Investment Q&A

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
  • View MMX Profile
  • View Questions on MMX

Q: Please tell me what your take is on MMX,its acting very strange.Why is this stock so erratic.
Any news about their results and findings?
Is Sprott still in the game ,are the buying or selling shares lately?
Where do you see this stock in the future?

Upvote 0

Read Answer Asked by Josh on March 25, 2021

• Denison Mines Corp. (DML $4.10)
  • $4.10 Cap: $3.67B
  • View DML Profile
  • View Questions on DML

Q: What are you thoughts on Denison Mines? I own some and am wondering if I should hold, sell or maybe even buy more? What is the financial situation of the company and future prospect?
Thank you

Upvote 0

Read Answer Asked by Edward on March 25, 2021

• Hudbay Minerals Inc. (HBM $22.99)
  • $22.99 P/E (TTM): 23.68X Cap: $9.09B
  • View HBM Profile
  • View Questions on HBM

Q: What's your outlook for this company. The average price for 11 analyst's is $11.49 on TD web broker over the next year. The price today is $7.83.
I have a small amount invested and wondering if this is the right time to add more? Thanks

Upvote 0

Read Answer Asked by Homer on March 25, 2021

• Great Panther Mining Limited (GPR $1.09)
  • $1.09 Cap: $51M
  • View GPR Profile
  • View Questions on GPR

Q: Gpr had a good 2020. They have issued higher costs in 2021 in the the first half. The cfo has left recently. Do things look ok here? Or Would you get out? The sector has been weak and so has Gpr.

Upvote 0

Read Answer Asked by sean on March 25, 2021

• Neo Performance Materials Inc. (NEO $19.66)
  • $19.66 Cap: $818M
  • View NEO Profile
  • View Questions on NEO
• MP Materials Corp. (MP $80.79)
  • $80.79 Cap: $14.30B
  • View MP Profile
  • View Questions on MP

Q: Hello Peter,
What is your view on the earnings for both MP materials and neo performance in the rare earth space? Also, why did MP materials take such a big hit today (more than 15 percent). Is it a good time to add to MP as this might be short lived? Thanks very much.

Upvote 0

Read Answer Asked by umedali on March 24, 2021

• Neo Performance Materials Inc. (NEO $19.66)
  • $19.66 Cap: $818M
  • View NEO Profile
  • View Questions on NEO
• MP Materials Corp. (MP $80.79)
  • $80.79 Cap: $14.30B
  • View MP Profile
  • View Questions on MP

Q: Hello 5i
It appears to me the big drop in the price of MP Materials today is related to some inside selling at a price of $35.00. Do you see this as a good time to initiate a position?
Also do you prefer NEO or MP?
Thank you so much!
Dave

Upvote 0

Read Answer Asked by Dave on March 24, 2021

• Champion Iron Limited Ordinary Shares (CIA $4.25)
  • $4.25 P/E (TTM): 26.33X Cap: $2.26B
  • View CIA Profile
  • View Questions on CIA

Q: Can the recente dip on CIA maybe caused my the BAPE decision related to the Lac Bloom?

https://www.journaldequebec.com/2021/03/05/le-bape-recommande-le-rejet-du-projet-de-la-mine-du-lac-bloom

Upvote 0

Read Answer Asked by Francois on March 24, 2021

• Champion Iron Limited Ordinary Shares (CIA $4.25)
  • $4.25 P/E (TTM): 26.33X Cap: $2.26B
  • View CIA Profile
  • View Questions on CIA

Q: I see that Champion Iron has dropped about 15% since Thursday of last week.
- I have not been able to find any news to explain the sudden drop
Would you buy more on the dip, hold or ??

Thanks in advance

Upvote 0

Read Answer Asked by michael on March 23, 2021

• Freeport-McMoRan Inc. (FCX $41.18)
  • $41.18 P/E (TTM): 31.35X Cap: $59.12B
  • View FCX Profile
  • View Questions on FCX
• Albemarle Corporation (ALB $92.74)
  • $92.74 Cap: $10.91B
  • View ALB Profile
  • View Questions on ALB
• BHP Group Ltd. (BHP $55.59)
  • $55.59 P/E (TTM): 15.94X Cap: $144.28B
  • View BHP Profile
  • View Questions on BHP

Q: In view of the demand for nickle and cobalt for EV s, can you recommend a number of mining stocks worth considering. Aside from Vale, the companies should be actually producing, not in the exploratory stage, with growiong production and profitability. Thanks

Upvote 0

Read Answer Asked by mitchell on March 23, 2021

• American Creek Resources Ltd. (AMK $0.16)
  • $0.16 Cap: $73M
  • View AMK Profile
  • View Questions on AMK

Q: Almost a year has past since you last commented on this company. They have reported good drill results on their JV with Tudor Gold. Has your opinion changed at all? Is it worth a small bet or would you prefer investing in Tudor Gold as a play on Treaty Creek?

DON

Upvote 0

Read Answer Asked by Donald on March 23, 2021

• Royal Canadian Mint - Canadian Silver Reserves Exchange-Traded Receipts (MNS.U $29.88)
  • $29.88 Cap: $1.82B
  • View MNS.U Profile
  • View Questions on MNS.U
• Royal Canadian Mint - Canadian Silver Reserves Exchange-Traded Receipts (MNS $42.10)
  • $42.10 Cap: $2.58B
  • View MNS Profile
  • View Questions on MNS
• Sprott Physical Silver Trust (PSLV $24.15)
  • $24.15 Cap: $12B
  • View PSLV Profile
  • View Questions on PSLV

Q: What is the difference between these mint receipts and the sprott product? Does one have an advantage over the other? Since I already own PHYS from sprott for gold would it be better for me to own one of mint producrs for silver as better diversification? Finally, what is the difference between MNS and MNS.U?

Upvote 0

Read Answer Asked by Carla on March 23, 2021

• Neo Performance Materials Inc. (NEO $19.66)
  • $19.66 Cap: $818M
  • View NEO Profile
  • View Questions on NEO

Q: Could I get your opinion on why NEO started out very positive on the earnings this morning and then went very negative? Am I missing something.
What’s your analysis of the company?
Thanks for hopefully clearing this up for me.
John

Upvote 0

Read Answer Asked by John on March 23, 2021

• Cameco Corporation (CCO $121.31)
  • $121.31 P/E (TTM): 104.11X Cap: $52.80B
  • View CCO Profile
  • View Questions on CCO
• Sherritt Power Corporation (U)
  • P/E (TTM): -4.5X Cap: $768M
  • View U Profile
  • View Questions on U

Q: What is your advice on the Uranium space - Uranium Participation, and particular stock?

Upvote 0

Read Answer Asked by James on March 22, 2021

• Solaris Resources Inc. (SLS $7.58)
  • $7.58 Cap: $1.25B
  • View SLS Profile
  • View Questions on SLS

Q: Do recent results for Solaris indicate that there may actually be a mine?

Upvote 0

Read Answer Asked by maurice on March 22, 2021

• Sprott Physical Silver Trust (PSLV $24.15)
  • $24.15 Cap: $12B
  • View PSLV Profile
  • View Questions on PSLV

Q: Yesterday, I asked you for recommendations in the silver space and you suggested two silver miners. Does that mean you don't think something like PSLV is a good investment?

Upvote 0

Read Answer Asked by Carla on March 20, 2021

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
  • View KRR Profile
  • View Questions on KRR

Q: What did you think of their results? They seem pretty good to me and they do expect 2021 to have better metrics. Like junior oil and gas companies, my skill-set in miners is low so your opinion matters very much to me. Thanks.

Upvote 0

Read Answer Asked by Murray on March 19, 2021

• Rock Tech Lithium Inc. (RCK $0.86)
  • $0.86 Cap: $98M
  • View RCK Profile
  • View Questions on RCK

Q: Please provide you thoughts on Rock Tech Lithium.
Thanks,
Doug

Upvote 0

Read Answer Asked by Douglas on March 19, 2021

• Pan American Silver Corp. (PAAS $53.87)
  • $53.87 P/E (TTM): 29.06X Cap: $19.48B
  • View PAAS Profile
  • View Questions on PAAS
• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
  • View MAG Profile
  • View Questions on MAG

Q: What do you recommend for adding silver to a portfolio?

Upvote 0

Read Answer Asked by Carla on March 19, 2021

• Largo Inc. (LGO $1.80)
  • $1.80 Cap: $115M
  • View LGO Profile
  • View Questions on LGO

Q: Hi 5i gang,

Pls provide comments on Largo's results for 2020 and forecast for 2021, and the announcement of the appointment of Mr. Ian Robertson (former founder and CEO of AQN) to its Board of Directors.

Thx

Upvote 0

Read Answer Asked by Christopher on March 19, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE $11.10)
  • $11.10 P/E (TTM): 7.72X Cap: $47.38B
  • View VALE Profile
  • View Questions on VALE

Q: Hello again your thoughts on Vale S.A.
Thanks

Upvote 0

Read Answer Asked by George on March 19, 2021