Q: This small copper mine in the BC interior has seen some heavy volume and a nice rise recently based on Captain Canada's David Eby's talk of expediated permitting for the mine expansion!
Would love your analysis on this one on the viability of this taking place and is it worth a small bet?
Q: If one wants to invest in the nuclear energy, which seems to have a bright future for the long term, which component stocks will see the most growth in terms of price appreciation. Would it be the builders who build the infrastructure (i.e nuclear plants) or the mineral (Uranium) or the mining companies. Is there any ETF which would encompass all these?
Q: Hello 5i Team,
I have a small 1/4 position in DSV. What are your thoughts on DSV going forward? Should i bring it up to a full position?
Thank you,
Brent
Q: Gold miners witnessed a first noticeable pullback of 6-7% on Friday, after almost going up in straight line for several weeks, although Gold bullion was down only fractionally. It looks like, after a spectacular run, the sector may be exposed to additional drawdown, at least in the near term. Do you agree ?
Could you please suggest some near term support levels, for AEM and XGD, from technical perspective, in order to take advantage of this pull back to add to a position.
Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?
Q: T2 Metals Corp (TWO)
Is this a diamond in the rough? Please comment on insider ownership/buying and major well known stakeholders and the CEO track record. What do you think of the balance sheet and outlook for this company. Thank you.
Q: Americas Gold & Silver has hired a lobbying firm to solicit the US administration on the merits of investing in the company due to their Antimony assets. Any comment on this initiative. Do you consider USAS one of the better silver investments at its current price?
Q: I just bought a small position in Jaguar Mining. I have never considered JAG an interesting gold mining company but it came to my attention that currently there is an interesting turn around story at JAG. JAG had an accident at their turmalina mine which took one of their two mines off line as well as it saddled JAG with a $50 USD fine from the Brazilian government. Subsequently that fine has been reduced to $10 USD and turmalina is scheduled to be back producing gold in 2026. Meanwhile the high price of gold has allowed JAG to have free cash flow even with only on performing mine. So IF all goes well with the restart of turmalina and the price of gold is good, let's say over $3500 per ounce, JAG should have good cash flow.
What I don't understand is why JAG raised $28 million on Tuesday with an equity raise. Through reading articles I was lead to believe that JAG had net cash on the balance sheet, so why would they raise more? Can you use your bloomberg terminal and confirm if JAG has debt or net cash on the balance sheet prior to the equity raise? I am considering of adding to my position of JAG because of the turn around potential, but what do the 5i guys think of JAG. I have lots of Agnico and B2Gold plus a little bit of aalmos and K9 in Papau Guinea so I am looking for somethin a little more speculative in a junior gold producer, do you have other ideas? Also about 48 per cent of Jaguar shares are owned by Eric Sprott (I believe it is his personal holding since they are held via a numbered company in Ontario). I look at that as a positive but is there a downside to have one rich dude nearly controlling the company? I know this is long question!
Q: I have one more question about Jaguar Mining. Upon rereading the press release about the equity raise it was called a "life private placement". Can you explain what that is?