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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: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!
Read Answer Asked by Saeed on May 04, 2021
Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill
Read Answer Asked by Bill on May 03, 2021
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!
Read Answer Asked by Martin on May 03, 2021
Q: Hi 5i,

I have some Hycroft Mining Holding Equity Warrants that Expire Oct 22, 2022 which ended up in my RRSP account after the meltdown of Allied Nevada Gold that was bought by my no-longer financial advisor. They have started to catch the attention of the CRA as I have received a letter from my bank about non-qualifying investments held in my registered account. From looking at my account transaction history they seemed to have been surrendered due to a name change in September of last year which must have started the problem. Nothing has been said about them previously.
Is there any use in hanging onto these by transferring them to my cash account or should I just sell them to eliminate the position and the problem. The previous warrants had a strike price of $8.50 if I remember correctly which I don't think I have a hope of seeing in my lifetime.

Thanks for your help.

Dave
Read Answer Asked by Dave on April 28, 2021
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