Investment Q&A

Q: Hi there,
Where could I find out what percentage of royalty income in SLW comes from what commodities (or maybe you know). i.e. what percent from silver, gold etc. I have emailed SLW but they don't respond. Thanks.

Q: I am curious as to your current thoughts on Red Eagle? Now that they have reached commercial production, their current presentation states that they are trading at 3.1x 2017 Cash Flow, compared to a peer average of 11.6x implying a 73% discount.

Aside from this, they have lots of expansion potential at their current mine, and have three other prospects in the wings with lots of cash. What am I missing?

Q: Making progress ?

Q: I see that Teck is held by a significant number of institutions. This surprises me as it seems to have been a pretty wild ride recently. Is this indicative of this sector? Would most of these companies have a long term hold? Has Teck been an institutional hold for a long time, or just recently? Or how do they make owning Teck work for them? In this sector must one constantly have one eye on the commodity price?

Q: Buy sell or hold please.

Q: Looking at CCO. What are your recent views on CCO and the uranium price since your last Q/A in January? CCO's stock uptrend continues and appears ready to break out of a 3 year intermediate downtrend. Company pays a $.4 dividend against $.7 cash flow and has a book value around current price. Has Kazakhstan really reduced output? Will new reactors coming on stream affect years of oversupply? Would significant military intervention(s) in 2017/18 affect uranium supply or prices? Are there better ways to play uranium should a broad material recovery occur?

Q: Hi Team,

Your views on MTO considering private placement to Sprott and equity participation by Kirkland Gold.
The shares are getting consolidated 10:1 from Thursday

Thanks

Q: Just a comment. 220.5m shares of TV was recently underwritten @ $1.20.Support maybe coming soon

Q: Hi team,
with TV stock price down over the last five days,would this be a good entry point for one who has a one year time frame? The zinc rally price ,speculation or based on "true" facts?
many thanks,
Jean

Q: Alaska approved their land use permit this morning and the price is up 25% at the moment. Does this justify such a jump, and is it too late to buy?

Thanks Gang!

Q: Any particular reason why TV is dropping like a rock?

Thanks

Q: What is 5i outlook for this company? Thanks Wayne

Q: I am trying to decide out of those 4 gold stocks, which one to choose. Wonder if you could give me your rating from best pick to lowest pick on these 4 stocks. The pick will represent about 5% of my portfolio. Great work you guys. Keep it up. Tnx

Q: Besides AEM which stock or stocks would you pick in the gold sector

Q: I bought 3000 shares of NSU for income last November and I am now down 18.5%. It is currently near its all time low. Is there any reason to keep holding this. What do you think of using the money to buy ZPH, a new ETF recommended by Berman? Or other?
Thanks for your thoughts on this.

Q: Ann Sabina in her book "Rocks and Minerals For The Collector: Cobalt-Belleterre-Timmins; Ontario & Quebec" notes the Agaunico Mine produced 4 million pounds of cobalt between 1930 to 1957. The was no South Lorraine mine. There were silver mines located in South Lorraine township which produced some cobalt in addition to silver. I suggest the members be very careful purchasing shares in companies which have optioned old mines in South Lorraine township. I am going up to the region for a wedding this summer and I will let the members know if I see any signs of new exploration. (My claims have all lapsed!)
Voisey Bay mine in Labrador, purchased by Inco, now incorporated into Vale was once reported to have substantial reserves of cobalt. Members might want to check that out over South Lorraine township.
10 foot touching poles are required for mines in South Lorraine township.

Jim

Q: Good afternoon,
In the past Rick Rule was a big fan of the company's management. May I have your view of the current prospects for the company.
Thank you.

Q: With cobalt prices rising what are your thoughts on First Cobalt Corp for a speculative buy.

Thank-you.

Q: Hi Peter can you suggest a sliver producing co for long term 3-5 . Thanks. Alnoor

Q: Hi 5i, do you still prefer CS over HBM and LUN? Thank you