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  5. KL: Hello currently hold these 2 for my allocation to the metals sector. [Kirkland Lake Gold Ltd.]
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Q: Hello currently hold these 2 for my allocation to the metals sector. Both have been getting beat up. IF, I am looking to add shares at these prices would you recommend adding to these things company’s or would you recommend others?
Is silvercorps exposure to China something you are concerned with???
Thanks

Asked by PETER on August 20, 2021
5i Research Answer:

SVM's China exposure cannot be ignored, and it is one reason the stock is cheap. With it recently missing estimates we think we would not add today. We would be quite comfortable adding to KL. It has $858M cash and a growing dividend and a cheap valuation.