Q: Hello 5i Team,
I have a small 1/4 position in DSV. What are your thoughts on DSV going forward? Should i bring it up to a full position?
Thank you,
Brent
Q: For what reasons is BCM being given a much lower market value than these other two with comparably-sized undeveloped primary silver deposits? Thanks.
Q: USA America Gold and Silver VS DSV Silver Corp Discovery .Which of the two would have greater potential growth and long term investment return 3-5 year hold.
Q: Hi, I'd like to add more gold/silver to my mix. I currently own THX, AUGO, and DSV. I am now considering adding APM and TDG. Before i do that, are there any other growth oriented precious metals that i should consider instead (dividends are optional bonus) ? thank you very much !
Q: Can you please comment on earnings yesterday for DSV ? Looks very strong and they are cleaning things up operationally at Porcupine.
The market liked the news.
thanks
Q: Can I get your thoughts on Capstone please? Seems to keep dropping and now with talk of tariffs and maybe smaller AI infrastructure, it’s not looking great. Would you still hold here? If not, do you have another recommendation for materials sector? CAD or US? My only other one in this sector is Agnico Eagle.
Q: While I understand 5i prefers questions about companies with a market cap of $1 billion plus, this is a general question more about open-pit mining in Mexico than it is company specific. Two years ago I bought DSV shares for many reasons, not least of which were the involvement of Eric Sprott and the selection of Tony Makuch as CEO. This past summer I was shaken out of my position in DSV when I learned that the new govt was hoping to change the constitution in order to ban open-pit mining. However, apparently they do not have the numbers in the Senate to pass the legislation. DSV's Cordero project is planned to be open-pit. I realize you can't speak to my personal situation, but are investors wise to stay on the sidelines regarding development stage projects in Mexico given the new govt's legislative push or do you believe that nothing will really change? Btw, if you have any information regarding whether or not DSV will be allowed to build the intended open-pit mine, it would be greatly appreciated.
Q: Hi have these microcap companies in low portfolio weighting speculative account. PNRL and TLO since I think nickel will be in demand for EV batteries, and DSV as an silver developer.
Any opinion on viability of the 3 companies? Tempted to cut them loose but not in taxable account, so just looking at opportunity cost. Do you think any/all of these 3 survive for a hopefully better market for metals?
Q: Hi 5i,
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?
Q: I've recently moved 10% of my portfolio into gold/silver miners HL FVI CXB DSV FVL
What's your top five high/medium risk junior miners as I'm not opposed to switching? I'm thinking high grade deposits are most attractive since they will be scooped up first by the majors.