Investment Q&A

Q: Can you comment who is best positioned as a copper producer and has the most ability to grow production…Looking for best capitalized names

Q: Would you please do analysis and compare mentioned copper producers and rate/rank each for a 2 to 3 year hold? Also,any comments ob Copp would be appreciated.

Q: I have held IVN since about $3. Closed today at $11.56. Given the size of their recently producing copper mine. Robert Friedland, Co-chair. Their rhodium, palladium. gold, platinum and nickel reserves I hope to hold this for a long time in spite of being situated in DRC. I should add I hold teck.b and Freeport as well for copper. I am happy with Ivanho as smaller copper producer. But am thinking of future for their other materials as listed.

What risks do you see in IVN?

Thank you, Mike

Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J

Q: Good Morning,
Can I please get a handful of your favourite copper stocks right now?
thanks

Q: I am thinking of selling the above and replacing it with AEM or another copper mining closer to home.Your comments please. Jim

Q: I have noticed that when asked for recommendations for mining stocks, you rarely include IVN. Is this due to geographic risk or do you also have other reservations?

Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.

Q: Good morning, looking for your input on the mining sector and in particular the companies listed above, any cause for concern with the recent stock price retreat?

Q: Copper production@Kamoa mine to start shortly 1st phase @ 200000tonnes a year and next phase will double production. Your comments please.Jim

Q: Hi Guys
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord

Q: Can you please explain why the issuance of convertible senior notes has resulted in such a large drop in share price. Thanks

Q: Do you have a recommendation for stocks or etfs that have a palladium play that are on the tax? Thank you.

Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.

Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.

Q: With copper prices moving higher and a good probability that demand will continue to increase due to economic recovery and possible infrastructure spending etc, what is the best way to position for an uptrending copper price? I think it makes sense to have a position in a mid or large cap producer for exposure. However, I'm also wondering if there are any companies on your radar that have "good" projects that are uneconomical at lower copper prices but could come online if we see copper above $4-$5. My understanding is that copper reserves are dwindling and demand could outpace supply into the near future or longer. So if we see new all time highs in the copper price, what companies could see the best returns in this scenario. I realize this situation has a few 'ifs' but would appreciate your insights. Thanks very much for your service.

Q:
Metals generally and more so copper seem to be on a roll. Your thoughts on this continuing and a few stocks with good growth. cheers. Great service

Q: Hi 5i Team - For a long time the benefits of copper as an anti-microbial agent have been known but perhaps not widely. That recognition has been gaining steam as both public transportation systems and hospitals are considering using it in their touch surfaces and elsewhere. Although these innovations are on a small scale at this point, they will likely gain steam as the world seeks to find ways of reducing the transmission of viruses and also bacteria – any form of microbes. Obviously this is a very worthwhile goal! From an investment standpoint could you provide the names of two or three copper producers that you feel have the fundamentals to not only continue to produce copper at current levels but also might have the ability to increase their production. Thanks.

Q: Ivn just completed east and west tunnels into one tunnel and increase its capacity to be one of the largest producer of copper in the world according to Robert Friedland.Your comments please.

Q: Some pundits are suggesting a future spike in demand for copper due to an increase in electric vehicles, solar installations, and windmills etc.
Can you suggest some copper stocks and etf's.
Thankyou