Investment Q&A

Q: The decline of RBX to $.40 and the decline of NWX (due to reports of lower oil reserves at Beach, the firm they have a 2.5% royalty on) seem to make them ridiculously good value at first glance. Which of them is the better speculative, medium-term purchase at this time?

Q: Is there any news specific to lithium market today? LAC has taken a fairly sharp downturn after a few already down days. And ALB is also taking a bit of a hit too. I've been waiting to get into either but the sudden drop has spooked me.

Q: I have held onto a significant position in PTU in my TFSA (no losses claimable), for a long time awaiting or perhaps I should say hoping for a possible resurgence of value which appears to be slowly taking place. I am now in profit and would appreciate your opinion. Would you consider it a continuing hold or sell with the recent uptick in Uranium stocks.

John

Q: Hi gang, looking into buying BASE etf. Would you buy it today? Is the dividend safe 4%? Thanks
Alnoor

Q: Can I have your opinion on this company? Thanks James

Q: Should I keep holding this stock. I bought it at .70. It had a good run but has fallen off the table lately. Any comments would be welcome.

Q: I'm interested in adding a gold and a copper company to my holdings. Which are your faves and which might be at a good price to purchase? Thanks.

Q: Hello,

I saw a buy signal on both of the above resource companies and see no comments on them. Can you provide your thoughts on both of them. Thanks

Q: What is your current view of efr given that they recently signed a deal with neo and received $1.75 million from the u.s. government to support ree separation at their white Mesa plant. The US doesn’t want to rely on Chinese rees

Q: I know I have asked questions about (SKE) before but I keep getting, reports on drill results which I can't read , would you give me your out look on this company again
Thanks
Jim..

Q: I am considering a position here, but I am not sure about their drill results; do you know anything about this company and if it could be a good speculative play?

Q: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!

Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill

Q: I have a question about Teck.B:CA.
They reported a huge quarter yet their stock keeps falling. What's going on?

Q: Wondering about your reaction to the most recent quarter. Any suggestions for other miners especially silver or copper with room to run? Thank you, Cal

Q: I have been watching Turquoise Hill for the few months and it seems to have made good progress in resolving past issues centered around financing. Based on the following factors, how would you rate TRQ as an investment in 2021? Are there other plays you would rate higher for potential returns with less risk?

* Rio Tinto has signed an agreement with Turquoise Hill Resources (TRQ) on an updated financing plan for the $2.3bn underground development of the Oyu Tolgoi copper-gold mine in Mongolia - supposedly the world’s largest new copper-gold mine.
* Their CFO has just been appointed as the new CFO with deep experience in the mines' financing. As a 34% stake holder, the Mongolian government's stake represents an important revenue generator to the Mongolian economy.
* After covid delays, shipping has resumed to China.
* Cooper and gold grades have been upgraded.

Thank you!

Q: What three metals generate most of Teck's revenues? Can you please provide percentages of revenue for each of the three? Thank you.

Q: Do you think ABX will get to the $50.00 a share range.
Jim.

Q: Hudbay of late seems to be underperforming despite the increase in copper copper mountain is outperforming opposite to hudbay ? is there any particular reason would you swap hudbay in favour of copper mountain?

Q: Is there significant room for price increase at their present level? Seems to be ramping up with serious upside.