Investment Q&A

Q: Hello team,

Is this company going anywhere? EVER?

Wasted a lot of time on ZEN and thought LLG might have a more reliable management. I can wait another decade if they are not the same as the famed Nemaska Lithium people.

Thank you for all your detailed work!

Q: I am looking for the names of four ot five Junior/Intermediate graphite companies that you could recommend.
With appreciation,
Ed

Q: what company will benefit most by the need for graphite be used in EV batteries? would you favour this company as another way to play the EV theme? thanks Richard

Q: Dear 5i,

Is it time to move on or this dog has real potential? Don't mind keeping it for another 2-3 years if it is actually going to deliver. It is a small position but I don't want to lose more than what I have already (down 72%) with the 14% decline today.

Thank You for the help!

Q: LLG along with NMX and ECS have been dropping like a rock for the last few months. What is you take on these mining stocks? My understanding is that lithium ion batteries require graphite, lithium and cobalt. Demand should be increasing, put prices for the commodities seem to be weak. Any insights would be appreciated.

Q: I would like to know what your thoughts are on Mason Graphite intrinsic value? Stock is trading at $1.30 and flat lining, with about 47 million in cash and 24% stake in NanoXplore (some analyst have a value of 50 million for NanoXplore). If these figures are some what close, the stock would appear cheap looking into the future. Could this be a time to pick away with small amounts of cash?
Thanks, Barry

Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.

Q: Hello team,

What is the issue with LLG? Is this still a viable speculative investment or is it time to move on?

Thanks for making investing possible for us all!

Q: Hi team,
LLG is on a steady downfall. Haven't been able to figure out why! Would you buy, sell, or hold? I appreciate it if you can tell us a bit about their financial health and quality of management.
Thanks a lot!

Q: Good morning team,

Would you kindly compare and contrast these two stocks and let us know if you have a preference for either or would you recommend something else. Thank you!

(And please keep up the indispensable job!)

Q: What is the prospects of this company?
George Mani

Q: I have been reading about the importance and future use of graphite in lithium batteries and other use. What are your thoughts on buying LLG stock which operates here in Quebec?

Q: Hi
Industrial usage of graphite seems to be gathering momentum. more products are released with graphite (anecdotally, I just bought a hammer at canadian tire with a graphite handle.
Furthermore, ''exotic'' metals (high tech) are gathering also momentum with investors, the likes of Cobalt, Kaolin, rhodium, REE, and many others as pure plays or transformed for new applications titanium with Pyrogenesis for example.
Graphene seems also to be of interest.
Mason graphite has made some headline lately,-Lac gueret has been recognised-I think in part because of the expertise of his CEO.
I was very early some years ago and started to come back.
Your opinion will be appreciated on
NGC
ZEN
LLG
GPH
CSP
CCB
FMS
GLK
NEXT
SGH
Thanks
CDJ

Q: Users in metallurgy industries see a massive increase of the cost of graphite. Are there ways to invest in this trend? Who is benefiting? Thanks.

Q: Would you kindly compare the two companies? I have been holding on to NMX but LLG is climbing much faster for some reason.

Q: This graphite co is in Quebec. Has the support of the caisse and the Gov of Quebec and is up about 75% in the last year. It is well located and financed and has most of the infrastructure in place with very high grade grahite.

Q: Can you please give me your opinion on Mason Graphite?

Q: I picked up a few shares in Mason Graphite (LLG) a while back. Now I see all the promotional things they are doing (interviews with Jim Rogers and larry King). Could I get your opinion if this is a real investment opportunity or is it being overly promoted?
Thanks