Q: If all proceeds according to the news release - what do you think of this deal? If you held some shares what would you do - take the shares or cash? Can you clarify the Contingent Value Right? Thank you for your response, as well thank you for all the valuable information gained through the subscription!
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
Q: This morning, SGML announced a private placement at CDN$11.75/share, but since the opening the share price has gone from $12.50 to $12.62. Shouldn't the price go down to approximate the offering price? Or is it that the offering cap ($60M) is considered immaterial vs the market cap ($1.1B)?
Q: Hi,
I own both AEM and KL, both with losses that I can use this year or carry forward.
I could sell one of them and buy the other as one question mentioned today. Which one you recommend I sell to buy the other? Or it does not really matter?
Regards
Rajiv
Q: Hi 5i team.
Previously owned KL and AEM.
In October, sold AEM and bought more KL to keep dollar amount same when merger suggested so as to take advantage of tax loss from AEM.
Now that merger is confirmed for supposedly 1st quarter 2022, I am thinking of selling KL to take advantage of some KL tax loss and buy equivalent amount of AEM before the merger.
Question : Is it possible that an offer could still come in at a higher price for KL before the final merger or is that totally off the table. If it is possible I will hold KL till closer to merger time before taking KL tax loss. (I presume this is still legit right up until the merger. My year end is not an issue here.)
Other logistics question re website.
Will a search of questions for dually listed Canadian and US firms bring up all questions whether searching for CA or US version? eg. KL:CA
Thank you for the great service and best of the season to everyone at 5i.
Q: I ran across the term 'green metals' recently. An American analyst indicated she was interested in them and that 2 of the miners she owns and are involved are Canadian. What does she mean by 'green metals', and which Canadian companies do you think she was referring to? Do you think she is right and what Canadian companies would you invest in to take part in the play?
Q: good morning - i have a position in LUN which has wandered of late. I do want copper exposure and wonder if LUN is the best company in canada or whether there is a better company at present. So, is it buy, sell or hold my current LUN and what other companies would you suggest? thanks al
Q: Fortitude Gold is a 2020 listing with a dividend, low P/E, and properties in the U.S. (i.e. as opposed to politically risky areas). Would you buy it? Which options in the gold space would you prefer? (Preferably low/no debt, strong B/S & dividend)
Thanks,
Q: Has TV undergone a stock consolidation? It appears they have by the price but I can't find any news articles re the consolidation.Could you fill me in on any details that you may know?
Thanks
Dave
Q: I am thinking of taking a position in CS. May I have your assessment of this company?. If you prefer another stock in this space, please advice. Thank you. Cheers
Q: Hi 5i Team - I appreciated your detailed response to my question on this company back in August. Last week Orogen stock had quite a move upwards with some backtracking since. Just wondering if there is any news accounting for the run-up and if it is worth continuing to hold for a three year time horizon. Thanks.
Q: Am I correct when I look at FM's latest Q, note #8, released Sept 30, 2021 that the company has made no progress reducing their debt? Thankfully I don't own the stock...I much prefer to take a beating on AEM!
Jim
Q: Peter & Co,
Nickel 28's Stock price (C$0.89) certainly does not appear to reflect the production, production growth, earnings or earnings growth of this nickel/cobalt miner.
EPS – Q3 US$0.07/share, Q1-3 US$0.19/share
P/E – 2.74x (assuming Q4 similar to Q3 and converting US$ to C$)
Debt - $79 million, down from 107.1 in Q3 2020
Cash – US$3.84 million
Product Pricing – Nickel and cobalt pricing is very strong and is projected to remain so.
I find this stock price to be very frustrating. What problem am I missing? Chinese partner? Venture Exchange? Microcap? Illiquid? Geography?
With appreciation,
Ed