high margin gold producer in early 2014, page-4

Good find LeDerp.

For those with less time, the first 11 minutes are most relevant, the rest is about other metals etc.

This is my attempt at a summary;

Key Criteria to look for -
*Project to actually happen in 5-8 years ( If it does not occur in this period, the company will invariably have diluted themselves to death )
*Low cost of production ( lowest quartile comparisons )
*Exit strategies; it will become a mine ( middle sized project ) or be bought out by a major
*Access to capital; A legitimate junior might be able to raise $50-100 million for capex for a mine, without the need for the inclusion of a foreign entity, i.e a major mining company or entity that wants a large percentage of the project itself which might indeed give control of the company to someone else.

MSR ticks all the boxes IMHO.

Hopefully management are able to update the market with some positive news regarding further permitting etc, or as Le has mentioned, finance options.