Investment Q&A

Q: Who are the major clients of Firan

Q: Can I have your general thoughts on ATKR? Also, more specifically can you comment on 2 things 1) debt and2) timing. I have been watching it and can imagine some tax loss selling impact the share price. However the turn yesterday was interesting and I am tempted to take a half position now in case interest outpaces any tax loss selling and maybe add to it in late December or early January. Does this seem like a reasonable course of action? Please and Thank-you.

Q: Another Canadian company (KUT.v) taken private.

Looking in to your crystal ball, over the next 1-3 years what are some other Canadian companies that you consider prime candidates to be acquired?

Q: If you needed to put together a portfolio of Canadian stocks with a market cap under $5 billion, to try to generate the best possible return over the next 3-5 years, which companies would you include? Maybe 7 or 8 names.

Q: Last week on BNN I thought Peter mentioned that PRL probably would revert to the lower $30's per share before resuming it's increase in share value. Is this a general thought among the 5iR staff?

Q: Hello to 5 i's. I have a small position in SVM (silver crest metals) which was nicely in the green until recently and then late last week it took a big hit to the downside with the announcement of some financing to build out a new mine and a new juristriction (equador). The financing is convertible debt due in 2030 at 4.75 per cent. The stock has to go up about 30 per cent until it can convert to equity. It doesn't seem too bad for me but it seems there are people much smarter than me who sold with that announcement. Do you think the debt that SVM secured is not appropriate/or there is a better way to finance? Or are people selling for another reason, such as , exposure to Equador is too risky/SVM has built 8 mines and 3 processing plants only in China and have no experience in Latin America/ less bullish on precious metal pricing on a go forward basis, or some else? I am tempted to double my small position since the company has no debt (actually they are net cash on the balance sheet and minority equity position in New Pacific Metals, and they operate profitably. does 5 i think SVM, at current share price, is a good option for silver mining exposure?

Q: Hi Peter, chart is steady from the lower left to the upper right and it's a home USA industrial; keep holding ? Thank you.

Q: PNG is interesting. Can you expand a bit of the statement "Profit fell 29% on higher financing costs". Is this something to be concerned about? Do you forsee it going lower or staying steady in the 2.15 - 2.20 range for a bit until next earnings which could show better numbers?

Q: Pleasecomment on latest Q results releasesd this a.m.and going forward.Please advise on net income and Eps.Buy,Sell or Hold.Txs for U usual great services & advices, Great to see Peteron Market Call on monday

Q: could i have your take on latest earnings- company seems to be on the upswing - potential as a traditional +renewable ?

Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you

Q: Hi team ,
Clbt has really jumped from the $17 up to the $20 level just in the last couple days . Do you feel if a person wanted to buy some shares we should now wait for a pullback day ? Or do you feel it might just keep going higher? Was there any news that would explain the big jump in the last few days?

Thanks ,
Shane

Q: Good afternoon 5i team,
Following MDI's acquisition of all shares of Explomin Perforacio,lately,will this add to their bottom line, will the synergies be well viewed by the market? MDI is "cheap" and this acquisition does not seem to be much of a catalyst as viewed by the market! Should I move on and would you view a similar company as a better option?
Many thanks,
Jean

Q: Hi 5i,

Could I get your thoughts on REAL's latest quarter? Also do you think there is any credibility to the "pent up demand" referenced in their 2025 outlook?

Thank you,

Greg C.

Q: I'm down 60% on this stock but only have a small position. Would you consider it a hold or sell?

Q: Your comments on PNG and outlook. Thanks

Q: CLBT is a company that you seem to be high on. Revenue seems to growing at healthy rate , margins are but looks like they are not yet profitable. What makes this company intriguing ? What are the expected revenue and net income /eps for the next 2 years

Q: I have held VMD for some time and seen it rise and fall. Is it time to cash out?
Thanks,
Guy

Q: I'm looking at this stock. It's on the TSX-V. Last I looked it was trading at $1.10. I'm tring to get more information on it. Do you have any information on this company?
Thank You

Q: Can you please comment on earnings.