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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: Hi 5i, if you could explain what it means the following: I own PAAS, and I also have this stock (PAASF):

Description: RTS PAN AMERN SILVER CORP EXP 2/22/2029 CNTNGNT VALU RT
Symbol: PAASF
Quantity: 4,086
Average Cost: 0.0000 USD
Market Price: 0.00 USD
Book Value: 0.00
Market Value: 0.00
Change $: 0.00
Change %: 0.00

I used to own Rio Alto which was merged with Tahoe, and Tahoe was bought by PAAS, Does PAASF had any value? when I try to trade it shows up at $ 0.60.

Thanks
Read Answer Asked by Fernando on June 18, 2020
Q: Hi 5i Team,

I've held B2 Gold for a long time (like 10 or 12 years) and I am sitting on a 110% gain. It's 1.3% of my total equity portfolio and precious metals and PM equities are about 14% of my total investments today. I'm considering selling my BTO and shifting that over to an existing 2.3% position in FNV that I've also held for a long time to bring that up to 3.6%. I'm also wondering if I should continue to diversify into other possible big gainers like WDO or if I should move this money into other names I already own. I'm curious what you think the best move here is?

For information purposes, my Precious Metals positions include:
- 2.65% AEM (held for years)
- 2.4% PHYS (held for years)
- 2.3% FNV (held for years)
- 1.3% BTO (held for years)
- 1.2% KL (held for years)
- 1.1% FVL (added last Thursday)
- 0.9% WM
- 1.0% MAG
- 1.0% SIL

I'm bullish on precious metals and stocks given the monetization of basically everything and therefore have let this part of the portfolio run past the 10% weighting Iimit I used to have but I'm thinking that this sector should probably not be more than 15% of the portfolio and definitely not 20% of the portfolio.
Read Answer Asked by Marc on June 18, 2020
Q: Last november I bought a small position (1%) in Tudor Gold as a more speculative complement to a 4% position in KL. I find their assets in the Golden Triangle, BC quite interesting.
KL didn't move much, but TUD more than tripled with the very strong run last week and with quite good volumes as well.
So now I have a total 7.5% gold miner/explorer position. Do you think it's too high in a balanced portfolio?
Do you have an idea what's going on with Tudor? Do you think it would be time to take some profits or letting it grow to 5% is also reasonable?

Thank you,
Read Answer Asked by Julien on June 16, 2020
Q: Hey Gents,

Hope you're doing well. Just want to get your opinion on this company as a play in the mining industry? Do you think there is any value?
Read Answer Asked by Harrison on June 08, 2020
Q: They have raised $30 m (without any warrants) during the past year to primarily fund exploration and drilling, my take on their press releases
Ross Beaty owns around 20%
Please explain BHP's formal earn-in and joint venture agreement dated July 15, 2019

BHP has the right to earn a 51% ownership initially, to a max of 70%
........is BHP committed to invest, or is it up to them to decide if they want to ?
if its the latter, is there a time constraint for them to invest
I'm thinking to take a small position here
what do u think



Read Answer Asked by JACK on June 08, 2020
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