Investment Q&A

Q: Hey 5i it has been a number of years since a question was asked. Interested in an updated opinion as the insider buying caught my attention.

Q: What are your thoughts on this company and how it rates as an investment?

Q: I've held MDI for some time (years) - thinking when gold and metals market move higher {which they have done) , MDI would be a leveraged 'picks and shovels' way to play the sector. That has not occurred, and recent quarterly results seem underwhelming to me. Your thoughts on both the results and my strategy.

Note: A couple of years ago I added AEM/NTR to bolster my materials weightings so do not need MDI in my portfolio to cover material sector.

Thanks in advance for your thoughts and great service.

Glenn

Q: Hi 5i Team - This has not been a favourable stock for a long time. However is it possible it may have some possibilities going forward. How much debt has been paid down and how much remains. How did the last quarter look. Do you think management has the capability to turn this around or is new management needed. Are there any fundamentals you think are noteworthy. Also what is the insider and institutional ownership and has there been any significant trading recently.
Thanks.

Q: Why the sudden rise today? Would you consider this a buy, sell or hold?

Thank you as always!!

Q: Is ODV a good buy for a 5 year time horizon. If not is there a similar company you would recommend?

Thank you!

Q: Little DIV has been one of my best performing stocks this year,up 40% since I bought it and pays a great dividend.Any reason you can see for such an upward move.

Q: Are they overvalued or at what price range is a good entry point ? Thanks a lot.

Q: Thoughts on the quarter?

Q: Can you comment on Rakla Metals - prospects, management, fundamentals, risks... ? Their website indicates their first drilling began in July. The stock has done well in the last year during this sector surge. Looks interesting for a starter position. My thanks.

Q: Is this a good time to buy?

Q: Do you know what's driving PNG volume and price today? Thanks

Q: A large shareholder, OneMove capital is not happy with the chair. They are vocal about changing the board. What advice would you have here for shareholder?

Q: Long term member and very happy with your expertise .4 questions today:

LCFS Down 74% from my purchase price. Worth holding or sell ?

HMMA down 20%. Same question.

PATH down 36%. Same question.

MITK down 48%. Same question.

Q: Hi 5i Team;
It is my understanding that WRLG.CA recently began production at their mine(s)? Would you please give your opinion about West Red Lake Gold's current situation, as well as future prospects, regarding their Gold mine(s)?

Q: Good morning. I currently have a small postion in VMET. They have news this morning on upgrading their US and Canada Listings. What is 5i's view of VMET today? Thanks.

Q: Hi 5i, would you please take a look at PPX, is it buyable now, they are almost completing the equipment being installed by PPX Mining Corp. at its Igor gold and silver project in Peru, specifically ball mills as part of the project's grinding circuit. I think it is a very important milestone. thanks

Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.

Q: Can you comment on Condor Energies (CDR) and the recent insider buying. Is it an interesting company? or should I take a pass?

Q: Hi. Pursuant to my prior question about Orca, based on the "bare bones" math it appears that Orca has a Market Cap of $70.4 MM CAD (19.8 MM shares x $3.56CAD), cash on hand of $136.8 MM CAD ($98.5 MM USD), no debt, and cash flow from (6 month) operations of $72.5 MM CAD ($52.2 MM USD), or $3.66 CAD/share. Note that all the financial data is taken from the 6 month statements up to June 30 2025. I guess my first question is whether not I am missing anything material in the "math", as these numbers indicate a negative Enterprise value. The follow up is that if this numbers are indeed correct, then this valuation must be a function of perceived political risk, given that Orca operates in Tanzania. Can you shed any insight on this, or is this outside your wheelhouse ?