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.
Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom
Q: My advisor is suggesting I buy a position in WPM - would you have an opinion if WPM is a better choice than FNV? He did not mention FNV as an option - just knowing they are both streaming companies which would you pick?
Q: Hi Guys
I see Fortuna just released earnings and wondered what you thought of them, what you think of the company and the management team, and how this bodes for the next few years out.
Q: Our portfolio is (currently) considerably light in Materials. Considering the current economic cycle, how comfortable are you with putting more into this segment now, and to what percent of an otherwise balanced portfolio? Which companies would you consider must-haves in this segment?
Q: Do you have a positive outlook on Major Drilling ?
With an increasingly positive spin on commodities
specifically metals for this reference, seems to me to be entering a secular bull as society tries to accomplish a greener world , that will require a lot of metals.
Cal
Q: With the price of gold bullion falling the dividend yields for several gold miners is looking attractive. At a selling price of $1,700 and a production cost of ~$900 it would seem that dividends are not at risk. Would you agree that this is an opportune time to purchase some the miners who have attractive dividend yields? I have listed three which are on my watch list. Are there others you consider worthy of further investigation?
Thank you
Q: I am trying to decide between re-visiting my happily profitable experience with Mkango vs investing in Robex. Different mineral exposures, of course, but both in Africa. Which would be your pick for the speculative portion of a portfolio?
Q: I heard that silver may continue its resurgence in 2021.
What would be your best bet in this space? Stock or ETF.
Could you list two of each?
Thanks
Jeff
Q: Hi Guys
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord