Q: I have half positions in AGI, KNT and ABX and want to increase my gold exposure. What are your two highest conviction names in the large cap producers space (miners or royalty companies), mid-cap producers space and small cap producers space?
You have suggested NXE ($8.20) as a good way to play uranium demand. With actual production still 3+ years away, do they have enough cash to get there or will they need to issue more shares or debt? And your thoughts on the potential of a takeover, what are the odds and who would do it?
Q: Emerita announces recent Financing Aug-14 (tranche one drawn). Can you comment on the structure, specifically how it compares to terms in the mining/exploration sector. Is this a win/loss/fair for the company at this stage?
Q: I have never invested in precious metals although I own Bit coin. Now I would like to invest and will appreciate your opinion! Solid silver, solid gold that I store, gold Eft's, gold stocks or................ ???
I would like know your opinion on this and also why you would advise this approach?
Thanks, James.
Q: Hello Peter and Staff
I climbed the stairs with NTR and have taken the elevator down. Crop prices are cyclical but am also worried about the new supply coming on .
Would you hold or switch for one of FCX, TECK.B , AEM or SJ as my material stock
Q: My brother in law is asking me about flow through shares.
Can you provide me with some pros and cons of flow through shares.
a sense of the flow through sales industry, i.e. % commissions on the sale of these products.
How risky are they in your experience.
Do the tax breaks / incentives actually warrant the investment?
The sales pitch is that it is for high income earners, is that really because, they are the ones who can afford to lose the investment
Q: Thanking you for your advice on Karora Resources - a tidy profit , and now I own shares in Westgold after the takeover . When will you update your data on this company ? Nothing of real value on your website at present .
From company press releases the company has a market cap of some 2 billion or thereabouts , and expects to produce 400,000 + ounces of gold in 2025 . Expects significant financial savings from the takeover of Karora . Appears to be a real gem of a company . Do any analysts follow it ?
Q: Your previous price recommendation wad $8.50. Now that it is approximately $6.50, would you recommend starting a position and could you please comment on recent Australian acquisition? Thanx.
Q: I own the above Precious Metals companies having bought all over the past 4 or 5 years. Based on my cost all of them are in a profit position to varying degrees.
Each was bought for a somewhat different reason ie B2 because of heavy sell off n divi, Fortuna as a potential turnaround, Equinox as a turnaround .. similarly Wesdome.
I am always interested in holding good companies that have turnaround n takeout potential.
Which would you continue to hold and which would you sell to streamline my holdings keeping in mind AEM has performed well whilst some of the others have been following the general market updraft n may or may not have catalysts to drive them higher?
Q: This past spring I asked to look into your crystal ball and predict end of the year price of gold, the answer was $2600. Good job! I was optimistic as well and put 10% of my portfolio in gold, spread between etf's and Alamos. Does it look like it's breaking out, what's your crystal ball say now ?
Q: Portfolio Cleanup Part 8:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Q: Portfolio Cleanup Part 7:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Q: Hi Peter…May I have your thoughts on Almonte Industries? Do they have earnings and positive cash flow? Is insider ownership reasonable? Any idea why they are listed in so many different exchanges? With the shares trading at .79 CAD are they your basic lottery ticket with good qualities? This is a public question.
Jim
Q: I read the questions regularly and I know AEM is a favourite of 5i. Can you rate these gold/silver stocks: MAG, IMG, ORA, AGI, K, ARIS and also rate ETF's PHYS, and ZGD.
Much appreciated.