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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 have 0% exposure to gold, which has proven to be a mistake in the past 2 years. Is it too late to jump on the gold wagon?
If yes, which companies do you recommend? Please give 3 names. Thank you very much.
Read Answer Asked by Anh on January 06, 2026
Q: Can you comment on the impact of the Jan1st Chinese restriction of exports (some licensing conditions apparently apply) on silver, tungsten and other elements/metals? Has Shanghai effectively taken dominance over the silver market? The silver bugs are excited for expected huge stock price increases due to the high demand and low supply situation. My thanks.
Read Answer Asked by David C. on January 05, 2026
Q: Please give your assessment of the impact of the recent Lundin Mining acquisition. The markets seem to be reacting postively, but what is your take on the new CEO and the company framing itself as a "multi-asset" nickel-copper company? Has the company finally transitioned from exploration to production?
Read Answer Asked by Thomas on January 02, 2026
Q: Peter; How does one check out the short position in silver on the CME ? Is it something you watch? Thanks.

Rod
Read Answer Asked by Rodney on January 02, 2026
Q: There is no urgency to this request. What are my options to purchase Canadian producers of iron ore and steel? I may buy a partial in LIF but I am more interested in growth than income. I have recently taken a small position in RIO.

Thank you,

Mike
Read Answer Asked by Michael on January 02, 2026
Q: Today the precious metals are being clobbered in an out of the ordianary way. Do you think this is the watershed moment for precious metals and the peak has been reached?

What is your take on the activity?


Sheldon
Read Answer Asked by Sheldon on December 29, 2025
Q: I’m looking into Almonty and trying to separate substance from narrative.

Tungsten is often framed as a U.S. critical mineral and the West is clearly dependent on China, but I’m wondering how much that actually translates into shareholder value. Sangdong in South Korea only restarted production in 2025, but it did operate historically and shut down mainly due to pricing and Chinese oversupply rather than geology.

Management also recently hired a former U.S. general into a senior operating role, which could signal an attempt to align with defense or strategic supply chains, though it’s unclear how tangible that is in practice.

What % of portfolio allocation would you recommend? And how do you view the future growth of this company?
Read Answer Asked by Elana on December 29, 2025
Q: BHP's Jansen project in Saskatchewan has been getting lots of publicity lately. Slated to start producing in 2026 apparently it will ultimately produce something like 10% of world's potash. What are the implications for world price, and companies like CCO and NXE? Are they still buyable, or is it wait and see.?
Read Answer Asked by John on December 24, 2025
Q: Good morning,

Could you please offer your insights and commentary on this NGEX spinout now that it is trading.

Thank you
Read Answer Asked by Brad on December 23, 2025
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