Investment Q&A

• F3 Uranium Corp. (FUU)
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• Fortune Minerals Limited (FT)
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• Electra Baterry Materials Corp Com (FCC)
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Q: Hello 5i,

What do you think about the companies above? Is the risk worth the reward? How long do you think these stocks get hot? You think the uranium, cobalt and gold markets are cooling down and getting ready for another long hibernation?

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Read Answer Asked by Adrian on October 07, 2021

• Calibre Mining Corp. (CXB)
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Q: Can you give me the outlook on this company please? What is their main mining operation and what does the next couple of years look like.

Thanks

Steve

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Read Answer Asked by steven on October 06, 2021

Q: Hi 5i,

Thanks for the great work. Can I please ask your opinion on Gold Royalty (GROY)? I've watched several interviews with the management team and am looking for a 2nd opinion.

Part of the company's value proposition are large shareholders who are major players in the industry and will help provide access to deals. Do you see this giving any competitive advantage over industry stalwarts like Franco-Nevada?

When I check SEDI none of the insiders jump out as adding to positions (beyond option grants) and am trying to figure out what Gold Royalty's edge will be vs existing players like FNV.

Thank you!

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Read Answer Asked by Greg on October 06, 2021

• New Gold Inc. (NGD)
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• Harmony Gold Mining Company Limited (HMY)
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• Gold Fields Limited American Depositary Shares (GFI)
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Q: are these gold companies very solid and could they have good upside ? thanks

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Read Answer Asked by jim on October 05, 2021

• Labrador Iron Ore Royalty Corporation (LIF)
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Q: With LIF being down significantly this year and the dividend up around 25%, does it make sense to start a position in LIF or do you see tailwinds moving forward for them ?

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Read Answer Asked by Robbie on October 05, 2021

• Northwest Copper Corp. (NWST)
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Q: Can you please get your opinion on Northwest Copper Corp's latest drill results announced Sept 28, 2021. Would this be considered average or above-average?

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Read Answer Asked by Craig on October 05, 2021

• Americas Gold and Silver Corporation (USA)
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Q: Now that their mine has re-started, does USA have enough money to continue being viable without another financing at the current low price? The market is suggesting otherwise. Thanks

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Read Answer Asked by george on September 30, 2021

• Kirkland Lake Gold Ltd. (KL)
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Q: Good Morning, Could you explain why KL is selling above the proposed sale/merger price AEM is offering? Do you think there could be an increased offer from another company?
Thank you, Mike

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Read Answer Asked by Mike on September 30, 2021

• Excellon Resources Inc. (EXN)
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Q: Is exn good value at present share price? Thanks .
gaston.

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Read Answer Asked by Gaston on September 30, 2021

Q: I once read that the correlation between the price of gold and inflation is only about 60%; i.e., not very strong. Do you have any data to show otherwise?

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Read Answer Asked by richard on September 30, 2021

• Agnico Eagle Mines Limited (AEM)
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• Kirkland Lake Gold Ltd. (KL)
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Q: Peter; When the merger is done- or even before as there are no barriers to it - would not the combined entity become then the ” go to” gold stock for institutions and ETF’s - and drive the price ? Thanks.Rod

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Read Answer Asked by Rodney on September 30, 2021

• First Quantum Minerals Ltd. (FM)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Lundin Mining Corporation (LUN)
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• Ivanhoe Mines Ltd. (IVN)
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• Copper Mountain Mining Corporation (CMMC)
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Q: Good Morning,
Can I please get a handful of your favourite copper stocks right now?
thanks

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Read Answer Asked by Chris on September 29, 2021

• Agnico Eagle Mines Limited (AEM)
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• iShares S&P/TSX Capped Materials Index ETF (XMA)
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Q: Hi

Can I sell AEM for tax loss in my cash account and buy XMA on the same day?

It is noted that AEM is 4.74%.of XMA.

Would this allow me the tax loss?

Any other suggestions you have are most welcome.

Thank you

Mike

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Read Answer Asked by Mike on September 29, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE)
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Q: Your thoughts on Vale today? Is there some fundamental reason why it seems to be dropping like a stone?

Thanks

Dave

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Read Answer Asked by David on September 29, 2021

• GCM Mining Corp. (GCM)
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• Karora Resources Inc. (KRR)
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Q: Hi 5i Team - Are there any junior precious or base metal exploration companies that have caught your attention over the past few months. I know that this is not an area you follow closely but thought I would check it out anyway. Thanks.

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Read Answer Asked by Rob on September 29, 2021

• Kirkland Lake Gold Ltd. (KL)
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Q: In your answer to Andrew today, you refer to the AEM takeover of KL as essentially a deal with no premium. Based on yesterday's closing prices the deal is actually 9.1% below the KL closing price of the previous day. That's why KL is down a very large amount today.

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Read Answer Asked by Dan on September 28, 2021

• Mason Resources Inc. (LLG)
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Q: Hello team,

Is this company going anywhere? EVER?

Wasted a lot of time on ZEN and thought LLG might have a more reliable management. I can wait another decade if they are not the same as the famed Nemaska Lithium people.

Thank you for all your detailed work!

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Read Answer Asked by Saeed on September 28, 2021

• Liberty Gold Corp. (LGD)
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Q: Could you provide an update on Liberty Gold, in particular its cash on hand, insider holdings, management and any noteworthy recent exploration results. It has been on a downward trend and I am considering selling all or part of my position. Thanks.

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Read Answer Asked by Rob on September 28, 2021

• Agnico Eagle Mines Limited (AEM)
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• Kirkland Lake Gold Ltd. (KL)
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Q: I am a holder of KL and FNV. Considering the undervalued pricing of AEM shares and my desire to augment my gold holdings, I was going to buy AEM.

With the merger announced today (28 Sept) between AEM and KL, would you be a buyer of either company today? Does it matter which one now? Your thoughts on the merger since these two names have been a couple of your gold favourites?

My regards and thanks for your work.

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Read Answer Asked by David C. on September 28, 2021

• Agnico Eagle Mines Limited (AEM)
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• Kirkland Lake Gold Ltd. (KL)
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Q: Can you offer some input on the recent merger news?

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Read Answer Asked by Andrew on September 28, 2021