TFSA Investment Letter – Sept. 18 – RT Minerals

2009 September 18

RT Minerals Inc. – (RTM – CNQ) – $0.19

RT Minerals has optioned a block of claims southwest of the Lake Shore Gold Timmins West Gold deposit. A number of good gold results have been previously obtained on the western portion of this block, but the eastern half of the property remains essentially unexplored. This eastern portion contains a north/south fault environment that looks to be highly prospective and similar to the Lake Shore ground.

RTM currently has an excavator on site and is trenching and conducting a prospecting program on the eastern portion where grab samples have yielded values of up to 0.32 oz gold/t. Line cutting and a geophysical program will follow to define the drill targets for this fall/winter.

RTM is now going to do a small flow-thru financing to fund the drill program and combine it with a sponsorship for listing on the TSX-V. The stock is very closely held (16 million shares out) and a substantial public relations program is slated to start soon.

Map of RT Minerals Geology of Gold Property, Timmins West

TFSA Investment Letter – Issue 6 – August 24, 2009

2009 August 23

Three Junior Companies in the Timmins Camp

Currently, Lake Shore Gold Inc. (LSG) is driving the news in the Timmins Camp with their drilling on the West Timmins (WTM) property (60% LSG – 40% WTM). Two current rumours out there…. first, is that WTM has results coming from a hole on their 100% owned ground and the more important one as far as I am concerned…   that LSG and WTM will come to some agreement, which makes perfect sense. Once that happens, shareholders of WTM will be looking for new Timmins Camp juniors to move their money into. Here are the three most interesting juniors to look at:

1) Explor Resources Inc. – (EXS – TSXV) – $0.34

EXS recently acquired a significant block of claims along the Porcupine Destor fault, a block that Tom Exploration previously held for a number of years. This block covers a porphyry substantially larger than the one LSG/WTM has shown to be mineralized. There have been intersections of shallow gold mineralization, but the property has not been explored at depth. Chris Dupont, President, has been compiling all the previous data and will be taking that on a tour of a number of Toronto brokerage firms this week, looking for funding for a drill program. This is one of the best virgin blocks of ground in the whole Timmins camp, strategically located on trend. Stock looks to be finally breaking out of the current sideways trading range of the last year and because of the size of the property, long term drilling potential.  Web site and a Map of Timmins claim group

2) RT Minerals Inc. – (RTM – CNQ) – $0.22

RTM has just acquired a block of claims on a piece of ground to the southwest of LSG/WTM property along the Porcupine Destor fault. Good gold results have been previously obtained on the western portion of the block, but the eastern half of the property remains essentially unexplored. This eastern portion contains a very intriguing north/south fault environment that leads some to an exciting theory that it looks to be a repeat of the same environment as the LSG/WTM ground. RTM just did a small pp to insiders and Dan Clark, President, plans to do a flow-thru financing and drill the property. Recent crosses of blocks indicate share positioning at the .15 to .20 level, showing the stock is tight and has the potential to take a good run.  Web site and maps of Timmins claim group

3) Red Pine Exploration Inc. – (RPX – TSXV) – $0.12  * NEGATIVE UPDATE BELOW

RPX holds the best positioned group of claims for a junior company in the Timmins Camp. The short story is that RPX has just over a 100 million shares out and voted for a 5-1 roll back last fall, but has decided not to go through with it at this time. Since any further exploration on this block will entail some expensive deep drilling to test the property’s potential for mineralization similar to WTM’s, management is waiting on the WTM results. But, I think a LSG/WTM combination will have a much larger long term price influence because it will just highlite the fact that their claim group is smack dab in the middle of the combined LSG/WTM claim blocks. Stock has good volume and has just started to move….  this one is a trading vehicle with potential for a pop.   Web site and a Map of Timmins claim group

UPDATE on August 26th in news release re RPX from West Timmins (WTM)

My Comment: This kills stock as they have lost all leverage and now will have to wait for LSG to get around to this property, if they ever do. In my opinion, not a good move.

Costello property — Red Pine Exploration (RPX – TSXV) option

WTM and Red Pine Exploration Inc. have signed a letter agreement whereby WTM has the option to earn a 75-per-cent interest in the Costello property located in Bristol township. The Costello property consists of nine claims located immediately east of Lake Shore Gold’s Timmins mine. The highly prospective Bristol fault, which intersects the Thunder Creek fault proximal to the Timmins mine, crosses through the Costello property. Initial work by Red Pine indicates the presence of gold mineralized quartz-tourmaline veins, which are an important component of the Timmins mine gold system, located in close proximity to the Bristol fault on the property.

Under the terms of the Costello letter agreement, subject to necessary regulatory approvals, West Timmins may vest a 75-per-cent interest in the Costello property by making a single cash payment of $150,000 and issuing 150,000 common shares of WTM on receipt of regulatory and board approvals, completion of title due diligence, and by undertaking $300,000 in eligible exploration expenditures on the property prior to the 18-month anniversary of the effective date of the letter agreement.

TFSA Investment Letter – Issue 5 – July 31, 2009

2009 May 20

Stock Price Updates on TFSA Letter Stocks as of July 24, 2009

Golden Goose Resources (GGR) – listed $0.20 – high since listing  $0.49 – currently $0.285

Mirasol Resources Ltd. (MRZ) – listed $0.17 – high since listing  $0.445 – currently $0.445

Rolling Rock Resources Corp. (RLL) – listed $0.10 – high since listing  $0.19 – currently $0.12

Tawsho Mining Inc. (TAW) – listed $0.085 – high since listing  $0.145 – currently $0.08

Takara Resources Inc. (TKK) – listed $0.03 – high since listing  $0.045 – currently $0.03

Medallion Resources Ltd. – (MDL) – listed $0.13 – high since listing  $0.15 – currently $0.085

Prospector Cons. Res. Inc. – (PRR) – listed $0.045 – high since listing  $0.045 – currently $0.015

Gossan Resources Limited – (GSS) – listed $0.075 – high since listing  $0.17 – currently $0.15

Source Exploration Corp. – (SOP) – listed $0.11 – high since listing $0.17 – currently $0.14

GLG Life Tech Corporation – (GLG) – listed $1.85 – high since listing  $2.75 – currently $2.25