Investment Q&A

• Agnico Eagle Mines Limited (AEM $241.50)
  • $241.50 P/E (TTM): 30.01X Cap: $121.40B
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Q: I'd like to increase our gold exposure. We currently have AEM and have done well. Increase this position ( which is now way higher) or invest in a different company/ETF. Thank you

Upvote 7

Read Answer Asked by alex on June 23, 2025

• K92 Mining Inc. (KNT $23.12)
  • $23.12 P/E (TTM): 16.29X Cap: $5.62B
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• Troilus Mining Corp. (TLG $1.60)
  • $1.60 Cap: $874M
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• Iamgold Corporation (IAG $16.79)
  • $16.79 P/E (TTM): 28.01X Cap: $9.66B
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• Aris Mining Corporation (ARIS $21.96)
  • $21.96 P/E (TTM): 115.25X Cap: $4.45B
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Q: Wishing to trim my gold stocks: IAG.us, TLG, ARIS, KNT. Which to hold, sell ?
Cheers!

Upvote 2

Read Answer Asked by george on June 23, 2025

• G Mining Ventures Corp. (GMIN $41.66)
  • $41.66 P/E (TTM): 28.26X Cap: $9.48B
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Q: Hi team,

What are your thoughts on GMIN ? Seems to have good momentum recently with the gold price going up. How risky is it for a 5-10yrs holding period?

Thanks
Benoit

Upvote 1

Read Answer Asked by Benoit on June 20, 2025

• Dundee Corporation Class A Subordinate Voting Shares (DC.A $3.97)
  • $3.97 P/E (TTM): 3.1X Cap: $357M
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Q: Dundee has doubled since your last (Nov 28) opinion, which focused on its static book value and well-below-book share price. Do its actions since then lead you to re-evaluated its prospects? Given its momentum and P/E, has its P/B turned into an asset?

Upvote 1

Read Answer Asked by John on June 20, 2025

• Altius Minerals Corporation (ALS $40.28)
  • $40.28 P/E (TTM): 5.27X Cap: $1.86B
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Q: Hi
past questions at 5 i indicated that it had slow years in 2023 and 2024
B Gardiner on BNN market call made it one of her top picks
is it a mixture of gold, minerals and nickel and copper? as I have some gold stocks
and TCK.b
what do you think of ALS.ca in terms of investment for some dividend and hopefully a good prospect for the rest of 2025 (next 12 months)? does Mr Trump's tariff helps this stock
Michael
thanks

Upvote 2

Read Answer Asked by Michael on June 19, 2025

• Troilus Mining Corp. (TLG $1.60)
  • $1.60 Cap: $874M
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Q: Peter; With your geologist hat on would you add to TLG after today’s assay results? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on June 19, 2025

• Sprott Physical Gold Trust Unit (PHYS $33.11)
  • $33.11 P/E (TTM): 24.9X Cap: $13.38B
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• Sprott Physical Gold Trust (PHYS $45.71)
  • $45.71 P/E (TTM): 24.9X Cap: $18.44B
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• BMO Gold Bullion ETF (ZGLD $64.19)
  • $64.19 Cap: $1.15B
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Q: I am going to add to my gold holdings which currently consists of only the Canadian etf XGD. I would like to have exposure to physical gold as well and am trying to decide between ZGLD:CA, PHYS:CA or PHYS:US (or any other suggestions you may have). Comments please.

Upvote 5

Read Answer Asked by Doug on June 19, 2025

• Stillwater Critical Minerals Corp. (PGE $0.45)
  • $0.45 Cap: $121M
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Q: What do you think about these two companies? Please breakdown their assets and comment on potential stock price appreciation go forward. Thank you.

Upvote 1

Read Answer Asked by Robert on June 18, 2025

• DPM Metals Inc. (DPM $42.92)
  • $42.92 P/E (TTM): 18.21X Cap: $9.52B
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Q: What do you think about DPMs recent purchase of Adriatic? Please comment on the nature of the purchased asset and your thoughts about how it impact DPM and its growth profile?

Upvote 2

Read Answer Asked by Robert on June 18, 2025

• Major Drilling Group International Inc. (MDI $13.20)
  • $13.20 P/E (TTM): 69.47X Cap: $1.08B
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Q: Good afternoon 5i team,
What are your views of MDI's latest results? Investors took it positively with the stock up 13.50% on the day.Looking forward to the next 12 to 18 months the company gave a very positive outlook on it's clients signing large deals for it's services.Do you still view the shares as undervalued and would you recommend accumulating?
Many thanks,
Jean

Upvote 3

Read Answer Asked by Jean on June 17, 2025

• Rupert Resources Ltd. (RUP $6.61)
  • $6.61 Cap: $1.54B
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Q: Could you please give your view of RUP.TO both current and long term.
Thanks

Upvote 1

Read Answer Asked by mike on June 17, 2025

• Franco-Nevada Corporation (FNV $292.25)
  • $292.25 P/E (TTM): 44.47X Cap: $56.33B
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• Wheaton Precious Metals Corp. (WPM $164.88)
  • $164.88 P/E (TTM): 54.15X Cap: $74.85B
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• Agnico Eagle Mines Limited (AEM $241.50)
  • $241.50 P/E (TTM): 30.01X Cap: $121.40B
  • View AEM Profile
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Q: Ross Healy, who typically does not make sensational statements lightly, spooked me yesterday during a podcast interview with Amber Kanwar. He sees tech stocks dropping 60% which will invariably pull other types of stocks down for the ride. He suggests moving to gold... could you suggest a couple gold stocks with strong balance sheets? A mix of large, mid and small caps would be great. Thanks!

Upvote 5

Read Answer Asked by Samira on June 17, 2025

• NuLegacy Gold Corporation (NUG $0.36)
  • $0.36 Cap: $1M
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Q: Do you have any information on this Dog I’ve held for too long,it looks like a reverse split but I can’t find any info on it
Also would you get rid of this ASAP or wait for a miracle…Thanks

Upvote 1

Read Answer Asked by Greg on June 17, 2025

• Triple Flag Precious Metals Corp. (TFPM $47.64)
  • $47.64 P/E (TTM): 33.9X Cap: $9.84B
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• Organon & Co. (OGN $6.83)
  • $6.83 P/E (TTM): 3.57X Cap: $1.77B
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Q: If you held OGN today how would you react to the offer and why?
You can get $1.93 in the market or elect one of the Stock/Cash/Spinco options.
Thanks Hugh

Upvote 3

Read Answer Asked by Hugh on June 16, 2025

• Pan American Silver Corp. (PAAS $71.13)
  • $71.13 P/E (TTM): 29.84X Cap: $30.02B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Pan American Silver Corp. (PAAS $51.77)
  • $51.77 P/E (TTM): 29.84X Cap: $21.78B
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Q: Ref: Takeover. Since PAAS and MAG trade on 2 exchanges, will we receive PAAS shares, and cash, in the currency of our MAG shares or in US$? This is not very clear in the Arrangement document. Thanks.

Upvote 1

Read Answer Asked by Denise on June 16, 2025

• Wheaton Precious Metals Corp. (WPM $164.88)
  • $164.88 P/E (TTM): 54.15X Cap: $74.85B
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• Agnico Eagle Mines Limited (AEM $241.50)
  • $241.50 P/E (TTM): 30.01X Cap: $121.40B
  • View AEM Profile
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Q: I would like to add to my existing positions and I am asking your opinion as to your preference. A short comment would be appreciated.
Thank You!
Albert

Upvote 4

Read Answer Asked by ALBERT on June 13, 2025

• Santacruz Silver Mining Ltd. (SCZ $11.71)
  • $11.71 P/E (TTM): 65.37X Cap: $1.06B
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Q: THIS STOCK HAS DOUBLED WITHIN THE LAST 30 DAYS. STILL, STRONG MOMENTUM, STOCK IN THE RIGHT SECTOR FOR NOW. GOING FORWARD 6
MONTHS, COULD I HAVE YOUR OPINION PLEASE?

Upvote 7

Read Answer Asked by terrance on June 13, 2025

• Generation Mining Ltd - Ordinary Shares (GENM $0.40)
  • $0.40 Cap: $107M
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• Sibanye Stillwater Limited - ADR (SBSW $14.32)
  • $14.32 Cap: $10.13B
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• Eastern Platinum Limited Rights (ELR.RT $0.01)
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Q: Hello. Can I get your best equity plays in the platinum space? Also, in palladium? Thank you.

Upvote 1

Read Answer Asked by Robert on June 13, 2025

• Ivanhoe Mines Ltd. (IVN $14.54)
  • $14.54 P/E (TTM): 47.97X Cap: $20.64B
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Q: Another tough day for IVN..
what semic event occurred?..does it mean the mine could collapse, flood out or worse?..how low could this stock get? Many thanks

Upvote 2

Read Answer Asked by adam on June 13, 2025

• NexGen Energy Ltd. (NXE $12.59)
  • $12.59 Cap: $8.24B
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Q: Are there any uranium stocks you like other than Cameco (which I already own)

Upvote 3

Read Answer Asked by Burt on June 12, 2025