Investment Q&A

• B2Gold Corp. (BTO $6.88)
  • $6.88 Cap: $9.76B
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Q: Nothing in today’s earnings would improve anyone’s sense of the value of BTO. Assume advice remains to invest for gold in other companies.

Upvote 1

Read Answer Asked by Jim on February 19, 2026

• Discovery Silver Corp. (DSV $9.60)
  • $9.60 Cap: $7.91B
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Q: Could you please comment on today's earnings report for Discovery Silver? How do things look going forward? Would you still recommend DSV as a buy? If yes, what would be a fair price to start a position? Thank you to you and your team for your excellent service. Gord

Upvote 1

Read Answer Asked by gord on February 19, 2026

• Ivanhoe Mines Ltd. (IVN $15.30)
  • $15.30 P/E (TTM): 53.84X Cap: $22.99B
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• Platinum Group Metals Ltd. (PTM $3.07)
  • $3.07 Cap: $382M
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• Generation Mining Ltd - Ordinary Shares (GENM $0.40)
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Q: What are your top Canadian stock(s) if one wanted exposure to platinum?

Thanks for the great service!

Upvote 1

Read Answer Asked by Colin on February 19, 2026

• Capstone Copper Corp. (CS $13.47)
  • $13.47 P/E (TTM): 27.46X Cap: $10.76B
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Q: Any reason for the decline in Capstone while other copper producers are up.

Thanks

Dave

Upvote 4

Read Answer Asked by David on February 18, 2026

• i-80 Gold Corp. (IAU $2.64)
  • $2.64 Cap: $2.17B
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Q: Came across this gold company from an article in The New Money which I read occasionally! What are your thoughts on this 1.6 Billion market cap co.
Is this a possible 10 bagger down the road?
Thanx as Usual
Gary

Upvote 2

Read Answer Asked by Gary on February 18, 2026

• Wheaton Precious Metals Corp. (WPM $198.08)
  • $198.08 P/E (TTM): 64.65X Cap: $90.07B
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Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions

I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks

all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up

Thanks

Michael

Upvote 6

Read Answer Asked by Michael on February 18, 2026

• Global X Copper Miners ETF (COPX $85.30)
  • $85.30 P/E (TTM): 36.56X Cap: $7.52B
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• iShares MSCI Global Metals & Mining Producers ETF (PICK $59.85)
  • $59.85 P/E (TTM): 33.46X Cap: $1.89B
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Q: Could you please recommend a couple of Copper ETFs going forward.

Upvote 3

Read Answer Asked by Dennis on February 18, 2026

• Freeport-McMoRan Inc. (FCX $61.28)
  • $61.28 P/E (TTM): 42.72X Cap: $87.79B
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• Glencore plc (GLCNF $6.80)
  • $6.80 Cap: $80.60B
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• Rio Tinto Plc (RIO $95.45)
  • $95.45 P/E (TTM): 13.7X Cap: $124.08B
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• BHP Group Ltd. (BHP $74.22)
  • $74.22 P/E (TTM): 20.9X Cap: $190.20B
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Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph

Upvote 2

Read Answer Asked by ralph on February 18, 2026

• Freeport-McMoRan Inc. (FCX $61.28)
  • $61.28 P/E (TTM): 42.72X Cap: $87.79B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.70)
  • $78.70 P/E (TTM): 31.72X Cap: $39.69B
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• Lundin Mining Corporation (LUN $35.24)
  • $35.24 Cap: $30.15B
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• Capstone Copper Corp. (CS $13.47)
  • $13.47 P/E (TTM): 27.46X Cap: $10.76B
  • View CS Profile
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• Ivanhoe Mines Ltd. (IVN $15.30)
  • $15.30 P/E (TTM): 53.84X Cap: $22.99B
  • View IVN Profile
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• Global X Copper Miners ETF (COPX $85.30)
  • $85.30 P/E (TTM): 36.56X Cap: $7.52B
  • View COPX Profile
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• Global X Copper Producers Index ETF (COPP $59.22)
  • $59.22 P/E (TTM): 0.51X Cap: $148M
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Q: Hi 5i Team.

Looking to add some exposure to Copper in my portfolio. Can you list a few of your preferred ETF's , and miners and perhaps briefly explain those choices?

Thanks.

Upvote 8

Read Answer Asked by Andrew on February 17, 2026

• Kinross Gold Corporation (K $46.11)
  • $46.11 P/E (TTM): 23.25X Cap: $57.16B
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• Orezone Gold Corporation (ORE $2.49)
  • $2.49 P/E (TTM): 12.73X Cap: $1.48B
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Q: In looking at old emails/threads on 5i research I see there’s been nothing in the past year for these two companies

What are your thoughts with these two companies with the recent gold prices and holdings for the next year?

Upvote 1

Read Answer Asked by Marshall on February 17, 2026

• Cameco Corporation (CCO $160.57)
  • $160.57 P/E (TTM): 127.32X Cap: $69.47B
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• Silvercorp Metals Inc. (SVM $14.98)
  • $14.98 P/E (TTM): 87.28X Cap: $3.28B
  • View SVM Profile
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• Global X Silver Miners ETF (SIL $102.14)
  • $102.14 P/E (TTM): 40.12X Cap: $6.34B
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Q: I own both and just wonder if both SIL and SVM are needed? I would sell one to buy CCO.

Thanks

Upvote 3

Read Answer Asked on February 13, 2026

Q: Apparently the brokerages which deal in the gold trade were recently advised, by the regulator, to revise the allowable margin calculation. (based on gold holdings). This significantly reduced the allowable margin amounts. I understand that a letter from the regulator suggests that the reason for the change is that it views that the price of gold, and the volatility are too high. Too many investors might get hurt.
My question is: Is the regulator all that altruistic or are there geopolitical issues at play here which a prudent investor should be aware of?
Thanks for your insightful thoughts.
Ian

Upvote 4

Read Answer Asked by Ian on February 12, 2026

• Newmont Corporation (NEM $124.65)
  • $124.65 P/E (TTM): 19.02X Cap: $136.06B
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• Franco-Nevada Corporation (FNV $346.25)
  • $346.25 P/E (TTM): 52.56X Cap: $67.10B
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• Lundin Mining Corporation (LUN $35.24)
  • $35.24 Cap: $30.15B
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• Barrick Mining Corporation (ABX $66.03)
  • $66.03 P/E (TTM): 16.0X Cap: $110.84B
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• Agnico Eagle Mines Limited (AEM $304.49)
  • $304.49 P/E (TTM): 36.63X Cap: $151.48B
  • View AEM Profile
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• Kinross Gold Corporation (K $46.11)
  • $46.11 P/E (TTM): 23.25X Cap: $57.16B
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• iShares Gold Bullion ETF (CGL $38.37)
  • $38.37 Cap: $2.78B
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• G Mining Ventures Corp. (GMIN $48.34)
  • $48.34 P/E (TTM): 33.17X Cap: $11.08B
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• State Street SPDR S&P Metals & Mining ETF (XME $115.91)
  • $115.91 P/E (TTM): 18.0X Cap: $4.40B
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Q: Would appreciate your advice on ranking our material sector holdings with the goal of consolidating those with the highest conviction. Would you suggest others in this sector that could be added - such as NTR.

Upvote 3

Read Answer Asked by sam on February 12, 2026

• Silvercorp Metals Inc. (SVM $14.98)
  • $14.98 P/E (TTM): 87.28X Cap: $3.28B
  • View SVM Profile
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Q: Hi 5i
How were SVM earnings yesterday on Monday feb 09.... Any upside/downside surprises?
Would you continue to hold or add? Seems to be muted reaction by market today?
thx

Upvote 2

Read Answer Asked by jim on February 11, 2026

• Vizsla Silver Corp. (VZLA $5.40)
  • $5.40 Cap: $1.77B
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Q: What advice would you give to a shareholder of Vizsla, regarding the tragic abduction and killing of some employees in what is apparently a cartel-controlled part of Mexico? Sell? Hold? The stock has seen a big hit in the last few days.

Upvote 1

Read Answer Asked by Ed on February 10, 2026

• Ero Copper Corp. (ERO $40.46)
  • $40.46 P/E (TTM): 22.75X Cap: $4.28B
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Q: Hi,
THoughts on Ero's results, market reaction seems aggressive

Slainte, Chris

Upvote 2

Read Answer Asked by Christopher on February 10, 2026

• 5N Plus Inc. (VNP $27.31)
  • $27.31 P/E (TTM): 40.72X Cap: $2.43B
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• Albemarle Corporation (ALB $167.27)
  • $167.27 Cap: $20.17B
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• Neo Performance Materials Inc. (NEO $21.01)
  • $21.01 Cap: $887M
  • View NEO Profile
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• VanEck Rare Earth/Strategic Metals ETF (REMX $89.30)
  • $89.30 P/E (TTM): 102.36X Cap: $275M
  • View REMX Profile
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• Alliance Mining Corp. (ALM $0.29)
  • $0.29 P/E (TTM): 29.0X Cap: $2M
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• MP Materials Corp. (MP $57.28)
  • $57.28 Cap: $10.26B
  • View MP Profile
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Q: I currently have full positions in base metal and precious metal stocks. Thank you for your ideas. Finding myself short of rare earth investments. Could I have a couple suggestions please?
Thanks
Steve

Upvote 8

Read Answer Asked by Steven on February 09, 2026

• Omai Gold Mines Corp. (OMG $2.03)
  • $2.03 Cap: $1.28B
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Q: YOU CAUTIOUSLY LIKED THE PROSPECTS OF THIS STOCK A YEAR AGO AT .37 A

SHARE. NOW 1.90 A SHARE. 500 % UP. DO YOU STILL LIKE THE FUTURE

PROSPECTS? THANKS

Upvote 4

Read Answer Asked by terrance on February 09, 2026

• Wheaton Precious Metals Corp. (WPM $198.08)
  • $198.08 P/E (TTM): 64.65X Cap: $90.07B
  • View WPM Profile
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• Agnico Eagle Mines Limited (AEM $304.49)
  • $304.49 P/E (TTM): 36.63X Cap: $151.48B
  • View AEM Profile
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• Nutrien Ltd. (NTR $96.86)
  • $96.86 P/E (TTM): 57.11X Cap: $46.56B
  • View NTR Profile
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Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.

Upvote 3

Read Answer Asked by jeff on February 09, 2026

• Barrick Mining Corporation (ABX $66.03)
  • $66.03 P/E (TTM): 16.0X Cap: $110.84B
  • View ABX Profile
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Q: Please comment on Barrick's earnings and outlook. How do you think the split into 2 companies will affect the share price? When will the large copper project in Pakistan produce the first pour? Thank you.

Upvote 2

Read Answer Asked by james on February 09, 2026