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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Read Answer Asked by ralph on May 23, 2024
Q: Why did the price of gold rise so dramatically from Feb 2024 until the present? Where is the price of gold going next?
Read Answer Asked by Ron on May 22, 2024
Q: Hello. I understand this company owns a 1% NSR on Anglogold’s Expanded Silicon project. What can you tell me about this project/development and does it look promising? What could this NSR be worth?

What do you know about OGN’s other asset, Ermitano?

What is a net smelter royalty?

What’s your overall assessment of OGN?

Thanks!


Did you know expanded Silicon/Merlin owned by Angologold is expected to produce 1.8 mil gold oz in year 4. This would make it the largest gold mine in the world. @OrogenRoyalties owns 1% NSR worth $45 mil FCF in year 4.
Read Answer Asked by Robert on May 22, 2024
Q: Good morning team,
I am a shareholder of Argonaut and most likely vote in favour of Alamos gold offer ,looking at the long term benefits with this acquisition.However I am perplexed by the price movement of AR ,which is over the offer price of .40 by Alamos.Would you kindly shed some light on this situation as a possible technical trade!
Many thanks,
Jean
Read Answer Asked by Jean on May 22, 2024
Q: I’d like to know what you think of small cap CDB.V (Cordoba Minerals). Their main project (Alacran) is in Columbia. Recently they partnered up with Chinese mine construction co. JCHX, who purchased 50% of the Alacran project for $US100,000,000. This certainly makes the current market cap of CAD$45M look cheap. Years ago this was a favoured stock of Brent Cook and Joe Mazumdar, but they lost interest when Robert Friedland took control of the company (via IE), citing that further development had lost its urgency and near term returns unlikely. They were quite correct, as it’s 5 years later and little has happened except share price collapse helped by RF diluting retail shareholders to oblivion. Things do finally seem to be looking positive with the JCHX involvement, so I’d like your opinion, how the future might play out for this stock considering IE’s significant control position and the small retail float, – e.g. Given RF’s prior behaviour in similar circumstances do you think he’s likely to either promote this and liquidate part of his investment in future, or continue to grind the retail float to dust? (PS, they have another greenfield asset in Nevada with Bell Copper (BCU), but it’s not clear if this option has any value)
Read Answer Asked by petra on May 21, 2024
Q: Does 5i have a preference for any particular US or Canadian silver miners? In the past, the go to name was always First Majestic but the fiasco surrounding Jerritt Canyon seems to have hampered the company.

Thank you as always
Read Answer Asked by Brad on May 21, 2024
Q: hi, what are thoughts on where gold prices are heading ( and inflation etc. ). as a former gold bug, I am finding it harder to keep holding AEM after it's humdrum "rally". are input costs these days just too much for these companies to gain any traction? has crypto gambling taken over as the doom and gloom trade/play? do you see AEM moving higher/lower in following 3 scenarios: 1 inflation stalls 2 inflation increases 3 inflation decreases ? cheers, Chris
Read Answer Asked by chris on May 17, 2024
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