Q: I would appreciate your evaluation of TECK.B. Would you consider it a buy at the current valuation? I like that it plans to sell off it's coal division.
Thank you.
Todays Globe and Mail watchlist chart showed a 53% increase in Teck a shares and very little change in Teck B shares yesterday. Would you kindly explain the difference in the share structure and why the difference in stock price. I understand they decided to spin out the coal business could you elaborate on the reason for this. ? Environment concerns ??
Q: What do you think of Fresnillo (FNLPF) as an option for Canadian investors? The volume of shares being traded seems very low, but just today (Feb 16th) the Globe & Mail ranked it number one on a list of “silver producers with sustainable dividends”.
Q: Given the changes in AEM's outlook for the next several years, are you still holding this or is there an alternative that we should move to? Thank you.
Q: How does AU (AngloGold Ashanti) stack up against other gold miners? Their stock fell 6.57% today (2/15). Any information you can provide about the quality of their assets and management, as well as their growth and cost of production, would be appreciated.
Q: Hi Peter, Ryan and 5i team,
What do you think of the news that Teck resources want to spin out their coal division? The market seems to like it. I own some shares and wonder what effect that will have on my holdings.
Thank you for the info.
Follow up question, should FM shut down operations in Panama, what remedy(s) does FNV have should they not receive their contracted ore ? Is this a serious long term issue or viewed more as part of the negotiation between the two sides?
Q: Is this company a slow burn of cash. I don’t see the potential. They have news releases that add no confidence. Is there potential here? Or would u put your bet on KRR?
Q: Please comment on the SBB takeover by BTO. The large sell off implies the market did not like the deal. Is this a good long term deal that will provide value to BTO or did they over pay. Perhaps investors are expecting that there are hidden issues with the mine and that BTO will end up spending more to develop the permitted mine. Thanks.