Investment Q&A

Q: Your opinion of Teck please.

Q: You had this response about Victoria Gold. Orion Mind Finance owns 31%. Follow up -Who is Orion Mind Finance? I see no record of them owning 31%

Q: There are few questions being asked on these two gold miners. Can you provide a brief critique on both? As well, if you were to invest in both companies with a three year time spam, which one would likely give you a higher combined yield (dividend+ growth) over that period. Thanks.

Q: Could you please give me your latest view on DML. Is it a buy, hold or sell?

Q: What is your opinion of Rupert Resources?

Q: Can you give me the names of the 3 biggest copper producers in Canada. Which would be your buy,

Q: Hi 5i team,
I am holding AEM and SSL , and thinking to add one more gold stock.

What is your opinion about Victoria Gold, would you be comfortable buying this stock ?

Thank you for your advice as always.

Q: Happy New year 5I. This is my first question of 2023. DPM had a big pop yesterdday. i guess that the press release about a juicy find in their Serbian property was the reason for the sharp rise in share price (60isb grams over 40 meters sounds pretty good but you ex-Sprott guys should know better than me,) So my questions are: Are those drill results in Serbia as good as they sound to me? and Does a release of good drill results usually lead to sustained strong share price? (My observation is that interest wanes when the next company announces some shiny drill results!) I like DPM for their net cash balance sheet, two profitable mines in Bulgaria, the copper smelter in Namibia, and now this potential in Serbia. I wish they had not invested in the property in Equador but it is too late now. I sold half my postion in DPM. Should I keep the rest and get out now that 52 week share price is near the high point?

Q: Hello. Can I have your thoughts on this company, it’s growth profile, insider ownership, leverage to gold price and the sustainability of its dividend? Does Eric Sprott still own a bunch?

Q: BNN guest just mentioned Osisko Gold Royalties is trading close to a 60% NAV discount & widest historical spread. What do you have as the discount and other metrics? Is this a good buy for Gold? Holding full position in BTO, sold DNG due to Peru risk.

Q: I'm interested in re-entering the gold mining market with central banks around the world are starting to increase their gold reserves. I used own these three names - YRI, BTO, and FNV - in the past. I'm surprised that all three are now dividend payers!

Would you be interested in these three names again at this juncture? Kindly rank them in the order of preference and also please add if there are other gold miner names that I should consider (regardless of yield).

Thanks.

Q: My third question today!! Hope you don't mind the blitz of questions! What's up with copper miners. The share price of the copper miners I own have moved up substantially in 2023 although copper is not up that much. I have ARG for their debt free balance sheet and juicy dividend, Lundin for a large miner with a good dividend and HBM which i tend to trade since it appears to me to be irrationally volitile. I like the copper mining space long term but I do trade portions of positions because of the extreme volitility. I am thinking of taking some profits in HBM (virtually no dividend) and keeping LUN and ARG. What do you think of this strategy? Who do you like in copper miners and why?

Q: I realize this is still a very small company. Taking that into consideration what is your opinion of Starcore?

Thanks very much,

Mike

Q: May I have your thoughts on the USA’s debt ceiling? There is speculation in the press that the most conservative elements (called the “Freedom Caucus”) inside the Republican Party will refuse to raise the debt ceiling without drastic cuts to the country’s chronic budget deficit. In a worse case scenario an impasse will cause government bonds to default. The caucus is quite small but seems to have a large influence over the Republican Party due to its very slender majority in the House Of Representatives. I will need to take some money out of my RRIF this year not covered by the RRIF’s dividend income. Do you think I should be selling stock now or to put it another way will a government bond default is simply not realistic? After all it would take only about 10 Republicans to vote with the Democrats to raise the debt ceiling.

A bond rate spike is typically bad for gold prices but in this case might be positive for gold. Do you agree?

Any thoughts you have would be appreciated.
Jim

Q: Hi 5i Team - Trading in Sierra Madre Gold and Silver (SM - V) has been halted for many months now, starting around the time they made an announcement regarding an acquisition I think. Would you be able to find out why the long trading halt and if there is a chance of trading resuming sometime in the near future. Any other information such as insider holdings/trading, the status of the balance sheet, newsworthy projects, would be greatly appreciated. Thanks.

Q: what is the current production rate? with and without Yamana?

Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.

Q: Can you give an updated assessment of FUU? The property is next door to Nexgen NXE and the market cap has gone up considerably in 13 months and there seems to be more buying than selling.
Many thanks!

Q: Can I please have your view on American Lithium Corp LI on venture exchange?

Q: Can you comment on the different metrics between First Majestic & Fortuna Silver, and which one would be a better pick for a silver holding?