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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: I was very successful with my investment in Kirkland Lake Gold a few years ago, and I wonder if any of that success will rub off on these two junior golds, due to their connection to KL.

KRR just reported decent quarterly results, and I like the fact that Tony Makuch, the former CEO of KL has recently joined the board of KRR. I believe that Makuch played a major role in the success of KL, and I was disappointed when he was kicked out at AEM, probably because of a culture clash.

Eric Sprott has recently made a big purchase of NFG shares, to add to his already big holding. He also played a big part in the success of KL, I believe.

I'd be very interested in your take on these two companies.
Read Answer Asked by Jack on November 14, 2023
Q: Hi 5i Team - Could you provide an update on Argonaut Gold including cash on hand, debt, production potential, exploration potential. Also insider holdings and recent trading. Its latest press releases seem to be at least a little upbeat but the stock continues to go lower. Maybe I am misreading them. Thanks.
Read Answer Asked by Rob on November 09, 2023
Q: Since early 2023, I de-risked my general asset allocation to 30% equity. 30% ultra-short-term corp bonds, 30% MMF. The rest is mostly physical gold (PHYS), with a tiny bit of silver exposure. I am wondering about starting a small position in oil such as CPG or WCP. My other interest is also Sprott Physical Uranium as I have a tiny position in CCO which also did well. Any thoughts on which one is a better story, Uranium or oil?
Read Answer Asked by Ford on November 02, 2023
Q: Hi 5i Team - Could you provide an update on Sierra Madre Gold and Silver including its projects and exploration opportunities, its cash on hand and the balance book in general, and insider activity/holdings. Is it possible to find out if Rick Rule still has shares and are there any individuals or institutions that own a significant number of shares. I think the symbol is SM.
Thanks.
Read Answer Asked by Rob on November 02, 2023
Q: Hi 5i Team - Could you provide a summary of the operations of Mundoro Capital as well as its balance sheet including cash on hand. Does it hold hold any properties that are particularly interesting from an exploration point of view. Also what is the insider ownership and has there been any significant buying or selling in the past few months.
Thanks.
Read Answer Asked by Rob on November 02, 2023