Investment Q&A

• Wheaton Precious Metals Corp. (WPM $132.42)
  • $132.42 P/E (TTM): 54.75X Cap: $59.99B
  • View WPM Profile
  • View Questions on WPM
• VanEck Rare Earth/Strategic Metals ETF (REMX $61.49)
  • $61.49 P/E (TTM): 56.93X Cap: $658M
  • View REMX Profile
  • View Questions on REMX
• MP Materials Corp. (MP $72.43)
  • $72.43 Cap: $12.02B
  • View MP Profile
  • View Questions on MP

Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.

Upvote 0

Read Answer Asked by Colleen on November 18, 2022

• Mega Uranium Ltd. (MGA $0.29)
  • $0.29 Cap: $109M
  • View MGA Profile
  • View Questions on MGA
• Energy Fuels Inc. (EFR $15.24)
  • $15.24 Cap: $3.37B
  • View EFR Profile
  • View Questions on EFR
• First Uranium Resources Ltd Com (URNM)
  • Cap: $8M
  • View URNM Profile
  • View Questions on URNM
• Global X Uranium ETF (URA $39.57)
  • $39.57 P/E (TTM): 115.14X Cap: $4.01B
  • View URA Profile
  • View Questions on URA

Q: Please comments on mega Uranium and Efr, sell or hold?

Upvote 0

Read Answer Asked by Hue on November 18, 2022

Q: Hello 5i, could you comment on a company that is in Quebec mining for Lithium and what stock exchange that it trades on. The company is Sayona Mining SYA.

Upvote 0

Read Answer Asked by Michael on November 18, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What are the prospects for Precious Metals stocks over the next 12-18 months?

Upvote 0

Read Answer Asked by Ian on November 18, 2022

• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT $78.00)
  • $78.00 P/E (TTM): 39.15X Cap: $26M
  • View ZMT Profile
  • View Questions on ZMT
• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.96)
  • $21.96 P/E (TTM): 40.08X Cap: $244M
  • View XBM Profile
  • View Questions on XBM
• SPDR Metals & Mining ETF (XME $80.79)
  • $80.79 P/E (TTM): 53.25X Cap: $2.22B
  • View XME Profile
  • View Questions on XME

Q: Do you know of a good Canadian and US mining or metals etf. Thx James

Upvote 0

Read Answer Asked by JAMES on November 16, 2022

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
  • View MMX Profile
  • View Questions on MMX

Q: Hi 5i,

Your opinion on the sale? What does 5i recommend to do?

Upvote 0

Read Answer Asked by Kelly on November 16, 2022

• Coeur Mining Inc. (CDE $12.20)
  • $12.20 P/E (TTM): 30.23X Cap: $7.75B
  • View CDE Profile
  • View Questions on CDE
• Hecla Mining Company (HL $7.89)
  • $7.89 P/E (TTM): 64.08X Cap: $5.28B
  • View HL Profile
  • View Questions on HL

Q: Why did CDE fall 9% today (Friday Nov 11th)? Would you recommend owning this? Between CDE and HL, which one would you prefer and why?

Upvote 0

Read Answer Asked by Brian on November 14, 2022

• Pan American Silver Corp. (PAAS $45.04)
  • $45.04 P/E (TTM): 22.31X Cap: $16.33B
  • View PAAS Profile
  • View Questions on PAAS

Q: Hello! What are your thoughts about opening a position in PAAS, considering global trends for silver, the current joint bid with AEM for Yamana, and its current share price. Is now an interesting time to buy, or should one wait or alternately consider a silver miners ETF like SLVP?

Upvote 0

Read Answer Asked by Aaron on November 10, 2022

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
  • View KRR Profile
  • View Questions on KRR

Q: May I have your thoughts on the latest quarter?
Jim

Upvote 0

Read Answer Asked by James on November 10, 2022

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

Q: Good Morning Peter, Ryan, and Team,
I would appreciate your opinion of MMX being acquired by Triple Flag ?? I have some MMX. Is the combined entity worth holding for precious metals exposure as opposed to taking cash. Thank you as always for your help. DL

Upvote 0

Read Answer Asked by Dennis on November 10, 2022

• Sherritt International Corporation (S $0.14)
  • $0.14 Cap: $69M
  • View S Profile
  • View Questions on S

Q: Hello Team,

With Nickel +$10 and oil and fertilizer up (and knowing the problems with getting paid from Cuba) and EVs, which will need "infinite" amounts of Nickel, would you invest in Sherritt at this time for a 10yr time horizon?

Thank you,

Joseph

Upvote 0

Read Answer Asked by Joseph on November 10, 2022

• Cameco Corporation (CCO $103.80)
  • $103.80 P/E (TTM): 80.72X Cap: $45.10B
  • View CCO Profile
  • View Questions on CCO
• Sprott Physical Uranium Trust (U.UN $24.05)
  • $24.05 P/E (TTM): 2.53X Cap: $5.47B
  • View U.UN Profile
  • View Questions on U.UN
• First Uranium Resources Ltd Com (URNM)
  • Cap: $8M
  • View URNM Profile
  • View Questions on URNM
• Global X Uranium ETF (URA $39.57)
  • $39.57 P/E (TTM): 115.14X Cap: $4.01B
  • View URA Profile
  • View Questions on URA

Q: For exposure to expected growth in demand for nuclear power globally, would exposure to the etf for physical uranium be the smarter play, or best to go with a leading uranium producer such as Cameco? Or, other suggestion welcome.

Thank you

Upvote 0

Read Answer Asked by Tony on November 09, 2022

• Freeport-McMoRan Inc. (FCX $43.77)
  • $43.77 P/E (TTM): 31.37X Cap: $62.14B
  • View FCX Profile
  • View Questions on FCX
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.13)
  • $46.13 P/E (TTM): 78.19X Cap: $22.72B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $15.86)
  • $15.86 Cap: $13.43B
  • View LUN Profile
  • View Questions on LUN
• Ero Copper Corp. (ERO $19.85)
  • $19.85 P/E (TTM): 10.4X Cap: $2.06B
  • View ERO Profile
  • View Questions on ERO

Q: I have a small holding in copper but would like to increase that. What companies, any country, would you invest in for the next 5 - 10 years?

Crystal ball time; what materials would you invest in and any companies you would choose?

Take as many questions as necessary.

Thanks

Mike

Upvote 0

Read Answer Asked by Michael on November 08, 2022

• Uranium Royalty Corp. (URC $4.15)
  • $4.15 Cap: $526M
  • View URC Profile
  • View Questions on URC

Q: Can you give me an update in Uranium Royalty corp URC. Based on it’s most recent news and what you said about it in July.
https://www.newswire.ca/news-releases/uranium-royalty-corp-provides-quarterly-update-832027154.html

Upvote 0

Read Answer Asked by James on November 08, 2022

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
  • View YRI Profile
  • View Questions on YRI

Q: Hello 5i I am a small investor in Yamana and would like your opinion as to what you think is the best offer of the 2 offers presently on the table. Thanks

Upvote 0

Read Answer Asked by Michael on November 08, 2022

• Newmont Corporation (NEM $71.28)
  • $71.28 P/E (TTM): 12.61X Cap: $77.73B
  • View NEM Profile
  • View Questions on NEM
• Franco-Nevada Corporation (FNV $254.84)
  • $254.84 P/E (TTM): 45.08X Cap: $49.30B
  • View FNV Profile
  • View Questions on FNV
• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
  • View YRI Profile
  • View Questions on YRI

Q: Given a competing offer will not be coming and it from my math it seems YRI current price is not really showing any discount (you can take a look) to the current offer, would you suggest its time to move on and look for a replacement. Any suggestions besides AEM/BTO for safer precious metals holdings who are paying a decent dividend.

Upvote 0

Read Answer Asked by Husseinali on November 08, 2022

• Sandstorm Gold Ltd. (SSL $15.01)
  • $15.01 P/E (TTM): 91.05X Cap: $4.44B
  • View SSL Profile
  • View Questions on SSL
• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
  • View MMX Profile
  • View Questions on MMX

Q: Which co would you prefer as a way to buy gold at this time. Thanks

Upvote 0

Read Answer Asked by george on November 07, 2022

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
  • View YRI Profile
  • View Questions on YRI

Q: Hi,

Can you comment on Yamana Gold's latest earning and the new acquisition offer? Is it OK to hold and waiting for possible further actions from GFI?

Upvote 0

Read Answer Asked by Adam on November 04, 2022

• Equinox Gold Corp. (EQX $11.26)
  • $11.26 P/E (TTM): 79.93X Cap: $8.41B
  • View EQX Profile
  • View Questions on EQX

Q: does it pay to hold eqx after bad eps ?

Upvote 0

Read Answer Asked by philip on November 04, 2022

• Franco-Nevada Corporation (FNV $254.84)
  • $254.84 P/E (TTM): 45.08X Cap: $49.30B
  • View FNV Profile
  • View Questions on FNV
• Agnico Eagle Mines Limited (AEM $189.32)
  • $189.32 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM
• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
  • View MMX Profile
  • View Questions on MMX

Q: Can you suggest some Canada/USA industrial metals/minerals companies and/or royalty companiesworth a closer look?

Thanks
Peter

Upvote 0

Read Answer Asked by Peter on November 04, 2022