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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: As I understand Golden Valley (gzz.v) owns 45%, or 5.6 million shares, of Abitibi Royalties (rzz.v). Abitibi has a market cap of c$275 million. That puts Golden Valley's share of Abitibi alone at c$123 million market value. But Golden Valley's market cap is only c$72 million. CEO of Golden Valley is chairman of both boards. Same CFOs. Abitibi is buying back/reducing share count aggressively. What am I missing in these valuations?
Read Answer Asked by Bob on May 19, 2020
Q: Could you please give me your current thoughts on Northern Dynasty Minerals. In August you mentioned that their Pebble project once again has a way forward. They continue to move slowly forward on getting the project permitted. With Alaskas current heavy dependency on oil jobs and revenue in serious decline, mineral projects will become ever more important source of revenue for them.
As always thanks for the great insights and advice.
John
Read Answer Asked by John on May 19, 2020
Q: For Canadians to hold a physical gold or silver ETF rather than a product that uses derivatives type ETF that has more risk, would you recommend PSLV, CEF or PHYS. Do you feel these track the spot prices well. I am looking right now and today silver spot on bloomberg is up 1.60% but PSLV on Toronto is up only 0.60% and the currency difference does not explain the difference as PSLV in US$ is up only 0.60% as well. That seems alot that is pushing over to a NAV premium discount.
Read Answer Asked by Husseinali on May 15, 2020
Q: Hello Peter,
While the god producers are leveraged to price of gold, it is also true that the market is forward looking and has driven the price up for the miners. So, is it gold miners or physical gold for now. Also, at this time which of MMX, KL, FNV, AEM provide the best bang for the buck. It would be great if you could rank them best first and perhaps I can take smaller positions in two; if the miners are still the way to go.
Thank you in advance for your suggestion.
Regards
Read Answer Asked by Rajiv on May 15, 2020
Q: Looking for best 5 year appreciation. Please list favorite of this list or your favorite if missing from this list.

Thanks

Rob
Read Answer Asked by Rob on May 14, 2020
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