Northern Dynasty: after the take over speculation news is out of the stock, it seems like bottoming again:

Pure Gold: Insiders buying stock recently and company continues to find high grade, remains a prime take over candidate sooner or later:

In the large cap segment I believe both AUY and ABX represent good value

Both companies had several disappointing news coming out, but operationally these companies are doing fine and having decent cash flow. Ready for re-rating vs NEM and other senior names.

 

There are many other names, especially in silver like CDE, AG, EXK, PAAS all looking at bottom levels

One Mid Cap name I would like to mention is Leagold that took over Brio gold, the company is trading at MC of $700M for the similar production profile like EDV and BTG, all trading 3 times higher. I believe this represent deep value with good management. (ex-EDV people)