Low cost oil producer in Argentina with good prospects for rapid and hopefully sustainable growth production. Also large undeveeloped blocks in Peru and now Columbia. Experienced management, unlevered balance sheet despite rapid growth since IPO

Could end up being the largest and one of the lowest cost silver producers. Strong balance sheet. Perceieved political risks in Bolivia and recent production growth stall and risks in proposed acquisitions have led to a very cheap stock. Like the supply/demand picture for silver.

Looks expensive on PE PS etc., heavily shorted by "investors" that think it is a fad and an undefendable franchise a fad

Low cost nickel producer. Plenty of political risk and fear that nickel prices will collapse have kept the stock cheap despite a 10x move. Should have an x or 2 left in it.

Low cost iron ore exporter. Purchase of N already ahead of the pack. Also like BHP, RTP large mkt cap and cycle put ceiling on the stocks, but still relatively underowned and this commodity cycle is likely to be protracted and possibly exceptional on the upside.

May pull back after a good revalution, but looks to be well managed steel company with nice low cost iron, coal (met) and nickel reserves.