Q: You keep referring to Nemaska as high risk. I agree it has risen exponentually but have you actually looked at the company? ie the source of its lithium,the state of its mine,the relationship with the Cree people, the source of its hydro,the method of ore transportation,the compositiom of the board,the nature of its financing,and the progress of the company towards production and the price it will get for its product and the state of the market overall. Given that ( except for the enthusiasm and momentum ) what is the nature of the risk in your mind from one to three.?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I am sorry if this is a stupid question due to my incompetence. About a decade ago I made good money on a gold stock - Central Gold Trust (GTU.UN). I can't find it anywhere, what happened to it? Thanks again Henry
Q: Your advise on a 1-3 yr. play on lithium - can be US or CDN. As well, your opinion on the current & future prospects for this commodity. Thank you
Q: Good Morning 5i
SP of Nemaska Lithium continues to move up daily. What are catalysts for move up? Is it linked to next week's lithium conference in Vegas? Thanks for your thoughts.
SP of Nemaska Lithium continues to move up daily. What are catalysts for move up? Is it linked to next week's lithium conference in Vegas? Thanks for your thoughts.
Q: Hi Peter, I have owned Goldcorp (2% of portfolio) since June 2007 and going forward I would like to switch to ABX or AEM. Are you in favour of such a switch? I do not have other gold stock but have full position in ishares etf-XMA, thanks
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Gold Standard Ventures Corp. (GSV)
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Wheaton Precious Metals Corp. (WPM)
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First Majestic Silver Corp. (FR)
Q: Hello Peter,
Do you feel it is too late to buy silver stocks as the run up has been quite good? I am looking at the following: silver wheaton , first majestic, ishares silver trust (SLV) or central fund of canada (cef.A) which gives mixture of silver and gold? Also, do you feel gold standard ventures is a stock that can be held for few years with a hope of increased capital appreciation or possible take over. Thank you.
Do you feel it is too late to buy silver stocks as the run up has been quite good? I am looking at the following: silver wheaton , first majestic, ishares silver trust (SLV) or central fund of canada (cef.A) which gives mixture of silver and gold? Also, do you feel gold standard ventures is a stock that can be held for few years with a hope of increased capital appreciation or possible take over. Thank you.
Q: Things seem to be going well for this company and if all goes well they should be producing later this year. For those with a little patience, MPV looks to be a decent bet for those seeking dividends (I understand that most of the $ made here will be allocated to dividends as that is what the 3 main owners (of MPV) want) ... thoughts?
Q: Victoria Gold has been spectacular lately, I believe because it represents a good option on the gold price....they have cash ( recently raised more), an exploration program and a fully permitted "shovel ready" property. Now that it has spurted from roughly the 20c level it is probably getting ahead of itself at 53c close today.
My question is do you have another 2-3 companies that you are aware of with similar qualities (optionality, cash, decent property) that have not had a big move yet ?
My question is do you have another 2-3 companies that you are aware of with similar qualities (optionality, cash, decent property) that have not had a big move yet ?
Q: Team 5i, please comment on Anfield Gold, which has been rising steadily since Rick.Rule'promoted' it on BNN last Thursday.
Pengrowth too has been climbing since Seymour Schulich made a big purchase last week.
Thanks Kindly! Austin
Pengrowth too has been climbing since Seymour Schulich made a big purchase last week.
Thanks Kindly! Austin
Q: Silver stocks. I checked performance one month, three months, 6 months and one year on fr,mag,paa and sso. Fr came out number one,mag number two paa number three and then sso.
Silver stocks don't seem to have the volatility on the downside that gold shares do. Would you prefer silver shares to gold and silver vs. gold. I own all four and have been selling my gold shares and reinvesting funds into the 4 silver companies mentioned. It is working out in my favour. Are there any other Silver companies I should own ? Do you agree with my strategy. Silver looks better than Gold ?
Silver stocks don't seem to have the volatility on the downside that gold shares do. Would you prefer silver shares to gold and silver vs. gold. I own all four and have been selling my gold shares and reinvesting funds into the 4 silver companies mentioned. It is working out in my favour. Are there any other Silver companies I should own ? Do you agree with my strategy. Silver looks better than Gold ?
Q: Peter: The IKN blog seems to think that the $27MM bought deal was solely for "defensive purposes" to avoid a take-over by Tahoe and the likes. What is your opinion on this. If this is true, could you explain why. I seems to me that any bidder would inherit this extra cash - isn't this a good thing ?? Thxs, Ralph.
Q: Is it safe to assume that Goldcorp remains your favourite in the Gold space? If not, why and which company would be? Thank-you.
Q: Hi Peter and team - Abitibi Royalties has had a very good run lately. What is your latest evaluation of this company: balance sheet, management, growth possibilities, insider ownership. A few months ago it was a 'show me' type of stock. Do you feel it is now past that stage. Also is it maybe better to let it settle down a bit before I take a position in the stock. Thanks.
Q: Hi Peter, I hold eight PM miners and all have done very well in the last four months except for Premier Gold Mines PG. I was thinking of switching PG for RIC at this point (note the RIC capital raise today). Would you consider this a smart move ??
My current positions in descending MV are: FNV,NMI,AEM,KDX,MND,FR,PG,SLW)
My current positions in descending MV are: FNV,NMI,AEM,KDX,MND,FR,PG,SLW)
Q: Now that gold has bounced a bit what are your current thoughts on OR as a two year investment? Do you think FNV would provide more growth? Thanks.
Harvey
Harvey
Q: Good afternoon,
As part of an overall portfolio, I hold some speculative positions in precious metal stocks. These are somewhat balanced between names like FNV, THO, and PG on the one hand, and smaller and riskier names on the other. In the latter category I do hold some shares of ORG. I believe it is run by the former Red Back team, but would appreciate your views on whether a position should be maintained.
Thank you.
As part of an overall portfolio, I hold some speculative positions in precious metal stocks. These are somewhat balanced between names like FNV, THO, and PG on the one hand, and smaller and riskier names on the other. In the latter category I do hold some shares of ORG. I believe it is run by the former Red Back team, but would appreciate your views on whether a position should be maintained.
Thank you.
Q: Hello, could you please comment on the latest earnings for III.V?
As well as their future prospects?
Thank you
Dave
As well as their future prospects?
Thank you
Dave
Q: What can account for Fridays rise in trading volume and closing price in XAU?Did some metrics milestone get crossed?
Q: Peter and His Wonder Team
I realize that the uranium sector is out of favour and a purchase at this time could be classified as "early". However I am wondering if this might be a contrarian play. Please compare U vs CCO. Which company do you think is stronger going forward? On the other hand you may have a better choice!
As always thanks for your exceptional- professional service...it is like having a quick consultation!
Respectfully...
Dr.Ernest Rivait
I realize that the uranium sector is out of favour and a purchase at this time could be classified as "early". However I am wondering if this might be a contrarian play. Please compare U vs CCO. Which company do you think is stronger going forward? On the other hand you may have a better choice!
As always thanks for your exceptional- professional service...it is like having a quick consultation!
Respectfully...
Dr.Ernest Rivait
Q: I was wondering where Dundee Corp. Class A is going in the next year or two, meaning at least to $10.00 dollars? I thought, they were involved in resources and energy, which have been going up recently?