Investment Q&A

• Sociedad Quimica y Minera S.A. (SQM $46.65)
  • $46.65 P/E (TTM): 18.85X Cap: $13.24B
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Q: I was under the impression that Rio Tinto is thinking about purchasing POT's stake in SQM only. POT needs to sell their stake in order to achieve a separate takeover of another company. Rio is not trying to takeover SQM. Am I mistaken?
Thanks
Jim

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Read Answer Asked by James on November 23, 2017

• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
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Q: Do you expect Katanga's shares to fall much further based on recent news? Would you sell it and take a profit if you owned it? There's talk of a class action suit. How serious a development is this? Could it be a buying opportunity, assuming cobalt has a bright future? Thanks.

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Read Answer Asked by Brian on November 23, 2017

• iShares Gold Bullion ETF (CGL $26.16)
  • $26.16 Cap: $1.53B
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• SPDR Gold Shares ETF (GLD $309.83)
  • $309.83 Cap: $103.48B
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Q: I own CEF.A in my open CAD account and the USD version of the Central Fund of Canada in my TFSA. Is there a comparable investment substitute for these two?

Thanks.

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Read Answer Asked by James on November 23, 2017

• Canstar Resources Inc. (ROX $0.07)
  • $0.07 Cap: $10M
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Q: Can you provide your analysis on this stock and their drilling results.

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Read Answer Asked by Nick on November 22, 2017

• Dynacor Group Inc. (DNG $4.70)
  • $4.70 P/E (TTM): 8.36X Cap: $196M
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Q: Can I please get your opinion of Dynacor's recent results. I have 2/3 position so wondering if I should add. Any updates on the Peru mill and have you heard anything about DNG possibly paying a dividend one day?

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Read Answer Asked by Craig on November 22, 2017

• Lithium Americas Corp. (LAC $3.92)
  • $3.92 Cap: $930M
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Q: Good Morning 5i
Does proposed take over of SQM by Rio Tinto have any plus or minus effect on LAC based on SQM/LAC relationship in Chile?
Thanks.

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Read Answer Asked by Randy on November 22, 2017

• Probe Gold Inc. (PRB $2.39)
  • $2.39 Cap: $483M
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Q: Probe Metals has been quietly holding its own since its last question in March 16. Could you please give me an opinion of its future prospects?

Thank you, Michael

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Read Answer Asked by Michael on November 22, 2017

• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
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• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Does Lundin Mining produce zinc. Zinc appears to be moving up and I am wondering if this is the company to invest in. Or Teck Resources? or some other company. Thanks.

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Read Answer Asked by Helen on November 22, 2017

• Agnico Eagle Mines Limited (AEM $189.37)
  • $189.37 P/E (TTM): 28.26X Cap: $95.43B
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Q: Hi 5i team,
I do not have exporsure to gold at the moment. Is AEM still your go to stock for gold? Is it a good time to enter?
Andrew

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Read Answer Asked by Andrew on November 22, 2017

• Stornoway Diamond Corporation (SWY $0.02)
  • $0.02 Cap: $18M
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Q: What are you current thoughts on SWY? TY

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Read Answer Asked by Michael on November 21, 2017

• Asanko Gold Inc. (AKG)
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Q: Good day, what are you thoughts on Asanko Gold as i) a turn around situation; or ii) a post tax-loss bounce play between now and early into 2018. Thanks.

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Read Answer Asked by Michael on November 21, 2017

• Alexco Resource Corp. (AXR)
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Q: This silver stock has been in the doldrums for a long time - is there any hope here? Thanks.

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Read Answer Asked by Richard on November 21, 2017

• Garibaldi Resources Corp. (GGI $0.09)
  • $0.09 Cap: $12M
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Q: This is a few times I've asked about ggi and I greatly appreciate your answers. The company released news today which seems to indicate that they are into something rather significant. They have encountered massive sulphides with phenomenal grades. Care to comment on the news release and today's trading activity?
Regarda

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Read Answer Asked by Seamus on November 21, 2017

• Sociedad Quimica y Minera S.A. (SQM $46.65)
  • $46.65 P/E (TTM): 18.85X Cap: $13.24B
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• NRG Metals Inc. (NGZ)
  • Cap: $8M
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Q: I am looking at purchasing some stock in the lithium mining business. Would you recommend at this time at what are your thoughts about NRG Metals (NGZ). Thanks

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Read Answer Asked by serge on November 20, 2017

• Atlantic Gold Corporation (AGB $2.92)
  • $2.92 P/E (TTM): 23.1X Cap: $690M
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Q: what do you think about this company. would you buy at the current price

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Read Answer Asked by frederick on November 20, 2017

Q: Peter,your ex firm Sprott is taking over CEF,expected closing in Q1.2018.I have 1000 shs of CEF.A .The proposal is 1 sh of Cef.a for 1 new trust unit.Sprott stated that there is over $300m in value to be realized for Cef.a shareholders relative to 9% pre announcement NAV discount. Please advise of how much cash I will receive & Sprottt's calculation formula.If undervalued,then is it advisable to buy some more shares now?Also will the new trust unit be listed on TSX.I read u response to q on Nov 15--tender offer & select cash option(cash & shs).Thanks for u usual great services & views

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Read Answer Asked by Peter on November 20, 2017

Q: What is Sprotts offer worth per share?

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Read Answer Asked by roger on November 20, 2017

Q: Regarding Sprott Asset management inc purchasing CEF.A and common shares. A quick reading of the plan of arrangement seems to indicate that in the default option (do nothing) CEF.A units will be converted to trust units of the new entity (SII ?) on a one to one basis, and that no payment will be made to CEF.A units owners. Is this a correct interpretation ?

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Read Answer Asked by Alejandro (Alex) on November 20, 2017

• Torex Gold Resources Inc. (TXG $42.65)
  • $42.65 P/E (TTM): 12.39X Cap: $3.67B
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Q: Opinion of Torex at these levels for long-term hold?

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Read Answer Asked by Tim on November 17, 2017

• First Quantum Minerals Ltd. (FM $23.58)
  • $23.58 P/E (TTM): 68.06X Cap: $19.57B
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• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
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• Hudbay Minerals Inc. (HBM $16.17)
  • $16.17 P/E (TTM): 15.58X Cap: $6.39B
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Q: Hi, what is your outlook for base metals for the next 12 months?
Do you feel a need to have exposure?
If so, please rank the above three in terms of your preference. If you have a favourite outside of the list, please share. I own a bit of teck.b already.
Thank you
Karim

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Read Answer Asked by Karim on November 17, 2017