Investment Q&A

• Capstone Copper Corp. (CS $9.66)
  • $9.66 P/E (TTM): 67.52X Cap: $7.36B
  • View CS Profile
  • View Questions on CS

Q: Hi team,
What are you're views on CS,s latest quarter? Seems like the tariffs uncertainties are keeping a lid on their stock price! If we are heading into a recession would it be best to sell now and revisit at the end of the recession ,if their is one?Also their debt ratio seems elevated.Looking for a two to three year hold.
Many thanks,
Jean

Upvote 3

Read Answer Asked by Jean on May 05, 2025

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
  • View CXB Profile
  • View Questions on CXB
• OceanaGold Corporation (OGC $23.74)
  • $23.74 P/E (TTM): 10.73X Cap: $5.48B
  • View OGC Profile
  • View Questions on OGC
• Torex Gold Resources Inc. (TXG $42.72)
  • $42.72 P/E (TTM): 12.39X Cap: $3.68B
  • View TXG Profile
  • View Questions on TXG
• Westgold Resources Limited Ordinary shares (WGX $2.88)
  • $2.88 P/E (TTM): 41.36X Cap: $2.71B
  • View WGX Profile
  • View Questions on WGX

Q: Could I please have your comments on the latest quarterly report from Westgold Resources - somewhat disappointing in view of some of the optimistic press releases they put out . Are they perhaps having problems in integrating the Karora operations ? Are they a buy , sell or hold ? Is there a better gold miner of a similar size in your view ?

Upvote 3

Read Answer Asked by Thomas A.J. on May 02, 2025

• Cameco Corporation (CCO $103.61)
  • $103.61 P/E (TTM): 80.72X Cap: $45.10B
  • View CCO Profile
  • View Questions on CCO

Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Upvote 4

Read Answer Asked by Greg on May 02, 2025

• Alamos Gold Inc. (AGI $39.27)
  • $39.27 P/E (TTM): 33.8X Cap: $16.51B
  • View AGI Profile
  • View Questions on AGI

Q: In past Q&A's you guys have made some positive comments on AGI.

Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.

Would you hold, buy or sell on this latest report?

Thanks


Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2025

• Capstone Copper Corp. (CS $9.66)
  • $9.66 P/E (TTM): 67.52X Cap: $7.36B
  • View CS Profile
  • View Questions on CS

Q: After this announcement, time to sell CS?

“Really, really rich copper deposits a mile below the ocean surface“

THKS

Upvote 4

Read Answer Asked by Ray on May 01, 2025

• Sprott Physical Uranium Trust (U.UN $23.70)
  • $23.70 P/E (TTM): 2.53X Cap: $5.47B
  • View U.UN Profile
  • View Questions on U.UN

Q: Hi 5i Team,

Uranium stocks and the underlying price of uranium seems to have potentially bottomed. What you be a buyer of uranium stocks at this time or do you think it would be better to hold off and wait for a position?

Thanks as always,
Jon

Upvote 4

Read Answer Asked by Jonathan on April 30, 2025

• Silver Storm Mining Ltd. (SVRS $0.23)
  • $0.23 Cap: $149M
  • View SVRS Profile
  • View Questions on SVRS

Q: I noticed 5i mentioned this today. What is the upside here versus risk? Does it have high insider ownership and who? Any details would be great as it looks like a good speculative silver buy.

Upvote 1

Read Answer Asked by Craig on April 29, 2025

• Avino Silver & Gold Mines Ltd. (ASM $5.58)
  • $5.58 P/E (TTM): 41.94X Cap: $779M
  • View ASM Profile
  • View Questions on ASM
• Pan American Silver Corp. (PAAS $45.15)
  • $45.15 P/E (TTM): 22.31X Cap: $16.33B
  • View PAAS Profile
  • View Questions on PAAS
• MAG Silver Corp. (MAG $32.75)
  • $32.75 P/E (TTM): 24.05X Cap: $3.39B
  • View MAG Profile
  • View Questions on MAG
• GR Silver Mining Ltd. (GRSL $0.17)
  • $0.17 P/E (TTM): 2.36X Cap: $62M
  • View GRSL Profile
  • View Questions on GRSL
• Silver Storm Mining Ltd. (SVRS $0.23)
  • $0.23 Cap: $149M
  • View SVRS Profile
  • View Questions on SVRS

Q: I know you often mention both of these names as preferred silver names. If you were to pick 1 would you say that perhaps MAG has the most potential for growth going forward ? Just looking at the charts it appears that MAG has not really fired the way PAAS has - would you agree ? What other silver stocks would you recommend as having the most potential for growth right now. Finally, do you agree that silver is likely a better investment than gold now based on the gold/silver ratio ?

Upvote 4

Read Answer Asked by Pierre on April 29, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
  • $46.49 P/E (TTM): 78.19X Cap: $22.72B
  • View TECK.B Profile
  • View Questions on TECK.B
• Ivanhoe Mines Ltd. (IVN $11.71)
  • $11.71 P/E (TTM): 27.91X Cap: $15.83B
  • View IVN Profile
  • View Questions on IVN

Q: I hold Ivn in my tfsa at a75% gain and am considering selling and using proceeds to buy Teck.b for a 2 to 3 year hold. Please evaluate by comparing the respective outlooks for each and your reasonings. Thanx.

Upvote 3

Read Answer Asked by Steve on April 29, 2025

Q: Peter; Gold is up sharply ($48.00) this am (April 28) yet the gold stocks are all down . What am I missing? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on April 29, 2025

• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM

Q: Could you comment on Q1 just released. Did they beat expectations? They gave an update on projects in the pipeline, drill results... how can we interpret this part of the report?

Upvote 10

Read Answer Asked by Harry on April 29, 2025

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
  • View MND Profile
  • View Questions on MND

Q: What can you tell me about the news release that just came out regarding MND and Alkane Resources ? Is this a good deal for MND ? What value would you place on MND now as a result of this and is it worth holding on to MND for the long term ?

Upvote 1

Read Answer Asked by Pierre on April 28, 2025

• Lumina Gold Corp. (LUM $1.26)
  • $1.26 Cap: $527M
  • View LUM Profile
  • View Questions on LUM

Q: Hello 5i, There is a takeover offer for Lumina Gold by a Chinese company. Could you comment as to the possibility of the federal govt opposing the deal and the possibility of a higher offer?

Upvote 1

Read Answer Asked by Michael on April 24, 2025

• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM

Q: Now that there seems to be a Trump put somewhat in place (perhaps). With a tad of uncertainty off the table do you think its time to take some profit on AEM off the table.

Its about 35% above its 200 dma and its RSI is
overbought.

Your counsel on this please?


Sheldon

Upvote 3

Read Answer Asked by Sheldon on April 24, 2025

• Avino Silver & Gold Mines Ltd. (ASM $5.58)
  • $5.58 P/E (TTM): 41.94X Cap: $779M
  • View ASM Profile
  • View Questions on ASM
• Torex Gold Resources Inc. (TXG $42.72)
  • $42.72 P/E (TTM): 12.39X Cap: $3.68B
  • View TXG Profile
  • View Questions on TXG
• iShares S&P/TSX Global Gold Index ETF (XGD $36.83)
  • $36.83 P/E (TTM): 106.6X Cap: $2.59B
  • View XGD Profile
  • View Questions on XGD
• SPDR Gold Shares ETF (GLD $310.58)
  • $310.58 Cap: $104.66B
  • View GLD Profile
  • View Questions on GLD
• Dundee Precious Metals Inc. (DPM $25.75)
  • $25.75 P/E (TTM): 12.99X Cap: $4.29B
  • View DPM Profile
  • View Questions on DPM

Q: Good morning all,

Could you please provide your top 3 recommendations (in order - best to not so best) on gold; be it a major company or ETF.

Could you also provide top 3 junior gold plays you would recommend for capturing gold momentum, with potential to be absorbed by a major player in the space.

Thanks very much.

Dave

Upvote 5

Read Answer Asked by Dave on April 23, 2025

• Avino Silver & Gold Mines Ltd. (ASM $5.58)
  • $5.58 P/E (TTM): 41.94X Cap: $779M
  • View ASM Profile
  • View Questions on ASM
• Pan American Silver Corp. (PAAS $45.15)
  • $45.15 P/E (TTM): 22.31X Cap: $16.33B
  • View PAAS Profile
  • View Questions on PAAS
• MAG Silver Corp. (MAG $32.75)
  • $32.75 P/E (TTM): 24.05X Cap: $3.39B
  • View MAG Profile
  • View Questions on MAG
• GR Silver Mining Ltd. (GRSL $0.17)
  • $0.17 P/E (TTM): 2.36X Cap: $62M
  • View GRSL Profile
  • View Questions on GRSL
• Silver Storm Mining Ltd. (SVRS $0.23)
  • $0.23 Cap: $149M
  • View SVRS Profile
  • View Questions on SVRS
• First Majestic Silver Corp. (AG $12.45)
  • $12.45 Cap: $6.08B
  • View AG Profile
  • View Questions on AG

Q: Which silver miners have the best leverage to silver and please note your favorites.

Upvote 4

Read Answer Asked by Randall on April 23, 2025

• Wheaton Precious Metals Corp. (WPM $132.16)
  • $132.16 P/E (TTM): 54.75X Cap: $59.99B
  • View WPM Profile
  • View Questions on WPM

Q: Hi 5I
I have no exposure to gold or metals, and thinking of purchasing some wpm. Would you consider still buying after its recent climb.
Thanks for all your great work and advice

Upvote 1

Read Answer Asked by Maurice on April 23, 2025

• Wheaton Precious Metals Corp. (WPM $132.16)
  • $132.16 P/E (TTM): 54.75X Cap: $59.99B
  • View WPM Profile
  • View Questions on WPM
• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM

Q: The price of Gold reversed today after touching an all time high of $3500 and closed lower, below $3400, in Tuesday's session. Gold miners also followed suit and reversed course mid day to close lower, after opening higher at the open. Do you think, this price action is important from technical perspective and signalling a near term Top for Gold ?

Today's comments from the US Treasury Secretary appear to have triggered a relief rally in equity markets and perhaps was one of the reasons, Gold/Gold equities ( safe haven) performed poorly.

Are you concerned with this price action and would recommend cutting Gold exposure ?

Thank You

Upvote 3

Read Answer Asked by rajeev on April 23, 2025

• Triple Flag Precious Metals Corp. (TFPM $36.41)
  • $36.41 P/E (TTM): 29.27X Cap: $7.31B
  • View TFPM Profile
  • View Questions on TFPM
• Orogen Royalties Inc. (OGN $1.71)
  • $1.71 P/E (TTM): 86.0X Cap: $101M
  • View OGN Profile
  • View Questions on OGN

Q: Hi 5i Team - Could you comment on the takeover of Orogen by Triple Flag Precious Metals. Orogen shareholders will receive part cash, part shares in TFPM, and shares in a new company, Orogen Spinco.

What is your assessment of Triple Flag Precious Metals.

I am a shareholder of Orogen and am debating whether to sell at the increased market price, or hold on until the arrangement goes through and then re-asses. At this point the deal looks pretty good for Orogen shareholders. Would you agree with this.
Thanks.

Upvote 2

Read Answer Asked by Rob on April 22, 2025

Q: To what degree do you agree with the logic that the USD and US t-bills are being debased as reserve currency, and to what degree to you advise making portfolio changes?
I have assets in short and long term positions-it would be helpful to have input about both.

Upvote 8

Read Answer Asked by Peter on April 22, 2025