Q: Peter; New ETF - do you have any thoughts on management-does it more assets to make it tradeable by institutions.? is it ok for retail players to? thanks.
Rod
Rod
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Orogen Royalties has been moved up quickly in the past few days. Is there a specific reason for this or is it just following the price of gold. Also could you provide a summary of Orogen's fundamentals.
Thanks.
Thanks.
Q: looking for your 2 favorite small cap gold companies for risk and growth, and i mid cap for risk and growth
dave
dave
Q: Hello Team 5i & Everyone,
I came across this article over the weekend via a Lance Roberts’ “Real Investment Advice” website’s “Daily Market Commentary” post on it Jan. 7th. The title is a bit meh, but the key detail to me I pulled from the article is that the Pentagon has elevated critical minerals to the same strategic priority tier as ammunition and fuel. The US already has access to enough oil elsewhere.
https://renegaderesources.pro/p/the-venezuelan-oil-narative-is-pure
Please share with other members if you feel it has enough truth to it.
Thank you & Happy New Year,
Sandra
I came across this article over the weekend via a Lance Roberts’ “Real Investment Advice” website’s “Daily Market Commentary” post on it Jan. 7th. The title is a bit meh, but the key detail to me I pulled from the article is that the Pentagon has elevated critical minerals to the same strategic priority tier as ammunition and fuel. The US already has access to enough oil elsewhere.
https://renegaderesources.pro/p/the-venezuelan-oil-narative-is-pure
Please share with other members if you feel it has enough truth to it.
Thank you & Happy New Year,
Sandra
Q: Let’s say you’ve done well on gold, with a combination of miner (AEM, WPM) and bullion exposure (PHYS).
You see that gold has had a “parabolic” rise as 5i mentioned in a recent response. But still believe in the story and want to retain gold exposure.
You’re comfortable with position sizing.
With where the market is today, would you do nothing (keep a roughly 50/50 miner/bullion split) or move to overweight bullion to lock in some gains (on the theory that miners are leveraged to the downside as well as upside so if gold drops the miners would drop harder)?
You see that gold has had a “parabolic” rise as 5i mentioned in a recent response. But still believe in the story and want to retain gold exposure.
You’re comfortable with position sizing.
With where the market is today, would you do nothing (keep a roughly 50/50 miner/bullion split) or move to overweight bullion to lock in some gains (on the theory that miners are leveraged to the downside as well as upside so if gold drops the miners would drop harder)?
Q: Clarification on my question on copper stocks and ETFs.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.
Q: Hello, The Sprott Physical Silver Trust quotes in USD, but when you go to buy on the TSX it converts to CAD. If you don't have a USD account, then the order execution is in CAD funds, etc. Do you foresee this as an issue, or do you only recommend this fund if buying in USD. Is there a separation with the fund for USD and CAD denominated holdings. What is your recommendation on method to buy this fund. I did buy a position already in the CAD converted option.
Q: Peter; Do you think the political risk (Trump) is already in Aris and other SA miners? Thanks.
Rod
Rod
Q: Reason for the move down today? Add more?
Q: Hi there,
Questions about the copper mine life and which countries that they are operating in. Does the share price potentially has more growth. Also, what is the positive impact on the data centers build out.
In advance, thank you for taking the time to answer my question.
Questions about the copper mine life and which countries that they are operating in. Does the share price potentially has more growth. Also, what is the positive impact on the data centers build out.
In advance, thank you for taking the time to answer my question.
Q: Hi Peter
this stock is lagging in the gold sector compared to FNV and AEM and K
I wonder is there any value in it vs risks
with the pullback in gold today, would you add to FNV and AEM and K
or start a small position? thanks
Michael
this stock is lagging in the gold sector compared to FNV and AEM and K
I wonder is there any value in it vs risks
with the pullback in gold today, would you add to FNV and AEM and K
or start a small position? thanks
Michael
Q: Hi, any thoughts on the ~20% rise in FOM over the last 2 weeks? I don't see any news to explain the rise. Thanks
Q: Happy New Year 5i Team I'm looking to add to my TFSA either SVM or LUN. As an exploration geologist I'm more concerned with the market valuations not the technical aspects of these companies. Many thanks. Rockdoc
Q: Trading in the shares of BTO lately has been very contrary to the price of gold and on some heavy volume days. It seems to go down when the price of gold goes up and it was recently a top pick by a fairly reputable mining investor. They seem to have a good relationship with the Mali gov't, but do you think this trading pattern is a warning sign of some nefarious situation only a few know about?
Q: I own the above two stocks and they are up quite a bit. They are taking a small hit lately due to new year index rebalancinng. I am a little concerned about SVM since the mine is in China and China has talked about restricting silver exports. What are your top three silver stocks at the moment and what do you think about the China risk for SVM.
Q: Can you explain why BN would be considered a peer group for gold, silver and copper companies
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Wheaton Precious Metals Corp. (WPM $180.24)
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Agnico Eagle Mines Limited (AEM $273.04)
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Capstone Copper Corp. (CS $13.86)
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Lundin Gold Inc. (LUG $119.82)
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NorthIsle Copper and Gold Inc. (NCX $3.10)
Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately
Q: Hi Peter and team,
Question about Lundin Mining. How is the copper mine life in the countries they are in and which countries they are in. The stock double in the last 4 years and does it has more room to grow due to the data center build outs. The business model, does it continue to generate cash and are they buying back stocks.
In advance, thank you for taking the time to answer my question. Greatly appreciate it.
Norwood
Question about Lundin Mining. How is the copper mine life in the countries they are in and which countries they are in. The stock double in the last 4 years and does it has more room to grow due to the data center build outs. The business model, does it continue to generate cash and are they buying back stocks.
In advance, thank you for taking the time to answer my question. Greatly appreciate it.
Norwood
Q: thoughts on Hycroft Mining Corporation (HYMC)?
Q: It seems that the most efficient gold mining companies are selling gold for about four times the cost of production. Is that already reflected in the share price?