Q: While it's outside your normal sphere of interest, is there a solid basis for believing JMIA has turned the corner to realize its potential? I have long liked their Baillie Gifford association but their potential's realization has been a long-time coming...
Best regards,
David
Q: Hi 5i Team - Could you please provide an update on Mirasol Resources including cash on hand, debt, any interesting projects and insider ownership. Thanks.
Q: Paul asked today if PRL's dividend has been increasing in proportion to its income increases, or are they increasing the payout ratio. In your answer, you mentioned the dividend is up by 30% compared to last year at this time, but you didn't compare this to the income increase. PRL had an 84% income increase in 2023 compared to 2022, and in Q1 of 2024, the income was up 77%, so in fact they have been DECREASING the payout ratio, as the income has been increasing at a much faster rate than the dividend.
Would appreciate your thoughts on the recent back and forth letters better OneMove/Engine and DND's board. Have you seem similar scenarios with other companies in the past and have they resulted in positive outcomes?
Q: i would like to increase my US equity exposure which largely consists of VUN and VIG currently. I don't have a specific small cap holding but feel the lagging performance might indicate it is a good time to buy TQSM. Would you advocate buying now or waiting until October?
Thanks.
Q: PARA and CARS are two punts I have taken micro positions. What are your thoughts of the merger with skydance? Is Cars.com doomed to be merely the ebay of car buying/selling, is that a good/bad thing? Your general analysis please, it is appreciated, thank you.
Q: I'm thinking of replacing my MAL shares with MDA for about a 2 to 2.5% position . { MAL is currently 1% so it would be a position size increase but still on the small side } ..... I notice the market cap of MDA is three times the size of MAL as well ..... It looks to me like MAL is a recovery play and MDA is a growth play. Could 5i give me a brief outlook on the short term and long term prospects of both and your preference between the two companies ? And whether a term I often see 5i use is applicable here ? The term is " We do not see it as need to own " ...... Thankyou for your terrific service .....
Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?
Q: What are your current favourite growth stocks in gold industry? Looking at something of quality that may have upside potential to complement larger cap AEM holding.
Q: In your answer to Kim yesterday, you indicated that there had been no news to explain the decline in DRX. However, after reaching a multi-year high on June 11, there was a trading halt on June 13 to announce the purchase and cancellation of almost 2.8 million shares from an insider family at $3 below market value. The shares have been on the decline since this announcement. Is it possible this large insider sale is being considered as a lack of confidence in the stock or an indication that the stock has perhaps maxed out in the short term?
Q: Question on RESP - thinking of selling BNS and replacing with GSY and PRL 50/50 also thinking of adding some WELL and VHI for long term holds any suggestions
Q: Does Applied Digital Coorporation (APLD; not listed as such in 5i database) seem like a somewhat less recognized and thus potentially more profitable stock to play the AI data storage theme?
What are your thoughts on this company? Would you call it a buy? Seems to be growing quickly. Can you give us a run down on your thoughts for these guys.
Q: Is Payfare a great buy at this stage given all the auditing worry is behind and no issues were found? SP is barely above its halt mid day Friday. I would have thought this would atleast trade up near 7+. Thanks