Q: I am not sure if you are following the NKL proxy fight with Pelham but both sides seem to have some valid points. However, I find it hard to believe that the Board was going to give themselves 5% of the company in stock based compensation this year for what appears to be a holding company with little need for strategic planning. When Pelham pointed this out the Board removed the stock based compensation for this year. I'm inclined to vote for Pelham's directors. Do you have any comments or insight for me and others?
Q: Who should i focus on for copper. Manageable debt to survive any economic down turn, mining in stable political countries, low cost production, reasonable life of current mine(s) for future supply. Trading on the Canadian exchanges With EV etc I expect supply of copper will be another metal that will be in short supply but will have its ups and downs in the short term.
Q: In March of 2022, you were asked about NovaGold (NG) and wrote: “…we do not like these 'binary' scenarios. Without full permitting, there is no mine, and no potential.” In March of 2023, you recommended it along with a few other juniors. Could you please share your updated thoughts about this company? Thanks.
Q: Teck is starting to drift downwards again, including a big drop today. Don’t see any news. Any reason you can see for the drifting down? Just fading confidence that an acquisition is going to happen? Seemed like there may be new/different offers on the acquisition the horizon a few weeks ago, has that changed? Would you recommend holding on in anticipation of acquisition offers coming in again? Not in a rush to sell, but don’t want to hold on if pricing is going to continue to move down to pre-acquisition offer levels.
Q: I encouraged my young son to open a TFSA expecting incorrectly that he would consult with me before buying any stock. His first stock purchase was NILI based on something he read on the internet. Surprisingly, the stock has jumped recently; perhaps this company deserves more credit than my assessment. Your thoughts on this company please?
Q: If you had to choose between KRR and K92, which one would you choose, and why?
If you have some other favorite in the space, could you please share?
Thanks
Q: ARIS has taken a beating lately and hasn't paid a dividend in about 8 months. I'm hesitant to take the loss as I'm bullish on gold and have it in a registered account.
You commented today that "Very good growth is expected over the next 24 months" Can you expand on this? Will they bring back their dividend? Are there better beaten up stocks in the sector that pay a dividend?
Q: Could please give your opinion on Aris Mining and their recent earnings. Would it be a top pick in the junior minor sector or do like another company better.
Q: could you give your opinion on KRR and future growth .Would you buy it here and could it be a takeover candidate?
Are there any other small gold companies that you like and are not yet "discovered" by the investors.
I have a divided the amount I set aside for Gold (long time hold as a hedge against many variables) between GLD,XGD and ZJG. But the Junior Golds cost me money! Down about 12%. On GLD and XGD I am up. Will the Juniors see the light of the day soon? Or should one wrap up th e position and move it to XGD/GLD? Or your favourite PHYS?
Q: the merger between livent and allkem.
what is your opinion and do you think there might be another bidder and who would it be for if so ake or lthm. dave