Q: I am at a loss with Franco Nevada. Would that make sense to sell soon after the ex-dividend date of December 6th to realize a tax loss and buy again in 2024 (˃ 30 days) once we know more about the Panama situation? Do you think the FNV stock could still go much lower than it is today? Thank you
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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: Do you feel Uranium and Nuclear is really the long term solution for clean energy? If so, would Cameco be your best (safest) play in the space as a producer or would you pick a smaller exploration company? Thanks
Q: Since the mine in Panama is 20% of FNV revenues and the share price is down about 20% from the approximate $200 valuation expected with the current price of gold (based on past episodes), would you consider the total loss of this revenue stream to be "in the price", or is there further downside if the court ruling goes against the mine?
Q: I am interested in purchasing Newmont since their takeover of Newcrest, Would today’s price be a good entry point?
Q: Hi, my question is which etf to buy in the Sprott precious metal group? I’m selling my bullion and buying a etf. I can buy gold, gold and silver, platinum and palladium or uranium.
My plan was to just buy gold ( phys), but I see I have other choices. What would be your suggestion for a 4-5 minimum year hold?
Thanks
My plan was to just buy gold ( phys), but I see I have other choices. What would be your suggestion for a 4-5 minimum year hold?
Thanks
Q: Hi 5i
Given current situation with the Panama referendum, What value does this mine contribute to FM overall value and assuming the vote is negative and FM loses it licences ect...what would you estimate the fair value share price to be...current price is around $13.50.....(I imagine the immediate reaction would be very bad...).....Hi 5i
Additional info for my First Qauntum question, Currently hold small position and want to decide if i should unload it or hold on...inside a registered plan so no tax benefit to sell.
thx
Given current situation with the Panama referendum, What value does this mine contribute to FM overall value and assuming the vote is negative and FM loses it licences ect...what would you estimate the fair value share price to be...current price is around $13.50.....(I imagine the immediate reaction would be very bad...).....Hi 5i
Additional info for my First Qauntum question, Currently hold small position and want to decide if i should unload it or hold on...inside a registered plan so no tax benefit to sell.
thx
Q: There has been no mention of GRA in quite a while, nothing on their FY 2023 in September nor the recent Q1 24, so I'm wondering if you could provide us with a brief update.
Thanks
Chris M.
Thanks
Chris M.
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First Quantum Minerals Ltd. (FM)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Capstone Copper Corp. (CS)
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Ero Copper Corp. (ERO)
Q: Can you compare and rank, for profitability and secondly, for growth prospects, the 5 Canadian listed copper producers, with the best 5 -10 year profitability and growth outlook, that may operate mines in Canada and/or other countries? Thank you.
Q: Realizing there could be a 12 - 18 month wait, what would be your top 2 - 3 small and mid-cap silver stocks? Thank you.
Mike
Mike
Q: You recently answered a question on Argonaut Gold. You mentioned that there would be more information to share after its results on Nov 14th. The price has been falling sharply. Are there new reasons for concern? Buy, hold or sell? Thanks.
Q: Hello 5I,
Do you know of a good financial online site that tracks the current spot price of Gold?
I use TD Webroker and regular gold price updates our far and few between?
Thanks for your help
Stephen G
Do you know of a good financial online site that tracks the current spot price of Gold?
I use TD Webroker and regular gold price updates our far and few between?
Thanks for your help
Stephen G
Q: After acquiring MMX last year what is the earnings growth outlook for TFPM? They seem to have a lot of non-producing streams/royalties, how many of these projects are expected to be producing assets in the next decade? Would 5i consider it a buy at current price levels or would you prefer a more senior royalty play like FNV?
Q: Do you have a favorite silver miner? Would you go with a miner or buy physical silver.
I was considering PAAS but they seem to generate a significant portion of revenue from gold. Thanks.
I was considering PAAS but they seem to generate a significant portion of revenue from gold. Thanks.
Q: Current thoughts on Metc? Level of debt? Insider ownership?
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Franco-Nevada Corporation (FNV)
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Wheaton Precious Metals Corp. (WPM)
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Osisko Gold Royalties Ltd (OR)
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Altius Minerals Corporation (ALS)
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iShares S&P/TSX Global Base Metals Index ETF (XBM)
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Sandstorm Gold Ltd. (SSL)
Q: Could you tell from which metals (gold, silver, copper, others) these royalties’stocks or ETF are getting their revenues/profits. And in what proportion? If possible, from which countries?
I own OR (gold), SSL (gold only?). Also these stocks: MAG (silver only?), FVI (silver&gold?).
I hope the question is not too complicated. Thanks a lot.
I own OR (gold), SSL (gold only?). Also these stocks: MAG (silver only?), FVI (silver&gold?).
I hope the question is not too complicated. Thanks a lot.
Q: Hi - thoughts on where Teck’s share price goes from here? Not much of a bump with the announced sale of the coal business to Glencore, Thought we might have seen a bit more of a move up / premium on the sale. Are there any other catalysts that you can see at this time that may cause the share price to spike? Feels like things may just drift downwards/sideways for a while, especially with the cost overruns that were announced last month in other parts of their business.
Q: TECK made a big move today, selling their coal business for $9 B (US funds). Wondering what you think of the deal, and more importantly, what do you think of TECK.B as an investment now that it will be divesting the coal business. The stock rose about $3 initially on the news, but then fell back to just below the previous close, so clearly, some people were not impressed with the deal.
Q: is generation mining heading towards 0
Q: metallurgical coal. What Canadian public companies earn significant revenues from it?Aside from Teck.
Q: Good morning,
Could you please comment on their purchase of Marathon Gold - would you continue to hold the new entity ( as a current holder of Marathon Gold) ?
Thank you,
Could you please comment on their purchase of Marathon Gold - would you continue to hold the new entity ( as a current holder of Marathon Gold) ?
Thank you,