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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: As a CMMC shareholder I am interested in your comments on the takeover by HBM. I am down on CMMC but it was my only copper investment and I was holding for a copper recovery. Do you think it best to stick with HBM or sell and buy another copper stock such as Capstone?
Read Answer Asked by Ken on April 13, 2023
Q: Copper Mountain Mining had a miserable time mining the last few quarters, that reduced tonnes mined, grades down, costs up and cost per lb of copper produced way up. But they have had success in selling their exploration property in Australia ( sold to Harming Gold for $170 plus another possible $60 in the future.) That brings CMMC net debt down to a low level but it makes them a single mine mining company albeit in a Tier 1 mining district. They also have new CEO stepping in on April 24 and Mr. Merrin seems to have good experience (HBM, Gold Corp, diamond mining). So the last few quarters for CMMC have been disasters, but what about the future? Earnings come out soon and I don't expect them to be great but maybe it will be the last of stinky earnings. What is your take on this single asset Canadian copper miner? Do you think the incoming CEO is the right guy to turn this miner around? I only want a copper miner in my portfolio that does okay with lower copper prices and if copper does shoot up then it does even better.
Read Answer Asked by Paul on April 13, 2023
Q: Hello Gentlemen

I am quite bullish on gold over the next while. I own AEM which is up 23 % KRR which is up 38% and KNT which, believe it or not is down 5%.

My question is should I continue to hold KNT which has proven to be a real laggard in the space and whose price is down over the past year despite the metal surging.

If you think I should hold on to it please tell me why. If you think there are better options with better upside please let me know in priority of how strong you feel.

Thanks


Sheldon
Read Answer Asked by Sheldon on April 13, 2023
Q: Hope you all had a great Easter Weekend.

With the need for more rare earths are there any Canadian companies that standout to capitalize on this coming demand? To my understanding China has 80%+ market share and control of these types of materials and 44% of world reserves within their boarders.
Read Answer Asked by Kolbi on April 12, 2023
Q: Hello. What are your thoughts on these two? Can you details their metals production percentages? Between the two, which would you invest in and why? I hold both but am considering dumping FCX and putting the proceeds to IVN. I’m interested in upside.
Read Answer Asked by Robert on April 11, 2023
Q: Can you please give me your top three Gold stocks and your top two Gold ETF's to invest in. Thanks in advance.
Read Answer Asked by John on April 10, 2023
Q: I stumbled upon I-80 gold because I have Equinox Gold EQX and Equinox just sold a bunch of shares of I-80 and reduced their ownership of I-80 from around 25 per cent to just under 20 per cent. EQX's selling of a block of shares drove down the share price and I took that as a buying opportunity. I believe EQX sold the block of shares not because they don't believe in I-80 but because they are short of $ for their capital projects for the next 18 months. What's your take on the motives for EQX reducing their ownership in I-80? What is your general impression of I-80? Lots of potential or lots of smoke and mirrors? There is hope that I-80 MIGHT have a porphyry at depth since there is a major anomaly from a geophysics survey. Is a porphyry find that big of a deal? The anomaly I believe is below the archimedes open pit? If a good ore body is found at depth from an existing open pit I take that as a good thing since they don't have to sink a much shaft for skipping and ventilation? Then again I am not a miner, but just a guy with time to read and who has an a good Internet connection!! You guys are the knowledgeable ones about mining.
Read Answer Asked by Paul on April 05, 2023
Q: Lately the worlds central banks have been buying ton's of gold. At the same time the price of gold has been moving very slow compared to the buying. Are the central banks buying paper gold or are they actually taking delivery of physical. If they are taking delivery of physical where are they getting it from as it seems to be way more than mine supply and the you tubes show massive buying at the coin shops in the US.
Read Answer Asked by lynn on April 05, 2023
Q: You’ve been recommending First Majestic (FR) as a top silver play. How will it be affected by the developments at Jerritt Canyon, and why do you prefer it to other significant silver producers in Mexico, particularly MAG and SIL?
Read Answer Asked by Brian on April 03, 2023