Investment Q&A

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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• Tudor Gold Corp. (TUD $0.58)
  • $0.58 Cap: $148M
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Q: Last november I bought a small position (1%) in Tudor Gold as a more speculative complement to a 4% position in KL. I find their assets in the Golden Triangle, BC quite interesting.
KL didn't move much, but TUD more than tripled with the very strong run last week and with quite good volumes as well.
So now I have a total 7.5% gold miner/explorer position. Do you think it's too high in a balanced portfolio?
Do you have an idea what's going on with Tudor? Do you think it would be time to take some profits or letting it grow to 5% is also reasonable?

Thank you,

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Read Answer Asked by Julien on June 16, 2020

• Freegold Ventures Limited (FVL $1.24)
  • $1.24 Cap: $629M
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Q: Hi Peter and team,

Freegold Ventures has absolutely ripped higher the last few days on high volume and is up a lot again today. Any idea what's happening there?

Thanks!

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Read Answer Asked by Marc on June 16, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
  • View MMX Profile
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Q: Even with the recent decline, is MMX still one of your favorite small cap gold stocks?
Is the decline due to the Pan American Silver sale of shares and would you suggest buying more at this time?
Thanks
Dave.

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Read Answer Asked by David on June 15, 2020

• Great Bear Resources Ltd. (GBR $28.15)
  • $28.15 Cap: $1.62B
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Q: Hi Terrific 5i Team,

I would be interested in an update of your view of Great Bear Resources. It was the only stock in my screener that was up today, showing resilience I guess (but low volume trading, so maybe not). It is up since the last time someone asked about it. Has the story progressed ? Thanks !!!

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Read Answer Asked by Jim on June 15, 2020

• Gold Resource Corporation (GORO $0.47)
  • $0.47 Cap: $63M
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Q: Can you recommend a good US traded small/mid cap gold company with good growth prospects?

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Read Answer Asked by Rob on June 15, 2020

• Franco-Nevada Corporation (FNV $253.16)
  • $253.16 P/E (TTM): 45.08X Cap: $49.30B
  • View FNV Profile
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Q: What is your opinion of buying FNV at this point in time, as "insurance" from these C-19 effects?
How long of a holding do you think before "good profits" are achieved?

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Read Answer Asked by Brenda on June 10, 2020

Q: Hey Gents,

Hope you're doing well. Just want to get your opinion on this company as a play in the mining industry? Do you think there is any value?

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Read Answer Asked by Harrison on June 08, 2020

• B2Gold Corp. (BTO $5.50)
  • $5.50 Cap: $7.27B
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• Wesdome Gold Mines Ltd. (WDO $17.19)
  • $17.19 P/E (TTM): 10.58X Cap: $2.57B
  • View WDO Profile
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• Equinox Gold Corp. (EQX $11.22)
  • $11.22 P/E (TTM): 79.93X Cap: $8.41B
  • View EQX Profile
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Q: Hi 5i,
Looking to buy back into gold and looking at mid-cap to smaller companies. Would you prefer one of the above companies or is there another name or two, that may be good for a long term hold?
Thank you

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Read Answer Asked by Terry on June 08, 2020

• Luminex Resources Corp. (LR $0.18)
  • $0.18 Cap: $30M
  • View LR Profile
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Q: They have raised $30 m (without any warrants) during the past year to primarily fund exploration and drilling, my take on their press releases
Ross Beaty owns around 20%
Please explain BHP's formal earn-in and joint venture agreement dated July 15, 2019

BHP has the right to earn a 51% ownership initially, to a max of 70%
........is BHP committed to invest, or is it up to them to decide if they want to ?
if its the latter, is there a time constraint for them to invest
I'm thinking to take a small position here
what do u think

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Read Answer Asked by JACK on June 08, 2020

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $71M
  • View WM Profile
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Q: Would you buy WM at current price and why?
Where can I find the website for gold futures date changed? I noticed that the June gold futures changed on May 27 is August not July, I’m confused, could you please explain why? The Equity Clock has gold futures seasonal chart from January to December. Many thanks

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Read Answer Asked by Hue on June 05, 2020

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: this is one of your favorite gold producers it has from refinitiv very low pe fwd 12.3 compared with AEM and FNV plus forecasted growth of 68% for 2020 and 94.3% for 2021.
I want to buy only one, which would you prefer out of the 3 and why?
Thanks for your expertise.

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Read Answer Asked by Denis on June 05, 2020

• Horizons Enhanced Income Gold Producers ETF (HEP)
  • P/E (TTM): 23.4X Cap: $183M
  • View HEP Profile
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Q: Can I get your thoughts on this ETF as a way to have some gold exposure along with regular income?

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Read Answer Asked by Dan on June 05, 2020

• Largo Inc. (LGO $2.05)
  • $2.05 Cap: $134M
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Q: What caused the late in the day spike in price of LGO?

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Read Answer Asked by Rick on June 04, 2020

• Miscellaneous (MISC)
  • View MISC Profile
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Q: As interest rates keep dropping and stimulus money keeps being printed around the world does this highlight an opportunity to be overweight gold or precious metals? I currently do not own any gold in my portfolio but would maybe like to initiate a 4-6% position, most likely like an ETF such as XGD or a few stocks like NMT, AEM and FNV

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Read Answer Asked by Michael on June 04, 2020

• Sprott Physical Gold Trust Unit (PHYS $25.83)
  • $25.83 P/E (TTM): 24.9X Cap: $10.44B
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Q: Are these ok or would you get gold and silver exposure another way? Royal Bank of Canada Gold 9001,Royal Bank of Canada Silver 9000

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Read Answer Asked by Gregory on June 04, 2020

• Agnico Eagle Mines Limited (AEM $189.37)
  • $189.37 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
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Q: Why AEM is down last few days? Would you be comfortable buying in partial position now or it is better to wait. Thank you

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Read Answer Asked by Hali on June 04, 2020

• Great Panther Mining Limited (GPR $1.09)
  • $1.09 Cap: $51M
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Q: Gpr has been quite disappointing. Do you think it has upside from here?

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Read Answer Asked by sean on June 04, 2020

• GCM Mining Corp. (GCM)
  • P/E (TTM): 5.7X Cap: $303M
  • View GCM Profile
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Q: Can you please comment on q1 results? This stock looks very cheap to me. How does would you rate it on a spectrum of small/mid cap gold producers? With the Guy/Gldx deal off the table and recent pull back I am thinking about adding.

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Read Answer Asked by Scott on June 03, 2020

• Franco-Nevada Corporation (FNV $253.16)
  • $253.16 P/E (TTM): 45.08X Cap: $49.30B
  • View FNV Profile
  • View Questions on FNV

Q: Hi 5i,
I noticed that this stock has lost more than 10% in the last few days. Are you aware of any unfavourable news? Please comment on future earnings. Is this a good entry point?

Thanks. Rossana.

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Read Answer Asked by Rossana on June 03, 2020

Q: Why is this company's stock under pressure? What type of minerals so they mine? Insider ownership? Debt levels?

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Read Answer Asked by Cory on June 03, 2020