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Investment Q&A

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

Q: Good day,

I bought in to this a month ago and have been building up to a full position on down days. Given the protracted Iran conflict, would you pause for some time before adding up to a full position? Initial buys are down 12-20%.

Thanks for everything,

James
Read Answer Asked by James on March 20, 2026
Q: I have started a small position in Gogold GGD. My research showed that the CEO behind Gogold has built and sold 4 precious metal mines in Mexico over the past few decades. So GGD is not his first rodeo and he, together with some of his team, have the knowledge to build smaller mines in Mexico. GGD currently has an operation in Parral, Chihuahua, Mexico which is successfully processing tailings of historic mines. The modest profits from the Parral mine not only can cover all of the G & A costs of GGD but they should be able to add to the GGD capital (This operation is projected to produce 2 million SEO this year with production costs around $20, so using a low silver price of $60 GGD can net out $80 million this year from a very modest tailings processing operation). The growth project is the "los Ricos South" mine in the state of Jalisco (about 90 minutes from Guadalajara). GGD did a share offering late last fall and now GGD is sitting on about $150 million of capital (Appreciated if you can confirm that?) The los ricos mine only needs $225 ish to get built and the experienced management team is confident they can use reasonably priced debt to finance the remaining mine building capital that will be required. GGD has contracted low cost, hydro power for that mine and they have the transmision line access engineered. So GGD apparently has good rock, good financing, some infrastructure and good management BUT they still don't have the permit to build Los Ricos. Analysts say that if/when the permit is issued the stock should rocket upwards. No permit and the stock will languish BUT at least GGD's small tailings processing plant can generate enough cash to cover G & A plus add to the capital accumulation. I like the risk versus potential reward for GGD and therefore I started a position. Am I missing something in this story? I am currently in Mexico and I am well aware of Vizla's tragedy up in Sinaloa. I see that as an extreme, but isolated event. But again, is there something else I should think about if I want to hold, or add to my GGD postion?
Read Answer Asked by Paul on March 19, 2026
Q: 3 questions about precious metals stocks.

With most gold/silver stocks now down roughly 20% - 25% from recent highs, do you think this is an opportunity to add to the sector if underweight, or is the sector rolling over and starting a downward trend?

Which do you think gold will hit next, $4,000 or $6,000?

If gold stays at around $5,000 and silver at around $80 for a long time are precious metals stocks cheap, expensive or reasonably valued at their current stock prices?

Read Answer Asked by Dan on March 19, 2026
Q: I would like your top 3-5 plays in the uranium-related space in both Canada and in the US, including small and large cap companies. A brief comment supporting your choices would be appreciated. Thanks.
Read Answer Asked by Dona on March 16, 2026
Q: Hi 5i, looking to diversify a small portion of my portfolio into copper. Can you please provide your favourite companies or ETF’s and do you think this makes sense?
Thanks
Read Answer Asked by Marco on March 13, 2026
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