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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: Has your opinion changed on Palidan PDN since the Chinese got involved with them?
Read Answer Asked by Darryl on April 23, 2014
Q: Hi Peter et al: Largo (LGO) is poised to go into production of it vanadium mine in Brazil with Glencore taking all of its production for the next 6 years or so. It is still languishing in the 28 cent range. Once it goes to production will it take a quarter for the price to move up or income will then be known?

Derek
Read Answer Asked by Derek on April 23, 2014
Q: Hello Peter,
Can I have your view on Primero (P); since it`s recent Debenture offering the share price has taken a licking. Is there still an upside to P, and would you endorse BTO as an alternative, or should I hold P,as I`ve felt from the beginning that it`s recent acquisitions provide for better days ahead. I hold it as PART of a 5% sector weighting in a diversified portfolio. Thank you Peter.
Read Answer Asked by Rick on April 22, 2014
Q: Looking for a good way to play the Nickel market. Been following it of late and I think the fundamentals look promising. RNX - royal nickel, has so much risk being at such an early stage. S - Sherritt just seems like a poorly run company. Are there any "pure" or near "pure-play" producers in the space?

Thanks,
Rob
Read Answer Asked by Rob on April 21, 2014
Q: SWC.U has been showing some strength recently. Is there anything to the company? Would you mind also commenting on platinum/palladium as an industrial metal. Is demand basically coming from the automobile sector?
Thanks
Read Answer Asked by James on April 21, 2014
Q: whats your thoughts on sandstorm gold , ssl. thanks
Read Answer Asked by jim on April 21, 2014
Q: Hi 5i,
my question is regarding Tinka Resources ( TK) . the stock recently was halted for several days. it appears majors changes are taking place within this company. i purchased this a while back at a slightly higher price. i know it is very speculative but i also was impressed with the drill results. so now in your opinion is this new company better than the old. in what ways ? please comment on management. also, what do you think of Peru ? can you find out what how much skin management has in the new company ? as an investor do you have any other info that might be of interest to me ? thanx norm
Read Answer Asked by NORM on April 21, 2014
Q: Thank you for your time!

I have a follow up question on Argonaut Gold vs. BTO. I am overweight in gold with a substantial holding in AR. My average cost per share is $4.32. I do not mind holding on as I think the assets of this company are good. It is, however, disconcerting to see a new 52 week low every day! Should I consider moving my holdings in ArgonAut over to BTO, sell and take the loss or hold on? What would be a technical indicator that the stock has bottomed and one could average down....... If one is going to be hung for a sheep.....you might as well make it a Llama!!!
Read Answer Asked by Donald on April 20, 2014
Q: Hi Peter,

I own some Sherritt shares and not sure if I should vote for Mr. Armoyan and his two nominees since the existing board hasn't done too much for the last several years.

Your insight is always greatly appreciated.

Henry
Read Answer Asked by Henry on April 20, 2014
Q: Assuming the AEM & YRI purchase of OSK goes ahead as per the current offer how do you see it playing out for AEM? To me it looks positive as I feel OSK is an excellent property. Do you feel there is a potential YRI & AEM merger on the distant horizon?
I am thinking of adding to a current small position to AEM but maybe after the deal has closed. Am I right to wait?
Thanks
Read Answer Asked by James on April 20, 2014
Q: For what its worth I feel the CEO of G badly bungled the OSK file. I never liked the low-ball offer - if you want it you put up the numbers to get it. A low-ball offer just invites competition. OSK, in my opinion, is an excellent miner...it's got the reserves, the grades, the location and the team that brought a gold mine into production during declining gold prices. I know you like G and I am a shareholder myself but now I am wondering about the executive suite.
I sort of recall seeing the CEO stating on television that the initial offer was a take-it-or-leave-it offer and he wasn't about to overpay. Then he increases the bid once YRI comes to the table. His word does not appear to be his bond.
Read Answer Asked by James on April 20, 2014
Q: Hello All,

I am confused by the. Continued weakness of Argonaut Gold (AR) and was attempting to understand the relative valuation. How does AR compare to a company like BTO? Are the relatively the same size companies? Do they 'deserve' to have comparable share prices? Would it be fair to expect AR to fall to the $3.00 range? Finally, which company would you consider to be a stronger buy and hold prospect?

Thank you for your help!

DON
Read Answer Asked by Donald on April 17, 2014
Q: Any furth comments on Lucara Diamond LUC. Las comment was in February. Is it still a buy at 1.90?
Read Answer Asked by Guy R. on April 17, 2014
Q: Peter VALE SA on New York. Thoughts on the miner - is trading below 200 day and near 52 week low. Pays a nice dividend and I am a patient value investor - with fewer names to choose from these days.
Read Answer Asked by Patrick on April 17, 2014
Q: Hi Peter & 5i Team,

In your answer to Marc on April 16 regarding Kirkland Lake Gold (KGI), you wrote "The company ... and is probably worried about getting taken over ala Osisko."

Can you explain why a company would be "worried about getting taken over"? I thought that is a good thing to happen (atleast for shareholders who earn a premium on the takeover). Is it not also beneficial for the management of the company?

Thanks in advance.
Francis
Read Answer Asked by Francis on April 16, 2014
Q: Hello 5i,on the most recent offer by Yamana and Agnico for Osisko could you comment as to your opinion as to if this is the last offer would you hold onto Osisko and take the shares of Yamana and Agnico or sell into the market? Also say on the basis of if you hold 1000 shares as of now of Osisko what would be the break down as to how many shares and or cash would you receive of Yamana and Agnico and when would this deal be completed.
Thanks Michael
Read Answer Asked by Michael on April 16, 2014
Q: Peter and Team,

Is it time to cut and run on Kirkland Lake Gold? It feels wrong to sell such a high grade asset so low but it seems like it can't do anything right these days. Maybe I should be selling this and rolling it into my existing B2 Gold position (also own Goldcord and some bullion) or maybe I should be moving it to another "physical" name totally out of the gold space like Stella Jones?

I can't help but feel like the day I sell KGI will be the day that I miss out on some big guy coming in and buying this at a premium but still cheap!
Read Answer Asked by Marc on April 16, 2014
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