Investment Q&A

Q: Your comments on United States Antimony Corporation(UAMY)appreciated.

Q: I'm a little upset with the Fact that Newmont, after such a year in gold, has decided to only increase its dividend by 1%.

I understand that they'll need the money to probably buy Barrick american asset.

What would you think of selling part of my NEM investment to buy Barrick.

Since NEM in on the US side of my porte-feuille, what would you think of replacing this investment by Royalgold?

Thank you

Q: Koryx Copper Inc .XTSX: KRY

Your opinion on this one, buy or not?

Thank you.

Q: I have done a little bit of work on Orla Mining. It came on my radar when I saw their heaps of paydirt at the Camino Rojo mine in Zacatecas, Mexico (You can see the operation from the highway that connects Saltillo with the city of Zacatecas). That mine seems to have very low operating costs and even a partial pitwall collapse last year did not seem to hurt ORLA too much. What I didn't know is that they bought the Musselwhite Gold mine north of Thunder Bay from Newmont. Apparently Newmont wasn't interested in Musselwhite (too small for them) so there was very little capital spent at that mine. Orla saw potential at Musselwhite, bought the mine and started to invest. The processing plant at Musselwhite was running way below name plate capacity due to a lack of mined ore Orla has located more ore and has been using the mill at a much higher capacity and low and behold they are making money. To me that demonstrated a smart management team. And since Orla is now a two mine miner (with one mine in Canada and the other in Mexico) I am considering a position in ORLA. But what is your opinion of Orla and if you were to do a deeper dive on Orla what would you be looking for/at?

Q: Is gold still a buy at today's price. If so what would be your top 3 gold stocks or etfs to buy and why. Or is there a different material that you would prefer today and if so please list your top 3 stocks or etfs for them and why.
Thank you

Q: What is your opinion of yesterday's quarterly report, in comparison to other companies like AEM? Is the Ontario Government announcement that it will fast-track the Great Bear Project, which is potentially huge, significant? Or too early to tell?

Q: How do you rate Capstone after some negative company releases?

Q: Please comment on their earning. Thanks for your excellent service.

Q: I was disappointed with the reaction to the release of the year end results for B2Gold. Since I started accumulating BTO in the summer of 2024 I have some very solid gains with BTO but not nearly as good as I have had with Alamos, K92, Gmining, centera gold. alkane, and even Agnico Eagle. That is my story but more importantly this my question. Was it the 2025 results that disappointed (Because they did not look that bad to me except that the new Goose Mine is ramping up slower than projections.) or is it the guidance for 2026? I think it is the weak guidance. But one thing that a casual observer might not know about BTO is that they have been getting much lower prices for their gold because of a prepay arrangement with I believe is with Tripple Flag. BUT that prepay will be over at the end of June (please confirm that) and then BTO can get the full price for all of their gold sales for the second half of 2026. I think BTO only got about $3300 on ounce in the last quarter of 2025 while Alkane realized $5200 (perhaps that was in $AUS since I only glanced at the press release). That is a huge difference. So even if BTO produces fewer ounces in 2026, due to the Namibia mine ramping down, the profitability of BTO in the second half of 2026 may be strong due to higher realized gold prices for ALL of the ounces produced in the 2half of 2026. Am I looking at this possibility correctly or am I missing a critical piece of the financial puzzle of BTO?

Q: What’s your opinion on the results just released? Is it a decent place to park a few bucks ? Is it decent value ?

Q: Nothing in today’s earnings would improve anyone’s sense of the value of BTO. Assume advice remains to invest for gold in other companies.

Q: Could you please comment on today's earnings report for Discovery Silver? How do things look going forward? Would you still recommend DSV as a buy? If yes, what would be a fair price to start a position? Thank you to you and your team for your excellent service. Gord

Q: What are your top Canadian stock(s) if one wanted exposure to platinum?

Thanks for the great service!

Q: Any reason for the decline in Capstone while other copper producers are up.

Thanks

Dave

Q: Came across this gold company from an article in The New Money which I read occasionally! What are your thoughts on this 1.6 Billion market cap co.
Is this a possible 10 bagger down the road?
Thanx as Usual
Gary

Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions

I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks

all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up

Thanks

Michael

Q: Could you please recommend a couple of Copper ETFs going forward.

Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph

Q: Hi 5i Team.

Looking to add some exposure to Copper in my portfolio. Can you list a few of your preferred ETF's , and miners and perhaps briefly explain those choices?

Thanks.

Q: In looking at old emails/threads on 5i research I see there’s been nothing in the past year for these two companies

What are your thoughts with these two companies with the recent gold prices and holdings for the next year?