Investment Q&A

Q: What do you think of Yamanas sale of $25m nsr.
Thanks Phil

Q: What % gold should you hold in your portfolio?

Q: With copper prices moving higher and a good probability that demand will continue to increase due to economic recovery and possible infrastructure spending etc, what is the best way to position for an uptrending copper price? I think it makes sense to have a position in a mid or large cap producer for exposure. However, I'm also wondering if there are any companies on your radar that have "good" projects that are uneconomical at lower copper prices but could come online if we see copper above $4-$5. My understanding is that copper reserves are dwindling and demand could outpace supply into the near future or longer. So if we see new all time highs in the copper price, what companies could see the best returns in this scenario. I realize this situation has a few 'ifs' but would appreciate your insights. Thanks very much for your service.

Q: On BNN this evening David Burrows was recommending increasing exposure to the commodities sector... so which commodities / stocks would you suggest?
Many thanks.

Q: Yours thoughts on HBM. It is up nicely recently and I have been looking for an exit point. Should I get out now, or is there some longer term potential?
Thanks
Gord

Q: What are your thoughts about this recent merger annoucement?

1. Do you know anything about SUNM management?
2. Do you think this is a good move for SIR shareholders?

Q: The A and B Teck shares have historically traded in line, however, since January 2020 the A shares (voting and not very liquid) started to pull ahead of the B shares (non-voting and liquid). Recently, this differential has gapped significantly with the A shares pulling substantially ahead. Do you have an explanation for this? Is there something going on with the ownership position in Teck?

Q: Hi Group Ronald asked a question on Physical gold bullion within the question was a statement that paper gold and silver will become worthless? you appeared to agree with this . Did I read that correctly should we only hold gold bullion to be 100% safe please explain I own the following AEM, FNV, MAG,GDXJ, GDX, WDO, EQX, SIL, USA please advise to hold or sell /convert to gold bullion/physical gold only Thanks

Q: What do you think is the best way to get exposure to gold long-term and why?

Q: I read this is an article from Matterhorn Asset Management:

"Your best friend and protector in this ignominious company of bubble assets and falling currencies are precious metals in the form of physical gold and silver.

But please ignore PAPER gold and silver (including ETFs) which one day will be worthless."

I hold both both of these funds in approximately equal percentages. Should holding my precious metals via Sprott alleviate any concerns I should have about the investment becoming "worthless"?

Q: Iiroc stopped trading yesterday. Looking back at the release it names the stock Mene.WT and it trades on V.
Does the WT stand for warrant ? If so I don’t recall ever seeing this, please clarify.
Also on their Q3 results they have reported their first quarterly operating income, after going public less than 3 years ago. Is this significant, and would you buy the stock ?
Thanks for your help.

Q: What do you think of the company's update today and the analyst's revisions. The stock was nailed. Do you think this is a good time to add to a small position or wait till the dust settles. Do you still believe in Lundin mining as a safe basic material play?

Thanks

Yves

Q: Mp Materials, a recently listed rare earth metals company, have reported earnings. Do you see this stock, at current valuation, as a good opportunity for investing in this important commodity? Any other speculative options in rare earth space? Thanks

Q: Have you learned anything more on the KL sale and the prior answers you've given.

If you owned NVO shares now would you sell them?

Sheldon

Q: Looks like now is a good time to invest in gold and copper. Do you have a favourite stock for each ? Thanks

Q: Good morning,
ABX has a big copper portion to its earnings, is it a good time to buy with copper at a seven year high? Q4 should surprise on the upside. Or is it still better to buy KL?
Thanks,
George

Q: opinion

Q: Last week KL announced that they had entered into an agreement to sell almost all the shares that they held in NVO at $2.45 with warrants at $2.80.

My questions are:

1. Has the brokerage assumed control of the shares, or can they back out of the deal, seeing as how NVO shares are now only $2.14?

2. Based on the cash that KL currently has, can you give me tow good reasons why they bailed on NVO at a steep loss?

3. Has E. Sprott bailed as well?

Q: Cheers. Could you give a brief synopsis of your thots on this stock. Thank you
Terry

Q: Hello 5i,
Kirkland recently sold most of its Novo shares .
Interested to know what motivated Kirkland to do so?
Has this sell off or any other events changed your opinion and or outlook with Novo.
You answered another poster recently that you would post what information you were able to uncover.

Please advise.

Thank-you.