What is your current opinion of IVN and what do you think of CITIC Metal Investing an additional $454 Million US at C$3.98 per share? Does this make IVN a more interesting investment?
Q: Hi there, I saw a short report out on Kirkland Lake from Lakewood Capital. What are your thoughts on their report and does it have any merit? I’ve held KL since around $9.00 and have trimmed on the way up. Would you take any action based on the short report?
Q: TV announced they are releasing 1st quarter results May 6th, with a warning " annual zinc treatment charges (“TC”) have increased significantly since the Company’s 2019 cost guidance was set, resulting in increased off-site costs at Trevali’s operations.
They also have appointed a new President and CEO, how do you see these affecting the share price? Thanks for your insights...
Q: I have a reasonable position in LGO which has been cut in half. Do you think this situation will improve over time. You have this in your portfolio. Would you remove it from your portfolio in the coming months?
Q: I own these 2 companies and up 5%.What do you think is driving these stock prices up?
And second question,these 2 companies are part of balanced portfolio which I am removing cyclical companies,at what point in this up cycle would you recommend selling?
Q: I own the ETF CGL.C and AEM and just wondering if I really need to own CGL.C.?Looking at the history of this ETF it has not done too much in return and wonder if it would be better to just sell CGL.C and put the proceed into AEM as my weight is not very high in AEM. Both are in a non -registered account. Your thoughts?
Thanks
Q: there seems to be a lot of interest in Cameco and uranium recently; unfortunately I have held onto Denison since the tragedy in Japan many years ago... what is your outlook for uranium and for Denison specifically?
Q: BTO has been weak to sideways as of late - despite the positive news re the Fekola mine?! Am I missing something? Is more patience required or time to bail? (Would like to transition to MTA) Thanks!
Q: Please comment current status on Hrt. Is current dip buying opportunity? Ownership, cost per ounce, debt? Cash flow and good long term growth potential? Can Hrt for long term hold? thanks always.
Q: I know that your firm does not espouse/research such high risk companies such as this but given Fipke's track record, do you feel a small position is warranted given his latest find in the Yukon? The price and volume suggest even non-retail investors are stepping in?
Q: Your thoughts on this IPO. If you have to, will you favor the preferred shares or the class A. Evolve seems relativly new as a ETF's provide, do you have any concerns?
Thanks
Evolve Gold Miners Split