Investment Q&A

Q: It seems you are quite bullish on this mid-cap gold producer. Is this because Eric Sprott has made an investment or are the fundamentals good as well? I can never quite understand gold producers and how they compare to each other.

Can you comment on the transaction today to sell its take in a nickel mine? Also, is the share consolidation the same as a reverse-split?

Q: The market doesn't seem to like today's announcement. Do you have any concerns with the move?

Q: Hi 5i,

My original Q was a a two parter : "Also would appreciate your top 5, shotgun approach, for a basket of gold stocks."

Thx

Q: Hi there, thanks for the update and information on KRR. Also, good to see that KRR was 'indirectly' owned in the growth portfolio through MMX, royalty with KRR, which just got paid out US18M.
I forgot to ask, who is the institutional investor that invested in KRR? Can you help assist in finding out who that might be? Are there any other institutional investors involved with KRR?
Also, do you believe the high profile drilling areas were strategically left to be drilled after settling past royalty arrangements on Higginsville/Beta Hunt?
Seems as though management and the Board have set things up really well here for future growth, and much higher gold production!
Are there any Falconbridge/Inco folks still left on the KRR Board?
Thanks for the help, much appreciated!
Thanks!

Q: Hi 5i,

Could you elaborate on your response to Hussein's question today on KRR: "We do own MMX, and interestingly it was just shut out of this KRR financing."

Also would appreciate your top 5, shotgun approach, for a basket of gold stocks.

Thx,
Chris M.

Q: I wonder what your opinion on this small cap gold producer is WRT peers? I don't see any mention of it , anywhere. All the numbers seem to be moving in the right direction, but am I missing something? I realize it is higher risk, but should it not be seeing more upside given the run up in gold recently? Are there better small cap gold producer options?

Q: Hi there, looks like Eric Sprott is boosting his stake in KRR (formerly RNX), any further thoughts?
Peter, you were involved with Eric Sprott and know him quite well, can you provide any thinking that goes on with his methodology when it comes to investing even more money in a small cap (producing mines) gold company as he just did with KRR?
Can you please confirm if this is the highest he's paid for KRR/RNX shares?
I believe KRR is setting itself up really nicely, with tailwinds helping it start a new run in share price, again! your thoughts would be appreciated?
Just curious, what would KRR need to do (check off list if possible) in order for you to ever consider this small cap gold stock to be included in the 5i Growth Portfolio? Gold seems to be finally proving itself, as an investment, now that its holding above $1800, with possible new all time highs.
Any additional metrics, ratios or analysis for KRR would be greatly appreciated, thanks.
Thanks!

Q: What would be your top 5 gold picks, mid cap or small cap?

Thanks