Investment Q&A

Q: Some copper stocks have increased significantly in the last 52 weeks. Is it too late to start a first/new position. What would be the preference from above list? Please list your own choices if it is not on above list.
Thank you for your service.
Albert

Q: Re: Mayfair Gold Corp and Snowline Gold Corp

Watched an interesting interview with Darren Mclean who highlighted a couple of gold companies:
MFG (not listed on your database yet) and SGD.
He's the one who actually flew satellites over mining projects and read drill reports personally to decide whether projects were a "scam" or legit.

What drew me to this was the idea that Muddy Waters and Darren Mclean are taking long positions in these companies, despite their primary business being short sellers.

Here is the original article by Larry McDonald of the Globe and Mail, including the video link:

Video link:
https://www.youtube.com/watch?v=VYA3S3N-dgQ&list=PLHXV1yDW9VX9Nu7g6mQVCTL5fzzDCmg9C&index=37

Article:
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-short-sales-on-the-tsx-what-bearish-investors-are-betting-against-72/?utm_source=Shared+Article+Sent+to+User&utm_medium=LinkCopy&utm_campaign=Shared+Web+Article+Links

Wondering what your thoughts are on these two companies, especially as share prices have run up parabolically on SGD?
My interest would be in small speculative positions only.

Thanks and happy holidays.

Q: SAGA Metals Corp. (TSX-Venture: SAGA)

Another propaganda miner trying to get investors to lose money?

Thank you.

Q: How do you think the recent moves by China to restrict exports of silver and other metals will impact your recent assessment of SVM

Q: What are your thoughts on AGMR. I'm bullish on silver and it's trading at a fraction of first year revenues with exploration upside. Do you see any risks other than the obvious restarting of a mine and operating in Peru? I see there are some strikes and roadblocks happening there and an election upcoming, any thoughts on this?

Thanks

Q: Are you bullish on copper over the next 3-5 years and by extension Amerigo Resources as an investment, or are there other copper plays that you prefer.

Q: I have 0% exposure to gold, which has proven to be a mistake in the past 2 years. Is it too late to jump on the gold wagon?
If yes, which companies do you recommend? Please give 3 names. Thank you very much.

Q: Can you explain what this royalty company does and what, if any, the reason to buy it would be? It doesn’t seem comparable to other royalty companies.

Q: Can you comment on the impact of the Jan1st Chinese restriction of exports (some licensing conditions apparently apply) on silver, tungsten and other elements/metals? Has Shanghai effectively taken dominance over the silver market? The silver bugs are excited for expected huge stock price increases due to the high demand and low supply situation. My thanks.

Q: Morning
XGD has done well in 2025
Please comment on possible return for 2026
Thank you

Q: We are looking to find a medium to large cap company in the silver sector. What would be your recommendation?

Q: Would this be a good time to take a position in FAN? Thanks for the great service and Happy new year to all.

Q: Please give your assessment of the impact of the recent Lundin Mining acquisition. The markets seem to be reacting postively, but what is your take on the new CEO and the company framing itself as a "multi-asset" nickel-copper company? Has the company finally transitioned from exploration to production?

Q: May I please have your top three or four graphite producers that are relatively safe?
With appreciation,
Ed

Q: Peter; How does one check out the short position in silver on the CME ? Is it something you watch? Thanks.

Rod

Q: What if anything is to be made of the recent Zug, Switzerland-based Pala Asset Limited investment/collaboration agreement with Sherrit?

Q: There is no urgency to this request. What are my options to purchase Canadian producers of iron ore and steel? I may buy a partial in LIF but I am more interested in growth than income. I have recently taken a small position in RIO.

Thank you,

Mike

Q: With China added governmental approvals for silver export how do you see the price of silver responding? Thanks.

Q: Hello 5i - Merry Christmas! Given the track record of VMET management, where would you expect the company to be (financially) in 3 to 5 years?

Q: Where do you see NFG heading in the new year. Price has going up nicely in the last 3 months and news seems to be more promising!
Would you be a buyer today and why or why not?
Thanx as usual
Gary