Investment Q&A

Q: Morning 5iTeam,

For exposure to gold, would you recommend investing in gold etfs or gold miners? And if your recommendation is gold miners, would you please then name 3 such companes and rank them in order of preference.

Thanks,
H

Q: How was Dynacor’s Q3? What do you think is fair value for the stock or expectation over the next 12 months thanks.

Q: I sold some NEO and am considering a re-buy. I like the direction NEO is taking. If the new USA administration, and the west nations as a whole, want to have economies not dependent on China then rare earth minerals should be on their radar since they are critical and currently almost all rare earths come from China. NEO is one of the few western companies, at least that I know of, that will have production of rare earths and related products that are/will be produced in the west (Estonia). I am considering a rebuy in the $7.50 range? What is your overall opinion of NEO and the rare earths in general? What other publicly traded, western, rare earth companies are there to consider?

Q: When I enter the ticker for IAU (I-80 Gold Corp commons) I get the gold ETF in $US and warrants for IAU BUT not the commons - is this an error in you platform or am I not searchingthe right ticker?

Could you comment on the moves in IAU (recent big drop and part reversal) and the near term financing it needs?

Q: Does your analysis predict, as well as it can, that FR is a good investment for the next 10 years?

Thanks,

Joseph

Q: Is exposure to Mali reason to sell now?

Q: Have the recent declines in these resource companies mainly due to the US new leadership tariff threats or more related to the diminishing China demand.
Would you feel the dividends are safe or should we expect cuts from VALE and others?

Q: I have done well the past few days with POU and CAE but the collapse in I 80 gold this week was gut wrenching. I have traded IAU this summer 4 or 5 times to get my adjusted cost down around $1.45. The new CEO, richard Young made me money when I went dumpster diving with Argounaut Gold early this year. I bought ARG, saw it collapse to almost half when I held my nose and went back into the dumpster and bought at 22 cents. In less than a month Mr. Young sold the key new asset of argonaut gold to alamos gold and I got out at 40 cents. So I got some nice smelling roses out of the dumpster. I think of I 80 as a similiar situation. But is that true since Argonaut was a producing while I 80 is a near producer since their current production is limited. But the market cap for I-80 is only about $200 million and the ev value is a bit higher due to some debt. that is reaaaaly low for got reserves of gold in a tier one juristricion that has lots of infrastructure in place. Mr. Young I believe is more of an accountant that a geologist and what I 80 needs right now is some more favorable financing. You are former sprott guys so you understand this stuff. What's your call on I 80? delisting in the USA stock exchange can be thwarted for a while ( maybe six months), right? can this type of asset garner some good financing in this market? Barrick and Newmount are nearby, would they buy these assets for a market cap of $300 to $400 million? Your thoughts?
On a side note can you direct me to a good site that explains the Lassonde curve?

Q: NXE CEO was on Bloomberg yesterday, He said Arrow project 300 million pounds of Uranium. Cost $ 1.5 billion or $ 10.00 a lb. Expect Pay Back 13 months Great Story, Mine will produce 30,000,000 lbs a year They have drilled a best hole to date 3 1/2 miles east of mine

Your thoughts please . Sounds like a great story, I am long shares,

RAK

Q: Capstone copper has dropped significantly recently. Would you consider it worth adding to or as a hold for now?
Thanks.

Q: An update please on your opinion and outlook for GOLD.
Thanks

Q: Is FCU a buy for a uranium play ? It is cheap RAK

Q: Good morning,

Please comment on ABX Q3 earnings announced last week.

Thanks,
George

Q: Hi! Wondering if you still like FNV. Read your comments regarding earnings. Is there something inherently wrong with this company or is the daily drop due to drop in price of gold? Buy, Sell or Hold please. Thank you!

Q: Hi, I’m a long-time investor but do not know everything … How is it possible to easily follow the price of gold, silver, copper , etc…and their current downtrend! Are there any tickers? Or we have to rely on ETFs or specialized web sites (Kitco for example). Any suggestion to be able to integrate these in my portfolios? Or best web sites for a summary ? Thanks.

Q: Good Morning

Just wondering what your current thoughts are on the gold market? do you feel the crypto has taken away some of the momentum? Has the gold market just temporarily stalled? Do you see any further upside from here?

Thks for what you do
Marcel

Q: HI TEAM,
I'm a shareholder of Alamos and holding for the long term for capital appreciation.Over the last two weeks the price go gold has been volatile, perhaps due to profit taking.What are your views of gold for the next two years considering ,moneys flowing to Bitcoin,and the American deficit balooning with no political will to address it? Pun
dits are predicting gold prices to reach 3000$ or more....
many thanks,
Jean

Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much

Q: I want to invest in Uranium ETF. I came across 4 ETF. URNM, NLR, URA and NUKZ. Which one do you recommend or do you recommend another ETF.

Thanks for the great service.

Q: Could you please provide update on MP Materials. What is their balance sheet? Would you buy it?

Thanks,
Milan