Investment Q&A

Q: Basil III comes into affect this year. From a piece in Seeking Alpha on Basil III I read:

QUOTE:
To sum up, gold will become a risk-free Tier 1 asset and it will become more expensive to buy and sell unallocated gold. These factors are highly bullish for physical gold. So, investors in this precious metal will be generously rewarded, provided they buy physical gold. But let me explain this in a bit more detail.

Under Basel III, gold would become a Tier 1 asset or a zero-risk asset, for banks. As mentioned in the Basel III framework,

...at national discretion, gold bullion held in own vaults or on an allocated basis to the extent backed by bullion liabilities can be treated as cash and therefore risk-weighted at 0%. In addition, cash items in the process of collection can be risk-weighted at 20%.
END QUOTE

What affect will this have on Sprott's holdings of gold and on my ownership of shares in PHYS? If it is positive I should be buying more. Right?

Thank you...

Q: sp has been hammered the last few weeks/months, some of which is due to political events in Peru
do you think bcm will advance this project

Q: Labrador Iron Ore Royalty is trading at what looks to be an all-time high, pays a fat dividend and apparently has no debt. Is this a good entry point for an income investor? On a 10 point scale, how safe is the dividend?

Q: Hello Folks:
You suggested I may consider REMX (rare earth ETF) as a suitable option for my interest in the EV battery mineral component sector.
Do you have any thoughts on BATT (Amplify Lithium Battery Technology ETF) and
LIT (Global x Lithium & Battery Tech. ETF).
I am out of my depth here, however feel this an interesting sector, which may well result in higher demand for scarce metals required.
Thanks again for your great service!
brian

Q: Peter and Co,
What am I missing with Nickel 28? Please correct an inaccuracy or misunderstanding in my comments below.
Nickle 28 appears to be on a solid positive trajectory as a nickel-cobalt mining business yet the stock appears irrationally cheap. Net and diluted income has turned positive in recent quarters with Q1'21 registering $3.96 million, $0.05/share. If annualized, this provides a PE of 5. Debt during the period from Q! ’20 to Q1’21 dropped from $108 million to 92.8 million and a payment of $10.1 million is imminent. When this debt is retired Nickel 28’s interest in Ramu, the producing mine, will increase from 8.56% to 11.3% , a 31% increase in equity, at no further cost to NKL. With the current nickel and cobalt demand, I, a shareholder, am considering adding to my position but I have begun to wonder about management, the operating partner,...
With appreciation for your insight and opinion,
Ed

Q: I need to add fixed income to my portfolio. I do not believe the inflation we are heading for will be transitory. Given that assumption, are there ETF's you can suggest that will react best to inflation? And how would they do with the inevitable higher interest rates? Thank you.

Q: Hi,

I was sitting on a nice gain with DNG and because I am concerned about increasing political risk in Peru I decided to take the profit and sell. I would still like something in my portfolio that gives me exposure to gold. Preferably on the conservative side and with a dividend. What would your suggestions be?

Thanks

Q: Peter and His Wonder Team
I have owned this stock for years and am currently even.
I am not sure if I should sell and be happy that I got my money back. I know you were positive about this stock years ago and then were disappointed. The stock has done well recently. So please give me your current opinion about there current strength. Would you rate it a buy, sell or hold? Thanks as usual!

Q: hi guys can you suggest a few lithium stocks I would like to find one or two that you feel good about thanks so much larry

Q: Hi team,
Much is said about the rising demand for copper from Europe and Asia over the next few months due to technology and electric cars.For now the price of copper seems to have paused .What is your outlook for copper demand ,the price ,and which companies would best benefit from the rise in demand?
Many thanks,
Jean

Q: FIL drilled "the hole of the year" recently and soared big time. A spec admittedly and on the wrong side of the border. I chipped in a little bit on ALDE but was wondering what you make of FIL and the Lundin connection?

Q: SKE just came out with a news release stating that they are doing a 1:4 share rollback. I believe they are doing this so they can list on the NYSE.

I used to own this one but sold at a profit. I nevertheless may buy back at some point.

I noticed 2 dates were mentioned - June 7 and June 10. Can you explain what will happen and when exactly? Also, I have often seen stock prices go down (at least temporarily) after these rollbacks. Do you anticipate that the share price will go down with this rollback?

Q: Can you please recommend two or three smaller Canadian gold stocks for a two year hold, risk is okay.

Thanks for the great service

Q: Team, what resource names would you be buying right now?

Q: This stock has really moved up in the last month. Other than a $3 million injection from Sprott, I don't see any results. What is all the excitement about? Thanks.

Q: I have done well on both Cameco and Denison mines. I'm wondering if they have gotten ahead of themselves. Do you think they are currently over valued? I want to participate in the uranium space for clean energy, but wondering if its a good time to take profits.
Thanks in advance
trev

Q: would you happen to know anything about this company. I see in the past it has had its share price much higher than where it is now. thanks.

Q: hi Team!

What 3 resource stock would you pick for a 2 year hold?

Q: Skeena announced today about consolidation of shares what purpose dose this serve and also could you up date your opinion of Skeena,
they sent out lots of reports but the stock is still not really reacting in my opinion .
Thank you Jim.

Q: This past Jan you stated : "GENM has nearly doubled in the past year; market cap is now $115M. It has $13M cash; insiders own 6% and have been buyers; Eric Sprott owns 9%. It owns an 80% interest in the largest undeveloped palladium project in N. America. It is a good project with solid potential. Recent drill results were good. As a developer there is more work to be done here, and there are always financing, construction and other risks. But it has some good qualities for sure."

Any changes to the company? Is it also a copper miner? Is it moving into production? Outlook?
Thank you.