Investment Q&A

Q: This was a top pick on BNN this week based on being one of the lowest cost mining companies and trading at a significant discount to peers. Also having a high free cash flow yield. 5.6 times PE on 2020 earnings. And possible hidden value on ownership stakes in other companies. Wondering what your thoughts are on this name? Its been awhile since previous comments were posted.

Q: The last time you answered a question on Calibre Mining was in 2013. I take it they have since taken control of the Nicaraguan mines from B2 Gold which seems to be an accomplishment in itself. It is still a penny stock. How would you rate it as an investment?

Q: I believe TV is being hit hard by tax loss selling and may now be way oversold as it is hitting all time lows. Your comments a few weeks ago were that the balance sheet is fine, It is very cheap on a cash flow basis, and production is good. Costs are improving, and the company is targeting a further $50M reduction in costs. You did caution that as a small market cap, down 58% in a year, you thought it may stay weak into year end. I am a patient, long term investor so short term pain does not bother me, but before I invest I always like to get your opinion. My questions are:
1) do you still believe TV is financially sound and will survive?
2) with tax loss selling and negative company/sector sentiment being reflected in the all time low stock price that TV may be setting itself up as a good/excellent risk/reward investment?

Many Thanks
Scott

Q: Good morning team,

Given the recent news from Kirkland Lake, how would you rank your top 3 favourite gold producers?

If Gold itself was to break out again to new highs in the near future, do you think this acquisition will hold back the shares of KL relative to its peers as digests the take over?

Finally, what are your thoughts on silvers potential?
Are their any silver producers that look attractive to you?

Thanks for your great work!

Q: ON Feb 9 of this year I asked you which stock(s) do you think could be the next KL. You gave me 2. NOVO and NUAG. Both have been stellar performers since then yet again.

1)Would you still hold them or have they reached their potential?
2)Could you suggest another couple of names that you really like in the same genre?

Thanks

Sheldon

Q: I recently sold. AEM and waiting for a pul back. I was thinking of buying DGC gold just in case if there will be another offer. If no offer I would end up with KL gold or would you suggest just buy KL directly at today’s price. Can you please me your opinion and when is the deal supposed to close and if I buy 1000 shares of DGC gold how many KL shares I would get. Do you think current offer is good or they might be another offer. Is there any regularity risk.

Currently I don’t have any gold stocks

Thanks for your great service

Q: Is this a good time for Tax Loss selling Denison Mines and Larmide Resources
in the Uranium Sector

Q: Hi there, thanks for your reply to my question earlier. Just a follow up: if you were a KL shareholder, would you continue to hold? trim? sell or buy more on the dip? KL is 6.5% weighting in my portfolio and I'm a long time holder of KL thanks to 5i recommending it - and thanks very much for that!

Q: I own some DGC. Curious as to why the pop so far today on news of takeout by Kirkland Lake at 27.50 was only just over 1 percent all the way up to 22.50 or so?

Q: Any idea why NMX would climb 30% today?

Q: What would be the support price level for KL? Many thanks

Q: Kirkland is down on the announced purchase. What do you think of the deal and is this a good day to buy KL?

Q: Hello. What are your thoughts on the possibility of a competing bid for Detour Gold?

Q: Hi there, what are your thoughts regarding the acquisition? KL is down a quite a bit in the premarket. Thanks!

Q: What do you think of MUX after another desperate move to raise $50 million US near the low of the year, is it safe to hold on to this for a few years?? It appears Rob McEwen has lost all credibility , he has continued to tell us that all the operational problems have been corrected but we continue to get unpleasant negative surprises over and over..
Thanks,
George

Q: Why are gold miner stocks going up recently while bullion is going down? I presume some large funds are buying, my question is why?

Q: what is your outlook on the stock

Q: What are the chances these two marry up??

Q: Hello, I have about 10,000 in physical gold and silver (in safety deposit box) that I’am thinking of cashing in. Would probably buy one or two material or gold stock to collect small to medium dividend .
Question is would you just keep as is or switch to stocks ? And could you suggest two or three quality stock with good management, lower debt etc. ( maybe ETF?)
Thanks

Q: What is your opinion of this gold stock. McEwen past Gold Corp founder recently made a large investment. Does the recent pull back represent a good buying opportunity. Thanks for your advice.