Investment Q&A

Q: Rio Tinto has offered $40 to buy the remainder of the company that they don't already hold, while the market price seems to be holding just above $37 (as I write this), almost a 10% difference. If TRQ rejects this offer, do you think Rio will up their offer for a second time, make a hostile bid, or just walk away? I know very little about the mining industry, and am mainly looking at the numbers - would you buy some TRQ hoping for a capital gain, or just stay away?
Thank-you

Q: Can you give us your take on this company? Is it a reasonable longer term hold or is now a good time to sell?

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Q: I have been watching Turquoise Hill for the few months and it seems to have made good progress in resolving past issues centered around financing. Based on the following factors, how would you rate TRQ as an investment in 2021? Are there other plays you would rate higher for potential returns with less risk?

* Rio Tinto has signed an agreement with Turquoise Hill Resources (TRQ) on an updated financing plan for the $2.3bn underground development of the Oyu Tolgoi copper-gold mine in Mongolia - supposedly the world’s largest new copper-gold mine.
* Their CFO has just been appointed as the new CFO with deep experience in the mines' financing. As a 34% stake holder, the Mongolian government's stake represents an important revenue generator to the Mongolian economy.
* After covid delays, shipping has resumed to China.
* Cooper and gold grades have been upgraded.

Thank you!

Q: this stock seems to have gained some recent momentum can you give me your opinion going forward?

Q: can you please name a good copper etc and some companies thanks

Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.
Thanks
Klaus

Q: What is your latest view/thots/information on TRQ? Share price is declining but it appears to continue to be a profitable mining company.
Thanks

Q: Could you please list your favorite 3 names in Copper and the investment thesis for these companies? Please also share your take on Copper in the next 12 months?

FJ

Q: Hi Peter,

Please list 5-6 mining stocks (other than gold) for growth. I own TV and TECK.B at 2% weighting each. Medium to high risk, short and long term.

Thanks.

Q: I AM PURCHASING A FULL POSITION IN GOLD, A LITTLE AGGRESSIVE, HOW WOULD YOU RATE THESE STOCKS AND WHY OR YOUR BEST ALTERNATIVE.
THANKS WAYNE

Q: I think I see an opportunity in material and mining stocks.
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle

Q: It's been a while since you've been asked to comment on this company. What does it look like overall to you ? How about it's debt level ?

Q: Your thoughts on TRQ rights offering and what do you think of this company going forward 1 to 3 years. Are the rights worth exercising for anyone having shares. Thank You

Q: Hi Peter,
Is TRQ a buy, hold or sell?
Thanks,
Henry