Investment Q&A

• Capstone Copper Corp. (CS $12.60)
  • $12.60 P/E (TTM): 21.94X Cap: $9.30B
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Q: Greetings,
What do you think of sale of their Minto mine? I’ve owned this stock for a long time and thinking this might be about the right time to exit. Or, could this sale mean they are preparing for some possibly value enhancing acquisition?

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Read Answer Asked by Gerald on February 15, 2018

• Agnico Eagle Mines Limited (AEM $242.45)
  • $242.45 P/E (TTM): 28.77X Cap: $118.16B
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Q: Could you help explain some of the factors that appeared to negatively impact earnings. ...derivatives, etc. They mentioned that there were also stock options that were not included in the calculations. Is this usual? Thank you kindly for your insight into the results for the last quarter and for 2017.

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Read Answer Asked by Joanne on February 15, 2018

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• Lithium Americas Corp. (LAC $6.80)
  • $6.80 Cap: $1.66B
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• Sociedad Quimica y Minera S.A. (SQM $52.79)
  • $52.79 P/E (TTM): 21.62X Cap: $14.76B
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Q: Good morning do you believe their is much growth left in the electric car battery space in particular lithium,cobalt ,or graphite and if so what company(s) do you like if any and why thanks a lot for your great service

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Read Answer Asked by Greg on February 14, 2018

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Fortuna Mining Corp. (FVI $12.10)
  • $12.10 P/E (TTM): 11.7X Cap: $3.60B
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Q: I want to add some silver to my basket of PM. Do you still prefer FR, considering the recent drop in share price, for the next 12-18 months or another? Would you chose it over FVI or maybe half position in each?

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Read Answer Asked by Randy on February 12, 2018

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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Q: Hello team,

Since downgraded by BMO in Dec 2017, FR has fallen by almost 40%. I bought some at $8.80, knowing that you consider FR as a decent company. Since then the company acquired Primero (which you consider as a nice move) and also issued new debentures, which I think resulted in further weakness in the stock price. I have three questions for you:
1- Is the significant drop today (7%) market related or company specific?
2- What are their cash position and debt position now
3- At the current price, would you buy more if you had a 2.6% position?
I have no other exposure to metals/mining companies.

Thanks a lot for your invaluable input.

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Read Answer Asked by Saeed on February 12, 2018

• iShares S&P/TSX Global Gold Index ETF (XGD $48.04)
  • $48.04 P/E (TTM): 25.45X Cap: $3.47B
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Q: What is going on with Gold stocks? The Gold price is closer to its 52 week high while the XGD is trading at a 52 week low. One of them has got to give?

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Read Answer Asked by Scott on February 12, 2018

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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Q: Can you please update your opinion of Yamana? Thank you very much

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Read Answer Asked by Molly on February 12, 2018

• Rio Tinto Plc (RIO $71.11)
  • $71.11 P/E (TTM): 9.95X Cap: $89.18B
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Q: I would appreciate your thoughts on the drop in share price after Rio's results which seemed pretty solid, along with more dividend increase and stock buy back- what's not to like?
Thanks for your expertise

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Read Answer Asked by Tom on February 09, 2018

• Amerigo Resources Ltd. (ARG $3.31)
  • $3.31 P/E (TTM): 19.44X Cap: $534M
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Q: Thoughts on Amerigo reason for yesterday’s jump thanks ken

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Read Answer Asked by Ken on February 08, 2018

• McEwen Inc. (MUX $24.80)
  • $24.80 Cap: $1.30B
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Q: Hi 5i Team, what is the NAV of MUX and is it a good time to buy. I don't understand why it has been so weak, every time it goes above $3.00 lots of sellers come in and drive it down to $2.60-$2.70. Thanks.

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Read Answer Asked by George on February 08, 2018

• Agnico Eagle Mines Limited (AEM $242.45)
  • $242.45 P/E (TTM): 28.77X Cap: $118.16B
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Q: Is it concerning how poorly gold has reacted to recent events re: volatility, fear, and increasing inflation outlook...AEM has been disappointing with a 4% weighting in my portfolio.
Thanks,
Rob

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Read Answer Asked by Rob on February 08, 2018

• iShares S&P/TSX Global Gold Index ETF (XGD $48.04)
  • $48.04 P/E (TTM): 25.45X Cap: $3.47B
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Q: Hello, Is there any point in holding xgd? It's done nothing but decline...even in declining markets. Can you share your thoughts on the "bull" case or simply why would one continue to hold it looking forward from here?

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Read Answer Asked by Jeff on February 08, 2018

• Great Panther Mining Limited (GPR $1.09)
  • $1.09 Cap: $51M
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• Excellon Resources Inc. (EXN $0.29)
  • $0.29 Cap: $95M
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Q: i would like to invest in my non resp account.what do you think
thanks

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Read Answer Asked by gabriel on February 08, 2018

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
  • View NMX Profile
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Q: What do you think of this company?

They seem to have a clean technology for extracting lithium and have been buying other companies that have claims in northern quebec.

Would you consider this a good buy at this time considering the drop in the share price this week?

Thanks

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Read Answer Asked by Olivier on February 07, 2018

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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Q: Hi Peter.
What are your thoughts on Nemaska at present & have you heard when or if they will get financing in the near future ? Thank you.

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Read Answer Asked by Martin on February 05, 2018

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Why does KL drop in price when gold goes up ? Is there a better gold stock or should I keep KL ?

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Read Answer Asked by charlie on February 05, 2018

• B2Gold Corp. (BTO $5.84)
  • $5.84 Cap: $7.66B
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Q: Hi team,
Why is the price of gold not reacting strongly if inflation seems to be brewing?In particular with B2gold set to produce close to a million ounces in 2018 would not it's stock price reacting more positively to the upside? What is your outlook for both ,gold and B2gold over the next 12 to 18 months? Is now the time to purchase BTO?
Many thanks,
Jean

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Read Answer Asked by Jean on February 05, 2018

• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
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Q: Katanga has been hit strong by the DRC new mining taxes. THey are not alone check ivanohe and others.
Print at will

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Read Answer Asked by claude on February 05, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $61.24)
  • $61.24 P/E (TTM): 23.86X Cap: $29.51B
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• Labrador Iron Ore Royalty Corporation (LIF $29.01)
  • $29.01 P/E (TTM): 16.78X Cap: $1.85B
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Q: Hi there,
LIF has seen a nice little correction here - would you support jumping in here. I only own Methanex on the materials side so looking for another name? If not LIF, what would you recommend today.

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Read Answer Asked by kelly on February 05, 2018

• First Mining Gold Corp. (FF $0.35)
  • $0.35 Cap: $421M
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Q: What is your current view on this company and it's future prospects. I've held it since 09/15 and traken some profit on the runup in 2016. But the last 12 months It has been on a sever down trend to the previous lows.

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Read Answer Asked by Henry on February 02, 2018