Investment Q&A

• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
  • View SSL Profile
  • View Questions on SSL
• Maverix Metals Inc. (MMX)
  • P/E (TTM): 51.78X
  • View MMX Profile
  • View Questions on MMX

Q: Which co would you prefer as a way to buy gold at this time. Thanks

Upvote 0

Read Answer Asked by george on November 07, 2022

• Yamana Gold Inc. (YRI $7.89)
  • View YRI Profile
  • View Questions on YRI

Q: Hi,

Can you comment on Yamana Gold's latest earning and the new acquisition offer? Is it OK to hold and waiting for possible further actions from GFI?

Upvote 0

Read Answer Asked by Adam on November 04, 2022

• Equinox Gold Corp. (EQX $20.53)
  • $20.53 P/E (TTM): 58.12X Cap: $15.45B
  • View EQX Profile
  • View Questions on EQX

Q: does it pay to hold eqx after bad eps ?

Upvote 0

Read Answer Asked by philip on November 04, 2022

• Franco-Nevada Corporation (FNV $320.34)
  • $320.34 P/E (TTM): 38.52X Cap: $61.46B
  • View FNV Profile
  • View Questions on FNV
• Agnico Eagle Mines Limited (AEM $264.66)
  • $264.66 P/E (TTM): 19.81X Cap: $129.61B
  • View AEM Profile
  • View Questions on AEM
• Maverix Metals Inc. (MMX)
  • P/E (TTM): 51.78X
  • View MMX Profile
  • View Questions on MMX

Q: Can you suggest some Canada/USA industrial metals/minerals companies and/or royalty companiesworth a closer look?

Thanks
Peter

Upvote 0

Read Answer Asked by Peter on November 04, 2022

• Wheaton Precious Metals Corp. (WPM $187.78)
  • $187.78 P/E (TTM): 38.07X Cap: $83.28B
  • View WPM Profile
  • View Questions on WPM
• Royal Gold Inc. (RGLD $242.62)
  • $242.62 P/E (TTM): 33.17X Cap: $20.09B
  • View RGLD Profile
  • View Questions on RGLD

Q: Can you suggest a safe proxy for WPM to do some tax loss selling? I already have a full position in FNV. I would prefer to stay with a streamer to avoid miner risk. Geographic risk also seems to be a concern with current geopolitical flux.

Thanks

Upvote 1

Read Answer Asked by Benjamin on November 04, 2022

• Aris Mining Corporation (ARIS $27.76)
  • $27.76 P/E (TTM): 115.25X Cap: $5.31B
  • View ARIS Profile
  • View Questions on ARIS

Q: What is your opinion of Aris Mining Corp. It has 50 per cent eps growth, 4.3 earnings per share multiple and pays 5.9 per cent dividend. Your analysis please.

Upvote 0

Read Answer Asked by Ian on November 03, 2022

• Ero Copper Corp. (ERO $39.12)
  • $39.12 P/E (TTM): 10.0X Cap: $3.85B
  • View ERO Profile
  • View Questions on ERO

Q: Your thoughts on ERO's Q3/22 results, please, including the ongoing strength of their balance sheet.

Thanks!
Tom

Upvote 0

Read Answer Asked by Tom on November 03, 2022

• Wesdome Gold Mines Ltd. (WDO $27.79)
  • $27.79 P/E (TTM): 10.29X Cap: $3.82B
  • View WDO Profile
  • View Questions on WDO
• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X
  • View KRR Profile
  • View Questions on KRR

Q: Please comments on Krr and Wdo, hold or sell? Thanks

Upvote 0

Read Answer Asked by Hue on November 02, 2022

• Tamarack Valley Energy Ltd. (TVE $11.85)
  • $11.85 Cap: $5.84B
  • View TVE Profile
  • View Questions on TVE
• Champion Iron Limited Ordinary Shares (CIA $4.92)
  • $4.92 P/E (TTM): 13.52X Cap: $2.63B
  • View CIA Profile
  • View Questions on CIA

Q: Could I have your comments on the latest results of both TVE & CIA? Take two questions off since I've asked about two companies.
Thanks, Dave

Upvote 0

Read Answer Asked by Dave on November 01, 2022

• Solaris Resources Inc. (SLS $14.33)
  • $14.33 Cap: $2.31B
  • View SLS Profile
  • View Questions on SLS

Q: Given the prospects for this co could I have your update please

Upvote 0

Read Answer Asked by Mike on October 31, 2022

• Lundin Mining Corporation (LUN $37.86)
  • $37.86 Cap: $31.05B
  • View LUN Profile
  • View Questions on LUN

Q: I would appreciate your analysis of Lundin Mining’s quarterly results. Market seems to like the results. Also is Lundin a long term hold in the copper market? Pays a nice dividend.

Thanks

Dave.

Upvote 0

Read Answer Asked by David on October 31, 2022

• Nevada Copper Corp. (NCU $0.03)
  • View NCU Profile
  • View Questions on NCU

Q: Can you provide your latest assessment of this company and the most recent restart financing. Is this a boom or bust company? How do you like from a risk/reward perspective with its future potential?

Upvote 0

Read Answer Asked by Chris on October 31, 2022

• Royal Helium Ltd. (RHC)
  • Cap: $7M
  • View RHC Profile
  • View Questions on RHC
• Avanti Helium Corp. (AVN $0.47)
  • $0.47 Cap: $61M
  • View AVN Profile
  • View Questions on AVN
• Air Products and Chemicals Inc. (APD $293.89)
  • $293.89 Cap: $66.84B
  • View APD Profile
  • View Questions on APD
• Linde plc (LIN $496.54)
  • $496.54 P/E (TTM): 34.27X Cap: $232.16B
  • View LIN Profile
  • View Questions on LIN
• Desert Mountain Energy Corp. (DME $0.35)
  • $0.35 Cap: $34M
  • View DME Profile
  • View Questions on DME

Q: Can I get your views on hellium mining. What do you think of it as an investment?

Upvote 0

Read Answer Asked by Helen on October 31, 2022

• Foran Mining Corporation (FOM $5.44)
  • $5.44 Cap: $2.91B
  • View FOM Profile
  • View Questions on FOM

Q: Any thoughts on this company?

Upvote 0

Read Answer Asked by Brian on October 29, 2022

• Lundin Mining Corporation (LUN $37.86)
  • $37.86 Cap: $31.05B
  • View LUN Profile
  • View Questions on LUN
• Agnico Eagle Mines Limited (AEM $264.66)
  • $264.66 P/E (TTM): 19.81X Cap: $129.61B
  • View AEM Profile
  • View Questions on AEM

Q: Hi Peter and 5i Team
Have held AEM for several years in a LIF. Share price is down about 35%. I am looking at LUN as an alternative with a higher dividend and possibly better growth. Gold or copper? Could I get your opinion for a long term hold. Thanks

Upvote 0

Read Answer Asked by Gary on October 28, 2022

• Guanajuato Silver Company Ltd. (GSVR $0.66)
  • $0.66 Cap: $424M
  • View GSVR Profile
  • View Questions on GSVR

Q: Hi Folks,

Knowing this is higher risk company, could you give me your thoughts on the fundamentals of this company? Management, debt, revenue, cash, insider ownership? (If all these are known)

Do you see this as a compelling buy or would you stay away?

Many thanks for your sage counsel in times like these.

Upvote 0

Read Answer Asked by Wes on October 27, 2022

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
  • View CXB Profile
  • View Questions on CXB

Q: hi folks:

what's your take on the risk increase given the USA's sanctions?

any comments are appreciated

thanks

Upvote 0

Read Answer Asked by Robert on October 26, 2022

• Freeport-McMoRan Inc. (FCX $62.20)
  • $62.20 P/E (TTM): 37.95X Cap: $87.53B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $37.86)
  • $37.86 Cap: $31.05B
  • View LUN Profile
  • View Questions on LUN

Q: What would be your top 2 pure copper stocks.
Thanks
Bill

Upvote 0

Read Answer Asked by bill on October 24, 2022

• Neo Performance Materials Inc. (NEO $28.39)
  • $28.39 Cap: $1.21B
  • View NEO Profile
  • View Questions on NEO

Q: HI guys
In regard to NEO Performance metals has there been any news to justify why its share price has slipped so much? Would you agree that at these levels it is fairly compelling value?

Thanks

Stuart

Upvote 0

Read Answer Asked by Stuart on October 20, 2022

• Cameco Corporation (CCO $166.73)
  • $166.73 P/E (TTM): 173.6X Cap: $73.49B
  • View CCO Profile
  • View Questions on CCO
• Sprott Physical Uranium Trust (U.UN $27.84)
  • $27.84 P/E (TTM): 2.53X Cap: $6.44B
  • View U.UN Profile
  • View Questions on U.UN

Q: Hi - do you have an opinion on investing in the Uranium market with the potential globally for increased nuclear power generation? If a positive view, do you prefer owning CCO or Sprott for exposure...and is it worthwhile to start building a position now? Thanks as always.

Upvote 0

Read Answer Asked by Doug on October 19, 2022