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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: I have a small position in Archer Exploration from the Wallbridge spinoff. I am thinking of increasing my nickel exposure. When I consider Canada Nickel it seems to have a much higher valuation. What am I missing ? I believe AEM has investments in both companies.
Read Answer Asked by Christopher on February 06, 2024
Q: 1. Most gold mining stocks are not going anywhere since 2020. I’m looking for juniors for possible growth. CXB is getting traction since its Marathon Gold acquisition. You have already suggested KNT, KRR, ORLA. I find ORLA interesting and many analysts follow it. Would you compare CXB with the other 3 for future growth?

2. Would you have a reference for ranking countries as per their “friendliness”/risk for mining companies, eg african, latin american ones.

3. Is GDXJ really represent “junior” miners ?

Merci, Denise
Read Answer Asked by Denise on February 01, 2024
Q: I know, another uranium question. A couple of questions, first is do you have a prediction for the spot price of uranium and a possible timeline (it was was close to 140 back in 2007) are we going to see that again or even higher? Won't uranium producers start producing more uranium as of now a bring on more supply and affect the market(how long does that take?)

I own URC can you please let me know if a swap into another uranium stock would be a better one or is it fine to hold and is NXE or CCO your favourite based on your previous answers?

COSA resources has captured my eye because of insider buying can you please comment on that

and finally could you please rank these uranium stocks in order of favourite to least to do well if spot price continues upward, wouldn't small caps have the biggest upside compared to the likes of NXE and Cameco?

Stocks to rank Stallion Resources(STUD), Strathmore Plus(SUU), Cosa resources(COSA), district metals (DMX), F3 Uranium(FUU), Purepoint (PTU), Baseload Energy (FIND), Standard Uranium (STND) , Uranium Royalty Corp(URC), Cameco (CCO), Denison mines(DML), Energy Fuels (UUUU), NexGen(NXE)





Read Answer Asked by James on January 30, 2024
Q: May I have your thoughts on GOT.V latest discovery? If I understand the press release correctly they have discovered additional mineralization where glaciers have retreated. They appear to be “grab samples” so they haven’t done any drilling to get any idea how deep is the mineralization. Risks are still high! Have insiders maintained or increased their positions since my January 2023 question? I note the stock is slightly higher than a year ago, probably mostly due to weaker interest rates! Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on January 29, 2024
Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you
Read Answer Asked by Gervais on January 29, 2024
Q: Outlook is very good . More reactors to be built worldwide, more demand, some supply problems The worlds answer to clean energy. Could you rank
NXE
DML
FCU
EFR
HURA
U.UN
GLO
EFR

Also SMR

RAK





Read Answer Asked by bob on January 29, 2024
Q: Greetings:
Some years ago I purchased some Uranium units and they did nothing but go down for 11 years. Now, in spite of energy stocks not being especially lively, and most mining stocks, including copper, having a rough go, Uranium is the star. In September, 2023 spot uranium was $61.00 a pound, now $106.00, and many pundits say the party is just getting started. What is your opinion? Is there still some runway or should a person sell and be happy.
Thanks, Ben.
Read Answer Asked by BEN on January 26, 2024
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