Investment Q&A

• Goliath Resources Limited (GOT $2.94)
  • $2.94 Cap: $480M
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Q: Hi Peter...Do you have any comments on GOT's latest press release? Do you feel they have enough money to fund this year's drill program or is there a strong likelyhood of a share offering in the not too distant future? Any change in insider ownership? Does Eric Sprott, (a noted "gold bug") still own 9% of the common stock? The share price is down slightly today which may indicate investor sentiment that a share offering is in the works. Of course that's what's public markets are for!
Jim

Upvote 1

Read Answer Asked by James on July 09, 2024

• Kinross Gold Corporation (K $33.96)
  • $33.96 P/E (TTM): 19.48X Cap: $41.66B
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Q: I currently have 4200 shares in Kinross which I purchased a couple of years ago at $12.71. Your overall thoughts on this company would be appreciated.
Any other possibilities that I should consider?
Thanks so much.

Upvote 4

Read Answer Asked by Lorraine on July 05, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 104.18X Cap: $29.03B
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• Glencore plc (GLCNF $4.63)
  • $4.63 Cap: $56.31B
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Q: Ottawa has approved GLENCORE/TECK deal. I believe they offer 62.50 however stock is above 70.

Can you please reconfirm the offer and the closing date

Thanks for the great service

Upvote 3

Read Answer Asked by Hector on July 05, 2024

• EMP Metals Corp Com (EMPS $0.45)
  • $0.45 Cap: $47M
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Q: Could I please have your view of this company.

Upvote 1

Read Answer Asked by John on July 05, 2024

• XXIX Metal Corp. (QCCU)
  • Cap: $22M
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Q: What is your opinion on QC copper and gold inc?

Thanks,

George

Upvote 1

Read Answer Asked by George on July 04, 2024

• First Quantum Minerals Ltd. (FM $31.75)
  • $31.75 P/E (TTM): 95.62X Cap: $26.48B
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Q: May I have your current thoughts on FM? It seems the newly elected president is looking at getting third party verification of the mine’s level of environmental danger. Does FM have a good reputation in that aspect of the operation. There was a recent heap leach mine failure in Turkey with fatalities. Did that occur at an FM mine?
Thanks,
Jim

Upvote 1

Read Answer Asked by James on July 04, 2024

• Barrick Mining Corporation (ABX $45.86)
  • $45.86 P/E (TTM): 20.85X Cap: $78.23B
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Q: What would be your recommendations top 3 in order of preference for gold exposure / equity?

Upvote 3

Read Answer Asked by Patrick on July 04, 2024

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
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• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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• Capstone Copper Corp. (CS $12.71)
  • $12.71 P/E (TTM): 91.87X Cap: $9.68B
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Q: What are your 3 top Copper stocks Canadian or USA?

Upvote 6

Read Answer Asked by Gary on July 03, 2024

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Is the takeover good for shareholders and would you sell hold or buy more?

Upvote 2

Read Answer Asked by Gary on July 03, 2024

• Victoria Gold Corp. (VGCX $0.48)
  • $0.48 P/E (TTM): 2.06X Cap: $32M
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Q: IS THERE HOPE THAT THIS COMPANY CAN SURVIVE FROM THE LANDSLIDE BEING A ONE TRICK PONY? iS IT WORTH RE ENTERING AT THESE LEVELS IF SO?

Upvote 2

Read Answer Asked by Rick on June 28, 2024

• E3 Lithium Ltd. (ETL $1.18)
  • $1.18 Cap: $89M
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Q: Hi 5i
ETL issued a press release this morning outlining their Clearwater Project Pre-Reasibility Study (PFS) and confirmed Lithium Reserves. I would appreciate your overview analysis and future potential with this new information.
Thank you

Upvote 1

Read Answer Asked by Gordon on June 27, 2024

• Skeena Resources Limited (SKE $25.58)
  • $25.58 Cap: $2.94B
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Q: Hi
Skeena Resources just announced a financing package to see them through the development of the Eskay Creek property. The ownership of the stored materials at the site is still in dispute. Would you see this financing as sign that this issue of ownership of stored materials is close to being resolved?

Upvote 1

Read Answer Asked by Kenneth on June 27, 2024

• Materials Select Sector SPDR (XLB $86.85)
  • $86.85 P/E (TTM): 28.1X Cap: $5.37B
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Q: What is you opinion on the expected performance of the materials sector for the next 3-5 years? What is your recommended portfolio allocation (as % of total) for materials? I am 58 years old with 7 years before retirement and have $2+ mln well diversified taxable portfolio mainly consisting of sector and market ETFs. Medium tolerance to risk. I am currently at 10% in materials, thinking about adding 1.5-2% by buying XLB. Thanks.

Upvote 5

Read Answer Asked by Morena on June 26, 2024

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $3.21B
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• Fission Uranium Corp. (FCU $0.72)
  • $0.72 Cap: $618M
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Q: What do you think of the FCU takeover? Does the price seem low to you? Do you think FCU will get another offer by a different company ? Thanks

Upvote 1

Read Answer Asked by Roy on June 26, 2024

• 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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• VanEck Gold Miners ETF (GDX $75.78)
  • $75.78 P/E (TTM): 38.26X Cap: $22.06B
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• Purpose Gold Bullion Fund (KILO $58.10)
  • $58.10 Cap: $388M
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• Sprott Physical Gold Trust (PHYS $42.96)
  • $42.96 P/E (TTM): 24.9X Cap: $17.32B
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Q: Please suggest how I can invest in gold to diversify my portfolio. Currently I have 0 gold
Thanks
Peter

Upvote 7

Read Answer Asked by Peter on June 24, 2024

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
  • View FCX Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 104.18X Cap: $29.03B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $12.71)
  • $12.71 P/E (TTM): 91.87X Cap: $9.68B
  • View CS Profile
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• Southern Copper Corporation (SCCO $125.10)
  • $125.10 P/E (TTM): 27.37X Cap: $100.58B
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Q: Can you please advise on the top 5 stocks for people looking for copper exposure in their portfolio? Please order in terms of risk-adjusted long-term returns, factoring in the current stock price. Thank you.

Upvote 4

Read Answer Asked by Menaka on June 24, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 104.18X Cap: $29.03B
  • View TECK.B Profile
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• Teck Resources Ltd (TECK $41.86)
  • $41.86 P/E (TTM): 104.18X Cap: $20.70B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $59.38)
  • $59.38 P/E (TTM): 104.18X Cap: $29.03B
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Q: Hi there, can you please advise on which of the Teck stocks is the right vehicle for Canadian investors? Thank you

Upvote 1

Read Answer Asked by Menaka on June 24, 2024

• Troy Minerals Inc. (TROY $0.16)
  • $0.16 Cap: $12M
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Q: Can I please have your view on TROY?

Upvote 1

Read Answer Asked by John on June 21, 2024

• E3 Lithium Ltd. (ETL $1.18)
  • $1.18 Cap: $89M
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Q: In your opinion, what is the 3-5 year outlook?
Philip

Upvote 1

Read Answer Asked by Philip on June 21, 2024

• Cameco Corporation (CCO $121.35)
  • $121.35 P/E (TTM): 98.66X Cap: $52.82B
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Q: Thinking of purchasing cameco but is there a preferred way to invest in the figure of nuclear expansion as an alternative to fossil fuels
Many thanks
Peter

Upvote 3

Read Answer Asked by Peter on June 21, 2024