Investment Q&A

Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?

Q: Can you please comment on Taseko's recent quarter. Copper price volatility notwithstanding, do you see further upside for the share price? Thanks.

Q: Hi guys

I have had a 1% position in NEO for quite a while. It is has recovered a lot this last year but it is just above where it was back in 2018. With all the talk of a expanding onshore production of keep compounds/components, the shortage of rare earth minerals and the future with renewable energy I would have thought NEO would have performed even better. What do you see in NEO's future e.g. is the business unique and scaleable? do you see the company as having margin & pricing power going forward (or is it like any other commodity play), do you see it as a company that has a good runway ahead of itself and thus can increase it's market cap? Finally in terms of increasing my position, do you see it as fully valued at 19.29, or do you see value at this level and might add to it up to 2% weight?

Much thanks

Stuart

Q: What are your thoughts on this company? I assume speculative until they prove their extraction process? Does it ever make sense to take on this type of a risk for this type of investment. Thanks.

Q: EFR just reported their earnings, how was it? any upside left in share price?

TWLO is keeping going down, buy more, hold or sell?

As always many thanks!

Q: Have you an opinion on Lomiko?

Q: Could you give me your opinion on Centrus Energy, LEU.NYSE, a smaller uranium play that seems to be doing rather well, if you can believe the share price.

Thanks

Q: RUS has had a nice run. Do you see much upside from here? (3 -5 year horizon)

Q: There is a lot of talk about copper as a fundamental commodity for electrification and cobalt being critical for batteries. These I believe are often mined together. Do you see opportunity for investment based on these theses despite of recent price appreciations and which company would you recommend giving preference to Canadian companies.
Thank you for your great service, Peter

Q: Good afternoon,

Would you buy on the pullback caused by the delay's do to the environmental approvals?

Thank you.

Q: I am looking for a copper play. What happened to NCU? Is the drop in SP due more to issues with the company or the drop in commodity price? Would this be a worthwhile company to add although maybe riskier?

Q: What are your thoughts on the latest drilling results? For a long term high risk tolerance investor. What do you think about the future for CNC. Do you have a better suggestion for someone wanting exposure to ethical nickle ?

Q: What are your thoughts on the above two companies comoaired to their peers?

I own eqx and someone told me about SKE because of its supposed quality and cost production. But if I'm not mistaken it's just one mine? Do you happen to know how much gold they actually have to mine, mining life?

Thanks for the great service. If you have better recommendations please list them. I'm a long term holder and high risk tolerance.

Q: Hi 5i,
I know you haven’t been big fans of BLDP and neither have I. I don’t know if it ever made any money. However, in the past few weeks it has announced a couple of development partnerships and a fuel cell deal to power a Talgo passenger train in Spain on a trial next year with expected commercialization in 2023. Is it too early to climb aboard? The stock price seems to be gaining a bit of traction lately as well.
Thanks again.
Dave

Q: Given todays pull back on earnings, would you see this as a good entry point into CCO?

Thanks

Mike

Q: Can you please comment on Lundin Mining's recent quarter. Would you be comfortable starting a position at the current share price?

Thanks.

Q: Can you please comment on Agnico-Eagle's recent quarter. Would you be comfortable starting a position at the current share price?

Thanks.

Q: Hello,

Can you please provide your feedback on the most recent drill results.

Thanks

Q: Hey. What do you think of the recently announced SBSW copper/nickel mine purchases? How does it change their exposure in terms of their metals percentages?

Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated