Q: Been a few years since it has been discussed here, how would you rate the management's performance over the last few years?
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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: Thanks for your response. Do you have a feel for where this leaves SLS; it is almost down to its IPO price ex a run up which presumably preceded realization of the extent of the deposit - which I assume is still valid. It is almost as though the value of the find will come to naught in the face of an expected copper shortfall.
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Freeport-McMoRan Inc. (FCX $42.15)
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Lundin Mining Corporation (LUN $25.67)
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Ivanhoe Mines Ltd. (IVN $14.14)
Q: hi folks:
i have done well with IVN over the years, yet i admit i am losing my nerve.......
understanding that they likely do have the 'best and most profitable' copper mine in the world, the 'potential' drc political situation worries me more than any future profit potential
keeping in mind that everywhere has some political risk, what would your recommendations be for continued copper exposure ?
(i own a full position in CS as well)
thanks once again; always appreciate your advice and analysis
i have done well with IVN over the years, yet i admit i am losing my nerve.......
understanding that they likely do have the 'best and most profitable' copper mine in the world, the 'potential' drc political situation worries me more than any future profit potential
keeping in mind that everywhere has some political risk, what would your recommendations be for continued copper exposure ?
(i own a full position in CS as well)
thanks once again; always appreciate your advice and analysis
Q: what is your opinion of this company
Q: Life would be a lot easier if I understood the process and stock reaction/appreciation associated with mine development as well as the related economic pressures. Do you have the resources to respond to this question, particularly in relation to Solaris given the currently lowered valuation and the reported magnitude of their find. Look forward to hearing from you. With thanks.
Q: Good morning , Please comment on the last 1/4 Earnings report and your view on ABX stock. Its trading at an yrly, 3yr , and 5 yr low but its in a much better position now wrt Debt levels and the gold price staying above $2000 for the last 3 months near all time highs.
Thanks, George
Thanks, George
Q: What is your opinion right now on commodities gold copper oil metals
uranium. Appreciate if you comment individual sectors if different dynamics.
also stocks for these industries if sectors are a buy
uranium. Appreciate if you comment individual sectors if different dynamics.
also stocks for these industries if sectors are a buy
Q: Good morning, Please comment on the last 1/4 Earnings report. It appears that AEM is the best of all the miners but its still trading at 2016 prices , with the lowest AISC and minimal debt and excellent takeovers the last few yrs.
Thanks,
George
Thanks,
George
Q: Is this company worth hanging onto? What other mid cap gold producers would be a better choice?
Q: Been going with Denison mines for the last year and chart up around 50%. See Nexgen during the same period up around 75%. Good idea to switch?
Q: big drop efr, despite production increase
would you consider current price a good
entry point.
thank you
would you consider current price a good
entry point.
thank you
Q: Can you please comment on IVN earnings?txs
Q: do you like the uranium sector and your best picks?
Q: Good morning, Looking at the chart of GDX the last 5 yrs the ETF reached yrly highs on Aug 6,2020, May 18,2021, April 18,2022. Those dates matched the highs in gold price and the gold stocks. So the price of gold , the miners stock price, and the GDX moved together until 2022. Since then the GDX is moving in opposite direction to the other two and reached a new low last week when gold is at an all time high for the last 3 months. Can you explain ? It appears that the GDX is sold short daily and keeping the gold miners stock prices down artificially .??
Thanks, George
Thanks, George
Q: Hi 5i Team - The share price of Argonaut Gold had a recent major one day drop and has shown little recovery since. Could you explain the one day drop in price and also your opinion on whether it is worth holding based on fundamentals and exploration as well as earnings potential. Also do you think the sell-off is overdone.
Thanks.
Thanks.
Q: please comment on hbm earnings and particularly guidance release.
thank you
thank you
Q: do you like this company and or the sector?
Q: For a short term investment (2/3 years max), do you prefer Equinox or Torex and why?
Thanks
Thanks
Q: Thinking of taking profits on NTR and replacing with AEM based on better outlook. Is this a reasonable trade?
Q: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!