5:37big deposit, 100 million plus. Um the
5:40risk reward on Andy and is me. I think
5:44it looks really, really good. I'm
5:46worried about takeover. I have 30% here
5:48in insiders,
5:50but um think it might be a little
5:52lighter than that. I'm wor They're so
5:54undervalued. Uh Aerys,
5:58another producer that's undervalued.
6:01Um not quite a 10 bagger, but more than
6:05an eight bagger. Remember, these are all
6:06eight baggers.
6:08Um except for
6:12I forget which one was a seven bagger.
6:14Um
6:19I don't think it was Aerys. Um Aerys. Uh
6:22they have two mines to build. They're
6:23expanding
6:25um this year. They're expanding one of
6:28their m
6:30their one of their mines and then they
6:32have two more to build on top of it. So
6:34this is a growth story. Um they've been
6:37really good at executing
6:40and um
6:42I like I like owning uh undervalued
6:44producers with growth. Uh Aerys and
6:47America's gold and silver both fit that.
6:50So does Aino. Aino fits it.
6:55Aino's [clears throat]
7:01um going to grow organically about a
7:04million ounces a year for the rest of
7:05the decade. Love love the organic
7:09growth. Um
7:14they won't have to do any dilution. uh
7:16very low capex and u
7:20really good story.
7:22Ya
7:24um their boomadine project is going to
7:26go into construction next year. Um
7:29production 2829
7:32I think definitely 29 maybe late 28. Um
7:37but the Zagander mine alone is probably
7:40worth the market cap they're at. It is
7:42worth the market cap they're at. So,
7:43we're getting Bumadine for free and
7:45Bumadine's bigger than Zagander.
7:48Um,
7:50so I I don't think they're going to
7:52sell. They should hold it until they at
7:54least till they get Bumadine into
7:57production.
7:58Um, gosh, it's really cheap. 2.8 billion
8:01for for what they have.
8:05Um,
8:07uh, that Boom project is, you know, one
8:10of the better projects going. Um they
8:13didn't have any if they didn't have
8:15Zagander I think it should be worth that
8:18B2 another producer
8:21um
8:22they have half of their project in in
8:24Mali and not in a great country in West
8:27Africa and so a lot of people are going
8:28to ignore it um but
8:32you we're pretty much getting that Molly
8:33project for free I mean they're they're
8:35a million ounce producers so even as a
8:38500,000 ounce producer it's valued at 5
8:40billion Um, so you know, it's I think
8:45the riskreward works for B2. Plus,
8:47they're a shark. They're going to grow
8:49production. They like to pay a high
8:51dividend. Uh, real strong management
8:54team. Um, like that one a lot. Uh, BMC
8:58Minerals, they're going, they're
9:01building a mine in the Yukon. Big mine,
9:03Poly Metallic, 32 million. They're going
9:06to start 32 million ounces silver
9:08equivalent a year. So, the free cash
9:11flow is going to be absolutely huge.
9:13$500 million market cap. Um, they do
9:16have to pay for the capex, which adds
9:19risk. Plus, um, they have their
9:21environmental permit, but they're
9:23there's one native group that's against
9:25it, and they're probably going to
9:26appeal. So there's there's a little bit
9:29of risk on permitting and there's a
9:31little bit of risk on capex,
9:33but large poly metallic mines in in
9:37Canada are rare and they have one. This
9:40company is one you might not have heard
9:42of. They they theyed last year. Um I
9:47really like um the work they've done.
9:51They they have a really strong path to
9:53production. It's it's it's it's a story
9:56where all they have to do is execute.
9:58They pretty much know what they're going
9:59to do. They have it all planned out.
10:01Strong board, strong team. Um I'd like
10:05to see them change their name. I don't
10:06really like BMC Minerals. Call it maybe
10:09they call it Yukon Silver would be nice.
10:11Blue Aon. Um,
10:15this one, uh, they're only producing,
10:17um, around 10,000 ounces right now, but
10:20it should expand to about 15,000 in Q4.
10:24Uh, so call it 15,000 ounce producer by
10:26the end of the year. Now, they got a
10:29market cap of 64 million. They shouldn't
10:31have to dilute. Um, they can grow
10:34organically. All we need them to do is
10:38to grow to 50,000 ounces a year. They
10:40definitely have the silver to do it. Uh
10:43it's in Canada. It has excellent
10:45exploration.
10:47Uh the only bad thing is that they don't
10:49have their own mill. Um it'll take them
10:52a long time to permanent mill if they
10:53wanted to build their own. So they're
10:54going to have to do all offtake
10:57um toll milling. But again, if they can
11:00just get to 50, this thing should should
11:02should do really well. Chesapeake um
11:06they're going to do a PFS this year, so
11:08we're waiting on that.
11:10Um
11:13I I I don't have I think that the
11:15metallergy is fine. People Some people
11:16are worried about the metal metallurgy.
11:19Some people are worried about um open
11:21pit green field green field projects. We
11:23haven't seen one get permitted yet. So
11:26once one of those gets permitted, it's
11:28going to make put a fire underneath
11:30Chesapeake. But it's got a 190 million
11:34market cap for 15 million ounces of
11:36gold. Um,
11:39plus they have significant silver to go
11:41with it. Um, I the free cash flow is
11:44going to be absolutely huge. So, wait
11:47and see what that PF how the PFS comes
11:49out. Um, it's a long wait. The one of
11:52the risk is to wait for
11:55uh to get to get paid. We have to wait
11:57for this thing to get built. So, it's a
11:58bit of a long wait. Core mining. Um,
12:01it's crazy that core is on this list.
12:03cores down to $15, which is which is
12:06kind of the four $1430.
12:09Um, I don't think it can go much lower
12:11than that. Um,
12:14I I do not expect to get a 12 handle.
12:17Um, so we're really close. 13 handle and
12:20the upside for this is a $100 stock. So,
12:24core looks really cheap here. Daenerys
12:26Metals. Um
12:30they're building their right now down in
12:32Colombia. They're building a 5,000 ton
12:34per day mill. Um it's all paid for. It's
12:37going to be up and running here in Q3.
12:38They're going to start um they're going
12:40to start trading in Canada in Q3. Uh
12:43currently they're trading Canada, but in
12:44the CBOE, but they're going to be
12:46trading in Toronto. And then they have
12:48the second mine that they're going to
12:49build in Spain, Lomero. So, um, this one
12:55has a Daenerys has a lot of upside with
12:59that second mine. Discovery, the
13:02Cordderero project. Um, we're waiting
13:05for them to get permitted. That's
13:07another Greenfield open pit. Um, that's
13:10huge. It's a billion ounces of silver.
13:13Um,
13:15I I've always said that was my favorite,
13:18you know, silver project because now we
13:19got Panuko.
13:21Um, Vizos project is probably just as
13:24good as uh, Cordiero. And then we have
13:26Bumadine. So, three big silver projects.
13:29Then you got BMC Minerals. They're they
13:32have a big one, too. Um, once those
13:35projects are all built, there's going to
13:36be nothing left, by the way. No more big
13:38silver projects. That's it.
13:41Um, Endeavor, um, a Mormon, unbelievably
13:45cheap. I mean, if you can get a Mormon
13:46with a with the prince is a tenbagger.
13:50Um,
13:51what's a saying, you know, don't don't
13:54pass it up. Uh, Equinox, um,
13:57unbelievable. I mean, the Equinox
13:59actually prints a 10bagger. This one can
14:01have a four on it. Um, when when you
14:04combine it with ora, it's printing about
14:06a seven multiple. Um, I I absolutely um
14:12love this stock right now with this. at
14:15this price point 8 862
14:19um it's totally on sale here. It's
14:21unbelievable that nobody wants to own
14:24Equinox when you look at the free cash
14:26flow. Um it's going to grow to 1.5
14:30million.
14:31Actually even more than that. I'm
14:33valuing them at 1.5 million ounce
14:34producer, but they they could go all the
14:36way to 1.9. Go check out their company
14:39presentation.
14:40It's it's um it looks looks fantastic.
14:44uh good balance sheet now. They've
14:45cleaned it up. Uh their ASIC got their
14:47ASIC down. The Ora deal is going to
14:49close in September. So it it's um yeah,
14:55Equinox on sale. Kind of crazy. You can
14:58get us you can get a producer that
15:01valuation. First Majestic, it's amazing
15:03it's on this list. It should say 35 here
15:05now that it's dropped down to $15.
15:08Uh Opportunity City here. Um they're
15:12going to restart JC.
15:15Um so this is basically 78 bagger which
15:19is a $200 silver which is amazing that
15:22you can get a quality producer at that
15:25first Fresno. Um
15:29it it was pricey um at a certain point.
15:33It's trading now at $32.
15:37You think that was expensive, but it's
15:39come down quite a bit.
15:41Um,
15:43so let we can do we let's go ahead and
15:45scroll over and look at first majestic
15:46and Fresno.
15:53They're both eight baggers. Look at
15:55that.
15:56They're both eight baggers.
15:58Unbelievable.
16:01Unbelievable. They've gotten that that
16:03cheap. Uh, go Gold.
16:06Most this down. Go Gold. They just got
16:09their permit. They should go into
16:10construction in Q4.
16:13Um, it's about a two-year build, though,
16:15so we got a bit of a wait on that. And
16:17then they have to build their their
16:18second mine, Los Rico's North after
16:20that. So, it's a 28 29 stock. Uh, but I
16:26like it a lot. Uh, because the capex is
16:29not high for either project. Second
16:31project's probably going to be built
16:33organically with a cash flow. um they
16:36might have to borrow a little bit of
16:38money but not very much. Strong balance
16:40sheet, strong cash flow. I look to them
16:42to go out and acquire somebody.
16:44Greatland Gold. Um I've always liked
16:47this project. Um Teler is generating a
16:50lot of cash. They have about a billion
16:52dollars in cash and the Haveron project
16:55is a thing of beauty. Um long live
16:59highgrade mine. Um and so those two
17:03projects together
17:05um uh real strong properties in in West
17:09Africa, West Australia, excuse me.
17:11Guanowato,
17:13um simple story to understand. They just
17:15need to produce 4 million ounces. They
17:17need their cost to not get exorbitant
17:20and then they probably need a price of
17:21silver to go to 200. They get those
17:23three things and this stock's absolutely
17:26going to rip. It's got huge leverage. Um
17:29the key there is those three things that
17:31I just rattled off. Hecka
17:34um
17:36it's another eight bagger. Um you can
17:38get a heckler right now for an eight
17:40bagger which is absolutely crazy. Um
17:44Helioar um got Anala to build. So we got
17:48to wait for them to build anala and then
17:51they have a couple other projects in
17:52their back burner. So they've been
17:54executing well. Um,
17:57but again, they're going to have to
17:58build some mines, so it's not going to
18:00happen overnight.
18:02But, uh, a lot of a lot of really good
18:04upside with Helioar.
18:06Um, Honeybadger,
18:08uh, that Prairie Creek mine, we got to
18:11get that into production. Paying 175
18:13million is pretty cheap. Um, they should
18:16be able to mine at least 4 million
18:18ounces of silver a year with a lot of
18:20offsets.
18:21Um and then they have a lot of
18:23exploration potential
18:25and and so there there's some unknowns
18:26there. We need to get their plan uh what
18:29they plan to do, what the capex is going
18:31to be. So there's some unknowns, but on
18:33the whole um I think Honeybadger, the
18:35riskreward looks really good. IM Gold um
18:38I think IM Gold was the the seven
18:41bagger, but if you can get a quality
18:43company like IM Gold at $14 as a seven
18:46bag, that's pretty darn good. Integra uh
18:49they have two projects they need to
18:51build. So they have Florida Canyon, they
18:52have free cash right now and then the
18:54Delmare project they have to get built.
18:56So this is this is the one we're gonna
18:57have to wait a little bit on. But I I
19:00I'm I like it because the location of
19:03the mines, Nevada and Idaho. Jaguar
19:07Mining. Um I like this project a lot,
19:10this company a lot. It's a growth story.
19:12It's another producer. They have three
19:14mills. One mill is not even being used.
19:16The other two mills are at 50% capacity.
19:18All they have to do is fill them up.
19:20Another production undervalued producer
19:22with growth potential. Uh I think it's
19:25absolutely being ignored here. Lanton,
19:28they should uh they're they're thinking
19:29of going into production next year. They
19:31think they think it's a six-month build,
19:33but it's probably going to be early 28
19:35to get into production.
19:38But $124 million is very cheap for a
19:42company with
19:45two plus million ounces in Nevada. They
19:48should produce 70 to 90,000 ounces a
19:50year. That's um very very cheap.
19:53McFarland Lake Marco Gentily got into
19:56this. Um
19:58uh I think he owns 10% of the company
20:00now. So he's he um he absolutely loves
20:02it. Peter Grandich um has a big
20:04position. They they both love it.
20:06They're going to talk about it. push
20:07this thing forward. So, it's got a big
20:10name behind it. Um I I first time I
20:13looked at the stock, I really liked it.
20:15I figured it's, you know, at least it's
20:16already five million ounces, probably
20:18going to grow to 78, maybe even more. Um
20:21development project, look at how cheap
20:23it is, 170 million. And it's going to
20:26take some time to get it into
20:27production, but um from a development
20:30standpoint, um that's why it's not a B+.
20:33Um but it is on the top 25. um they need
20:38you know we need need them to make a
20:40little bit of advancement. Some of these
20:42development stories take a take they
20:44take a while before they pay off. But
20:47McFarland um you know a lot of these
20:49developments you know consider them at
20:51least two-year projects stories and
20:53usually three or four year stories. So
20:55two to four Moneros another producer
20:58that's really cheap another 10 bagger
21:00they're going to they're another
21:01producer that's growing production. Um
21:05that's been kind of a theme here. I like
21:07produc undervalued producers that have
21:09growing production. Um,
21:12uh, Next Gold,
21:14Moneros is in in Central and South
21:17America. Um, but they've been around for
21:19a long time
21:23and they're good executors. Um, Long
21:26Life Mines. Uh, you guys can check it
21:28out. Next Gold. So, Nex Gold, they're
21:30they're going to go into construction
21:32here, I think, in Q3, but maybe Q4. And
21:35it's another I think it's about almost a
21:38two-year build. So, we got we're going
21:40to be waiting, but next year this time,
21:43I think it's going to start ripping
21:44higher, 300 million. Thing that's crazy
21:46about next goal is we hit the Goliath
21:48project. Um, Goldber is one they're
21:50going to build. And then Goliath is just
21:52as big as Goldsboro. We're getting that
21:55for free. I mean, Goliath, they're
21:57paying $300 million for two projects.
22:00Um, two big projects and we're getting
22:02Goliath for free, which is just
22:03ridiculous. Normont. Okay, so this is
22:06the first one that isn't on the top 25.
22:09The reason why is because I we need to
22:13see more of a path forward. $80 million
22:16mark cap, very very cheap. Uh this is
22:18over 2 million ounce project in Chile.
22:21So um permits um this probably won't go
22:25to the top 25 until they get permitted.
22:28Uh but this is a past producing mine
22:30where they have to do a restart with a
22:31low capex. But I I it's very interesting
22:34to me. P2 gold. Uh this is a Lantan
22:38clone. Uh the project there might be a
22:41little bit their project is a little bit
22:42bigger than than Lahontan. So Lhatan's
22:45120 million. P2 is 195. I think one of
22:49the reasons P2 is a little more is
22:51because I think their management team is
22:53a little is a little bit well more
22:55wellknown
22:57um a little bit more experienced and
22:59people are more comfortable with that.
23:01Um
23:03and but um
23:06I think LA Hunt has more upside, but
23:07they're both they're both have a lot of
23:10that's because it's, you know, 124
23:11million, but they they both have
23:13timbagger upside. I like Nevada. Um so,
23:19oh, La Huntan's going to get into
23:21production before P2 as well. I think P2
23:23is more two years out. Um Pan-American,
23:26what in the world's Pan-American doing
23:28on the list? No, this because they're an
23:30eight bagger, which is amazing. Ramlius,
23:33mid-tier producer in Australia. Um, I
23:37like that. I like Australian producers
23:40and and they're basically they're almost
23:43a major. They have a $5 billion market
23:44cap. Regis, uh, three billion market
23:48cap. It's amazing to me that Ramulus.
23:50So, Ramlius acquired Spartan and that's
23:53why it's got a five billion, so they
23:55have more growth. Regis tried to acquire
23:57vault and they got outbid by Genesis.
23:59Genesis would be on this list but
24:01they're they only print as a five bagger
24:03so I left them off but Raymond Leas and
24:06Regis both print as eight baggggers. Uh
24:09SSR mining another eight it's
24:11unbelievable. They print as an eight
24:13bagger. SSR mining quality mid-tier
24:15producer. They got out of Turkey by the
24:17way. So now they're all in good
24:19locations. Strong management team. Santa
24:21Cruz ton of leverage on this guy. Uh,
24:24Sorakaya mine won't go into production
24:26till 28. So, we got to wait to get paid
24:28for Santa Cruz is a 28 story. I don't
24:31mind waiting until 28. Um,
24:35Santa Silver Mountain is going into
24:36production right now as I speak this
24:39quarter, Q3. So, that looks good.
24:41They're going into production in Mexico.
24:44Two mines. Uh, the second mine won't
24:46start up though until 27. Silvertorm
24:48just went into production in Mexico.
24:51Second mine, San Diego. That one's about
24:53two years out. You own it for San Diego.
24:56Silver Tiger. Uh, they go into
24:58production. I think they're kind of in
25:00production now. Um, but I don't I don't
25:04think they're going to be in
25:06do first pour until 28. So, and then
25:09they have to build the underground mine
25:11after that. So, Silver Tiger um is it's
25:15it's out their ways, but um
25:18yeah, it's more of a late 28 29 payoff
25:22maybe. Silver X, this is another one
25:24that's not in the top 25. I almost left
25:26it off, but
25:28um they they currently only produce 1.2
25:32million ounces a year silver equivalent,
25:34but they have a plan pea to go to 6
25:37million ounces. And if they do that, um,
25:40they're going to rip higher. Uh, we need
25:42we need to see that plan. We need we
25:43need them to start moving forward for
25:46that expansion. They do have, uh, plenty
25:49of silver equivalent to do it with, but
25:51they need to they need the capex and
25:55they need to get it under construction.
25:57But I think the build's going to be
25:58fairly quick once they greenlight. It is
26:01permitted. Silverco um
26:05they should be they they acquired a
26:08producing mine which closed so they
26:09should be a producer
26:11near I have them as near-term so maybe
26:14Q4 Silver Co goes into production um in
26:17Mexico. One thing I like about these
26:19small silver projects Silver Mountain
26:21Silvertorm Silverco is a ton of
26:25leverage. All they have to do is you
26:27know grow production and they're going
26:29to do really well. And if you own a
26:31bunch of them, you know, wait and see
26:32which ones are were the winners. Silver
26:34Court Mining, uh, they keep, uh,
26:38acquiring projects. They acquired
26:39projects in Kazakhstan, two project in
26:42Kazakhstan. So have two gold projects in
26:44Ecuador. Um, and they have a I think
26:49they have one in Bolivia where they they
26:51have a an equity interested interest in
26:54a project in Bolivia as well. Uh, so
26:57they're making moves. Um, so I, you
27:01know, most of the productions in China.
27:04Some people don't like that, but I think
27:05on the whole I think it I think it
27:07works. Um, Skina, uh, they should go
27:10into production very soon. I think this
27:13year. I think they've already started.
27:16Um, but I have them anything as NP. That
27:19means production within a year. Um,
27:23or construction within a year. No, no,
27:26no, no. production within a year. Um,
27:30[snorts]
27:31so Skina, um, they're very very they're
27:34getting very close
27:36[snorts]
27:38to either starting construction or make
27:40advancements, but it's in British
27:42Columbia. Large large high-grade open
27:45pit u, and they have a nice pipeline to
27:49go with it. I always thought they'd be
27:50acquired, but they haven't been. Sonoro,
27:53um, it they haven't gotten their permit
27:55yet. It's not a big mine, but it could
27:58grow into one. So, it's I think it's
28:00only like less than a million ounces,
28:02but they think it's going to grow to two
28:04million ounces. And if it does, this
28:06thing's going to really fly. 88 million
28:08market cap. Waiting on permits. An open
28:11pit green field project. So, we haven't
28:13seen that yet. I thought they'd get
28:15their permit now. Here we are in July.
28:17If we don't get it by Beaver Creek, um
28:19that's going to be that's going to be
28:21hard for them to explain [snorts]
28:23because last year Beaver Creek, they did
28:26not expect to wait a whole year for
28:27their for their permit. Uh Talasker um
28:31producer with growth, organic growth
28:34like this one a lot. I think they might
28:36get taken out. Uh their insiders, I
28:38don't think I have their insiders at NA
28:41190 million. These guys have their goal
28:43is to get to be a 200,000 ounce producer
28:46just on their Brillorn property alone.
28:48So, um it's it's definitely a very good
28:52riskreward stock. Thor, this is in West
28:54Africa, um Nigeria and Cody and Sagal.
28:59Um I like how they've been executing. Um
29:02they're a growth story. I don't have
29:03them as a on the top 25 because of the
29:06location risk, but um
29:11they're very close to going on the top
29:1325. Um
29:15it's they just need to ex get the second
29:18mine up and running. I suppose Vista
29:20Gold, they've convinced me they're going
29:23to build their mine um in in Australia.
29:26It's a Canadian company but and it
29:29trades in on the New York Stock Exchange
29:30but uh the project's in Australia and
29:33it's a big project 8 million ounces of
29:35gold and 200 million 232 so um they're
29:40and it's permitted so this thing should
29:42go into construction next year and as
29:44long as they build it it's got a lot of
29:46riskreward Vizla um I think we're going
29:50to hear more from them here in Q3 I look
29:53forward to hearing from them at Beaver
29:55creek and and seeing um how they're
29:58going to secure their property. I'm I'm
30:01confident. I've been saying that this
30:03project their project's too big to fail.
30:05There's just way too much uh tax revenue
30:08there. The government is definitely has
30:10to make that mine has to get built. It's
30:12just it's just too big. Um I just can't
30:15imagine. I know they're having cartel
30:16issues and people are leaving alone, but
30:18I think it's too big to fail. And the
30:20last one is West Gold. So, West Gold
30:22Resources, another mid-tier in Aussie.
30:25Um,
30:27it's unbelievable. It prints as a
30:2810bagger, which is crazy. It's got a 2.9
30:32uh market cap and it prints as a
30:3410bagger. Um, so that's riskreward is
30:38off the chart. So, I I'll leave it
30:40there, but there's your uh buy the dip
30:42stocks.
30:53Well, before I stop the recording, I
30:55want to make sure I'm going to save the
30:57transcript.
31:03Now, I'll stop the recording.

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