Investment Q&A

• Cameco Corporation (CCO $148.62)
  • $148.62 P/E (TTM): 115.82X Cap: $63.15B
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• Silvercorp Metals Inc. (SVM $13.41)
  • $13.41 P/E (TTM): 76.7X Cap: $2.83B
  • View SVM Profile
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• Global X Silver Miners ETF (SIL $83.45)
  • $83.45 P/E (TTM): 29.93X Cap: $5.03B
  • View SIL Profile
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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 $99.02)
  • $99.02 P/E (TTM): 14.99X Cap: $106.76B
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• Franco-Nevada Corporation (FNV $317.99)
  • $317.99 P/E (TTM): 47.05X Cap: $59.98B
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• Lundin Mining Corporation (LUN $31.79)
  • $31.79 Cap: $27.27B
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• Barrick Mining Corporation (ABX $52.43)
  • $52.43 P/E (TTM): 12.79X Cap: $86.58B
  • View ABX Profile
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• Agnico Eagle Mines Limited (AEM $252.57)
  • $252.57 P/E (TTM): 20.58X Cap: $126.30B
  • View AEM Profile
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• Kinross Gold Corporation (K $38.49)
  • $38.49 P/E (TTM): 13.69X Cap: $45.76B
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• iShares Gold Bullion ETF (CGL $33.68)
  • $33.68 Cap: $2.44B
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• G Mining Ventures Corp. (GMIN $40.67)
  • $40.67 P/E (TTM): 28.4X Cap: $9.26B
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• State Street SPDR S&P Metals & Mining ETF (XME $106.82)
  • $106.82 P/E (TTM): 21.98X Cap: $4.17B
  • View XME Profile
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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 $13.41)
  • $13.41 P/E (TTM): 76.7X Cap: $2.83B
  • 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 $4.31)
  • $4.31 Cap: $1.50B
  • View VZLA Profile
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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 $33.99)
  • $33.99 P/E (TTM): 18.05X Cap: $3.54B
  • View ERO Profile
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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 $33.28)
  • $33.28 P/E (TTM): 38.37X Cap: $2.76B
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• Albemarle Corporation (ALB $177.06)
  • $177.06 Cap: $19.71B
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• Neo Performance Materials Inc. (NEO $21.90)
  • $21.90 Cap: $854M
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• VanEck Rare Earth/Strategic Metals ETF (REMX $84.62)
  • $84.62 P/E (TTM): 102.36X Cap: $263M
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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 $53.29)
  • $53.29 Cap: $9.46B
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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 $1.51)
  • $1.51 Cap: $940M
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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 $165.98)
  • $165.98 P/E (TTM): 52.25X Cap: $74.56B
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• Agnico Eagle Mines Limited (AEM $252.57)
  • $252.57 P/E (TTM): 20.58X Cap: $126.30B
  • View AEM Profile
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• Nutrien Ltd. (NTR $105.72)
  • $105.72 P/E (TTM): 34.63X Cap: $51.09B
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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 $52.43)
  • $52.43 P/E (TTM): 12.79X Cap: $86.58B
  • View ABX Profile
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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 2

Read Answer Asked by james on February 09, 2026

• Sigma Lithium Corporation (SGML $14.42)
  • $14.42 Cap: $1.58B
  • View SGML Profile
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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 $83.45)
  • $83.45 P/E (TTM): 29.93X Cap: $5.03B
  • 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
  • View Questions on PMET

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 $3.68)
  • $3.68 P/E (TTM): 2.88X Cap: $331M
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• DPM Metals Inc. (DPM $43.47)
  • $43.47 P/E (TTM): 16.11X Cap: $9.64B
  • View DPM Profile
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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

• Global X Lithium & Battery Tech ETF (LIT $70.74)
  • $70.74 P/E (TTM): 1.02X Cap: $1.63B
  • View LIT Profile
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Q: Global X Lithium and Battery Tech ETF LI.

Do you think this is worth investing in?

Thank you.

Upvote 2

Read Answer Asked by Ross on February 05, 2026

• Wheaton Precious Metals Corp. (WPM $165.98)
  • $165.98 P/E (TTM): 52.25X Cap: $74.56B
  • View WPM Profile
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• Pan American Silver Corp. (PAAS $68.71)
  • $68.71 P/E (TTM): 18.94X Cap: $28.40B
  • View PAAS Profile
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• iShares Silver Trust (SLV $62.95)
  • $62.95 Cap: $33.80B
  • View SLV Profile
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Q: Hi right now would you buy into the Solver trade? If so would it be the metal itself or the miners or the royalty companies?

Can you please give me 2 or 3 of the top suggestions for above?

Thanks.

Upvote 3

Read Answer Asked by Robert on February 04, 2026

• Cameco Corporation (CCO $148.62)
  • $148.62 P/E (TTM): 115.82X Cap: $63.15B
  • View CCO Profile
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• Global X Uranium ETF (URA $48.19)
  • $48.19 P/E (TTM): 60.84X Cap: $6.69B
  • View URA Profile
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Q: Why is uranium getting hit so hard today? It gave me an opportunity to buy Cameco but I hope it turns around.

Upvote 4

Read Answer Asked by Zara on February 04, 2026

• Almonty Industries Inc. (AII $20.28)
  • $20.28 Cap: $6.54B
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Q: Almonty Industries the mainly Tungsten mining company has had a meteoric ride over the past year. The mine in S Korea has just recently started to produce. It has grest capacity and there’s a tremendous demand for this mineral worldwide.
What are the chances that it may be bought out by a large international or US company?
Thanks

Upvote 2

Read Answer Asked by Dennis on February 04, 2026