Investment Q&A

Q: I know you like AEM. Given the recent surge in Commodity Prices, what are your top 3 Gold Stock picks and what are your top 3 base metal (Copper, Nickel, etc..) picks. Are these good entry points?

Q: LIF has taken quite the hit the past two days. I'm thinking to sell my RUS and buy the dip. What do you think of the swap? If so, do you have any advice on timing? LIF shows ex dividend March 30. Would it be wise to wait until then and see how it settles?

Thanks

Q: Hi 5i Team - Could you provide an update on the fundamentals of Headwater Gold including cash on hand, debt (if any), insider ownership, quality of management. This company was mentioned recently on the Metals Investor Forum and sounds like it has quite a bit going for it including 10 projects, 100 % owned with some encouraging drill results. Also could you give your opinion on the upside potential of this company as well as the possibility of a need to raise capital for further exploration. At this point there are only 50 million shares which doesn't seem like a lot for a junior resource company. Thanks.

Q: On March 11, in response to Norm's question regarding B2 Gold, you wrote, "BTO's profit margins for 2020 were 35% and its year-over-year revenue growth was 55%. For 2021, its revenue declined by 1.5% and profit margins fell to 24%." I need your help to understand the profit margin numbers. For instance, B2's AISC for 2021 was around $900 while they sold the mined gold for around $1800. Wouldn't the margin then be 100%? What I am missing here?

Also, you wrote, "It has improved on its balance sheet since 2020." The company is debt-free. Is that what you were referring to or something else? Please explain.

You have stated previously that the stock is cheap, and it pays a very healthy dividend. It is about 50 cents lower per share than its March 2020 share price while the price of gold is substantially higher. Do you attribute that to people shying away from the location of B2's mines?

There's a few questions in there.

Thank you as always for your service.

Q: KRR is 2.4% of my RRSP and I am up about 110% (also hold KRR and XGD in other accounts). Can you please tell me a bit more about KRR? I know it mines gold and nickel.
After significant declines with small caps like AT, XBC and REAL, I am a bit leery of KRR and wonder if its time to take a bit of profit, but I am reluctant with such good momentum. Can you please tell us again what dollar cap amount defines a small cap, med cap and large cap?
Thanks!!

Q: Hi 5i Team - Could you provide an update on the fundamentals of GoGold Resources, its cash on hand, revenue if any, insider ownership, and potential of existing projects. Also do you have any insight into the management/geological team. Thanks.

Q: Why the sell off? Is it to do with the close nickel market?

Q: I noticed EV Nickel’s 35% runup yesterday. Can you recommend EVNI or other more established miners poised to take full advantage of a « commodities boom »?

Q: Can you comment on the investment merits of this ETF NANR

Q: If one is to consider commodity exposure, do you have any recommendations? TECK or RIO or both? Thanks.

Q: Hello....A couple of years ago when gold was in the $2K range, BTO traded around $9. Now gold has returned to that range and yet BTO who continuously report sky high profits, stays in the $5-$6 range. Can you give me your thoughts on this....Thanks

Q: Have been holding for over a year ... XGD has done quite well lately. I am up almost 22%. Do you think gold still has room to run or should I take my profits and move into another area that has been beaten down in the recent turmoil? If so, can you give me 2-3 suggestions?

Q: Hard question to define but was wondering what effect the surge in Nickel prices might have on investments in the lithium sector (which use nickel). Help or hurt?

Q: Would you please comment upon the arrangement between CS and Mantos. Do you prefer CMMC as a copper play? I would appreciate your reasons for preferring one company or the other.

Q: Hi 5i

1.Given current share price increase how do you view WDO going forward? Would you be investors and if so at what price would you consider? Do you think stock can run further and how do you view its risk? Further upside?

2. Considering initiating position in ATD given its current drop from around 53 to 47. What is your view on this company and would you be interested at this price. Any alternate suggestions in same space?


Many Thx
Jim

Q: Could I please have your view and recommendations on LME?

Q: Good morning,

Could you please provide a thumbnail sketch on Sherritt and your advice on whether it is a buy given rising nickel?

Thank you

Q: I was a holder of equity precursors of GROY:US (it's the amalgamation of multiple entities) and am well aware of the previous companies, holdings, streaming positions etc. I am surprised to see it's downward trajectory in the face of strong Au pricing and the upward movement (now) in gold stocks. Could you provide some insight into what might be causing GROY:US to be drifting down at this time?

Q: Hi 5i What EFT's do you recommend please for:
1. Canadian Oils
2. Canadian Gold Producers

Also do you recommend hedged or non hedged EFTs?
Thank you. Ron

Q: Hello Peter and team,
With recent results, is major drilling corp a good way to play the metals sector? Thanks very much