Q: Would you still favour G as a single gold portfolio holding or is there a better gold alternative. Is the dividend sustainable at current gold prices? Thanks.
Q: Hi 5i: I'd like to check out a comment made on BNN the other day regarding share dilution for Trevali Mining, and other small metals companies currently exploring and producing at the same time. Do you have data for Trevali on market cap and # of outstanding shares for the last few years? Thanks for all your help.
Q: I currently hold SLW and G each at 2.5 % of my well diversified portfolio. Would you be comfortable now increasing one or the other or both to 4 or 5 % for income and some growth. I am under water 12 and 13 % in each. I also hold First Quantum. Many thanks!
I'm wondering if you see anything positive in the company's future. It looks bleak to say the least but I keep thinking about all the cobalt reserves and companies like Tesla needing a whole lot of it in the upcoming years. Thank you
Q: Good Morning,
Can you please comment on RNX hiring Swedbank to help in raising $600MM in a potential bond issue? Without any cash flow how would RNX make the interest payments? Could it be structured like a stripped bond? Thank-you.
Q: Hi team, I have a small position (bought on a whim) which is underwater now and I'm doing my due diligence after the fact :-( Would love your opinion - it's meant to be a longterm hold for income and some growth.Thanks!
Q: Teck Resources seems to be hitting lows not seen since 2009 recently. The coal and base metal industries are definitely in a slump, but the products remain necessary and TCK still seems able to generate a reasonable profit. What is your opinion on buying shares of TCK.B as a long term (multi-year) hold for capital gains and the dividend? If TCK.B is not recommended do you have a better stock to recommend in the same industry group?
What do you think about HMY at the current levels? It's hovering at 52 weeks lows. Is the dividend safe (at over 7% at current stock price) ?
I have Goldcorp and I'm under water.
Any ideas as to what Goldcorp may be doing with all the raised as of late, and the money raised with the sale of Tahoe? Just paying down debt? Are there any companies on their radar? If so, which ones would be logical fits with their plans in your experience?
Q: Hi,
It's been awhile since there has been a question on NML, I know it has likely been forgotten. I find it disturbing that Tata Steel can continue making cash calls to NML which NML can't answer which dilutes their interest in the DSO. How is it possible that Tata can alter the scope of the DSO which increases Capex significantly and NML is legally bound to this? These changes were not included in the original agreement and has greatly altered the cost and the time line of the project. I have requested the original documents but they will not release them to shareholders which I also find incredible. Any thoughts? What is the future for NML? Thank-you.
Q: Can I have your thoughts on Gold Corp's offering of their Tahoe shares @ $17.20. If I remember correctly they have increased their credit from 2 billion to 3 billion just two days ago.
I'm underweight materials (some TV only) and think I should add some to be properly diversified. I'm thinking about First Quantum for copper, or a uranium stock. Do you have any opinion about which is likely to come back into vogue first? Or do you think I should pick up some gold (I have none of that either).
Q: My 5% position has fallen to 3% with G's decline. I'm considering topping it up to 5% again or taking a position in another gold company. G is my only gold company, and miner for that matter. One concern is the talk of rate hikes looming and golds getting hit further. Your opinion please?
Q: Osisko was a stable royalty co having the royalty on just the original mine but now it is teaming up with Oban and a mix of 5 jnr gold cos. Do you think this is a riskier company now or do you, as some articles say, is the start of another good quality gold mining team amalgamating postage stamps into one company.