Investment Q&A

Q: Do you have any recommendations for Canadian small cap gold stocks?

Q: I just bought a small position in Jaguar Mining. I have never considered JAG an interesting gold mining company but it came to my attention that currently there is an interesting turn around story at JAG. JAG had an accident at their turmalina mine which took one of their two mines off line as well as it saddled JAG with a $50 USD fine from the Brazilian government. Subsequently that fine has been reduced to $10 USD and turmalina is scheduled to be back producing gold in 2026. Meanwhile the high price of gold has allowed JAG to have free cash flow even with only on performing mine. So IF all goes well with the restart of turmalina and the price of gold is good, let's say over $3500 per ounce, JAG should have good cash flow.
What I don't understand is why JAG raised $28 million on Tuesday with an equity raise. Through reading articles I was lead to believe that JAG had net cash on the balance sheet, so why would they raise more? Can you use your bloomberg terminal and confirm if JAG has debt or net cash on the balance sheet prior to the equity raise? I am considering of adding to my position of JAG because of the turn around potential, but what do the 5i guys think of JAG. I have lots of Agnico and B2Gold plus a little bit of aalmos and K9 in Papau Guinea so I am looking for somethin a little more speculative in a junior gold producer, do you have other ideas? Also about 48 per cent of Jaguar shares are owned by Eric Sprott (I believe it is his personal holding since they are held via a numbered company in Ontario). I look at that as a positive but is there a downside to have one rich dude nearly controlling the company? I know this is long question!

Q: I have one more question about Jaguar Mining. Upon rereading the press release about the equity raise it was called a "life private placement". Can you explain what that is?

Q: I don't have any uranium stocks. Would Cameco fit the bill or should I look at an etf to be more diversified. thanks and Greetings, Peter

Q: Is this a good buy right now for a 5 year hold, and what is their dividend %.
Thanks

Q: I am somewhat overweight in gold and thinking of starting a rotation away as buyers keep flooding in. Gradual rotation since longterm support for gold still looks good. Which of the above would start with (assuming half positions are kept for now)?

Q: Hi 5i
Current holder of TMQ for about 1 year and see its up about 45% this morning . What the heck is going on? Would you continue you to hold at these levels ? Does its future look brighter today or is this unbridled speculation?
thx

Q: Assuming APM price stay at $ 8.2 & ARIS at $ 15.5 ,which one is a better buy ? Thanks a lot.

Q: Please provide pros and cons of buying this small cap stock??

Q: Hello 5i Team
I have purchased SVM when you have added to the Portfolio, I was thinking to add GMIN also both in a small position what is your thoughts?
Thanks

Q: Hi. NXE has been on a tear the last 6 months (also recovering from a spring sell off). Can you speak to the reasons?

Thanks vm

Q: Q: Hi 5i team. Invested in SILJ some time ago based on your advice. Thank you. I'm wondering if there is an ETF that you like that invests in junior gold miners.

Q: Given all the hype with gold am I too late to the party to take a small position in any or all of these?

Q: Hi there,

What’s your top five Copper stocks right now and rated from 1-10 thank you!

Q: Hi team,
It seems critical mineral US names are raging on chinas recent critical mineral restrictions. Yet VNP actually dropped last Friday. Is it being over looked in this trade by big investors in favour of larger US names? Would VNP be a good way to play the world’s reliance on critical minerals ? Is it time to buy the name? Or are there better more attractive names to bet on for this?

Thanks,
Shane

Q: For what reasons is BCM being given a much lower market value than these other two with comparably-sized undeveloped primary silver deposits? Thanks.

Q: Dear Peter:

I see that SVM has just been added with a 1.5% position in 5i portfolio. This didn't get any mention in various questions on Silver by members. I see that the answers to previous questions on SVM (going back to August and beyond) didn't seem that enthusiastic.
Something must have changed. Bit surprised by the rationale in your portfolio update b/c China is not exactly in a "politically" correct environment!
In any event where would you place SVM amongst Silver stocks. (PAAS/CDE/AG/HL were your safe picks previously)

Many thanks.

Q: I have owned ERO and CS for a while and both have appreciated in value. At what weight would you start trimming if owned ?

Thanks

Q: USAR Is it too late to jump into this ? Any others you can recommend? Thanks!

Q: Good Morning Team 5i & Everyone,

I’m looking through the holdings for REMX:US. Of the etf’s current holdings, these are the ones listed on the US market:

LAC
MP
ALB
SQM
IPX
LAR
SGML
TROX

Fundamentally, do any look good enough that you would consider holding them directly?

I’ve been watching NEO:CA and I realize that the sector has a bit of excitement in it at the moment, and if that changes they would likely take a hit.

In general I’m holding some REMX and will likely wait for an opportunity to add. The thesis ultimately is that when A.I. reaches the point where robots start getting built years from now, in theory that will require rare earth and strategic metals and minerals. But, we shall see.

Thank you,

Sandra