Investment Q&A

Q: Hi 5i, today on BNN a PM @ Donnville just commented on his view that Hammond will have capacity constraints even though they are expanding in Canada and Mexico. He stated that they would only be able to grow the topline by 10%, and at today's price it was expensive. Any views on this comment?

Thx.

Q: I just picked up some AFM.v at a very low (seemingly) $.92. Is there any reason to be concerned over its recent rather precipitous drop from $1.10 or so?

Q: Hello, Bird has seen a lot of volatility in the last few weeks, with daily price ups and downs of 3-6%. Just curious, this is a construction company, why does it fluctuate like a volatile tech stock? Thanks

Q: Please comment on the merits of buying DAKT now, and provide an alternative you believe might be a better choice for growth if you have one.
Thanks

Q: HIVE SHARE PRICE NOW IS $4.42 AS OPPOSED TO $7.12 IN NOV. 2024. ITS SHARE PRICE LOST ABOUT 40% DESPITE BIT COIN GAINING APPROX 10 %. SINCE. REALLY I CAN'T FIGURE WHATS GOING ON. COULD U GIVE ME YOUR OPINION THANKS

Q: Hi 5i Team - How would you rate the management of Vitalhub, Kraken Robotics, Zedcore and MDA Space. I realize that this is somewhat of a subjective question so no specific number/letter grades are needed - general comments would be fine. Thanks.

Q: With headquarters being moved to the US and a greater demand for tungsten is ALL looking more attractive these days?

Q: Cosciens seems to be in a death spiral since the merger. Is there any hope here?

Q: Hello 5i,

Your thoughts please on KEI.CA, CRNT, and Idaho Strategic Resource. All three show growth in 2025.

Is the risk/reward too high? Please rank best to worst for a high-flyer in 2025 and beyond. .

Thank you
D&J

Q: How would you rate this company? Looking to diversify some holding out of the tech. Would you consider this a save bet?

Q: Last October, WULF and BTBT were two of your recommendations in the crypto space. What are your thoughts on them today, in light of the broad selloff? For WULF in particular, does this seem like an overreaction and an opportunity to buy? Thanks.

Q: Which stock: HPS.A, PRL, TVK or VHI would have the most growth going forward? I take after today, it's best to wait a few days?

Thanks for your service!

Q: Hello
I have 3 x 5i recommendations I should probably move on from AQN (- 68%),
EGLX (- 98%) and ILLM (-81%).

With the remaining combined funds I would need a 350% to recoup the loss back to even - assuming a 5yr min hold what would be 5is thoughts be for sector and position choice to reallocate ? I d prefer these be positions your moderators in fact own.

Q: Hi, with shares skyrocketing so quickly, would you take a breather or wait for the correction, or would you still buy at today's prices, in your opinion? Thank you.

Q: It is doing well with Project Eagle turning around its US operations. It has gone from 0 analyst coverage to 3 covering it since November, and PT of $209. After hitting a high of $195 it has drifted to $175 on no news. I am thinking this is due to tariff threats, would you agree? With a negative beta I like it as a hedge, but I am wondering if there is now market specific risk and should sell.

Q: The last 3 Q's it has shown good growth through its acquisitions in the RTD market. The price has not responded to what I see as the potential growth turn around and you have provided some support for this thesis in previous questions. It reports February 12 and I am wondering if the Q is good would you continue to wait for a turnaround in the price or would you move on? How long would you wait? It is at a long term low price, feel it can't go any lower, but while waiting I have missed on stocks like CLS.

Q: Hello 5i
I took up a small partial position in Atex with the news AEM bought a stake….at the AEM deal price
I did not buy huge due to dilution reminder in AEM deal……they have anti dilution rights.

Seeing the price jump obviously make me wish I had bought more.

What to do now?
I was going to buy more over time but did not expect the price jump.

Does one just add at this point or should a pull back be expected after recent move. Tough call but what’s your experience with wippy mining stocks say to you.

The deposit is real and heavy weights are in. That does not always mean timing is good for buy at $1.90/share.

Thoughts on adding here or a plan with this type of position?

Thanks

Dave

Q: Hello 5i Research Team,
What is your opinion of KITS senior management and board members? Could KITS be significantly affected by U.S. tariffs (manufacturing in Canada versus geographic breakdown of sales: 80% U.S. and 20% Canada)? What is the sales potential in $ with current production capacity? What is the next steps in KITS's strategy to continue its growth? If the end game for KITS is the sale of the company as the founder did in the past with its previous company,: where should KITS be in its development and when that could be (time horizon)? What does KITS lack to be included in the growth portfolio? What characteristics of KITS prevent you from writing a report on KITS? If you had written a report on KITS, what would its rating be (B+?)? How do you explain the loss of stock market momentum in recent months prior to the last week? What weighting of your (Peter's) portfolio would you like to have in KITS, or what is the maximum number of KITS shares you would buy, given its daily volume? Which Canadian small caps (market cap below $1,000M) are you considering better than KITS?
Thanks for your cooperation, Eric

Q: If I still own shares by the date the company is acquired will my account simply be credited funds owed and the shares be removed from my account? Or, do I need to sell in advance of the transaction? When is that date?

Q: Any info on VLN.To would be appreciated.


thanks Valter