2011Gentlemen, February is the month I usually re-evaluate my portfolio and positions for the rest of the year. This includes many, many phone calls, due diligence to the nth degree and leaving no stone unturned in the quest for making reliable decisions. I've got to say I'm really excited by what I see. It seems DLKM has turned the corner with new management/ownership, new property, and appointments to the braintrust. I suspect we will see financing in the next 2 months, and drilling at the end of the rainy season, with results in July/August. A dual listing on the TSX would help to increase awareness and add volume to the daily process.
I see TZM exploding in the next 3-4 months. Drilling seems to be delayed by a couple of weeks, but its going to happen in a big way. The company has money, support, great management, and a very promising property. I'm fully expecting fireworks when the accumulation is over and done. They've come a long way in the 7 months since going public, and I expect the trend to continue.
There's really not much to say about CAN - these guys are professional and with further results due any day now, I'm predicting at least a double from today's levels in the next 12 months. For crimminies sake, even the Ethiopian property looks pretty darned good.
This is the best I've felt about my prospects in over a decade. Here's to us and cleaning up in 2011!!! Keep the faith and keep on truckin'.