Investment Q&A

Q: I’m looking into Almonty and trying to separate substance from narrative.

Tungsten is often framed as a U.S. critical mineral and the West is clearly dependent on China, but I’m wondering how much that actually translates into shareholder value. Sangdong in South Korea only restarted production in 2025, but it did operate historically and shut down mainly due to pricing and Chinese oversupply rather than geology.

Management also recently hired a former U.S. general into a senior operating role, which could signal an attempt to align with defense or strategic supply chains, though it’s unclear how tangible that is in practice.

What % of portfolio allocation would you recommend? And how do you view the future growth of this company?

Q: BHP's Jansen project in Saskatchewan has been getting lots of publicity lately. Slated to start producing in 2026 apparently it will ultimately produce something like 10% of world's potash. What are the implications for world price, and companies like CCO and NXE? Are they still buyable, or is it wait and see.?

Q: Good morning,

Could you please offer your insights and commentary on this NGEX spinout now that it is trading.

Thank you

Q: I would appreciate several recommendations for platinum and palladium producing companies in order of priority considering relatively safe jurisdictions and potential price appreciation.
Thank you,
Ed

Q: Hi Gang

Thanks for your great service

What are Your top Gold. Copper and Sliver ETFs at this time
Thanks MIke B

Q: your opinion on FOM, also will they need to raise more money

Q: gold has gone up a lot this year do you think new buying for something like xgd is a reasonable decision?

Q: I currently have a balance between silver bullion and silver equities. I'm looking to increase my holdings. At this time in the market would you favor the purchase of quality silver stocks or silver bullion?
With appreciation,
Ed

Q: Peter; Thank you the response yesterday. Given your info would it not be a good time to add a little? I don’t think Mr. Sprott would risk his reputation if he was trading with any material info.
As a long timer, I would like to thank you and all of your staff for the exceptional service over the years. My wife and have
both seen all our various portfolio’s returns that beat anything
available in the investing universe.
Enjoy your time off, not much I would guess, and a Merry Christmas and a prosperous New Year.
Rod

Q: Can you give me some insights into this silver company. This one shot to 84 cents and and is now back in the 30 cents range. Is it s good buy considering current silver prices.

Q: Peter; Silver is back on its parabolic rise, along with silver stocks - except for DSV- do you see any news ? Thanks.
Rod

Q: Genm has tripled in the last 6 months. Palladium and copper have been VERY strong lately.

Shareholders have been told (via webinars) that financing is in progress and that by H1 2026 construction should start.

What is your market cap guess, and moving up the lassonde curve after the financing announcement.

Care to venture a guess on the amount of probable equity financing that will be required.

Thank you

Q: I am looking to start a position in copper mining within my TFSA. What company would you suggest based upon prospects for future growth? I am currently 62 years old and I am investing money I will not need for a long while. I prefer to invest in companies that are making money or are about to start making money. Thanks in advance.

Q: Thinking of beginning a small position in this one...what are the pros and cons of MMA

Many thanks!

Q: May I have your thoughts on the 1 for 7 share consolidation? To me the company’s explanations make little sense. Most investors will understand GOT is an exploration company and consequently inherently high risk. So the share price is irrelevant. They are listed on the Vancouver exchange which must have a low minimum share price to maintain their listing. I don’t understand why they would want to list on the TSX with its higher listing costs as well as elevated minimum share price. If the float is reduced presumably the shares will become more volatile…and they’re already volatile enough! I feel management is not being truthful with the shareholders however I would like to have your take on the situation.
Thanks,
Jim

Q: Peter; Today(Dec.17) copper, silver, and gold prices have all jumped, silver in particular. But the corresponding stocks have not. Is there some reason that you see ?? Thanks .
Rod

Q: Almonty seems to be gaining traction with the imminent mine opening in S Korea. It has purchased another mine in the US and is moving its head office to the states. With the price for tungsten doubling in the last year and the demand growing, this appears to be a small cap with lots of upside. Thoughts?

Q: Don't have any mineral related stocks in my portfolios. Suggestions for mid to long term hold.

Q: Assuming APM stays at $10.15, ARIS stays at $ 21.6, GMIN stays at $40.39, LUG stays at $111.4. Which has the most upside potential ? Please rank them and provide the entry price. Thanks for your excellent service.

Q: May I get an update on this co for a possible buy? Thanks. Cheers.