Investment Q&A

Q: Arizona Metals continues to prove out a lot of material (gold, copper, silver, zinc, etc.). The stock price has moved considerably already. The company is pre-revenue. They are essentially poking holes in the ground, but what they're pulling up looks good. Apparently the deposit is high-grade and shallow, making this a "green" project, which are the buzz words of the day. Can I get your take? Still too speculative for 5i?

Q: Hello,

Any thoughts on the recent pull back with Capstone Mining? Is this company specific, and do you think copper has reached its limit? Just wondering if I should continue holding or get out. The news out of China isn't helping, just hope this is a blip.

Thanks,
Raj

Q: Good morning team,
With regards to the run up on copper prices over the last year my concerns are about China's warning on the high price and it's possible "clampdown" on the excessive speculation within it's country.For now, the price of copper has been pausing ,but the forces of demand due to expanding economies ought to push prices higher.How could China's "warnings"affect earnings of all copper producers looking at two or three years down the road?

Q: Too late to invest in commodities? Can you please suggest a broad commodities equal weighted ETF?

Q: Hello:

Wondering your thoughts on Excelsior and their copper project which seems to be having teething problems getting going. The stock has been down and wondering if it is an over reaction to problems that will be worked out over the next year.

Thanks

Q: Interested in your thoughts on Western Copper and Gold. Appears to have some good results on both copper and gold, two of the current hot button commodities.

Q: What is the difference between GLDM mini-shares and GLD ?

Q: would appreciate an update on these 2 stocks.

Q: Teck lost 12% in 2 days. It's seams to be related to the Chili issue or is it? Management claim that they have an agreement with the government. ''TORONTO, May 18 (Reuters) - Canada’s Teck Resources sees little risk of higher taxes in copper powerhouse Chile due to a stability agreement that shields the company's massive Quebrada Blanca Phase 2 copper project from higher levies for 15 years, Chief Executive Don Lindsay said on Tuesday.'' What do you think? I'm a long term investor but find the drop steep and wonder if there is not anything else. We know politics have little effect long term but a change in leadership in Chili may change all previous agreements. It wouldn't be the first time we witness a government scrap a contract with a miner. Your take please.

Q: how would you rank these ? best too worst

Q: Thoughts about the sell off yesterday and today? Chile tax threat and shift to more copper seem to be driving stock price way down. Good buy opportunity? Momentum was good prior to this week.

Q: What Canadian stocks would you recommend in the material sector?

Q: 2020 seemed pretty good as does Q1 2021. They are currently working to obtain debt financing for an expansion with a dfs planned for this summer.
What is your current view of Steppe and their future potential ?

Q: Copper production@Kamoa mine to start shortly 1st phase @ 200000tonnes a year and next phase will double production. Your comments please.Jim

Q: i am down around 20% on CS .... based on all this recovery chatter ..... should I add more
also,
if there is an increase in inflation, fed says transitory, does owning hard assets like copper producers a good idea... if not then what would you suggest ..thx

Q: What companies would your recommend for minerals like graphite, cobalt, etc to meet the coming demand for electric vehicles? I am most interested in North American companies if we have them. Are any of these companies good value now or have they already gone through the roof?

Q: Your opinion on Altius Minerals Corp (ALS-T) & any plans to initiate coverage?

Q: Would you pls suggest a gold related company - ie producer , royalty co,. etc. - with medium risk and reasonable political risk Dividend not important Thanks

Q: What are your opinions of these materials stocks?

Q: Peter
please comment on Starr Peak Mining LTD (STE-X).
I have a couple of thousand mad money to buy a small cap mining company and was wondering if this might fit the bill.
On May 4th they reported maiden drilling results. I can't figure if they were good or not.
April 22 Starr Peaks formed World Class Advisory Team and strengthens management. Do you know them?
March 18 Starr Peak Exploration LTD name change to Starr Peak Mining.
I realize this is a small cap but at the end of the day is it buyable or can you name something else that you might like better?
Thanks Ron