Q: Hi happy sunday. I own some gbr, it has about 200 km2 staked near Red Lake, has just done a private placement, planned at $30 M, oversubscribed, took in $70M, will have about $100M in the bank as of month end. No RE yet, covering analysts opine gbr will trade at $25 roughly next year, Cormark, PI, Cannacord, and some others. Lots og gold, game plan of gbr is to prove up an area called Dixie, sell it, keep the balance of their claims, carry on with the rest. trading at $14, is about 15% of my holdings. Hope is that sale occurs in next 12 months at about $80/sh. should I hang in there, thoughts?
Q: Hi, my respected 5i team
What are your interpretations of its earing report today? What are the reasons behind the almost 7% price drop?
I think this stock will probably benefit from the global economic recovery after Covid. What are your opinions about it?
I have been watching this stock and been waiting for an entry point to buy, plan to hold it a year or two. Do you think the price here is attractive or at what price range you think is a good entry point?
Q: Hi 5i,
I'm looking at a small investment in the graphene space (batteries, auto parts etc.). 2 companies that I have found are GRA (nanoxplore) and ZEN (zen graphene solutions).
Are there any others to consider?
Would it be possible to provide a bit of background information on these 2 (and others you may like) and give your thoughts?
Of these 2 do you have a preference or would you split 50/50?
Thanks!!
Q: ERO copper released its 2021 guidance on Jan 21st, forecasted an increase in copper production and yet it has been tanking 14% since then. Do you see any reason for this drop?
Q: I'd like to invest in the materials sector (mining) ex gold and silver. Which companies would you suggest. I have addressed a few, possibly you have other recommendations. Thank you.
Thanks for the great work! What's your opinion on GraphiteOne? I'm seeing more and pieces commenting on increasing demand for North American sources of commodities (with graphite being one example).
What is your view of the growth prospects for Lithium Americas over the next few years, now that the Record of Decision for Thacker Pass has been approved (and the company is raising $400M to commence operations)?
Q: Hello 5i team,
WM has gone down 45% from its high in Sept. 2020 of $1.30 to $0.72 today. All the drilling results have been excellent, what is the reason for such a huge decline as gold is still at $1860? Secondly, does the 790 million shares outstanding have anything to do with the decline. I am losing faith in the stock. Thanks George
Q: Hi Team, can I get your overall opinion of TECK.B I've held it since 2014 and am now still at my cost could there be any further upside or is it time to let it go. Thanks
Q: With the US plan to spend $1.9T on infrastructure, what would be your 3 best choices for base metal stocks (Cdn. or US) and 2 ETF's that should benefit well.
Q: Followup to my question on materials that you answered today...My apologies....the ERO should have been the Canadian selection - I didn't notice it was showing the US one (Barclays). Would you add this to the selections you said you "lean to" or still keep the list as you stated in your answer. Thanks again.