Investment Q&A

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.

Q: Morning
XGD has done well in 2025
Please comment on possible return for 2026
Thank you

Q: We are looking to find a medium to large cap company in the silver sector. What would be your recommendation?

Q: Would this be a good time to take a position in FAN? Thanks for the great service and Happy new year to all.

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?

Q: May I please have your top three or four graphite producers that are relatively safe?
With appreciation,
Ed

Q: Peter; How does one check out the short position in silver on the CME ? Is it something you watch? Thanks.

Rod

Q: What if anything is to be made of the recent Zug, Switzerland-based Pala Asset Limited investment/collaboration agreement with Sherrit?

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

Q: With China added governmental approvals for silver export how do you see the price of silver responding? Thanks.

Q: Hello 5i - Merry Christmas! Given the track record of VMET management, where would you expect the company to be (financially) in 3 to 5 years?

Q: Where do you see NFG heading in the new year. Price has going up nicely in the last 3 months and news seems to be more promising!
Would you be a buyer today and why or why not?
Thanx as usual
Gary

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

Q: Hello. What can you tell me about this company and its mining assets? Where are its mines and do they have good grades?

Any big insider positions?

Would you buy the stock and if so, why?

Thanks!

Q: Could you breakdown the significance of the Abcourt Binding Term Sheet with Glencore AG for Senior Debt Financing and Offtake Agreement.

Thank you for everything over the past 13 years and Merry Christmas!

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?

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.?

Q: Good morning,

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

Thank you

Q: I would appreciate several recommendations for platinum and palladium producing companies in order of priority considering relatively safe jurisdictions and potential price appreciation.
Thank you,
Ed

Q: Hi Gang

Thanks for your great service

What are Your top Gold. Copper and Sliver ETFs at this time
Thanks MIke B