Investment Q&A

• Hudbay Minerals Inc. (HBM $16.17)
  • $16.17 P/E (TTM): 15.58X Cap: $6.39B
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Q: What's your outlook for this company. The average price for 11 analyst's is $11.49 on TD web broker over the next year. The price today is $7.83.
I have a small amount invested and wondering if this is the right time to add more? Thanks

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Read Answer Asked by Homer on March 25, 2021

• Great Panther Mining Limited (GPR $1.09)
  • $1.09 Cap: $51M
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Q: Gpr had a good 2020. They have issued higher costs in 2021 in the the first half. The cfo has left recently. Do things look ok here? Or Would you get out? The sector has been weak and so has Gpr.

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Read Answer Asked by sean on March 25, 2021

• Neo Performance Materials Inc. (NEO $17.18)
  • $17.18 Cap: $715M
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• MP Materials Corp. (MP $72.31)
  • $72.31 Cap: $12.02B
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Q: Hello Peter,
What is your view on the earnings for both MP materials and neo performance in the rare earth space? Also, why did MP materials take such a big hit today (more than 15 percent). Is it a good time to add to MP as this might be short lived? Thanks very much.

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Read Answer Asked by umedali on March 24, 2021

• Neo Performance Materials Inc. (NEO $17.18)
  • $17.18 Cap: $715M
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• MP Materials Corp. (MP $72.31)
  • $72.31 Cap: $12.02B
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Q: Hello 5i
It appears to me the big drop in the price of MP Materials today is related to some inside selling at a price of $35.00. Do you see this as a good time to initiate a position?
Also do you prefer NEO or MP?
Thank you so much!
Dave

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Read Answer Asked by Dave on March 24, 2021

• Champion Iron Limited Ordinary Shares (CIA $4.01)
  • $4.01 P/E (TTM): 22.71X Cap: $2.13B
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Q: Can the recente dip on CIA maybe caused my the BAPE decision related to the Lac Bloom?

https://www.journaldequebec.com/2021/03/05/le-bape-recommande-le-rejet-du-projet-de-la-mine-du-lac-bloom

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Read Answer Asked by Francois on March 24, 2021

• Champion Iron Limited Ordinary Shares (CIA $4.01)
  • $4.01 P/E (TTM): 22.71X Cap: $2.13B
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Q: I see that Champion Iron has dropped about 15% since Thursday of last week.
- I have not been able to find any news to explain the sudden drop
Would you buy more on the dip, hold or ??

Thanks in advance

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Read Answer Asked by michael on March 23, 2021

• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 31.37X Cap: $62.14B
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• Albemarle Corporation (ALB $81.29)
  • $81.29 Cap: $9.57B
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• BHP Group Ltd. (BHP $55.77)
  • $55.77 P/E (TTM): 15.24X Cap: $141.03B
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Q: In view of the demand for nickle and cobalt for EV s, can you recommend a number of mining stocks worth considering. Aside from Vale, the companies should be actually producing, not in the exploratory stage, with growiong production and profitability. Thanks

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Read Answer Asked by mitchell on March 23, 2021

• American Creek Resources Ltd. (AMK $0.13)
  • $0.13 Cap: $61M
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Q: Almost a year has past since you last commented on this company. They have reported good drill results on their JV with Tudor Gold. Has your opinion changed at all? Is it worth a small bet or would you prefer investing in Tudor Gold as a play on Treaty Creek?

DON

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Read Answer Asked by Donald on March 23, 2021

• Royal Canadian Mint - Canadian Silver Reserves Exchange-Traded Receipts (MNS.U $22.50)
  • $22.50 Cap: $900M
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• Royal Canadian Mint - Canadian Silver Reserves Exchange-Traded Receipts (MNS $31.09)
  • $31.09 Cap: $1.24B
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• Sprott Physical Silver Trust (PSLV $18.02)
  • $18.02 Cap: $8.95B
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Q: What is the difference between these mint receipts and the sprott product? Does one have an advantage over the other? Since I already own PHYS from sprott for gold would it be better for me to own one of mint producrs for silver as better diversification? Finally, what is the difference between MNS and MNS.U?

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Read Answer Asked by Carla on March 23, 2021

• Neo Performance Materials Inc. (NEO $17.18)
  • $17.18 Cap: $715M
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Q: Could I get your opinion on why NEO started out very positive on the earnings this morning and then went very negative? Am I missing something.
What’s your analysis of the company?
Thanks for hopefully clearing this up for me.
John

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Read Answer Asked by John on March 23, 2021

• Cameco Corporation (CCO $103.94)
  • $103.94 P/E (TTM): 80.72X Cap: $45.10B
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• Sherritt Power Corporation (U)
  • P/E (TTM): -4.5X Cap: $768M
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Q: What is your advice on the Uranium space - Uranium Participation, and particular stock?

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Read Answer Asked by James on March 22, 2021

• Solaris Resources Inc. (SLS $7.64)
  • $7.64 Cap: $1.25B
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Q: Do recent results for Solaris indicate that there may actually be a mine?

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Read Answer Asked by maurice on March 22, 2021

• Sprott Physical Silver Trust (PSLV $18.02)
  • $18.02 Cap: $8.95B
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Q: Yesterday, I asked you for recommendations in the silver space and you suggested two silver miners. Does that mean you don't think something like PSLV is a good investment?

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Read Answer Asked by Carla on March 20, 2021

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: What did you think of their results? They seem pretty good to me and they do expect 2021 to have better metrics. Like junior oil and gas companies, my skill-set in miners is low so your opinion matters very much to me. Thanks.

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Read Answer Asked by Murray on March 19, 2021

• Rock Tech Lithium Inc. (RCK $0.95)
  • $0.95 Cap: $102M
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Q: Please provide you thoughts on Rock Tech Lithium.
Thanks,
Doug

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Read Answer Asked by Douglas on March 19, 2021

• Pan American Silver Corp. (PAAS $45.06)
  • $45.06 P/E (TTM): 22.31X Cap: $16.33B
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• MAG Silver Corp. (MAG $32.71)
  • $32.71 P/E (TTM): 24.05X Cap: $3.39B
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Q: What do you recommend for adding silver to a portfolio?

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Read Answer Asked by Carla on March 19, 2021

• Largo Inc. (LGO $2.05)
  • $2.05 Cap: $134M
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Q: Hi 5i gang,

Pls provide comments on Largo's results for 2020 and forecast for 2021, and the announcement of the appointment of Mr. Ian Robertson (former founder and CEO of AQN) to its Board of Directors.

Thx

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Read Answer Asked by Christopher on March 19, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE $10.17)
  • $10.17 P/E (TTM): 6.81X Cap: $43.41B
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Q: Hello again your thoughts on Vale S.A.
Thanks

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Read Answer Asked by George on March 19, 2021

• Sandstorm Gold Ltd. (SSL $15.03)
  • $15.03 P/E (TTM): 91.05X Cap: $4.40B
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Q: Sandstorm Gold Royalty.
What is the NAV ratio and how does this compare to equivalent competitors.

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Read Answer Asked by Alex on March 18, 2021

• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.95)
  • $21.95 P/E (TTM): 40.08X Cap: $244M
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Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom

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Read Answer Asked by Thomas on March 16, 2021