Investment Q&A

Q: Hello Peter,

I have half a position in GAU and it now sits below where i stop my losses. However I am hesitant to exit today. What is your opinion of this company? Could you opine on the merits of holding this stock for the medium term?
Regards
Rajiv

Q: which of the above would you buy now?

Q: Hi

Just wondering if you have any insight into Pan American's recent weakness. Their Q2 results looked decent with an improving margin and fairly good free cash flow. As well, the guidance provided in the MD&A remained consistent with prior guidance.

Perhaps the stock was overvalued relative to the current commodity pricing?

Thank you

Q: Thoughts on recent results please? Would you buy now?

Q: Disappointed B2 Gold shareholder here. I have been extremely patient with B2 Gold but the share price has not rewarded that patience, though the dividend is nice. I am contemplating making a switch to Lundin Gold. What is your opinion of Lundin Gold and, realizing you can't speak to my personal situation, in general would you advocate such a switch?

Thanks as always for your expertise.

Q: Please comment on the mid to long outlook for BTO, the current valuation, and the sustainability of the dividend, given that the few “good news” items in the recent report won’t have an impact until the second half of 2025.

Q: Thoughts on results? I have a small position. Add hold or sell. Thanks

Q: Are they facing cost overruns ? When will they be in production ? Where is their mine ? What country. RAK

Q: Can you please explain what will happen to my KRR shares on TSX after the company reorganization?
Thank you!

Q: Hi Peter…Today’s headline “Strategic Investors Exercise Warrants Early”. The stock is up slightly today in a down market likely due to encouraging drill results and today’s posting the news about the investors exercising the warrants. Do you know if Eric Sprott has been exercising his warrants (assuming he is a strategic investor and has warrants)! Do these warrants trade? A couple of days ago a press release stated that for one hole the visible gold in the core was becoming “coarser”, suggesting the hole is close to penetrating the centre of the ore body. I assume “coarser” means the gold crystals are becoming larger. Do you know if that is logical or just wishful thinking? I own slightly more than 2,000 shares and am thinking about buying some more. I generally don’t purchase warrants but might reconsider.
The news suggests veins at depth so production costs will be substantial - if it ever reaches that stage.
Jim

Q: Westgold Resources Limited (WGX.AX) This is the merger with KRR.to
Could you speak to the merger with these two companies. Price and volume have risen so does that mean shareholders are liking the deal? Would you buy?

Q: Would you see any reason to keep either of these companies... they have been a drag on my portfolio of a long time. I am thinking of deploying this money into WGX (the KRR merger)?

Q: What is your opinion on the gold sector over the next 12 months? Would you be a buyer now (why/why not?). If a buyer, which companies (or ETFs) are your favourites?

Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Q: Good evening,
Could you please offer your opinion after their most recent update. Could anticipated future financings cap the stock for a while?


Thank you.

Q: Can you please comment on AEM's recent quarter? While costs for miners have increased, given the recent price of gold won't miners like AEM be swimming in cash moving forward? Would you be comfortable adding to a small position in AEM?

Thanks as always for your expertise.

Q: Good morning,

Noting that Filo is not trading at its takeout price, what are the risks and how likely are they to present that the deal falls through? Would you recommend selling shares at these levels based on any risks you foresee?

Thank you

Q: Due to the amalgamation of G Mining Ventures and Reunion Gold I received a disbursement of shares in Greenheart. The only information I could find online is that Dundee Corporation holds 12% of the outstanding shares. Will it be publicly traded?

Q: your view on orvana and recent production news
thank you

Q: Good morning team.
As a former shareholder of Argonaut gold I became a holder of FCGV as a spin -out from Alamos gold acquisition of AR.What are your thoughts on me selling FCGV to acquire more shares of Alamos? Do you see ACGV as more of a "speculative" story?
Many thanks ,
Jean