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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: I checked out Trevali Mining at the PDAC conference this week and noticed that it has over 800 million shares outstanding. Do you think this is a concern in the sense that they might decide to consolidate at some point. Also could you provide the fully diluted number of shares as well as recent insider activity and overall ownership. Thanks.
Read Answer Asked by Rob on March 12, 2018
Q: In Nov IRO.v reported TTM EPS of $0.11USD for Q3 & it closed on Friday at $0.485. It appears to be extremely cheap with a P/E of roughly 3x. Fundamentals have been improving each quarter. They have some debt from the transformational acquisition of Papillon in 2016 but have been paying it down rapidly in 2017. With these key points above, I think it deserves some further consideration.

Another subscriber had asked about IRO in January & 5i said “At less than $10M market cap, we would completely avoid IRO.” Yes I agree, it’s a very illiquid microcap but that does not concern me because I’m not buying million of shares. I recently purchased a few thousand shares in my TFSA account. I thought it has potential to be a 4bagger this yr. Do you really think it should be avoid & why?
Read Answer Asked by David on March 12, 2018
Q: I would like to have some exposure to the nickel market. Could you make a couple of suggestions as a way to play this commodity.
Thank you.
Read Answer Asked by Peter on March 12, 2018
Q: Corsa selling portion of the business to management. They mention an asset impairment of 20m. Does that mean they wrote down the value of the division before selling to themselves? (Is this the type of activity you were thinking of when you mentioned that you don't like the management (or was that strictly a matter of performance?)?)
https://www.theglobeandmail.com/globe-investor/news-sources/?date=+20180307&archive=cnw&slug=C8715
Read Answer Asked by Peter on March 08, 2018
Q: It appears that the financing for the takeover of this company has been secured. It is trading about 15% less than the purchase price. I understand the mines are not in Canada, so would it be safe to think that regulatory approval would not be an issue? What would be a reasonable expectation for closing date, and do you think it is worth holding my position until the market gets closer to the purchase price?

Thanks, Alan
Read Answer Asked by Alan on March 07, 2018
Q: Iron ore is a mined and concentrated product. Steel is a manufactured product. While it may be possible to move a steel mill from one country to another or move steel production, you can't move an orebody.
I've only heard Trump's threats to put tarrifs on steel and aluminum. Is there anything in that regarding iron ore? Even if he succeeded in moving steel production to the US, they would still need iron ore, presumably from the Labrador trough, to feed those mills. Any thoughts on this?
Read Answer Asked by Larry on March 07, 2018
Q: Howdy Team 5i:

Cruz has been receiving attention over recent months as it continues to expand its reach, especially throughout the Ontario region. Would like your analysis on this small cap company and how you feel about the price increase in Cobalt over the past year and its future prospects..

Thanks
Stan
Read Answer Asked by Stan on March 01, 2018
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