skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i Team - Could you comment on the takeover of Orogen by Triple Flag Precious Metals. Orogen shareholders will receive part cash, part shares in TFPM, and shares in a new company, Orogen Spinco.

What is your assessment of Triple Flag Precious Metals.

I am a shareholder of Orogen and am debating whether to sell at the increased market price, or hold on until the arrangement goes through and then re-asses. At this point the deal looks pretty good for Orogen shareholders. Would you agree with this.
Thanks.
Read Answer Asked by Rob on April 22, 2025
Q: Please rank these royalty companies in order of preference disregarding the market cap. Thanks.
Read Answer Asked by Marco on April 03, 2024
Q: I hold two small positions, which combine to about 2.5%, in New Gold Mining and Triple Flag Precious Metals. I am considering a switch to Lilly Pharmaceuticals. At the moment, my exposure to the materials and health care sectors are about 5% each: this would change my weighting to 2.5% materials and 7.5% health care.

My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?
Read Answer Asked by Domenic on March 15, 2024
Q: After acquiring MMX last year what is the earnings growth outlook for TFPM? They seem to have a lot of non-producing streams/royalties, how many of these projects are expected to be producing assets in the next decade? Would 5i consider it a buy at current price levels or would you prefer a more senior royalty play like FNV?
Read Answer Asked by Marco on November 20, 2023
Q: Currently reviewing my precious metals exposure. In my royalty companies I have a full position in FNV and MMX. Would you hold MMX with the pending purchase by TFPM or would you sell and buy WPM at this time? In my gold miners, I have half positions in VGCX and NEM (position resulted from the Goldcorp merger), should either be sold and if so, would you purchase AEM? Any further thoughts on the precious metals exposure would be appreciated.
Read Answer Asked by eric on December 09, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!