Investment Q&A

Q: Could I have an update on this company please.

Q: This one does not look very good right now,apparently it has a lot of Barrick execs on its board is this a buying opportunity or the beginning of the end,would appreciate your great opinion….thanks

Q: Why does bhp have a 13.6% dividend? Does this indicate a sign of caution as the dividend may be too high and a sign of weakness? Would this be an equity that presents high risk? Would you buy?

Q: Thoughts on the latest earnings and guidance going forward? Would this be one of your preferred copper plays, and would the next few days be a good time to buy? Thx.

Q: How would you handle the takeover offer of Pretium from Newcrest, please?

Q: Peter and His Wonder Team
MND just reported what I thought were positive results. However, Mr.Market may be disappointed if they did not meet expectations. Please give your assessment and does this bowed well for the coming year...considering that gold stays above $1800.00. Thanks as usual!

Q: Looking at big picture need for natural resources pls compare these 2 companies? Which would be ur choice for long term hold? or other suggestions? Is BHP dividend really sustainable? Does it hamper growth?

Thank you

Mike

Q: Hello,
Just wondering if I could get your thoughts on this company. It seems to have some good momentum now.
Thank you

Q: At present my only position in materials is a 2.5 % weight in FNV, and am looking at adding one position. I am considering one of these 4. I have heard that Lun had some issues in Chile and am a bit concerned that Teck.B might have a bit of a drag from coal being out of favour with ESG considerations;. Do you think these concerns are meaningful? In any event, of the 4, which one would you want to choose, and why? Thanks for your excellent service.

Q: Your thoughts on scy. Do U see material change with the news out of Nevada? Thank you.

Q: LIF reported on the 4th I believe,? Will you comment please.
Thankyou

Q: Hi,

With the huge infrastructure bill passed in the USA, would Copper be a beneficiary? If so , what are your thoughts on Ero Copper?
Thanks,

Q: Eric Nuttall was giddy on Friday market Call about the opportunities in the oil sector. David Burrows on Wednesday was equally bullish on commodities stating they are in the early innings. Would you support full positions in SU,WCP and Teck.b going forward? Thank you.

Q: Hi
I am interested in KWG since it is involved in the Ring of Fire located in Northern Ontario. What is the difference between these two shares besides the significant share price difference? Which should one purchase?
Thanks, Len

Q: I have a half position in each, but I have a double on KRR while KL languishes at break even. I'm tempted to sell KL and buy KRR for better return potential. Alternatively, sell KL and buy MMX. May I have your thoughts?

Q: Hello 5i,
What is your opinion of UROY, Uranium Royalty Corp., as an investment in the uranium space? Do you have a preferred stock in the area? Thank you. cheers

Q: please advise your top 2-3 choices for a uranium / nuclear energy etf .

Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?

Q: Can you please comment on Taseko's recent quarter. Copper price volatility notwithstanding, do you see further upside for the share price? Thanks.

Q: Hi guys

I have had a 1% position in NEO for quite a while. It is has recovered a lot this last year but it is just above where it was back in 2018. With all the talk of a expanding onshore production of keep compounds/components, the shortage of rare earth minerals and the future with renewable energy I would have thought NEO would have performed even better. What do you see in NEO's future e.g. is the business unique and scaleable? do you see the company as having margin & pricing power going forward (or is it like any other commodity play), do you see it as a company that has a good runway ahead of itself and thus can increase it's market cap? Finally in terms of increasing my position, do you see it as fully valued at 19.29, or do you see value at this level and might add to it up to 2% weight?

Much thanks

Stuart