Investment Q&A

Q: what are your 2 favorite mid cap gold companies for risk and growth as of today.awhile back you gave me aris which i own as well as barrick and iamgold.dave

Q: LIB: CA Can I get your comments on this stock please?

Thanks

Q: I have 10,000 ounces of physical silver bars.what is the best way to sell it all?..Is there a premium for physical silver somewhere somehow?..thanks for your help

Q: please comment on critical minerals update today
thank you

Q: BAM seems to be on a downward slide. Would you sell or hold the stock?

Q: please comment on La Plata Cu press update
thank you

Q: In your opinion, having no gold stocks at present, is Agnico Eagle worth investing in?

Q: I realize a lot has been said about BTO recently, but most of the discussion has focused on (reduced) 2026 expectations. At current levels, do you think that downside risk should be reasonably low? Analysts have been increasing estimates for ’27 such that at the Feb/24 close the Fwd PE is only 5.4x. That seems to be a very low # for a company in one of the strongest sectors, which tells me the market has already baked in future execution misses, helping to reduce downside risk. Conversely, if execution does improve by ’27 the stock looks like an easy double from here.

Q: Hello. Can I get your take on the recent transaction involving FISH and OR?

What assets does FISH have left post sale?

The new dividend yield will be around 5%. Sustainable?

What do you know about management and their track record?

Wexford owns over half the shares. Who are they?

Thanks!!

Q: Given the turmoil in Mexico would you lighten up/ or sell most investments in Mexican silver producers? If so, can you recommend silver producers in safer jurisdictions?
With apreciation,
Ed

Q: As you are unable to comment on the Sprott companies which I am invested in, where would I get questions I have answered? Does no comment also apply to stocks Sprott has a large and growing interest in, such as Hycroft?
Also can you please break down the revenue percentages for silver, lead, zinc and other metals for Silvercorp.

Q: I've got a small position in CS and I am currently down 20%. Do you still feel good about this company and would this be an opportunity to average down?
If not, would you recommend a better option?

Thanks

Q: Your thoughts on this company please. Thanks.

Q: Your comments on United States Antimony Corporation(UAMY)appreciated.

Q: I'm a little upset with the Fact that Newmont, after such a year in gold, has decided to only increase its dividend by 1%.

I understand that they'll need the money to probably buy Barrick american asset.

What would you think of selling part of my NEM investment to buy Barrick.

Since NEM in on the US side of my porte-feuille, what would you think of replacing this investment by Royalgold?

Thank you

Q: Koryx Copper Inc .XTSX: KRY

Your opinion on this one, buy or not?

Thank you.

Q: I have done a little bit of work on Orla Mining. It came on my radar when I saw their heaps of paydirt at the Camino Rojo mine in Zacatecas, Mexico (You can see the operation from the highway that connects Saltillo with the city of Zacatecas). That mine seems to have very low operating costs and even a partial pitwall collapse last year did not seem to hurt ORLA too much. What I didn't know is that they bought the Musselwhite Gold mine north of Thunder Bay from Newmont. Apparently Newmont wasn't interested in Musselwhite (too small for them) so there was very little capital spent at that mine. Orla saw potential at Musselwhite, bought the mine and started to invest. The processing plant at Musselwhite was running way below name plate capacity due to a lack of mined ore Orla has located more ore and has been using the mill at a much higher capacity and low and behold they are making money. To me that demonstrated a smart management team. And since Orla is now a two mine miner (with one mine in Canada and the other in Mexico) I am considering a position in ORLA. But what is your opinion of Orla and if you were to do a deeper dive on Orla what would you be looking for/at?

Q: Is gold still a buy at today's price. If so what would be your top 3 gold stocks or etfs to buy and why. Or is there a different material that you would prefer today and if so please list your top 3 stocks or etfs for them and why.
Thank you

Q: What is your opinion of yesterday's quarterly report, in comparison to other companies like AEM? Is the Ontario Government announcement that it will fast-track the Great Bear Project, which is potentially huge, significant? Or too early to tell?

Q: How do you rate Capstone after some negative company releases?