Investment Q&A

Q: Appreciate your thoughts on the recent quarter reported by NEO.
Mike

Q: Reviewing my portfolio and these are my losers. Any point hanging on to any of them? Surprised at BN as it always seems to have positive reviews and CYBR which I though would ride the technology wave.

Q: Hope you all had a great Easter Weekend.

With the need for more rare earths are there any Canadian companies that standout to capitalize on this coming demand? To my understanding China has 80%+ market share and control of these types of materials and 44% of world reserves within their boarders.

Q: What is your take on financials released today.
Do you consider NEO to be a buy sell or hold

Thank you

Q: Peter; Is it correct that NEO is basically the only company that can process rare minerals, and if so, would this include lithium? Thanks
Rod

Q: Would you please comment upon its results and indicate whether you believe it should be retained or sold?

Q: HI guys
In regard to NEO Performance metals has there been any news to justify why its share price has slipped so much? Would you agree that at these levels it is fairly compelling value?

Thanks

Stuart

Q: What would your choice be here,NEO or MP?
Can you make a case for MP?,why has it not done well with the rare earth frenzy?
Any other companies in the field of rare earths that you prefer?
Please analyze MP for me.Thanks

Q: Is trading well above the Oaktree agreed price - why??

Q: please recommend companies and
ETFs in the rare earth field . Thank you

Q: What stocks would you recommend for a long term position to get exposure to rare earth materials?

Q: is there any Canadian companies involved with rare earth mining that you would reccomend as a buy

Q: Could you please comment on Neo results and outlook for a 1 to 3 year hold? Thanx.

Q: Thank you for responding to MP and NEO. Re NEO I see no reference in their most recent reports or other published coverage to a decline in revenues over the next two years so wondered if this came up in the conference call, and if so the cause of the anticipated decline. As to current pricing while the valuation looks modest on present earnings data I do not have and would appreciate your view on the valuation of this security versus others in their sector. Thank you.

Q: Any reason that you know of for todays rise in MP price and/or the recent volatility in the price of NEO?? Thank you

Q: Thanks for your response on this issue - it obviously confused me as well. Given that their results seemed respectable the subsequent slide in the share price is a bit of a surprise. Was it somewhat overvalued before the slide and do you have a price level at which NEO might be a compelling buy?

Q: Why is NEO going down in this environment of scarcity of rare earth metals and global tensions? Is a buy or sell at the current price. Thanks for your analysis.

Q: NEO announced 18/11/21 that it would announce results on Dec 1/21 but I cannot find any record of it dong so nor any commentary since the November statement. what has happened to this company since Nov 2021?

Q: Hello Peter,
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.

Q: What did you think of neo results? The market reacted negatively.
Thanks