Investment Q&A

• Vanguard Materials ETF (VAW $198.85)
  • $198.85 P/E (TTM): 23.63X Cap: $2.77B
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• State Street Materials Select Sector SPDR ETF (XLB $43.39)
  • $43.39 P/E (TTM): 27.54X Cap: $4.90B
  • View XLB Profile
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• Invesco DB Commodity Index Tracking Fund (DBC $22.99)
  • $22.99 P/E (TTM): 4.15X Cap: $1.25B
  • View DBC Profile
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Q: What do you think of these two ETFs and which do you prefer for a long term hold?Can you recommend one or two CDN materials/metals ETFs?
Can you recommend one or two US or world material/metals etfs?

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Read Answer Asked by Graeme on May 11, 2021

Q: I am interested in a copper exploaration company and I have found a Canadian company called Marimac Copper. Its main find is in Chile. This company has no revenue that I could find and will have a lot of future expenses. I am intrigued though and I am wondering what your thoughts on Mari for a long term hold. Thanks

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Read Answer Asked by Cathy on May 11, 2021

• New Found Gold Corp. (NFG $3.86)
  • $3.86 Cap: $946M
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Q: Hi Peter,

Your former coworker at Sprott has invested quite heavily in this company.
It’s had quite a run. Is it too late to buy? As always, your insight is greatly
appreciated.

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Read Answer Asked by Marc on May 10, 2021

• Corvus Gold Inc. (KOR $4.09)
  • $4.09 Cap: $519M
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Q: Hello. What do you guys make of the $20 million loan from AngloGold that includes a 90 day exclusivity period? Is a deal likely?

Thoughts on the company overall?

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Read Answer Asked by Robert on May 10, 2021

• Labrador Iron Ore Royalty Corporation (LIF $30.25)
  • $30.25 P/E (TTM): 17.43X Cap: $1.93B
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Q: Would you please provide your thoughts regarding their quarterly report from Friday. Thank you. John

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Read Answer Asked by John Orlebar on May 10, 2021

• Lundin Mining Corporation (LUN $25.61)
  • $25.61 Cap: $21.93B
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Q: Copper prices have been on a tear. What is your opinion on how long this copper market and the extended prices are likely to last? What would be your favorites in the space at this time, large, mid & small cap?
Thanks. Great to have the resource you provide to bounce ideas off.
Gary

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Read Answer Asked by Gary on May 10, 2021

• Sierra Metals Inc. (SMT $1.14)
  • $1.14 P/E (TTM): 8.0X Cap: $242M
  • View SMT Profile
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Q: I am looking for a small cap gold stock with the most potential in the future.
SMT ,Nulegacy,krr,dng
What are your thoughts and what is your thought of Atlas resources owning 52% of Sierra?Could this be a take over?are they increasing their ownership over time?Please rank the companies for me.Thanks

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Read Answer Asked by Josh on May 10, 2021

• Centerra Gold Inc. (CG $18.50)
  • $18.50 P/E (TTM): 7.99X Cap: $3.73B
  • View CG Profile
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Q: Would you buy Centerra now that the Kyrgyz Republic has threatened to take control and do you think that the reaction to it has been too much, please. Or would you stay away.

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Read Answer Asked by james on May 10, 2021

• Novo Resources Corp. (NVO $0.12)
  • $0.12 Cap: $42M
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• Mistango River Resources Inc (MIS $0.07)
  • $0.07 Cap: $11M
  • View MIS Profile
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Q: Hi Peter,

Your current opinion on these two Companies please after the latest announcements.

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Read Answer Asked by Kelly on May 10, 2021

• Black Iron Inc. (BKI $0.13)
  • $0.13 Cap: $41M
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Q: i cant seem to get much information on this stock i can only say there is strong momentum and they seem to be currently in the right type of business is there anything further that you could comment on thanks

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Read Answer Asked by terrance on May 07, 2021

• Amerigo Resources Ltd. (ARG $3.89)
  • $3.89 P/E (TTM): 22.89X Cap: $628M
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Q: Their 2nd q numbers look good and they have paid down debt. This stock seems undervalued but I would appreciate your assessment.

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Read Answer Asked by Murray on May 07, 2021

• Dynacor Group Inc. (DNG $4.84)
  • $4.84 P/E (TTM): 9.06X Cap: $202M
  • View DNG Profile
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Q: Can you comment on the company and valuation please. DNG seems to be doing very well of late and nearing expansion completion. What do you think of it? Thanks

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Read Answer Asked by Scott on May 07, 2021

• Robex Resources Inc. (RBX $4.52)
  • $4.52 Cap: $1.07B
  • View RBX Profile
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• Newport Exploration Ltd. (NWX $0.08)
  • $0.08 Cap: $8M
  • View NWX Profile
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Q: The decline of RBX to $.40 and the decline of NWX (due to reports of lower oil reserves at Beach, the firm they have a 2.5% royalty on) seem to make them ridiculously good value at first glance. Which of them is the better speculative, medium-term purchase at this time?

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Read Answer Asked by David on May 07, 2021

• Lithium Americas Corp. (LAC $7.31)
  • $7.31 Cap: $2.21B
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• Albemarle Corporation (ALB $129.29)
  • $129.29 Cap: $15.21B
  • View ALB Profile
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Q: Is there any news specific to lithium market today? LAC has taken a fairly sharp downturn after a few already down days. And ALB is also taking a bit of a hit too. I've been waiting to get into either but the sudden drop has spooked me.

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Read Answer Asked by Peter on May 06, 2021

• Purepoint Uranium Group Inc. (PTU $0.53)
  • $0.53 Cap: $41M
  • View PTU Profile
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Q: I have held onto a significant position in PTU in my TFSA (no losses claimable), for a long time awaiting or perhaps I should say hoping for a possible resurgence of value which appears to be slowly taking place. I am now in profit and would appreciate your opinion. Would you consider it a continuing hold or sell with the recent uptick in Uranium stocks.

John

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Read Answer Asked by JOHN on May 06, 2021

• Evolve Global Materials & Mining Enhanced Yield Index ETF (BASE $24.61)
  • $24.61 P/E (TTM): 17.68X Cap: $41M
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Q: Hi gang, looking into buying BASE etf. Would you buy it today? Is the dividend safe 4%? Thanks
Alnoor

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Read Answer Asked by Alnoor on May 05, 2021

• Tantalex Lithium Resources Corporation (TTX $0.02)
  • $0.02 Cap: $13M
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Q: Can I have your opinion on this company? Thanks James

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Read Answer Asked by JAMES on May 05, 2021

• Aftermath Silver Ltd. (AAG $0.96)
  • $0.96 Cap: $302M
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Q: Should I keep holding this stock. I bought it at .70. It had a good run but has fallen off the table lately. Any comments would be welcome.

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Read Answer Asked by John and Claire on May 04, 2021

• Freeport-McMoRan Inc. (FCX $44.80)
  • $44.80 P/E (TTM): 31.47X Cap: $64.61B
  • View FCX Profile
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• Franco-Nevada Corporation (FNV $280.99)
  • $280.99 P/E (TTM): 41.3X Cap: $54.16B
  • View FNV Profile
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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Q: I'm interested in adding a gold and a copper company to my holdings. Which are your faves and which might be at a good price to purchase? Thanks.

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Read Answer Asked by Ann on May 04, 2021

• Alphamin Resources Corp. (AFM $1.13)
  • $1.13 P/E (TTM): 9.12X Cap: $1.44B
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• Eloro Resources Ltd. (ELO $1.96)
  • $1.96 Cap: $186M
  • View ELO Profile
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Q: Hello,

I saw a buy signal on both of the above resource companies and see no comments on them. Can you provide your thoughts on both of them. Thanks

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Read Answer Asked by Mark on May 04, 2021