Q: Seem the possibility of the NY delisting has hit MUX hard. Is this the only reason there was been this pullback. Long suffering shareholder. Appreciate your input.
Q: I have both at a 2% position in a registered account. Held for a long time and significantly under water. Is it time to average down?
Thanks for the great service.
Q: What's going on with this one? Every day seems to find a new 52 week low. Sector is week but this stock seems much weaker. Do you still consider it in the top quartile of names in the sector?
Q: Peter and His Wonder Team
Focus Graphite hit $1.78 in 2011...this year it has crashed from $0.69 to a new low of $0.16 today. I know the board dismissed there chief officer recently and they may not have the funding to begin production. Why do you think the stock is crashing? Is it lack of funding,inability to get the mine operational,poor management or all the above or am I missing something? It is my understanding that they have a quality asset and they have agreements for advance orders. Just based on there assets is this stock worth $0.16? So how would you rate its value...high risk?...a penny stock?... gambling?... or a fair long term contrarian buying opportunity?
Thanks as always...your insights are invaluable to retail investors!
Dr. Ernest Rivait
Q: Hi Peter, could you please comment on today's news release.
It would seem to me that CE Mining (Brad Mills/Mark Sander) sees potential in the SMP deposit and this is re-enforced by the fact that they exercised 6,140,000 share purchase warrants at 5 cents even though the market bid price was 2.5 cents (a 100% premium).
Q: Hi team,
With the recent strength in the U.S. dollar and the volatility due to the Greek situation,would this present a good buying opportunity to accumulate this stock? The company seems to be doing everything right,is well managed has a solid balance sheet and will be producing 40% more gold this fall or early 2016?
I am looking at holding for another two to three years.
Thank you.
Q: What do you think of Sandspring Resources latest news release . They are taking over PNO Resources that Frank Giustra is a large share holder in . Do you think this holds well for the company in raising money for mine development
Q: hi,
Could you please tell me how you feel about Teck Resources?
I'm down 47% and it represents 2.5% of my holdings (was 5%). It is the only "metals & coal" exposure I have.
I got out at $5 in 08/09n and painfully watched it get back to $60.
Do I just hold it and hope for a turnaround in the metals/coal sector?
Thanks
Q: Peter and His Wonder Team
Denison Mines just bought Fission Uranium. What is your assessment of this deal? How would you rate the balance sheet? Both stocks are down...does that mean Mr. Market disapproves? If one had patience is it a worthy contrarian play?
As always ...thanks for your prompt reply and great insights!
Respectfully...
Dr. Ernest Rivait
Q: Hello 5i , my question is regarding Temex (TME). Can you review the recent news involving Oban and the proposed merger of several junior miners. as a current shareholder of TME is this a good deal ? if the proposed merger goes thru is management capable of creating shareholder value going forward ? should i vote to accept the offer ? why ? i realize overall this is a high risk sector but do you see any other red flags that the ordinary joe might be missing ? thanx Norm
Q: Hi,
Slw is a royalty outfit, this I get but if the royalty is based on an outtake of a potential decline production of the royalty debtors,then is it not that the payout to slw is lower?
If I am correct in my assumption,
1/what is your take on the value of it's contracts in view of potential reductions of production? And
2/with consideration of (1) do you think it's actual price: $ 21.62 is a fair value or expensive.