Investment Q&A

Q: What does SCOT:CA have? Do you see it as a favourable investment, and why or why not? Thank you for your excellent service.

Q: SPA Would love your thoughts and analysis of this small cap BC mine with Wheaton buying in on a 1.5% royalty!
Thanx as usual
Gary

Q: Thanks for your help and advice in these crazy choppy markets!

My inquiry is about the basic mineral sector.
Is there an ETF you'd recommend focusing on the basic mineral part of the market, perhaps in both Canada and the US?

Thnx 5I

Q: Dear Peter:

These are stocks I hold across various accounts. Thanks for suggesting these. I have done well though they have pulled back a bit.

What is your current view on these miners? Add, Hold or Sell some and consolidate? Or would you sell some and add a new miner?

Always appreciate your input.

Q: Haven't seen a question about Dynacor for several months. Their most recent earnings report showed significant increases in production, revenue and earnings, a dividend increase and pretty low p/e ratio for a gold stock. The Senegal plant is on track for Q2 of this year. Wondering what you think of it as an investment. Would you rank it behind ARIS, OGC and PAAS?

Q: Would you provide an update on kto please.Thanks.

Q: Hello 5i Team

I would like to hold a percentage of my taxable accounts in gold (represented by an etf) in both Canadian and US dollars. My taxable account is approximately 2/3 C$ denominated and 1/3 US$ denominated.

My criteria are:

1 - One product has to be dominated in Canadian dollars and the second product has to be denominated in US dollars

2 - the product has to be Canadian domiciled to avoid T-1135 reporting and US estate tax issues.

3 - Two separate products are required to keep ACB tracking simplified.

4 - Product has to be denominated in C$ and US$

Reviewing previous answers, the products I think are representative are:

MNT.CA / MNT.US

PHYS.CA / PHYS.US

Questions

1 - Does this strategy seem reasonable?

2 - Are there any other products I should be looking at?

3 - Which product would be your first choice and which would be second choice.

Thank you

Q: I think there are more questions recently on small cap stocks. I also note that in your answers on small mining stocks, aka penny miners, you display solid knowledge. Any thoughts on adding a separate service for junior mining and small caps? This area has given me significant gains over the past year, and I am constantly looking for knowledgeable commentary to assist in spotting opportunities. Maybe if other members vote this up it will give you an indication of interest?

Q: I am a large shareholder in this company having held it for more than 20 years. With today's takeover by AEM it is my largest holding by far but with the CVR (contingent value right) holders of the shares would likely receive another 25% in cash for the shares over a 10 year period. Can you go over the deal and advise what would be the best course of action please? John

Q: Would you consider silver a good medium to long term investment?
If so, would you buy mines, or etfs, or actual metal? Could you offer specific suggestions? Many thanks.

Q: Hello. Curious on your thoughts on this one. Thanks!

Q: your opinion on this co which just signed project option with rio tinto

Q: What is the best way to position your gold weighting at this time when choosing between gold bullion ETFs, gold stocks or royalty companies? Which names would you recommend in each group?

Q: I entered a small position in Fireweed Metals after talking to someone who worked on the Mactung Project drill program, he claimed some staff were very optimistic based on the size/quality of the Tungsten deposit. Doing some research I see both Canadian and American governments have provided funding, the Lundin group has increased their ownership, up to 20% of outstanding shares if I'm not mistaken, and Tungsten has been called the #1 critical mineral by more than one source online, apperantly China has 80% of worlds production and is limiting exports. All seem to be positive developments here, share price is reacting accordingly, in your experience with past " everything looks really good" in a juniour non producing mining company, will the stock continue to rise?

Q: Ontario government fast-tracking re the Kinross Great Bear project at Red Lake was announced with fanfare in February. Apparently this major project should now start producing in 2029. Are there project development points that I should pay attention to re investing in Kinross, or maybe just do annual buys (subject to no bad news)?

Q: Could you please give the pluses and minuses of buying these two ETFs now? Do you two others in this space?

Thanks.

Q: Allo-hi, I am looking at CS to add to my other positions in copper. I was looking for price targets. From the research of one broker, I get many targets in Australian$, for example “09 avr. 2026 CS-C Capstone Copper Price Target Cut 6% to A$16.68/Share by Jefferies “. Why A$?

Price Targets did not move too much YTD. What PT do you get from Bloomberg? Is CS fairly valued here?
Thanks.

Q: Looks like Onyx has had some decent drilling results over the past few months. It would obviously be a speculative purchase however just wondering what you think?

Q: What are your thoughts on Zcom? Would you recommend this as a good commodity etf? Any other suggestions?

Q: What are your expectations for this company? What would be a good entry point?