Investment Q&A

• Orezone Gold Corporation (ORE $1.97)
  • $1.97 P/E (TTM): 10.46X Cap: $1.17B
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Q: What are your thoughts on this company going forward 6 mths, 1 yr, +3 yr? Looks like an increase in insider public market buying.
Thx

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Read Answer Asked by Robert on August 30, 2023

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.99)
  • $68.99 P/E (TTM): 27.51X Cap: $33.74B
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• Lundin Mining Corporation (LUN $32.79)
  • $32.79 Cap: $28.08B
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• Capstone Copper Corp. (CS $13.68)
  • $13.68 P/E (TTM): 24.67X Cap: $10.44B
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• Global X Copper Miners ETF (COPX $77.54)
  • $77.54 P/E (TTM): 34.02X Cap: $5.12B
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Q: best way to play cooper ??? for rewards of future electrification

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Read Answer Asked by JOSEPH on August 30, 2023

• Sigma Lithium Corporation (SGML $18.68)
  • $18.68 Cap: $2.08B
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Q: When I see a headline like : Sigma Lithium Sues Ex-CEO As Messy Divorce Complicates Firm’s Buyout Outlook . Should I worry about how this will effect the business?

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Read Answer Asked by Bryan on August 29, 2023

• E3 Lithium Ltd. (ETL $1.01)
  • $1.01 Cap: $87M
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Q: Hi Team,

What are your current thoughts on this company? I feel like I have seen this before and the next thing is a large share offering to come...

Thanks

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Read Answer Asked by David on August 29, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM $32.62)
  • $32.62 P/E (TTM): 26.41X Cap: $384M
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• Global X Lithium & Battery Tech ETF (LIT $68.21)
  • $68.21 P/E (TTM): 0.96X Cap: $1.55B
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• Sprott Uranium Miners ETF (URNM $63.38)
  • $63.38 P/E (TTM): 68.99X Cap: $2.02B
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Q: Are there ETF's that cover Canadian mining in cobalt, copper, graphite, nickel and uranium, possibly also lithium and magnesium?

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Read Answer Asked by James on August 29, 2023

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
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• Rio Tinto Plc (RIO $81.13)
  • $81.13 P/E (TTM): 11.91X Cap: $101.76B
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• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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• Agnico Eagle Mines Limited (AEM $191.14)
  • $191.14 P/E (TTM): 31.94X Cap: $96.01B
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• Alamos Gold Inc. Class A (AGI $41.81)
  • $41.81 P/E (TTM): 32.53X Cap: $17.56B
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• ATI Inc. (ATI $122.30)
  • $122.30 P/E (TTM): 38.38X Cap: $16.61B
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• Franco-Nevada Corporation (FNV $228.77)
  • $228.77 P/E (TTM): 47.29X Cap: $44.07B
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• Methanex Corporation (MEOH $46.85)
  • $46.85 P/E (TTM): 15.35X Cap: $3.63B
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• Reliance Inc. (RS $308.83)
  • $308.83 P/E (TTM): 22.31X Cap: $16.14B
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• Ryerson Holding Corporation (RYI $28.23)
  • $28.23 Cap: $829M
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• B2Gold Corp (Canada) (BTG $4.57)
  • $4.57 Cap: $6B
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Q: Hi team,

Can you please list your:

1. Top 3 material stocks that trade on a usa exchange?

2. Top 3 gold/silver that trade on a usa exchange?

I’m looking for mid cap (mid risk with mid growth)

Thanks!

Upvote 1

Read Answer Asked by David on August 28, 2023

• Canada Nickel Company Inc. (CNC $1.76)
  • $1.76 Cap: $379M
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Q: Any update on CNC? Is it still a speculative buy? Any news of interest at all?

Upvote 1

Read Answer Asked by Alex on August 28, 2023

• Agnico Eagle Mines Limited (AEM $265.89)
  • $265.89 P/E (TTM): 32.84X Cap: $133.66B
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• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 16.62X Cap: $126.89B
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Q: Pondering selling my position in NGT and replaced it with AEM. NGT's performance in the last 12 moths seems to be below par, relative to their peers and the future does not seem to be very promising. Can you give me a read what has driven the weak performance and if you agree with the switch. Does a small position in gold producers make sense at this stage?
Much appreciated.

Upvote 1

Read Answer Asked by Francisco on August 25, 2023

• GSP Resource Corp. (GSPR $0.13)
  • $0.13 Cap: $6M
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Q: Are there signs that this company is turning it around? Any good points that you like? Do you like the area that they are mining in and what they are mining for? Thanks

Upvote 0

Read Answer Asked by James on August 25, 2023

• Glencore plc (GLCNF $6.08)
  • $6.08 Cap: $71.38B
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• Rio Tinto Plc (RIO $81.13)
  • $81.13 P/E (TTM): 11.91X Cap: $101.76B
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• BHP Group Ltd. (BHP $61.72)
  • $61.72 P/E (TTM): 17.64X Cap: $156.32B
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Q: Any comments on reliability of dividends for these commodity giants? Which do you prefer?

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Read Answer Asked by Peter on August 24, 2023

• Global X Uranium Index ETF (HURA $61.02)
  • $61.02 P/E (TTM): 66.33X Cap: $183M
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Q: What are your thoughts on HURA, it looks like it wants to go? Thx James

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Read Answer Asked by JAMES on August 24, 2023

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
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• Lundin Mining Corporation (LUN $32.79)
  • $32.79 Cap: $28.08B
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Q: For exposure to copper specifically and base metals generally, which of LUN or FCX would be the play for 2-3 year hold with growth and income in mind? Or, would you have another preference over these two? Also, could you suggest a preferred base metal etf to consider? Thx

Upvote 0

Read Answer Asked by Tony on August 23, 2023

• Rio Tinto Plc (RIO $81.13)
  • $81.13 P/E (TTM): 11.91X Cap: $101.76B
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• Uranium Energy Corp. (UEC $14.76)
  • $14.76 Cap: $6.33B
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Q: Could you please comment on their most recent news on acquiring projects from Rio Tinto. Big News? or just everyday stuff? Why would they buy and Rio Tinto sell?

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Read Answer Asked by James on August 22, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM $32.62)
  • $32.62 P/E (TTM): 26.41X Cap: $384M
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• Sentry Select Primary Metals Corp. Class A Shares (PME $4.89)
  • $4.89 P/E (TTM): 17.33X Cap: $37M
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Q: Have a -36% small position in an RRSP. Thoughts on possible replacement.
Thank you.

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Read Answer Asked by Carlos on August 22, 2023

• Steppe Gold Ltd. (STGO $1.95)
  • $1.95 P/E (TTM): 9.33X Cap: $493M
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Q: What is your current view of Steppe and their future potential ?

Upvote 1

Read Answer Asked by Richard on August 21, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.99)
  • $68.99 P/E (TTM): 27.51X Cap: $33.74B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $69.12)
  • $69.12 P/E (TTM): 27.51X Cap: $33.74B
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Q: Would you hold or sell?

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Read Answer Asked by Brian on August 21, 2023

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
  • View FCX Profile
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• Rio Tinto Plc (RIO $81.13)
  • $81.13 P/E (TTM): 11.91X Cap: $101.76B
  • View RIO Profile
  • View Questions on RIO
• BHP Group Ltd. (BHP $61.72)
  • $61.72 P/E (TTM): 17.64X Cap: $156.32B
  • View BHP Profile
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Q: If you could only hold one company in the materials sector for long-term what would that company be?

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Read Answer Asked by Cheryl on August 16, 2023

• Neo Performance Materials Inc. (NEO $18.78)
  • $18.78 Cap: $781M
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Q: Appreciate your thoughts on the recent quarter reported by NEO.
Mike

Upvote 1

Read Answer Asked by michael on August 16, 2023

• Geodrill Limited Ordinary Shares (GEO $4.10)
  • $4.10 P/E (TTM): 15.48X Cap: $193M
  • View GEO Profile
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Q: Hi 5i Team,

What are your thoughts on GEO's latest results and outlook. Would you add to a position with a 2-3 year timeframe?

Many Thanks!

Colin

Upvote 1

Read Answer Asked by Colin on August 15, 2023

• Rio Tinto Plc (RIO $81.13)
  • $81.13 P/E (TTM): 11.91X Cap: $101.76B
  • View RIO Profile
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• BHP Group Ltd. (BHP $61.72)
  • $61.72 P/E (TTM): 17.64X Cap: $156.32B
  • View BHP Profile
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Q: I'm looking for some companies in the materials sector that pay sustainable/growing dividends (above 4%) with solid balance sheets and strong growth outlooks. Could you suggest some of your favourites. My focus is Canada but global companies are acceptable.

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Read Answer Asked by Les on August 15, 2023