Investment Q&A

• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 31.37X Cap: $62.14B
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• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
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• Hudbay Minerals Inc. (HBM $16.17)
  • $16.17 P/E (TTM): 15.58X Cap: $6.39B
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• Ivanhoe Mines Ltd. (IVN $11.75)
  • $11.75 P/E (TTM): 27.91X Cap: $15.89B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $46.56)
  • $46.56 P/E (TTM): 78.19X Cap: $22.92B
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Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.

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Read Answer Asked by michael on January 26, 2021

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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• B2Gold Corp. (BTO $5.50)
  • $5.50 Cap: $7.27B
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Q: Hi
Based on current production, production growth and reserves which one would stand out and why.
Thank you in advance
Ed

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Read Answer Asked by Edward on January 26, 2021

• Graphite One Inc. (GPH $0.77)
  • $0.77 Cap: $121M
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Q: Hi 5i,

Thanks for the great work! What's your opinion on GraphiteOne? I'm seeing more and pieces commenting on increasing demand for North American sources of commodities (with graphite being one example).

Is this trend you are watching?

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Read Answer Asked by Greg on January 26, 2021

• Lithium Americas Corp. (LAC $3.92)
  • $3.92 Cap: $930M
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Q: Hi 5i -

What is your view of the growth prospects for Lithium Americas over the next few years, now that the Record of Decision for Thacker Pass has been approved (and the company is raising $400M to commence operations)?

Thanks,
Tom

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Read Answer Asked by Tom on January 25, 2021

• Wesdome Gold Mines Ltd. (WDO $17.19)
  • $17.19 P/E (TTM): 10.58X Cap: $2.57B
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Q: Several firms have downgrated WDO .Do you think it is worth holding.
Thanks Phil.

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Read Answer Asked by philip on January 25, 2021

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $71M
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Q: Hello 5i team,
WM has gone down 45% from its high in Sept. 2020 of $1.30 to $0.72 today. All the drilling results have been excellent, what is the reason for such a huge decline as gold is still at $1860? Secondly, does the 790 million shares outstanding have anything to do with the decline. I am losing faith in the stock. Thanks George

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Read Answer Asked by George on January 25, 2021

• Orezone Gold Corporation (ORE $1.25)
  • $1.25 P/E (TTM): 6.68X Cap: $723M
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Q: Can you comment on Orezone's $182M financing? Is it positive to the company or they have problem to survive?

Thanks

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Read Answer Asked by Adam on January 22, 2021

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.16)
  • $46.16 P/E (TTM): 78.19X Cap: $22.72B
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Q: Hi Team, can I get your overall opinion of TECK.B I've held it since 2014 and am now still at my cost could there be any further upside or is it time to let it go. Thanks

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Read Answer Asked by Nick on January 22, 2021

• Barrick Mining Corporation (ABX $36.45)
  • $36.45 P/E (TTM): 16.21X Cap: $61.84B
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• Agnico Eagle Mines Limited (AEM $189.37)
  • $189.37 P/E (TTM): 28.26X Cap: $95.43B
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• Newmont Corporation (NGT $98.61)
  • $98.61 P/E (TTM): 12.61X Cap: $107.41B
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Q: Hello 5i Team,
Which, in your opinion, of the above three gold diggers has the best chance for gains going forward.
Thanks
Kenneth

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Read Answer Asked by kenneth on January 22, 2021

• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 31.37X Cap: $62.14B
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• 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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• Reliance Inc. (RS $294.33)
  • $294.33 P/E (TTM): 20.32X Cap: $15.49B
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Q: With the US plan to spend $1.9T on infrastructure, what would be your 3 best choices for base metal stocks (Cdn. or US) and 2 ETF's that should benefit well.

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Read Answer Asked by Terry on January 21, 2021

• Ero Copper Corp. (ERO $19.82)
  • $19.82 P/E (TTM): 10.4X Cap: $2.06B
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Q: Followup to my question on materials that you answered today...My apologies....the ERO should have been the Canadian selection - I didn't notice it was showing the US one (Barclays). Would you add this to the selections you said you "lean to" or still keep the list as you stated in your answer. Thanks again.

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Read Answer Asked by Alexandra on January 21, 2021

• Adelayde Exploration Inc. (SPMT)
  • Cap: $1M
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Q: Hi 5i , How speculative is Spearmint and can you see it getting any traction ? Thanks

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Read Answer Asked by Deborah on January 21, 2021

• Largo Inc. (LGO $2.05)
  • $2.05 Cap: $134M
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Q: I bought a 1 percent position after your lgo comments. It is showing some nice momentum. Worth adding another percent if I am still short in materials? What is there advantage over competitors?

Thx as always
Brian

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Read Answer Asked by Brian on January 20, 2021

• VanEck Rare Earth/Strategic Metals ETF (REMX $61.23)
  • $61.23 P/E (TTM): 56.93X Cap: $714M
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Q: What would be your top picks in rare earth metals? Is there an ETF that covers this segment well that could be recommended as well?
Many thanks.

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Read Answer Asked by Tony on January 20, 2021

• First Quantum Minerals Ltd. (FM $23.58)
  • $23.58 P/E (TTM): 68.06X Cap: $19.57B
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Q: Your thoughts on this company? It's down a bit and I'm wondering if there's not a better mineral sector company with more promising mid and long term prospects. I have LUN and NTR already. thanks

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Read Answer Asked by alex on January 20, 2021

• Fury Gold Mines Ltd Com (FURY)
  • Cap: $234M
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• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $71M
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• GoldMining Inc. (GOLD $1.16)
  • $1.16 Cap: $230M
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Q: Please rank these miners:Wallbridge,Gold Mining and Fury Gold.Thanks.

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Read Answer Asked by maurice on January 20, 2021

• Fortuna Mining Corp. (FVI $10.37)
  • $10.37 P/E (TTM): 14.84X Cap: $3.20B
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Q: Peter; Would you add to FVI at these levels - I’m at 2% now. Thanks. Rod

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Read Answer Asked by Rodney on January 20, 2021

• Gatos Silver Inc. (GATO)
  • P/E (TTM): 29.39X Cap: $999M
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Q: May I have your opinion of Gatos Silver. It trades on the TSE. Silver seems to be acting better than gold.

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Read Answer Asked by claudette on January 20, 2021

• Eskay Mining Corp. (ESK $0.36)
  • $0.36 Cap: $70M
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Q: Hi Guys.
I purchase 2% of this stock based on, on going drill
results, what is your opinion .We are up, but after looking at charts from past years could this be just be another market top.
Bob

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Read Answer Asked by bob on January 20, 2021

• RJK Explorations Ltd. (RJX.A $0.02)
  • $0.02 Cap: $1M
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Q: What are your thoughts on RJK Explorations?

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Read Answer Asked by Elise on January 20, 2021