Q: It seems to me that the 30% drop in Detour Gold is way overdone. Do you agree? DGC has quite a high percentage of shares owned by institutions (>60% I believe). Could this big drop be due to computer programmed selling - sheep following sheep, etc.? I bought a small position in DGC several months ago, thinking it's a high cost producer but has a lot of reserves, so it could be a good leveraged investment if the POG rises significantly. Has anything really changed with this new guidance?
Q: I hold Teck and Nutrien with the balance of my resource holdings in XMA. I have an equal amount of funds in each. I am considering selling XMA to purchase LIF. I know this will give me less diversity, but Teck and Nutrien are major weights in XMA which is otherwise heavy in gold stocks with low dividends and weak growth. At least LIF would give me decent dividends. What do you think? Thanks.
With respect to cyclicity of markets and sectors, you recently commented that materials is a sector that is "picking up". Briefly, which sectors are "picking up" and which are slowing down and is there a general time frame that these cycles work on?
Q: Please expand upon your answer from January. The answer you gave was 1 minute on google. Robert Friedland 16% (I like to follow winners) who are the other players, who is management. They sound good but do they know how to get it done. Are they really connected in China?
Q: Good day, what do you think about the consolidated production results released by MUX yesterday? Is it a good time to buy at this price ?
What is the Net Asset Value of MUX?
Thanks
Q: Could we get your thoughts on this company? While obviously speculative, any input on what you think their likelihood of success would be very helpful.
Q: Hi Peter and team - I am interested in a junior resource company called Almadex Minerals - AMZ. I think this is a spinoff of Almaden Minerals but am not sure. Would you be able to provide a brief summary of the company including some of the fundamentals, insider ownership and any other information that you think would be useful. Thank you.
Q: Hi Peter and team - Could you provide me with an update on ATAC Resources - in particular its cash on hand, debt (if any), insider ownership, resource discovery potential and anything else that you think would be relevant. I am considering taking an initial and small position in the company. Thank you.
Q: HI could you please update your view on Trevali here? It looks like Zinc price is stabilizing. How to you view Trevali's update today versus predictions? It seems annual guidance is unchanged - is this a good entry point at $1.20?