Investment Q&A

• Neo Performance Materials Inc. (NEO $20.40)
  • $20.40 Cap: $849M
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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 $121.35)
  • $121.35 P/E (TTM): 98.93X Cap: $52.82B
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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 $8.25)
  • $8.25 Cap: $1.36B
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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 $23.27)
  • $23.27 Cap: $11.57B
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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 $0.81)
  • $0.81 Cap: $92M
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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 $53.90)
  • $53.90 P/E (TTM): 26.95X Cap: $19.50B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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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 $2.81)
  • $2.81 Cap: $180M
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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 $10.75)
  • $10.75 P/E (TTM): 7.66X Cap: $45.88B
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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 $16.98)
  • $16.98 P/E (TTM): 101.68X Cap: $4.97B
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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 $26.32)
  • $26.32 P/E (TTM): 0.55X Cap: $302M
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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

• Skeena Resources Limited (SKE $25.58)
  • $25.58 Cap: $2.94B
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Q: What is your out look on SKE. ever becoming a productive mine.
Jim.

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Read Answer Asked by James on March 16, 2021

• Franco-Nevada Corporation (FNV $286.16)
  • $286.16 P/E (TTM): 50.74X Cap: $55.14B
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• Wheaton Precious Metals Corp. (WPM $147.64)
  • $147.64 P/E (TTM): 60.23X Cap: $67.03B
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Q: My advisor is suggesting I buy a position in WPM - would you have an opinion if WPM is a better choice than FNV? He did not mention FNV as an option - just knowing they are both streaming companies which would you pick?

Thank

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Read Answer Asked by Reg on March 16, 2021

• Labrador Iron Ore Royalty Corporation (LIF $27.67)
  • $27.67 P/E (TTM): 15.81X Cap: $1.77B
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• Champion Iron Limited Ordinary Shares (CIA $4.30)
  • $4.30 P/E (TTM): 26.69X Cap: $2.29B
  • View CIA Profile
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Q: I have read your recent positive comments on LIF and am inclined to buy. However, how would you compare it to CIA (fundamentals, outlook ...)?

My thanks.

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Read Answer Asked by David C. on March 15, 2021

• Fortuna Mining Corp. (FVI $12.40)
  • $12.40 P/E (TTM): 18.16X Cap: $3.80B
  • View FVI Profile
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Q: Hi Guys
I see Fortuna just released earnings and wondered what you thought of them, what you think of the company and the management team, and how this bodes for the next few years out.

Much thanks

Stuart

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Read Answer Asked by Stuart on March 15, 2021

Q: Our portfolio is (currently) considerably light in Materials. Considering the current economic cycle, how comfortable are you with putting more into this segment now, and to what percent of an otherwise balanced portfolio? Which companies would you consider must-haves in this segment?

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Read Answer Asked by Stan on March 15, 2021

• Major Drilling Group International Inc. (MDI $11.45)
  • $11.45 P/E (TTM): 48.67X Cap: $937M
  • View MDI Profile
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Q: Do you have a positive outlook on Major Drilling ?
With an increasingly positive spin on commodities
specifically metals for this reference, seems to me to be entering a secular bull as society tries to accomplish a greener world , that will require a lot of metals.
Cal

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Read Answer Asked by cal on March 15, 2021

Q: How do you feel about gold going forward? Any recommendation for an etf or specific company?

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Read Answer Asked by Pierre on March 15, 2021

• B2Gold Corp. (BTO $7.12)
  • $7.12 Cap: $9.41B
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• Jaguar Mining Inc. (JAG $6.31)
  • $6.31 Cap: $500M
  • View JAG Profile
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• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 15.33X Cap: $126.89B
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Q: With the price of gold bullion falling the dividend yields for several gold miners is looking attractive. At a selling price of $1,700 and a production cost of ~$900 it would seem that dividends are not at risk. Would you agree that this is an opportune time to purchase some the miners who have attractive dividend yields? I have listed three which are on my watch list. Are there others you consider worthy of further investigation?
Thank you

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Read Answer Asked by Ronald on March 13, 2021

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 108.98X Cap: $29.03B
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Q: Your opinion on Teck today and would you buy it and why?
Thank you.

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Read Answer Asked by Uli on March 13, 2021