Investment Q&A

Q: I have held IVN since about $3. Closed today at $11.56. Given the size of their recently producing copper mine. Robert Friedland, Co-chair. Their rhodium, palladium. gold, platinum and nickel reserves I hope to hold this for a long time in spite of being situated in DRC. I should add I hold teck.b and Freeport as well for copper. I am happy with Ivanho as smaller copper producer. But am thinking of future for their other materials as listed.

What risks do you see in IVN?

Thank you, Mike

Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?

Q: I am looking for some suggetions for smaller cap gold stocks or an ETF for jr. gold.
Thanks

Q: My question is on gold /silver / precious metals. Starting to look like gold / metals should be a full position in portfolios. (plese comment)

Can you comment on Etfs verses individual stocks +

Please give me some names I am thinking that some physical gold etf like PHYS should be held please comment also a good etf that covers all the metals c/w mix % suggestions. Thanks for your help with this.

Q: What are your thoughts on RCK ? What is the financial situation and future prospects?
Thanks

Q: Good Morning all,

Can you give us your thoughts on LAC's latest results published this morning. The information I saw seems rather thin on the numbers' side.

Thank you

Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J

Q: I hold both NGD (about 1.7% position) and AR (currently about 0.8% position, but initiated at about 1.5%) among my positions in precious metals. AR corrected significantly over the last few months, but the share price seems to be rebounding since lows were established shortly after the New Year. Both NGD and AR have been outmatched by KRR (just about 3% position) , which has performed spectacularly over the last several months. I feel like I am decently positioned with KRR, and was wondering your thoughts on consolidating positions around either NGD or AR. Would this be worthwhile, or is staying put the more prudent approach for this issue? Alternatively, would you suggest selling both and initiating a position elsewhere, or further increasing my position in KRR?

As always, I look forward to your comments, and appreciate your insights.

Q: Thoughts on the quarter results?

Q: What's your take on ORA these days? Decent buy or meh.

thanks

al

Q: I know you like AEM. Given the recent surge in Commodity Prices, what are your top 3 Gold Stock picks and what are your top 3 base metal (Copper, Nickel, etc..) picks. Are these good entry points?

Q: LIF has taken quite the hit the past two days. I'm thinking to sell my RUS and buy the dip. What do you think of the swap? If so, do you have any advice on timing? LIF shows ex dividend March 30. Would it be wise to wait until then and see how it settles?

Thanks

Q: Hi 5i Team - Could you provide an update on the fundamentals of Headwater Gold including cash on hand, debt (if any), insider ownership, quality of management. This company was mentioned recently on the Metals Investor Forum and sounds like it has quite a bit going for it including 10 projects, 100 % owned with some encouraging drill results. Also could you give your opinion on the upside potential of this company as well as the possibility of a need to raise capital for further exploration. At this point there are only 50 million shares which doesn't seem like a lot for a junior resource company. Thanks.

Q: On March 11, in response to Norm's question regarding B2 Gold, you wrote, "BTO's profit margins for 2020 were 35% and its year-over-year revenue growth was 55%. For 2021, its revenue declined by 1.5% and profit margins fell to 24%." I need your help to understand the profit margin numbers. For instance, B2's AISC for 2021 was around $900 while they sold the mined gold for around $1800. Wouldn't the margin then be 100%? What I am missing here?

Also, you wrote, "It has improved on its balance sheet since 2020." The company is debt-free. Is that what you were referring to or something else? Please explain.

You have stated previously that the stock is cheap, and it pays a very healthy dividend. It is about 50 cents lower per share than its March 2020 share price while the price of gold is substantially higher. Do you attribute that to people shying away from the location of B2's mines?

There's a few questions in there.

Thank you as always for your service.

Q: KRR is 2.4% of my RRSP and I am up about 110% (also hold KRR and XGD in other accounts). Can you please tell me a bit more about KRR? I know it mines gold and nickel.
After significant declines with small caps like AT, XBC and REAL, I am a bit leery of KRR and wonder if its time to take a bit of profit, but I am reluctant with such good momentum. Can you please tell us again what dollar cap amount defines a small cap, med cap and large cap?
Thanks!!

Q: Hi 5i Team - Could you provide an update on the fundamentals of GoGold Resources, its cash on hand, revenue if any, insider ownership, and potential of existing projects. Also do you have any insight into the management/geological team. Thanks.

Q: Why the sell off? Is it to do with the close nickel market?

Q: I noticed EV Nickel’s 35% runup yesterday. Can you recommend EVNI or other more established miners poised to take full advantage of a « commodities boom »?

Q: Can you comment on the investment merits of this ETF NANR

Q: If one is to consider commodity exposure, do you have any recommendations? TECK or RIO or both? Thanks.