Investment Q&A

Q: I owned shares in Arena Minerals, which was bought out by lithium Americas. What is my cost base for my LAC shares based on a purchase price of .276 per Arena share. How do I determine that? On my new statement showing the LAC shares the cost base shows as zero. I’ve never been involved in a buyout before. Thanks for the help as always.

Q: Can you please give us your recommendations on Nickle, Cooper and Platinum stocks and ETF for both Markets.

I heard above will be key in EV and green energy. Supply will be low so prices will go up. What are your thoughts.

Can you also provide your recommendations on Mining, Chemical Processing, Battery Component Production and Battery Cell Production stocks and ETF in both Markets.


Thanks for the great service you have been providing to small investors at reasonable price.

Q: I'm considering starting some positions in lithium companies. Do you think this is an good time to take positions in LAC, ETL, and SGML? If so, please suggest the order in which you would buy them - best to worst. If you have other suggestions that you feel have more potential I would appreciate it if you would share them. Thanks as always for you"re support.

Q: Hi How is lac going to finance the construction of their lithium project ?
Thanks lots

Q: Hi 5i,

After the dramatic rise and recent sizable pullback in all things lithium how would you rate the main players from an investment perspective today? Thank you.

Q: The Thacker Pass announcement today is clearly valuable to LAC but the timing and extent of that value less so. Can you provide some clarity on the issue please?

Q: Hi there,

I recently added a position in LAC based on your suggestion. The stock seems to be moving higher on today's news regarding Thacker Pass. Can you please elaborate on what the statement means - explain like I'm 5 (ELI5)?

Thanks!

Q: Even after the big jump in stock price yesterday and the investment news of GM, is LAC still your favourite in the lithium space and would you still consider it a buy? If not, which companies in the space would you recommend?

Thanks for everything,

Dave.

Q: Is there any downside to the deal between LAC and GM announced today that an investor should be aware of?

Q: i own lots of lac and pmet, i think this space has a huge runway ahead of it.
can you please give me 2 lithium small caps that you like that are more speculative.i get that pmet is very speculative as well. dave

Q: I am interested in investing in the Lithium Sector

- I have a small position in Frontier Lithium - FL
- I know it is a junior, but I'm looking for some ideas of prospective/spec players of interest in this space...

1. Thoughts on Frontier?
2. Other suggestions?

Thanks,
M

Q: Hi there,

What are your thoughts on lithium going forward based on the shift towards EV and hybrid vehicles? Do you have any names in the lithium space that you'd recommend and what do you think of the ones listed?

Thanks!

Q: Does ARG still have a low payout ratio? Do you expect any geopolitical issues operating in Chile? (largely friendly or indifferent)?

Are there any profitable, or cashflow positive, Canadian-listed Lithium producers?

Thank you.

Q: It appears Canada has the potential to take a part in the EV revolution, yesterdays announcemenmt from Volkswagon regarding a possible gigafactory here, and this from todays FP, "Canada has seen at least 10 major electric vehicle-related commitments totalling close to $16 billion since the start of 2021 as federal and provincial governments work to secure investments in the rapidly-evolving sector." For fun lets say all this and more happens, which Canadian companies will have the most to gain?

Q: Hello 5i, Could you comment on E3 as an investment as I am looking for a Lithium company to invest in. Also could you recommend other Lithium company's that look interesting as an investment in Lithium.

Q: SGML has done well for me over the past year but seems to be losing its steam. Is it time to sell or still hold or trade for something else?

Q: What do you think of AVL ( avalon advanced materials). Is it worth buying as a speculation on lithium? Also has other elements in it’s asset base. Ty

Q: I own LUN and LGO as my way to play the electric car advance. However, they are also down considerably. Would you continue to hold for this exposure, or do you have better choices. Also, would you sell these for tax loss harvesting and re buying in 30 days. If so would you suggest an alternative proxy? Perhaps an ETF?

Q: I would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert

Q: Peter and Co.,
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed