Q: Greetings and thanks for all that you do in helping retail investors.
3 or more questions here so deduct as many credits as needed.
What would 5i think of CMX? Looks like they have interest in a nickel operation as well as copper and gold. This came on my radar as a member of a group I share ideas with saw it possibly in a financial post article. All the same I would appreciate your opinion on CMX for a small speculative battery material/commodity play. What to be careful of and what to be hopeful for. Risks ect.
Also while we are on the topic of battery materials I would be interested in 5is general opinion of the sector? I have seen various sources stating battery materials are in short supply and are expected to be a major issue as we move to greater adoption of E-VEHICLEs. Further, what companies do you like for battery materials?
Lastly, I currently hold a 1.75% position in NOU which I think should do ok but would like 5i honest opinion here as well. Ill be hanging on to this for 3-5 years all the same.