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Q: Can I get your thoughts on Capstone please? Seems to keep dropping and now with talk of tariffs and maybe smaller AI infrastructure, it’s not looking great. Would you still hold here? If not, do you have another recommendation for materials sector? CAD or US? My only other one in this sector is Agnico Eagle.
Q: The Jan 20 report seemed fairly positive- lower end of guidance for 2024 but meaningful growth expected for 2025. But I seemed to miss something since it is breaking down to new lows. Can you explain what is spooking investors and your opinion going forward?
Q: I am thinking of adding the above three to my portfolio Your Thoughts please RAK
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