Investment Q&A

• Fortuna Mining Corp. (FVI $10.35)
  • $10.35 P/E (TTM): 14.84X Cap: $3.20B
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• Aris Mining Corporation (ARIS $10.23)
  • $10.23 P/E (TTM): 2250.0X Cap: $1.99B
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Q: Hi, have held this for silver/gold exposure for some time but not moving up with prices because of negative news. Thinking about selling and moving into aris or any company you might recommend. Already have exposure to aem-dpm-mmx in different accounts
Thanks

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Read Answer Asked by Sonny on January 17, 2023

• John Hancock Financial Opportunities Fund (BTO $36.72)
  • $36.72 P/E (TTM): 25.45X Cap: $720M
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Q: could you give a couple of interesting names of smaller gold companies with high stakes of other mining companies.
This would make it interesting as a take over candidate.
Any smaller gold-companies with dividends?
What are your top 3 names to own here?

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Read Answer Asked by Josh on January 16, 2023

• Pan American Silver Corp. (PAAS $44.96)
  • $44.96 P/E (TTM): 22.31X Cap: $16.33B
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Q: Sorry, further to my question re: FR and FVI, would PAAS be the best or what would you recommend for a silver position, overall safety, growth, value etc...

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Read Answer Asked by Craig on January 16, 2023

• Meridian Mining UK Societas (MNO $0.85)
  • $0.85 Cap: $358M
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Q: Can you pls give some details on this one?..is it worth a punt? Many thanks...

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Read Answer Asked by adam on January 13, 2023

• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
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• Hudbay Minerals Inc. (HBM $16.10)
  • $16.10 P/E (TTM): 15.58X Cap: $6.44B
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Q: Would you please advise if LUN and HBM are worth purchasing. Which Canadian material stocks would you recommend

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Read Answer Asked by Donna on January 13, 2023

• Sisecam Resources LP representing limited partner interests (SIRE)
  • P/E (TTM): 5.83X Cap: $511M
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Q: Your thoughts on this company please.

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Read Answer Asked by Tom on January 12, 2023

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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Q: Hello 5i, Could you provide the takeover offer for YRI that looks like cash and shares. Say a person has 1000 shares and want to sell , what is the sell price. Thanks

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Read Answer Asked by Michael on January 12, 2023

• Mirasol Resources Ltd. (MRZ $0.36)
  • $0.36 Cap: $29M
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Q: Hi 5i Team - Could you provide an update on Mirasol Resources, in particular its balance sheet including cash on hand and debt. The stock has been doing better over the past few months and am just wondering if there have been any significant developments. Thanks

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Read Answer Asked by Rob on January 12, 2023

• Scottie Resources Corp. (SCOT $1.21)
  • $1.21 Cap: $59M
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Q: thoughts on their recent results and no debt and solid infrastructure

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Read Answer Asked by cliff on January 12, 2023

Q: I don’t see i-80 gold corp in the list of questions, what are your thoughts?

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Read Answer Asked by Jim on January 12, 2023

• iShares S&P/TSX Global Gold Index ETF (XGD $36.97)
  • $36.97 P/E (TTM): 106.6X Cap: $2.59B
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Q: hi team: XGD.ca
this stock has done well recently, the seasonal trade for gold is off season
is it related to the collapse of one of the bitcoin stocks? or the weakness of the US dollar? time to add some more or hold or take some profits?
thanks
Michael

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Read Answer Asked by Michael on January 11, 2023

• Silver Tiger Metals Inc. (SLVR $0.66)
  • $0.66 Cap: $271M
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Q: Hi, looking for a quick analysis on Silver Tiger . I know it is a very small junior but I am looking for small precious metal juniors for some extra juice .

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Read Answer Asked by lynn on January 11, 2023

• Freeport-McMoRan Inc. (FCX $43.65)
  • $43.65 P/E (TTM): 31.37X Cap: $62.14B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.13)
  • $46.13 P/E (TTM): 78.19X Cap: $22.72B
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Q: There has been discussions about mining companies here, mostly in the Au sector (i.e. Agnico Eagle).
What are your thoughts in investing in base metals? I have had Teck.B in my portfolio for awhile and considering adding to it holdings? Would you suggest other preferred assets?

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Read Answer Asked by Gary on January 09, 2023

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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• Triple Flag Precious Metals Corp. (TFPM $36.16)
  • $36.16 P/E (TTM): 29.27X Cap: $7.31B
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Q: Hi

Would you take the .36% of a share in Triple Flag or just sell MMX now which would be a premium price to the $3.92US being offered? I don't want to be shortsighted here. Does Triple Flag have a bright future in your mind?

Carl

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Read Answer Asked by Carl on January 09, 2023

Q: What do you think of SGDJ here?

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Read Answer Asked by Michael on January 09, 2023

• Capstone Copper Corp. (CS $9.67)
  • $9.67 P/E (TTM): 67.52X Cap: $7.36B
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Q: In your Dec 13th update, I notice you added a 1.5% position to Capstone Copper Corp to the growth portfolio. Since your addition it has gone up ~17%. Is it too late to start a similar size position give the quick run up in the past few weeks and should wait for a pull back? Is this the type of holding you recommend for the next year or so (cyclical in nature) or do you view it as a long term hold?

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Read Answer Asked by Justin on January 09, 2023

Q: the plan of arrangement says you can choose all shares of triple flag subject to proration. i want all shares of triple 5 . what does that mean re the share exchange. i assume i will get all shares but the subject to proration of shares is confusing to me.

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Read Answer Asked by brian on January 09, 2023

• Sprott Physical Gold Trust (PHYS $35.83)
  • $35.83 P/E (TTM): 24.9X Cap: $14.44B
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Q: As part of a balanced portfolio, would you recommend an investment (say 5-10%) in a gold ETF such as PHYS. Do you think that now is a reasonable time to purchase gold?

Thank you for your excellent advice.

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Read Answer Asked by Dale on January 06, 2023

• Aris Mining Corporation (ARIS $10.23)
  • $10.23 P/E (TTM): 2250.0X Cap: $1.99B
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Q: What are your thoughts on ARIS, I'm considering adding to my position in my TFSA. Are there any other better plays to consider other than AEM and BTO?

Also did something happen to their dividend? I don't see that I've received anything since Sept.

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Read Answer Asked by Robert on January 06, 2023

• Equinox Gold Corp. (EQX $11.22)
  • $11.22 P/E (TTM): 79.93X Cap: $8.41B
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Q: Hi 5i Team - Equinox stock has moved sharply higher lately on above average volume. Has there been any news lately as to why, perhaps an interesting discovery? Has there been an improvement in earnings and is the balance sheet in better shape. Thanks.

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Read Answer Asked by Rob on January 06, 2023