Investment Q&A

Q: Good day,
In a recent announcement, EQX indicated that US$130 million conv debt is being converted into equity, and it talks about a secondary offering for the same amount - Q. Is that secondary offering to cover the debt, or is it in addition to the shares being issued for the debt conversion?
Thanks.

Q: Can you comment on how likely Nexgen is to get its Federal approval for the Rook 1 project?When is this decision anticipated?

Q: I am planning to sell PAAS to crystalize a tax loss. What relatively safe silver stock
would you recommend as a replacement?
With appreciation,
Ed

Q: What are your thoughts on the takeover price? Any opinion on the new combined entity assuming the takeover proceeds?

Likelihood of another competing bid?

Thanks!!

Q: Over the last month AGI has benn quite week while the price of gold has hit record highs.Theoreticaly,if this company was to be bought out by a larger one,what would be it's price to book and how much of a premium would it fetch? I am comfortable hanging on to it as I see it as a well managed cie., with strong growth potential.
Many thanks,
Jean

Q: hi folks...your analysis on Montage gold, mau/v...stock been on nice run with rise in price of gold....small cap, but would you rate it a Buy, Hold, or Sell....thanks, jb Piedmont QC

Q: While I understand 5i prefers questions about companies with a market cap of $1 billion plus, this is a general question more about open-pit mining in Mexico than it is company specific. Two years ago I bought DSV shares for many reasons, not least of which were the involvement of Eric Sprott and the selection of Tony Makuch as CEO. This past summer I was shaken out of my position in DSV when I learned that the new govt was hoping to change the constitution in order to ban open-pit mining. However, apparently they do not have the numbers in the Senate to pass the legislation. DSV's Cordero project is planned to be open-pit. I realize you can't speak to my personal situation, but are investors wise to stay on the sidelines regarding development stage projects in Mexico given the new govt's legislative push or do you believe that nothing will really change? Btw, if you have any information regarding whether or not DSV will be allowed to build the intended open-pit mine, it would be greatly appreciated.

Thanks for any insights you can offer.

Q: hi,
are you able to compare/contrast the stock price, key metrics, and any other important issues with AEM today versus November 2010? can you give us your opinion of how the Kirkland lake acquisition has gone? Can you give your rank as buy hold sell today. cheers, Chris

Q: I am planning on buying gold etf but also would like to do a silver etf
what % of a portfolio would you put in the gold and or the silver etf in these times and looking for hold thru mid March (assuming turmoil on several fronts. Thank you.

Q: Want to stay in the sector.Keep CDE or sell SIL at a taxable profit and buy your recommendation?

Q: Hi 5i, Could I have a fresh look at PMET as a lithium small cap? I know of 3 analysts with target price over $10, does Bloomberg has a similar average? I’m not convinced this is the right time to buy lithium stocks, but would you prefer LAC? I already own ALB. Thanks as usual.

Q: Good day, 5i - I am interested in investing in graphite and graphene. Is there an ETF or Mutual Fund that you can recommend? Also, I would like to have any separate stock recommendations that you feel have high potential. Thank you, I appreciate you service very much.

Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?

Q: May I please have your comments on this company. Is it worth investing some money in this small company? Thank you for your great service.

Stella

Q: Appreciate your thoughts on VOXR,VOX ROYALTY.Australian company.Thanks.

Q: For gold, I've always liked your idea of holding the real thing. I therefore followed your advice to have PHYS which I hold as an insurance rather than for trading.

I'm looking to build the same thing in Bitcoin for about 5% of my portfolio. Can you recommend an ETF or fund that is based on holding bitcoin (rather than one that places bets on it).

I'd like to know your opinion on the best one in CAD and in USD. Since I'm holding it for the long term, would it be better to covert to USD and hold it all there?

Please also give your opinion on the 'insurance' strategy and whether you think 5% of each of gold and bitcoin is a suitable amount for this purpose.

Thanks as always.

Q: Peter and His Wonder Team
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!

Q: early days but would like your comments on oct 1 presser re massive sulphide
mineralization 9 km
thank you

Q: Good morning,

Could you please help explain the best current course of action with respect to the tender of Filo shares - $33.00 cash or Lundin shares or combination cash and shares? Is it now possible to receive more than $33 a share?

Thank you for your help.

Q: It's been a while since you commented upon this company. What would be your current view about taking a small position in it despite the limited trading volume?