Q: Any idea what caused the 12% pop in NKL today? There hasn't been any news for a month from what I see although that news was basically good. Thanks.
Q: I am looking at DNG and it has been a while since you last commented on them. The PE is attractive and has a small dividend with projected growth. Is their location in Peru too much of a detriment to even consider?
Q: Hello 5i Could you comment on your opinion as the the takeover of Yamana. The take over is expected to take place by the end of March /23. There are 2 options 1 is to sell into the market or 2 take the cash and shares in the 2 takeover companies. The price of gold seems to be on the rise. Therefore if a person chose the shares they may rise in value from the takeover date.
Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.
Q: What is your take on their recent private placement of flow through shares at C$22.57 representing a 90% premium to the Company’s last traded share price on March 13 of 11.89
Share price today is around 10 bucks. What's going on?
What do you make of this? I don't pay a whole lot of attention to these voting reaults. Is it abnormal/concerning to see so many close to 50-50 in votes?
Q: Teck continues to drop on no news. What’s your take on why it has been tanking so bad over the past month. I thought the divesture of their coal business, if anything, was supposed to be a positive/catalyst. Not sure if that’s playing any role in the share price erosion? Down 8+% alone today, ouch.
Q: I would appreciate your opinion on Ivanhoe's recent earnings report. To this layperson, they appear very strong. If a person is a long-term copper bull, would you be comfortable stepping in here, market uncertainty notwithstanding?
Q: I recently purchased shares in this company and since my purchase it has dropped consistantly. I would appreciate your thoughts as to whether it would be wise to sell and take a tax loss or do you see a recovery? Thanks