skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: re FCU Fission reports 152M Shares outstanding Sept 2013, and 392M including 60M options and Warrants as of Apr 4, 2014. Would this cause the current drop in value to $1.32 over the past few weeks. Is this a good point to add to current holdings.
Read Answer Asked by Donald on April 25, 2014
Q: Premier Gold PG does not seem to keep pace with other miners in this space. There is a lot of insider buying and the projects look good, can you explain why this stock seems to lag. I hold it along with others, MUX,TMM,TML,BTO,TGZ. What would you do with it? I think the miners will continue to gain strength thru the summer but I am perplexed about PG. Thanks.
Read Answer Asked by Maureen on April 24, 2014
Q: Hi Peter and team,

a) Could you comment on TCM's recent operational update?
b) Could you comment on the Moly market?
c) Is the Moly price the factor which will make this company turn around or can Mt. Milligan get it back to Blue Pearl darling status on its own.

Thanks,

Arturo










Read Answer Asked by Arturo on April 23, 2014
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: I have held S (2% weighting) for just over 2 years and am finally back to par. I do not need to raise cash and it is my only holding in the materials sector outside of gold. My portfolio is weighted towards income (71 years old). Would you sell here and what would be a good replacement?

Thanks Team
Read Answer Asked by Warren on April 17, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!