Investment Q&A

• NexGen Energy Ltd. (NXE $12.27)
  • $12.27 Cap: $7B
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Q: Hello Peter and 5i:
NXE (Uranium exploration and development) has had a nice rise in the last few months, with a reasonably smooth equity curve. I purchased some this morning and a few hours later - Ouch! it was hit by a ?bad drilling report and the price dropped over 8% for the day! Is this a buy, hold, or sell? Your comments will be appreciated!

Thanks!
Ken from Ottawa

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Read Answer Asked by Ken on April 19, 2016

• Pure Energy Minerals Limited (PE $0.31)
  • $0.31 Cap: $10M
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Q: Dear sirs,

Looking for your insight into Pure Energy Minerals, as well as any other names you might suggest to participate in the lithium market.

Thanks,
Brad

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Read Answer Asked by Brad on April 19, 2016

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: Do you have any insights into Mandalay's unusual trading today? Volume over 7 million and SP up over 6%

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Read Answer Asked by Curtis on April 19, 2016

• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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• Hudbay Minerals Inc. (HBM $23.21)
  • $23.21 P/E (TTM): 23.65X Cap: $9.48B
  • View HBM Profile
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Q: I'm looking at some zinc exposure. Of the two companies ( LUN, HBM) which would you choose? Or do you have a better suggestion. HBM is having quite a run today. Thank you

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Read Answer Asked by Theresa on April 18, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD $45.66)
  • $45.66 P/E (TTM): 23.44X Cap: $3.47B
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Q: I have a small position in XGD. Would this be your fav Canadian gold etf. Also, is there a precious metals ETF you could recommend?
Thanks GUY R.

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Read Answer Asked by Guy R. on April 18, 2016

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $3.21B
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Q: what are thoughts of pdn as they continue to pay down debt

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Read Answer Asked by Bill on April 18, 2016

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: TV went up 40% today.Can you account for this change? Other than a large number of shares diluting the value & a report of an ore find are the only news items.The low current price of the ore should have countered the find.

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Read Answer Asked by Dave on April 18, 2016

• Belo Sun Mining Corp. (BSX $0.31)
  • $0.31 Cap: $145M
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• Sabina Gold & Silver Corp. (SBB $2.16)
  • $2.16 Cap: $1.20B
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Q: Sabina and Belo Sun are both up over 35%. Any news/ideas as to why these stocks are breaking out?
Nothing on co's websites, Thx Gordon

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Read Answer Asked by gordon on April 18, 2016

• Lion One Metals Limited (LIO $0.29)
  • $0.29 Cap: $87M
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Q: I need a new junior miner. (trimmed CRJ back to 1%).The CEO owns 33% of this company and has developed other companies and sold to big companies before. I realize this is a spec. investment but after having crj move 800% in 2 years I like this space a lot if I can find the good one.. Any 5i intelligence is greatly appreciated.

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Read Answer Asked by blake on April 18, 2016

Q: LUC looks interesting and I do not see any previous questions. Could I please have your thoughts on this company.
Thanks

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Read Answer Asked by Roy on April 15, 2016

• B2Gold Corp. (BTO $7.12)
  • $7.12 Cap: $9.41B
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Q: I hold a small position in MND. If I were to add a further position of either BTO or PG which would be the better choice.

Thanks

Peter

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Read Answer Asked by Peter on April 15, 2016

• Avalon Advanced Materials Inc. (AVL $0.14)
  • $0.14 Cap: $86M
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Q: Could have your view on this company? Appears that there could be quite a demand for lithium in the coming years with all the electric vehicles coming on stream. Tnx

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Read Answer Asked by Jacques on April 14, 2016

• Labrador Iron Ore Royalty Corporation (LIF $27.67)
  • $27.67 P/E (TTM): 15.94X Cap: $1.80B
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Q: LIF has moved up close to 50 % YTD, albeit of a low base. Is it time to take profits, or is there more upside left? Thank you.

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Read Answer Asked by Kurt W on April 14, 2016

• National Bank of Canada (NA $149.77)
  • $149.77 P/E (TTM): 14.73X Cap: $58.70B
  • View NA Profile
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Q: WHICH GOLD BULLION ETF/S (CANADIAN, US) WD YOU RECOMMEND AND WHY?

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Read Answer Asked by roger on April 12, 2016

• Wheaton Precious Metals Corp. (WPM $147.64)
  • $147.64 P/E (TTM): 62.15X Cap: $65.82B
  • View WPM Profile
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Q: Further to your recommendation to Douglas, what do you think about the outstanding tax issue with SLW? It accounts for much of the stock's lag in the recent run up in precious metals. Do you think the risk (over 100B$) is already discounted in the stock price? Thanks Henry

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Read Answer Asked by Henry on April 12, 2016

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
  • View NMX Profile
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Q: Good Morning 5i
Any thoughts on reason for 20% raise in SP yesterday? Is it connected with pending Matthey deal for future lithium sales? Company building sound business case with Quebec govt grant, First Nations support and rising importance of lithium market to electric auto makers and battery production. Your thoughts appreciated on this green energy stock?

Thank you.

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Read Answer Asked by Randy on April 12, 2016

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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Q: I am thinking of adding a small portion of a silver stock to my portfolio. I see that FR has moved up recently, is there any more upside to this stock or do you have something else to recommend.

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Read Answer Asked by Geoffrey on April 12, 2016

Q: What do you folks think about silver as an investment (hedge) for the next year or two? More percentage upside than gold. Look forward to your thoughts and if you would buy silver, what is the best vehicle to buy some. I am not opposed to buying physical metals.
Thank you

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Read Answer Asked by Douglas on April 12, 2016

Q: I have held a small position in MNT since 2010. It was suppose to be a little diversification and hopefully protection if the market currencies took a bad dive.

It has not performed well with gold going up. Could you advise why it may be lagging? Is it currency cross winds? Something else?

Keep up the great unbiased work.

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Read Answer Asked by Mike on April 12, 2016

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
  • View NMX Profile
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Q: I have made over 100% on this one and recently it has really surged. I started with a 5% position and it has quickly jumped to over a 10% position. I usually sell too soon but this time I am reluctant to sell when it is climbing so fast, and I think this is at least a 5 year holding.

Thanks for your guidance!

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Read Answer Asked by Bryan on April 11, 2016