Q: Since early 2023, I de-risked my general asset allocation to 30% equity. 30% ultra-short-term corp bonds, 30% MMF. The rest is mostly physical gold (PHYS), with a tiny bit of silver exposure. I am wondering about starting a small position in oil such as CPG or WCP. My other interest is also Sprott Physical Uranium as I have a tiny position in CCO which also did well. Any thoughts on which one is a better story, Uranium or oil?
Q: Hi 5i Team - Could you provide an update on Sierra Madre Gold and Silver including its projects and exploration opportunities, its cash on hand and the balance book in general, and insider activity/holdings. Is it possible to find out if Rick Rule still has shares and are there any individuals or institutions that own a significant number of shares. I think the symbol is SM.
Thanks.
Q: Hi 5i Team - Could you provide a summary of the operations of Mundoro Capital as well as its balance sheet including cash on hand. Does it hold hold any properties that are particularly interesting from an exploration point of view. Also what is the insider ownership and has there been any significant buying or selling in the past few months.
Thanks.
Q: I am puzzled that you often recommend Global V Iithium (LIT) .
Even though it is an ETF ( thereby "broader and safer" , in comparison to other lithium plays it has been one of the worst performers . Almost every day it loses value. ughhh
Q: AEM: notice down a fair bit. TPE approx. 9 & FPE approx. 24? I was thinking of buying as hedge against disaster. Owned Placer Dome way back when. Odd the FPE going up - due to increased costs?
Thanks,
Jim
Q: What is your interpretation of the reason for the sudden announcement today of the "retirement" of the president and chief operating officer effective tomorrow. The timing is very suspicious. Thanks
Q: The stock price has declined by about 1/3 since the summer. Is the reason for this more about the short-term volatility that simply comes with a smaller company in the materials sector or is there any issue with this specific company? I just wanted to confirm that you still view this company as a good long-term hold and also ask if you think this is a good time to add to it? Thanks.
Q: Could you comment on Moneta Gold and their project update on Oct 19th. National Bank has initiated coverage at Outperform at $3.00/share which is far above the current share price. Your last answer from July 2022 indicated the company had some solid shareholders and is this still the case?