Investment Q&A

Q: Baught NEO at $20.08 on May 3rd and has since been going down, Should I hold on or get out, the last financial report was very good.
Thanks for the insight.

Q: Could I have your comments on NEO earnings.
Thank-you.

Q: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!

Q: CRNC,DOCU,MGNI,NEO,NVO,PLUG,TDOC,FCEL.
is any of this worth keeping/selling?
Thanks a million.

Q: What are your thoughts on initiating a long term position in Neo Performance? Thanks for your valued opinion.

Q: Hello Peter,
What is your view on the earnings for both MP materials and neo performance in the rare earth space? Also, why did MP materials take such a big hit today (more than 15 percent). Is it a good time to add to MP as this might be short lived? Thanks very much.

Q: Hello 5i
It appears to me the big drop in the price of MP Materials today is related to some inside selling at a price of $35.00. Do you see this as a good time to initiate a position?
Also do you prefer NEO or MP?
Thank you so much!
Dave

Q: Could I get your opinion on why NEO started out very positive on the earnings this morning and then went very negative? Am I missing something.
What’s your analysis of the company?
Thanks for hopefully clearing this up for me.
John

Q: What is your opinion on NEO? Thank you

Q: Hi team
China does export some rare earth metals that are essential for alot of industries
uses
Australia is trying raise capital to develop their own rare earth metals
Are there any companies in Canada or US that one can invest in for this area?
or an ETF
thanks
Michael

Q: I would like your analysis and opinion on both companies and what your thoughts are on them as a more speculative buy. How are they situated financially and is their product something that could be in demand? I believe NEO does have a dividend.
Thank you John

Q: Do you have any suggestion for rare earth metal plays? Is it a sector with good potential? Also is cobalt an important industrial metal for batteries? Thank you.

Q: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing.It was a 24,00 US stock but now trades around $12.00 and they are reservation company for airlines, hotels. Also with Biden adm. signing of mining materials would NEO (canadian) for ev be ok.They seem to be part of of MP for rare earth minerals. For growth 1 to 2 yrs Tks 5I use as many credits needed

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: I am a holder Neo Performance and it has moved very well recently. The CEO bought in a little while ago in front of this move. What is the cause of this? Do you see it continuing?
Thanks, Doug

Q: Mp Materials, a recently listed rare earth metals company, have reported earnings. Do you see this stock, at current valuation, as a good opportunity for investing in this important commodity? Any other speculative options in rare earth space? Thanks

Q: Small company, pays a nice dividend, ree's are in the future big time, stock price has been on a run.
Why is the volume of trading so incredibly low with this company ?
Thankyou

Q: Neo has been doing very well as of late.What are your thoughts about this company and fundamental views.
Is the rise warranted in your view and would you step in here.
You have better alternatives?

Q: When you last commented on Neo Performance Materials back in late July, you noted that "revenues have been declining since 2018 which is a trend we do not like to see."

The Q2 results reported Aug. 10th show the revenue decline continuing. Despite that, the price has risen more than 25% from late July. Is this purely sector driven, or are other factors at play?

Marc.

Q: Could I have your opinion on JWEL , NEO and WFT . Are they a buy right now? ( 3 questions)