Investment Q&A

Q: Your thoughts, any reason for pop thanks

Q: Thoughts on the ROXG quarter and thier guidance. Do you consider this holding a good choice for a smaller cap gold producer or do you prefer others?

Q: I have roughly equal positions in the above and am thinking of selling GSG, which is doing ok but no dividend, and increasing my positions in NTR and LUN. Your thoughts, please? Any downside to this? Is the upside of the dividend worth it? Thanks

al

Q: In the last few months, gold has not been doing poorly, falling back from its recent highs. I would appreciate your thoughts as to why it is not doing well, and whether you think this is just a period of consolidation, before a large upturn. I would have thought that in today's market (with forecast inflation, market and political turbulence, large government deficits) it would have supported a large increase in gold price. However, this is clearly not happening at the current time.

Your thoughts on this market dynamic would be greatly appreciated. Many thanks again for this wonderful service, and your valued advice.

Q: Hi 5i.
Coal Island Ltd., a (former)shareholder in Hudson Resources Ltd. recently disclosed pursuant to the requirement for an "Early Warning Report" that it has 'disposed' of 18,466,827 common shares in HUD for 'gross aggregate proceeds of $2,874,526.00' through the facilities of the TSX Venture Exchange.
Does this mean that HUD bought back these shares, thus having the same effect as any normal share buy back, resulting in there being less money in the company but fewer shares outstanding and thus more value for each issued share, and would that be where the money for the transaction came from? Or would there be third party hidden in here somewhere?
Coal Island says it paid $0.15562 per share, and although the market price of this volatile stock has decreased some since the Coal Island disposition, the share price is still over .20 per share.
Thanks for helping me understand what went on here.
Peter

Q: Hi,

I am thinking of starting a small position in a gold company. Between ROXG and AEM which would you think has greater potential IF gold increases significantly?

AEM is obviously much larger, but the P/E, P/B and estimated revenue growth seem to be comparable, and ROXG seems to have a much lower P/S ratio (1.9 vs 4.4).

thanks,
Brad

Q: What is your opinion on NEO? Thank you

Q: If I wanted exposure to the growth in commodities can you suggest your top 3 picks

Q: Which of these 2 miners do you like for exposure to copper - Thanks...

Q: What is the main reason the golds have been hit so hard. Do you see any potential values in the sector at this time?
Thanks as usual.

Q: GREETINGS:
I refer you to Jean's question on Feb 26 about Argonaut. Having said all that, why would you recommend Agnico Eagle instead of AR, for any reason other than size and record of earnings. Also you refer to PE multiples. Would cash flow not be better just like oil companies , because they both have extensive capex outlays.

Thanks, BEN.

Q: Hello Team,
What is the potential explanation for the sudden drop in the valuation at at the close of trading of PGM today?I cannot see any news that would account for this.

Q: Calibre Mining recently made some management changes. Today, the market looks none too pleased. Since your last comments on January 26, has enough changed to let this one go? Thx Lionel

Q: i have a silver bar 100-ounce purchased back in 2980. I want to sell it and my bank BNS does not deal with Silver anymore. Who should I contact.

Q: These two gold royalty companies are trading in the same range. Which would you pick for the longer term?

Q: ESE Entertainment (which seems to be in your system under Kepler which is some type of capital pool company) has experienced some big gains (up 300%) in the last few months. Can you shed any light on this company and share any relevant details? They seem to be active in the esports business. Can you compare to EGLX?

Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!

Q: Hi 5I,

Would you be able to comment on the Gold Price? It's down to the low 1700's at the time of this question, and was hoping for some insight on how you see it behaving in the Short/Medium/Long term.

Thanks

Q: KL reported this morning before the market opened. How did they do?
Thanks,
Jim

Q: Viewing the latest results from AR,for Q4,and the full year 2020,may I say that this company is firing on all cylinders, delivering and looking even cheaper and perhaps "overlooked" by the market.
With inflation fears on the horizon can one say that AR is grossly undervalued and could be taken over?
Many thanks,
Jean