Investment Q&A

• Global X Copper Miners ETF (COPX $70.73)
  • $70.73 P/E (TTM): 36.56X Cap: $6.43B
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• iShares MSCI Global Metals & Mining Producers ETF (PICK $54.06)
  • $54.06 P/E (TTM): 34.08X Cap: $1.78B
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Q: Could you please recommend a couple of Copper ETFs going forward.

Upvote 3

Read Answer Asked by Dennis on February 18, 2026

• Freeport-McMoRan Inc. (FCX $54.80)
  • $54.80 P/E (TTM): 36.14X Cap: $80.82B
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• Glencore plc (GLCNF $7.26)
  • $7.26 Cap: $84.02B
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• Rio Tinto Plc (RIO $88.96)
  • $88.96 P/E (TTM): 14.12X Cap: $108.82B
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• BHP Group Ltd. (BHP $69.55)
  • $69.55 P/E (TTM): 19.19X Cap: $177.40B
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Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph

Upvote 2

Read Answer Asked by ralph on February 18, 2026

• Freeport-McMoRan Inc. (FCX $54.80)
  • $54.80 P/E (TTM): 36.14X Cap: $80.82B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $67.54)
  • $67.54 P/E (TTM): 23.62X Cap: $32.96B
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• Lundin Mining Corporation (LUN $31.39)
  • $31.39 Cap: $27.37B
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• Capstone Copper Corp. (CS $9.64)
  • $9.64 P/E (TTM): 17.9X Cap: $7.46B
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• Ivanhoe Mines Ltd. (IVN $11.06)
  • $11.06 P/E (TTM): 44.19X Cap: $15.82B
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• Global X Copper Miners ETF (COPX $70.73)
  • $70.73 P/E (TTM): 36.56X Cap: $6.43B
  • View COPX Profile
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• Global X Copper Producers Index ETF (COPP $49.55)
  • $49.55 P/E (TTM): 0.51X Cap: $155M
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Q: Hi 5i Team.

Looking to add some exposure to Copper in my portfolio. Can you list a few of your preferred ETF's , and miners and perhaps briefly explain those choices?

Thanks.

Upvote 8

Read Answer Asked by Andrew on February 17, 2026

• Kinross Gold Corporation (K $39.96)
  • $39.96 P/E (TTM): 14.38X Cap: $47.76B
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• Orezone Gold Corporation (ORE $2.13)
  • $2.13 P/E (TTM): 10.76X Cap: $1.37B
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Q: In looking at old emails/threads on 5i research I see there’s been nothing in the past year for these two companies

What are your thoughts with these two companies with the recent gold prices and holdings for the next year?

Upvote 2

Read Answer Asked by Marshall on February 17, 2026

• Cameco Corporation (CCO $142.39)
  • $142.39 P/E (TTM): 119.83X Cap: $62.85B
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• Silvercorp Metals Inc. (SVM $13.97)
  • $13.97 P/E (TTM): 78.85X Cap: $3.13B
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• Global X Silver Miners ETF (SIL $83.51)
  • $83.51 P/E (TTM): 29.93X Cap: $5.08B
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Q: I own both and just wonder if both SIL and SVM are needed? I would sell one to buy CCO.

Thanks

Upvote 3

Read Answer Asked on February 13, 2026

Q: Apparently the brokerages which deal in the gold trade were recently advised, by the regulator, to revise the allowable margin calculation. (based on gold holdings). This significantly reduced the allowable margin amounts. I understand that a letter from the regulator suggests that the reason for the change is that it views that the price of gold, and the volatility are too high. Too many investors might get hurt.
My question is: Is the regulator all that altruistic or are there geopolitical issues at play here which a prudent investor should be aware of?
Thanks for your insightful thoughts.
Ian

Upvote 4

Read Answer Asked by Ian on February 12, 2026

• Newmont Corporation (NEM $103.24)
  • $103.24 P/E (TTM): 15.36X Cap: $110.26B
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• Franco-Nevada Corporation (FNV $325.16)
  • $325.16 P/E (TTM): 47.95X Cap: $62.51B
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• Lundin Mining Corporation (LUN $31.39)
  • $31.39 Cap: $27.37B
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• Barrick Mining Corporation (ABX $53.82)
  • $53.82 P/E (TTM): 12.97X Cap: $89.51B
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• Agnico Eagle Mines Limited (AEM $267.65)
  • $267.65 P/E (TTM): 20.9X Cap: $134.37B
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• Kinross Gold Corporation (K $39.96)
  • $39.96 P/E (TTM): 14.38X Cap: $47.76B
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• iShares Gold Bullion ETF (CGL $34.59)
  • $34.59 Cap: $2.50B
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• G Mining Ventures Corp. (GMIN $42.81)
  • $42.81 P/E (TTM): 28.4X Cap: $10.21B
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• State Street SPDR S&P Metals & Mining ETF (XME $103.65)
  • $103.65 P/E (TTM): 21.98X Cap: $4.26B
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Q: Would appreciate your advice on ranking our material sector holdings with the goal of consolidating those with the highest conviction. Would you suggest others in this sector that could be added - such as NTR.

Upvote 3

Read Answer Asked by sam on February 12, 2026

• Silvercorp Metals Inc. (SVM $13.97)
  • $13.97 P/E (TTM): 78.85X Cap: $3.13B
  • View SVM Profile
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Q: Hi 5i
How were SVM earnings yesterday on Monday feb 09.... Any upside/downside surprises?
Would you continue to hold or add? Seems to be muted reaction by market today?
thx

Upvote 2

Read Answer Asked by jim on February 11, 2026

• Vizsla Silver Corp. (VZLA $4.35)
  • $4.35 Cap: $1.52B
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Q: What advice would you give to a shareholder of Vizsla, regarding the tragic abduction and killing of some employees in what is apparently a cartel-controlled part of Mexico? Sell? Hold? The stock has seen a big hit in the last few days.

Upvote 1

Read Answer Asked by Ed on February 10, 2026

• Ero Copper Corp. (ERO $34.66)
  • $34.66 P/E (TTM): 18.93X Cap: $3.62B
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Q: Hi,
THoughts on Ero's results, market reaction seems aggressive

Slainte, Chris

Upvote 2

Read Answer Asked by Christopher on February 10, 2026

• 5N Plus Inc. (VNP $30.40)
  • $30.40 P/E (TTM): 40.79X Cap: $2.94B
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• Albemarle Corporation (ALB $177.34)
  • $177.34 Cap: $21.15B
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• Neo Performance Materials Inc. (NEO $21.95)
  • $21.95 Cap: $934M
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• VanEck Rare Earth/Strategic Metals ETF (REMX $85.17)
  • $85.17 P/E (TTM): 102.36X Cap: $271M
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• Alliance Mining Corp. (ALM $0.30)
  • $0.30 P/E (TTM): 30.0X Cap: $2M
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• MP Materials Corp. (MP $45.23)
  • $45.23 Cap: $9.20B
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Q: I currently have full positions in base metal and precious metal stocks. Thank you for your ideas. Finding myself short of rare earth investments. Could I have a couple suggestions please?
Thanks
Steve

Upvote 9

Read Answer Asked by Steven on February 09, 2026

• Omai Gold Mines Corp. (OMG $1.57)
  • $1.57 Cap: $985M
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Q: YOU CAUTIOUSLY LIKED THE PROSPECTS OF THIS STOCK A YEAR AGO AT .37 A

SHARE. NOW 1.90 A SHARE. 500 % UP. DO YOU STILL LIKE THE FUTURE

PROSPECTS? THANKS

Upvote 4

Read Answer Asked by terrance on February 09, 2026

• Wheaton Precious Metals Corp. (WPM $173.12)
  • $173.12 P/E (TTM): 54.63X Cap: $78.38B
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• Agnico Eagle Mines Limited (AEM $267.65)
  • $267.65 P/E (TTM): 20.9X Cap: $134.37B
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• Nutrien Ltd. (NTR $107.21)
  • $107.21 P/E (TTM): 33.72X Cap: $50.77B
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Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.

Upvote 4

Read Answer Asked by jeff on February 09, 2026

• Barrick Mining Corporation (ABX $53.82)
  • $53.82 P/E (TTM): 12.97X Cap: $89.51B
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Q: Please comment on Barrick's earnings and outlook. How do you think the split into 2 companies will affect the share price? When will the large copper project in Pakistan produce the first pour? Thank you.

Upvote 3

Read Answer Asked by james on February 09, 2026

• Sigma Lithium Corporation (SGML $16.19)
  • $16.19 Cap: $1.62B
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Q: There appears to have been a significant and well organized campaign against SGML designed apparently to discredit its operation which I assume has now been countered. Would you please comment on the resolution of this issue and provide an analysis of the performance of this company and its prospects.

Upvote 1

Read Answer Asked by Mike on February 09, 2026

• Global X Silver Miners ETF (SIL $83.51)
  • $83.51 P/E (TTM): 29.93X Cap: $5.08B
  • View SIL Profile
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Q: - I am thinking of investing in silver - is there a stock you would recommend, or would an ETF be better in this case? I do not want to hold physical silver
Thanks

Upvote 2

Read Answer Asked by Robert on February 06, 2026

Q: I am confused. Based on the daily news, and what I see economically and politically going on south of the border, I have believed for some time we are headed for trouble. And I mean Trouble with a capital T. So I have been increasing my weighting in gold and silver, I thought I was de-risking, but precious metals are getting killed (along with most things). What did I get wrong? What do you believe is the biggest driver of the current market mood?

Upvote 7

Read Answer Asked by David on February 06, 2026

Q: What is your take on the huge pullback on precious metals, specifically gold and silver. I always had some exposure to it; added more a few months ago when things started taking off, took some profits, and what I have left is taking a wallop. IMO, in the long term is there is still demand for gold and silver so am hesitant to cut losses only to miss a rebound.

Upvote 6

Read Answer Asked by Brad on February 06, 2026

• Patriot Battery Metals Inc. (PMET)
  • P/E (TTM): -21.5X Cap: $186M
  • View PMET Profile
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Q: Hello. What are your current thoughts on PMET? Can I get your analysis of recent drill results?

What assets do they own and what metals are they expected to produce and when?

Can you give me a summary of their current financial state?

Would you be a buyer?

Upvote 2

Read Answer Asked by Robert on February 05, 2026

• Dundee Corporation Class A Subordinate Voting Shares (DC.A $3.73)
  • $3.73 P/E (TTM): 2.84X Cap: $335M
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• DPM Metals Inc. (DPM $45.96)
  • $45.96 P/E (TTM): 16.94X Cap: $10.09B
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Q: Is Dundee Corp. a good way to invest in materials? Is it a well run company?
What exactly does it do?

Is DPM a well run mining company - what kind of metals does it mine?
Does it have a promising future - is it a good investment?
What is the relationship to Dundee Corp.

Upvote 1

Read Answer Asked by Reg on February 05, 2026