Investment Q&A

Q: Hi there, can AIDX be considered dead on arrival now, for its IPO possibility next year?

The share price action has brought it down considerably during this tax loss selling season!

Where do you see support for the shares now?

Do you consider the shares priced fairly here at 1.00?

Current growth and outlook looks good, share price not so much, horrible!

I believe my question on WGX last week has gone MIA...your thoughts on their last quarter please?

Thanks!

Q: Hi there, your thoughts on the WGX update?

Is the share price increase justified here based on the update alone or gold running to 4K, or combination of both?

Are the shares still relatively cheap at 4.50 with 4K gold? Its had a great run in a very short period, and great recommendation to continue holding!

Thanks!

Q: Good morning, thoughts on Westgold after most recent update. Also, what would be a good benchmark to determine how WGX is doing compared to similar sized gold stocks.
Thanks
Rob

Q: Hi,

For portfolio considerations I need to start to trim AEM back to a full position weight. I also have PAAS, WGX, FNV, AGI at full position, and ABX at just over a half position for may precious metals portfolio. Would you recommend investing the AEM trim to top up ABX, or is there another precious metal that you would like better at this time. And can you give me a brief reason why.
Thanks.

Q: I’m yet another discontent WGX investor. Simply not confident in their future growth prospects! I’m looking at selling WGX and buying FOM. With the recent positive news around this Copper mine and the fact that it will begin production in early 2026, do you feel this would be a wise move? Thank you in advance. Stan.

Q: Hi there, your thoughts on WGX results please?

What are insiders and institutions doing so far this year B/S/H?

Continue to Hold WGX, or are there better opportunities for a small cap gold company?

Thanks!

Q: Hello Team,

I'm reviewing 2 of my holdings.

WGX - Do you still like this name as a long term gold hold or are there any other companies you would swap with. I hold LUCA as my only other gold stock.

ATH - Same question, do you still like this stock or any other names you would switch with. I hold CJ as my only other resource stock.

I'm okay with high risk high reward stocks.

Thanks

Q: Could I please have your comments on the latest quarterly report from Westgold Resources - somewhat disappointing in view of some of the optimistic press releases they put out . Are they perhaps having problems in integrating the Karora operations ? Are they a buy , sell or hold ? Is there a better gold miner of a similar size in your view ?

Q: I am concerned about Tariffs and the impact it may have on our Stock Market

I do like GOLD what Gold Companies do you like that are outside of Canada

RAK

Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.

Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks

Q: I received WGX shares in exchange for my KRR shares, when KRR got taken over. The WGX shares have not done very well, but I have been hanging on to them for now, thinking that this poor performance may just be due to the reshuffling of shareholders that often takes place whenever a company is bought, but I'm starting to have doubts.

It is hard to do research on WGX because there doesn't seem to be much information out there, other than the WGX website.

Do you have a feel for how substantial this company is, i.e. how good is the management team, how good are its resources and its plant and facilities, how sound are its finances, etc.?

Do you think it would be wiser to hold on to WGX for now, or to sell, and wait to see how everything works out?

Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!

Q: Currentlly my portfolio in gold consists of 3 holdings. They are :

AEM - YTD + 20%, 1 YR + 90%

NUGT - YTD + 34% 1YR + 67%

WGX - YTD - 8% N/A

As you can see the weed in the portfolio is wgx.

Question to you is when I prune WGX out of the portfolio should I just put that money into the other 2 holdings or should I add a third that is an elite performer.

What would be the best from a portfolio management perspective and if you decided to add a third what would it be?

Sheldon

PS Don't worry about NUGT I know the ins and out and have made lots of money on these leveraged ETF's like NUGT, QLD, NAIL, etc

Thanks

Q: I am selling wgx to harvest a loss.With a 3 year time frame,would you rebuy wgx or buy lug?

Q: Hi Peter…would you be buying safe jurisdiction gold miners now? The price of the metal, to my layman’s eye, is acting a little more bipolar now. Last Thursday or Friday all my stocks except for TD, AEM, WGX and GOT were down suggesting a level of panic. Today the golds are down suggesting fear of inflation ticking up triggering higher interest rates. Thinking of selling my WGX to buy AGI because it seems a better miner. Any thoughts you have would be appreciated.
Jim

Q: The company news release sounds like optimistic talk covering up lower production. This being a new merger I cannot tell if this is rhetoric - spinning bad news, or progress being made, higher production and profitability around the corner? Your take on this please.

Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

Q: At the time of the transaction announcement, I had assumed the original ACB from Karora would follow, and the transaction would not be a taxable event. My concern was how would the $0.608/share be treated. I enquired, and received this passed along from their tax dept, "This was a return of capital spin-off followed by a mixed consideration third-party acquisition.It was effectively a fair market value disposition because the consideration was a mix of cash and shares.  To be tax deferred in Canada it has to be shares only." 
In other words, the entire transaction would be taxable this year. (The ACB on the WGX shares reflects that.)

Is this your understanding?  If so, any idea why they would structure the deal this way?  Doing so would seem decidedly non shareholder friendly. 
Thank you for your comments. Tim

Q: Hi there, thanks for your answer regarding WGX. Follow up;

Are the shares currently trading at a fair price, cheap, etc? Can you provide ratios to support your views?

Your thoughts on not hedging at this point?

Your thoughts on current management/board?

Could WGX be a takeover target itself here?

Any two/three company ideas as to who would benefit taking them over?

Is the momentum for gold strong enough to break through $3K? Or could it fall sharply next week based on the US election results, your thoughts would be appreciated?

Thanks!