1 PEK - Ngualla project in Africa shaping up to be massive REE/phosphate play. Deep drilling results are imminent in areas where they have already proved bonanza grades. PEK's other gems include The Three Rivers Project (TRP) which is right next to Sandfires Doolgunna discovery. PEK also have two very promising gold projects in Africa. Market cap $70 odd million
2 VMS - proving up a very promising tin, tungsten, iron ore discovery at Mt Lindsay in Tasmania next to MLX Renison belle mine. VMS currently have 5 rigs drilling round the clock and have already made Mt Lindsay one of the top tin deposits in the world. Tin price sitting at US$27,000 per tonne making it one of the best commodity performers for 2010 and most analysts predicting more to come. Mark cap $115 million.
3 REY - proving up a very good thermal coal mining in the west which has access ability with India and Asia. Won't be surprised to see this one get taken over soon. Mark cap $102 million
