Q: Trying to understand PNG acquisition and your comment about expected price pullback by 75 cents. I believe there is mention in offer of new shares being issued at 8.50 and I assume the 75 is the different from where it was trading around 9.25 and the 8.50 figure. Can you explain this? Are these shares part of the offer? Why would the price now back off? Your explanation that the deal looks good and should generate more interest all makes good sense. I agree that things look even better now for PNG.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: As always, would appreciate your viewpoint on DXT's just released Q4 and YE results. The initial reaction from the market was negative but that isn't always an accurate reflection in these extremely volatile times.
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Franco-Nevada Corporation (FNV $317.51)
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Wheaton Precious Metals Corp. (WPM $189.94)
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Agnico Eagle Mines Limited (AEM $264.48)
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49 North Resources Inc. (FNR $0.03)
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G Mining Ventures Corp. (GMIN $53.71)
Q: What do you think of FNR?
Q: Please comment on the latest news release. Is this a big win for AIDX? I guess it could lead to more contracts.
Q: Good Morning,
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks
Q: Update please
Q: Do you see anything positive in Akita drilling.It had a big pop yesterday.
Q: if there are 3 or 4 different companies, bidding to buy information services and the starting bids are gonna be at $60 a share. Why is the stock languishing at 48.dave
Q: Could you provide an update on insider buying for Goeasy? In the past they seemed to personally get behind the stock.
Also, what does your gut say about the security of that 5.5% dividend? Are they over-leveraged or is there another key metric that could indicate things are a bit shakey? Thank you
Also, what does your gut say about the security of that 5.5% dividend? Are they over-leveraged or is there another key metric that could indicate things are a bit shakey? Thank you
Q: ALOY 5i I am looking at investing in this US stock. apparently this critical mineral producer has a plant in US up and running to produce faster and safer products from Saskatoon or Manitoba They are affialated with US and gov't has given them money. What does 5I think long term investment. Thank GV
Q: Can you give me your opinion on recent earnings and whether you’re a buyer, and if so what price would recommend it ?
Q: What are your thoughts please on these two, thanks.
Q: With the announcement yesterday, what could go wrong? What is the worst case scenario? And conversely, what is the best case scenario? You recently indicated the stock price might move to $10. Now with the acquisition, where do you feel it will be a year from now? 5i has been bullish on the stock. Has the acquisition changed this opinion? It certainly has performed very well - thank you.
Q: Was the stock reaction over blown to the most recent quarter or do you think justified given the missed estimates?
Q: With good management in place it looks like it has good potential in the pharmacy space. It is small but seems ready to acquire more stores and grow. Your thoughts please.
Q: Your thoughts on this co. which has had avery big move lately. Thanks
Q: Thoughts on acquisition and financing?
Jerry
Jerry
Q: PNG trading was halted late yesterday and I'm assuming it had to do with the post-market close announcement of Kraken's $615 million purchase of Covelya Group. I know PNG is a stock that is highly favoured by you right now and as such, am confident you have a better understanding of the purchase. Could you please provide your expertise on what we should see from PNG stock price short term, as well as what your overall thoughts are (good and or bad), for this acquisition? It's not really a small purchase, (it looks like just over 21% of PNG's market cap as of March 3rd close. Thanks for all your insights as always. Cheers, Don
Q: Hi 5i,
Would appreciate your thoughts on PNG regarding their announced purchase of Coveyla group.
On the surface it makes alot of sense to acquire a complementary business that adds to their market share/ revenues/profits.....but the fact that they had to borrow a $150 million and issue approx. 41 million shares to finance it is concerning.
Do you see this as a net positive?
Have their been any similiar acquisitions in the industry that have worked out well?
Thanks in advance.
Greg C.
Would appreciate your thoughts on PNG regarding their announced purchase of Coveyla group.
On the surface it makes alot of sense to acquire a complementary business that adds to their market share/ revenues/profits.....but the fact that they had to borrow a $150 million and issue approx. 41 million shares to finance it is concerning.
Do you see this as a net positive?
Have their been any similiar acquisitions in the industry that have worked out well?
Thanks in advance.
Greg C.
Q: ANYTHING YOU CAN TEL ME ABOUT THIS MICRO CAP IN REGARDS TO DEBT,PROJECTS,HEADWINDS ,TAILWINDS,POSSIBILITY OF GETTING A MINE BUILT WITH PRODUCTION AND ESPECIALLY ANYTHING YOU CAN TELL ME ABOUT MANAGEMENT IN REGARDS TO PREVIOUS SUCCESS IN MINING,TAKE AS MANY QUESTIONS AS NEEDED AS THEIR IS "A LOT TO UNPACK" IN THIS LENGTHY QUESTION ...THANKS