AQI.TO - Aquiline Resources
According to Jim Dines, Aquiline has, "One of the greatest silver deposits on the planet: 453 million-contained oz and 153 million contained oz inferred."
There are about 52MM shares outstanding, trading at $8.90/share. Silver is trading at $16.10/oz. Let's assume they are sitting on 500MM oz of silver. You do the math, I'm already in.
PNP.TO - Pinetree Capital
"Pinetree is a diversified investment, financial advisory and merchant banking firm focused on the small cap market. Pinetree's investments are primarily in the resources sector: Oil & Gas, Uranium, Precious Metals and Base Metals."
PNP is selling at about $3 a share, down from a 52 week high of $16.15. It is essentially a play on uranium, owning a collection of geographically diversified uranium companies and mines across the globe, i.e. Nuclear Power, but also has exposure to other metals and commodity interests and like Aquiline, is another favorite of Jim Dines.
As with Aquiline, I already own some Pinetree.