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Roulston sees extraordinary value

Stockhouse Editorial
0 Comments| April 20, 2012

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Lawrence Roulston, Publisher, Resource Opportunities investment newsletter

Focus: Resource stocks and mineral exploration

Can you give us your perspective on what is happening in the market right now?

“We have seen a wholesale selloff of everything in the junior mining space. As a result, stock values have become disconnected with the price of gold bullion. So there is extraordinary value out there for investors who are prepared to be selective.”

Can you give us the names of a couple of juniors that you are following right now?

Roulston is watching Prosperity Goldfields Corp. (TSX: V.PPG, Stock Forum), a company that is focusing on exploration in the Canadian Yukon and Northwest Territories. The product of a recent merger involving Smash Minerals Ltd. and Evolving Gold Corp., it combines the talent of geologists Quinton Hennigh and Adrian Fleming. Roulston says the key focus will be on the Kiyuk Lake project in Nunavut.

“This really is a new discovery. At this stage, there isn’t a lot known about it. But my read is that given the results to date, it is one with considerable size potential.’’

Trading at 50 cents this week, Prosperity Goldfields has a market cap of $22 million, based on 43.7 million shares outstanding. The 52-week range is $1.48 and 37 cents.

Is there another company that has caught your attention in this area?

Roulston is also keeping an eye on Uranium North Resources Corp. (TSX: V.UNR, Stock Forum), which is exploring for gold and uranium in Nunavut. Its flagship project is Mallory Lake, which is located south of Baker Lake and features high grade gold and silver mineralization in quartz veins within volcanic rocks. Trading at 6 cents, Uranium North has a market cap of $5.1 million, based on 85.5 million shares outstanding.


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