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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: Can you please give your thesis on MMX? My understanding is that it is a royalty company that will do well if prices of silver / gold go up because they will get more royalties - how does that work? Do they give money to exploration companies in exchange for royalties, and we are counting on mgmt to pick good projects given their expertise? How many properties are cash producing vs speculative?

Also, the PE ratio at ~100 seems really high, but is that the best way to be looking at it?

I'm happy with high growth, but what happens if silver/gold prices stay low for another year or two, are they in trouble?

Thank you!
Read Answer Asked by Max on February 11, 2021
Q: I had no inflation protection in my portfolio so I bought KL. Analyzing the stock my eyes saw $$. Is it just me or is there a serious price mismatch in the market with this company? I know you side with AEM but its a lot more expensive. Can you talk me out of buying more if the price keeps going down?
Read Answer Asked by David on February 10, 2021
Q: USA is currently in talks with nickel mining companies in Canada, trying to alter it's dependence on Chinese companies supplying periodic table elements to them. Do you see a Canadian company/ companies benefiting from nickel supply to the EV market that are current producers, or in early development of mining that can fill this need that are undervalued. Alternately is there a royalty company supplying nickel. Which company would you pick.
Read Answer Asked by Ric on February 09, 2021