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New Gold Inc. (NGD $6.51)
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Fortuna Mining Corp. (FSM $6.26)
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Sibanye Stillwater Limited - ADR (SBSW $7.47)
Q: Hi there. I am building up precious metal related positions in preparation for some tariff chaos the next couple quarters. I have SII, FSM, NGD and SBSW. I am wanting to accumulate more (5%) portfolio weighting and wondering if you can rank these in terms of which ones to add to in order of growth potential and being undervalued?
Thanks in advance! Kevin
Thanks in advance! Kevin
5i Research Answer:
Due to our prior association with SII, we cannot comment or rank it. Our ranking for the others: FSM, NGD, SBSW. Note the later is a S. African company and we do not know it as well. It has actually outperformed the others this year and looks fine but we know the others better.