ARCP - A Tempest In A Teapot Creates Buying Opportunity
- Large discount to NAV of around 13.25 means 50% upside.
- Thorough investigation by auditor yielded only minor adjustments so far.
- Similar restatements from other companies led to only nominal fines/settlements.
Allied Nevada Gold - After Osisko, Allied Nevada Is A Prime Takeover Target
- Huge Reserves (20 million gold equivalent ounces) with potential 800,000 oz production.
- $3 today, but could be worth $8+.
- Low cash costs after mill expansion.
- Recent Developments At Allied Nevada Make A Buyout More Likely
- Allied Nevada Gold - Huge Relative Value And Ripe Takeover Target
- The $300M Hidden Gem In Perfect World's Balance Sheet
- Most Gold For The Buck - Gold Reserves Of Major Gold Miners
- Perfect World - A Perfect Buying Opportunity