Investment Q&A

Q: Hello
Do you think it is a good time to invest in silver? Would a silver stock or silver mine be better to invest in? Can you recommend a few and rank them by your recommendation with your rationale?
As always, thanks for your great help

Q: K92 Mining has a very successful gold mine in Papau New Guinea ! They expect to issue a detailed expansion of their next project in the second half of 2021 and hope to achieve ASC of less than $400 per ounce by 2024 with a doubling of production.
ABX just settled a dispute with the country and K92 responded positively. The company has no Debt and more than $60,000,000 in cash. The CEO has a successful history of buying out other miners in the past and is surveying the market for opportunities in other countries such as nearby Australia. Meanwhile the expansion is fully funded out of cash flow.
This stock has gone up on average at least 100% each year over the last five years.
My investment is for estate purposes and is a high percentage of my portfolio.
Comment?

Q: I have never been a fan of timing the commodity cycle. However, I am looking at taking positions in one or more of LUN, LIF and TECK.B. While TECK has been higher the other two are at new or near their all time highs. In your estimation, do these stocks (all company specific issues aside) just keep going higher while the global environment is positive? Can you please rank them on overall gains on the one hand and relative safety on the other? But do you think they will all just be pummeled (as per usual) during the next global recession and/or first signs of overcapacity? Thank-you.

Q: What is your current view of Nevada Copper

Q: Peter; We’re KRR’s results on line ?Thanks. Rod

Q: Hi
Between these two would you have a preference for a new addition or both for diversification?
Small position in mmx currently held.
Thanks

Q: If one holds KL at a loss, would it be wise to harvest a tax loss and purchase KRR to retain exposure to gold? AEM & MMX would be the other gold holdings.

Q: Looking at a future copper play with strong assets and projected shareholder value creation. Can you please provide your perspective on these two flounderers.

Q: can you provide an updated opinion on this company and its technology...please and thank you

Q: Hi Peter and Team:
I need some help with the above equity. It took over Alabama Graphite. They seem to spin a good story just like their predecessor did, however, their doesn't seem to be any fruitful results so far. I thought graphite was important in the composition of electric car batteries?
Thanks,
BEN.

Q: what uranium companies may have lots of upside if the demand for power increases and the demand for fossil fuels diminishes?

Q: Hi 5i,
WDO- Wesdome Gold Mines announced announced positive drilling results from a new high grade gold discovery at the Company's 100% owned Kiena Mine Complex in Val d'Or, Quebec.
I understand the company has operational cost issues but would this news be sufficient to encourage exisiting shareholder to continue to hold or sell into the current run up. Currenttly down -30%
How do you view companies future prospects?
Thx
jim

Q: I have 5.5% of my net worth invested in FNV, CNQ, and SU. Is this good enough to participate in the coming "commodity super cycle" that may, or may not, happen? Also own lots of pipelines which probably would also benefit. Thanks Ron

Q: would either of these gold companies be a decent buy or do they have underlying issues to be aware of ? thanks a lot.

Q: Good morning,
I see "Sprott Physical Gold and Silver Trust Updates Its 'At-The-Market' Equity Program" and may issue up to one billion dollars of new units. If I understand this correctly, Sprott will issue new units at the market price. So say gold and or silver go up, Sprott will issue new units, does this not stop the price of CEF from participating in the price rise of the metals and they issue new units and therefore reduce the demand from the market for units currently available and cap the price rise? If one wants to participate in the rise in gold and or silver appreciation it seems to me CEF is therefore not the way to do it.
Thanks.

Q: With the supposed coming boom in commodities in the next few years, which Canadian companies would you look favourly on to try and participate in this possible boom.
Thanks

Q: What is your opinion on taking a position in silver? Can you recommend a company?

Q: Good Afternoon, could I get a few of your favorite material stocks as of right now in each of the US, Canada, and Global if applicable.

thx, Mark

Q: 18% pop today--any news?

Q: Greetings,

I know 5i isn’t a fan of averaging down and while it is a strategy that has worked well for me in the past, initiating positions / timing hasn’t worked in my favour and I tend to buy the peaks. Hence the DCA strategy working for me I guess in lowering the average share price and eventually seeing some reasonable returns. Of course it tends to lead to overweight positions which I trim back. Examples are BA and vermillion.

Now here I am again in a situation. Holding ABX and BTO and down about 25%. Even so I am VERY comfortable with these 2 companies in my portfolio and I see them as complimentary to each other. I don’t see shifting way from them as I feel comfortable even being down 25%. However I am looking to DCA these 2 and bring my total gold exposure in my portfolio up from 7% to 10%. I have no other precious metals exposure. As I am aware 5i tends to be comfortable with 10% total sector position.

Could you weigh in on the narrative in general, address timing of purchases (as 5i tends to like a company and be “comfortable buying here” and seems indifferent of timing), DCA strategy, and advise of your opinion on these 2 companies, strengths, weaknesses, expectations.

Deduct as needed as my credit burn is quite slow.

Cheers and thanks for all the great advice! You have made a big difference. 🙂