Investment Q&A

• 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 $41.98)
  • $41.98 P/E (TTM): 34.49X Cap: $8.43B
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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

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Read Answer Asked by Dennis on November 10, 2022

• Sherritt International Corporation (S $0.13)
  • $0.13 Cap: $64M
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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

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Read Answer Asked by Joseph on November 10, 2022

• Cameco Corporation (CCO $121.35)
  • $121.35 P/E (TTM): 98.93X Cap: $52.82B
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• Sprott Physical Uranium Trust (U.UN $25.74)
  • $25.74 P/E (TTM): 2.53X Cap: $5.94B
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• First Uranium Resources Ltd Com (URNM)
  • Cap: $8M
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• Global X Uranium ETF (URA $51.87)
  • $51.87 Cap: $5.53B
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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

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Read Answer Asked by Tony on November 09, 2022

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 32.56X Cap: $58.69B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 108.98X Cap: $29.03B
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• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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• Ero Copper Corp. (ERO $29.90)
  • $29.90 P/E (TTM): 16.83X Cap: $3.09B
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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

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Read Answer Asked by Michael on November 08, 2022

• Uranium Royalty Corp. (URC $5.65)
  • $5.65 Cap: $755M
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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

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Read Answer Asked by James on November 08, 2022

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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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

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Read Answer Asked by Michael on November 08, 2022

• Newmont Corporation (NEM $85.14)
  • $85.14 P/E (TTM): 15.33X Cap: $93.52B
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• Franco-Nevada Corporation (FNV $286.16)
  • $286.16 P/E (TTM): 50.74X Cap: $55.14B
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• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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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.

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Read Answer Asked by Husseinali on November 08, 2022

• Sandstorm Gold Ltd. (SSL $16.98)
  • $16.98 P/E (TTM): 101.68X Cap: $4.97B
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: Which co would you prefer as a way to buy gold at this time. Thanks

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Read Answer Asked by george on November 07, 2022

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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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?

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Read Answer Asked by Adam on November 04, 2022

• Equinox Gold Corp. (EQX $16.29)
  • $16.29 P/E (TTM): 116.16X Cap: $12.38B
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Q: does it pay to hold eqx after bad eps ?

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Read Answer Asked by philip on November 04, 2022

• Franco-Nevada Corporation (FNV $286.16)
  • $286.16 P/E (TTM): 50.74X Cap: $55.14B
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: Can you suggest some Canada/USA industrial metals/minerals companies and/or royalty companiesworth a closer look?

Thanks
Peter

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Read Answer Asked by Peter on November 04, 2022

• Wheaton Precious Metals Corp. (WPM $147.64)
  • $147.64 P/E (TTM): 60.23X Cap: $67.03B
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• Royal Gold Inc. (RGLD $194.47)
  • $194.47 P/E (TTM): 28.26X Cap: $12.80B
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Q: Can you suggest a safe proxy for WPM to do some tax loss selling? I already have a full position in FNV. I would prefer to stay with a streamer to avoid miner risk. Geographic risk also seems to be a concern with current geopolitical flux.

Thanks

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Read Answer Asked by Benjamin on November 04, 2022

• Aris Mining Corporation (ARIS $14.11)
  • $14.11 P/E (TTM): 115.25X Cap: $2.85B
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Q: What is your opinion of Aris Mining Corp. It has 50 per cent eps growth, 4.3 earnings per share multiple and pays 5.9 per cent dividend. Your analysis please.

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Read Answer Asked by Ian on November 03, 2022

• Ero Copper Corp. (ERO $29.90)
  • $29.90 P/E (TTM): 16.83X Cap: $3.09B
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Q: Your thoughts on ERO's Q3/22 results, please, including the ongoing strength of their balance sheet.

Thanks!
Tom

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Read Answer Asked by Tom on November 03, 2022

• Wesdome Gold Mines Ltd. (WDO $21.86)
  • $21.86 P/E (TTM): 13.64X Cap: $3.29B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Please comments on Krr and Wdo, hold or sell? Thanks

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Read Answer Asked by Hue on November 02, 2022

• Tamarack Valley Energy Ltd. (TVE $5.96)
  • $5.96 P/E (TTM): 13.17X Cap: $3.02B
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• Champion Iron Limited Ordinary Shares (CIA $4.30)
  • $4.30 P/E (TTM): 26.69X Cap: $2.29B
  • View CIA Profile
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Q: Could I have your comments on the latest results of both TVE & CIA? Take two questions off since I've asked about two companies.
Thanks, Dave

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Read Answer Asked by Dave on November 01, 2022

• Solaris Resources Inc. (SLS $8.25)
  • $8.25 Cap: $1.36B
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Q: Given the prospects for this co could I have your update please

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Read Answer Asked by Mike on October 31, 2022

• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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Q: I would appreciate your analysis of Lundin Mining’s quarterly results. Market seems to like the results. Also is Lundin a long term hold in the copper market? Pays a nice dividend.

Thanks

Dave.

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Read Answer Asked by David on October 31, 2022

• Nevada Copper Corp. (NCU $0.03)
  • $0.03 Cap: $42M
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Q: Can you provide your latest assessment of this company and the most recent restart financing. Is this a boom or bust company? How do you like from a risk/reward perspective with its future potential?

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Read Answer Asked by Chris on October 31, 2022

• Royal Helium Ltd. (RHC)
  • Cap: $7M
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• Avanti Helium Corp. (AVN $0.26)
  • $0.26 Cap: $29M
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• Air Products and Chemicals Inc. (APD $257.08)
  • $257.08 P/E (TTM): 37.79X Cap: $57.21B
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• Linde plc (LIN $453.82)
  • $453.82 P/E (TTM): 32.59X Cap: $212.80B
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• Desert Mountain Energy Corp. (DME $0.38)
  • $0.38 Cap: $35M
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Q: Can I get your views on hellium mining. What do you think of it as an investment?

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Read Answer Asked by Helen on October 31, 2022