http://www.kitco.com/news/2017-01-06/...-Brent-Cook-Like-In-2017.html
What are your top 5 mining stock picks for 2017? The cost cuts made by producers to increase their profitability included cutting their exploration programs with strong bias towards brownfields or near mine programs over grassroots ones. We would argue that a well-funded, focused grassroots program run by a solid technical team are more likely to find a high margin, quality deposit versus constantly regurgitating marginal deposits. Therefore, we will be focusing on early stage exploration and discoveries—where we think the major mining companies will be forced to look for new acquisitions—and we intend to own those. Going forward, we believe that last years’ discovery Mariana Resources’ Hot Maden deposit will surprise to the upside. We also think that results to date fromCORDOBA MINERALS, Amani Gold (formerly Burey Gold), Nighthawk Gold and Mirasol Resources are positive.
Potential M&A targets include Continental Gold, Sabina Gold & Silver, post-permit approval, and Richmont Mines.
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