Q: Good morning. Re: OSK Osisko.
OSK at a $9 cost basis is my only gold stock.. It now appears likely that no other bidders will emerge - would you agree with selling OSK at current bid price and buying Goldcorp? (I hate gold stocks)
Q: Sherritt Int. (S) I have a small “speculative” position (ACB $3.73) that I had been acquiring on the premise that they would do something with the Coal assets and become predominantly a Nickel Miner/Refiner and when the Nickel market improves have a good mid/longterm upside potential.
They have sold the Coal assets but I hadn’t contemplated the Obed spill and George Armoyan’s “activism” and the pending “Proxy fight”. Shareholder activism is generally a good thing. If nothing else it tends to remind the Management and BOD of their responsibility to the Shareholders. In this case I am not sure what George Armoyan has to offer if he is successful in his effort to basically take over the BOD. I am not aware that he or his two other BOD nominees have any International Mining experience.
Your thoughts will be appreciated. Would you hold a “small speculative position” and see how things play out or get out of the way and watch from a distance? I am basically a mid/longterm investor and have learned that having patience with a company that is going through a rough patch can be very rewarding.
Q: I have a small position in Denison (DML) but am thinking of increasing it. In the past you have been cautious on uranium sector. There are only a few DML questions asked and not many recent. Can you please provide your opinion on DML as an investment that I plan to hold for at least 5 years or an alternative equity/ETF in this sector. Thanks again and again!
Q: SSL (Sandstorm Gold) has started to move up in the last couple of days. What is your opinion of the company and do you know of any reason it would be making a move?
Q: Hi Peter and 5iResearch Team,
Can you please comment on the recent drop in price of Alamos Gold, AGI. Is this a good buying opportunity?
Thank you.
Linda
Q: Hello team, thanks for the well reasoned reply to my AYA question. I am thinking it may be time to add an industrial mining company to my portfolio, like a VALE for iron ore or TCK or FM in the coal or copper space. I have no miner exposure presently. Your only miner is in gold. What would you do here? Are you tempted to add one to your portfolio as a value play on eventual global recovery to include these stocks. Many thanks.
Q: hello 5i:
SGC has been very volatile the last few days, and I'm not sure why. Can you comment on the reason for volatility (if known) and on the companys remarks in the last update.
thanks
Q: Hi Peter I own a considerable amount of Callinan Royalties (CAA). The company is doing a normal course issuer bid("The Bid") thru the TSXV to increase share value. Can you please tell me what this means. CAA has large cash reserves and no debt. Thank you.
Q: Just received info on full deal for clq. Surprise 3 for 1 echange of shares. How does this effect the over all value of the company. In you your last report dec 4 you indicated still a good deal . Would that still be your opinion now. Or is time to sell
Q: Morning Team.....wondering if you see any attraction in natural resource royalty companies these days and if so which one(s) you consider appealing ?