Investment Q&A

• Energy Fuels Inc (UUUU $21.03)
  • $21.03 Cap: $5.40B
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• Teradyne Inc. (TER $307.10)
  • $307.10 P/E (TTM): 91.79X Cap: $51.01B
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• Babcock & Wilcox Enterprises Inc. (BW $8.25)
  • $8.25 Cap: $1.01B
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• Uranium Energy Corp. (UEC $14.66)
  • $14.66 Cap: $7.41B
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• Amprius Technologies Inc. (AMPX $11.75)
  • $11.75 Cap: $1.44B
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Q: I am looking to move away from some under performing stocks and looking at these as replacements. Any concerns? Ones you would prefer?
thanks so much.

Dale

Upvote 1

Read Answer Asked by Dale on February 04, 2026

• Almonty Industries Inc. (AII $26.74)
  • $26.74 Cap: $6.36B
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Q: Almonty Industries the mainly Tungsten mining company has had a meteoric ride over the past year. The mine in S Korea has just recently started to produce. It has grest capacity and there’s a tremendous demand for this mineral worldwide.
What are the chances that it may be bought out by a large international or US company?
Thanks

Upvote 2

Read Answer Asked by Dennis on February 04, 2026

• Maya Gold & Silver Inc. (AYA)
  • Cap: $159M
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Q: Can I get your updated thoughts on this company? Looks like they want to list in the US in the first half of this year. With the recent correction in the sector do you think this an ok time to start building a position? How do you view the geopolitical risks for mining in Morocco? Thanks!

Upvote 1

Read Answer Asked by Marco on February 04, 2026

• NuScale Power Corporation Class A (SMR $12.59)
  • $12.59 Cap: $4.41B
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Q: To clarify the answer you provided to my question yesterday, did you recommendation of this company come before or after the report of a pending investigation? With news of the investigation, would you still recommend SMR as a high risk/high reward play?

Upvote 1

Read Answer Asked by Donald on February 04, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.72)
  • $165.72 P/E (TTM): 127.25X Cap: $212.98B
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• HIVE Digital Technologies Ltd. (HIVE $2.93)
  • $2.93 Cap: $750M
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• Zoomd Technologies Ltd. (ZOMD $1.03)
  • $1.03 P/E (TTM): 4.33X Cap: $105M
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• GFL Environmental Inc. subordinate voting shares (GFL $62.06)
  • $62.06 P/E (TTM): 5.93X Cap: $22.19B
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• Topicus.com Inc. (TOI $98.99)
  • $98.99 P/E (TTM): 740.92X Cap: $12.13B
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• Cellebrite DI Ltd. (CLBT $13.69)
  • $13.69 Cap: $3.23B
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Q: I currently have HIVE,ZOMD,SHOP,GFL,CLBT and TOI. All are less than 2% weight. Would you be buying any of these stocks today? I am a long term holder and money not needed for 15 years.

Thanks

Upvote 7

Read Answer Asked on February 04, 2026

• NuScale Power Corporation Class A (SMR $12.59)
  • $12.59 Cap: $4.41B
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Q: Yesterday, Marshall asked for a high risk/high reward recommendation in the nuclear energy sector. You recommended SMR. Was this recommendation made with the knowledge that this company is now ‘under investigation’ or did that news break after your response? Would your answer change in any way?

Upvote 1

Read Answer Asked by Donald on February 03, 2026

• Firm Capital Mortgage Investment Corporation (FC $12.19)
  • $12.19 P/E (TTM): 11.99X Cap: $448M
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Q: Thoughts on this company

Upvote 1

Read Answer Asked by Terry on February 03, 2026

• iFabric Corp. (IFA $1.88)
  • $1.88 P/E (TTM): 39.0X Cap: $59M
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Q: What are your thoughts on IFA I noticed this today when I was scanning the 52 week highs. It looks like it is seeing an increase in revenue lately and was profitable last quarter. Perhaps it is finally starting grow. It does hit one positive for me little or no questions from 5i members.

Upvote 3

Read Answer Asked by Jerome on February 03, 2026

• Canada Packers Inc. (CPKR $18.33)
  • $18.33 Cap: $546M
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Q: Could you please review the recent numbers from CPKR. Do you consider it a reasonable stock to own for the dividend income. Is the dividend sustainable? Payourt ratio? I would have thought that it would act somewhat like a utility with a steady slowly growing business
Thank you......... Paul K.

Upvote 3

Read Answer Asked by Paul on February 03, 2026

• Vitalhub Corp. (VHI $8.37)
  • $8.37 P/E (TTM): 154.31X Cap: $521M
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Q: Is Vitalhub considered a SAAS company? If so is this a possible reason for decline or is there another cause.
Matthew

Upvote 4

Read Answer Asked by Matthew on February 03, 2026

• Lithium Americas Corp. (LAC $6.58)
  • $6.58 Cap: $2.12B
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Q: Trading well below its price when the U.S. government announced it was taking a stake in the company. Do you think it may be a good time to step in as a long term investor? Or are there lithium plays you think look better?
Thanks

Upvote 2

Read Answer Asked by Curtis on February 03, 2026

• Ouster Inc. (OUST $22.07)
  • $22.07 Cap: $1.21B
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Q: I bought this because I know 5I likes it. Analysts seem to like it too. Do you think this is a good time to add more or perhaps wait? Of course, hard to say where markets are headed!

Upvote 4

Read Answer Asked by Pierre on February 03, 2026

Q: Peter; Could you take a look at this company (SICO) . I see Mr.Sprott purchased $10M in the latest financing ? Thanks..
Rod

Upvote 1

Read Answer Asked by Rodney on February 03, 2026

• eToro Group Ltd. (ETOR $31.70)
  • $31.70 Cap: $2.70B
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Q: Can I get an update please on Etoro in relation to your last comments you made on them last year. At what price point does it get interesting if at all for you?

Upvote 1

Read Answer Asked by MG on February 03, 2026

• PHX Energy Services Corp. (PHX $12.07)
  • $12.07 P/E (TTM): 8.19X Cap: $550M
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Q: I was very unexpectedly "stopped out" of my holdings in PHX today though, thankfully, not at the low. Can you explain why there was such an unpleasant (i.e. approximately 9%) swing in the PHX price this morning?

Upvote 1

Read Answer Asked by David on February 02, 2026

• Tantalus Systems Holding Inc. (GRID $4.49)
  • $4.49 Cap: $237M
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Q: Could you tell me the breakdown of their earnings between parts and equipment sales as opposed to software earnings if any,also your thoughts on the company’s management,debt and growth and would you be a buyer here …Thanks

Upvote 7

Read Answer Asked by Greg on February 02, 2026

• Kelt Exploration Ltd. (KEL $8.73)
  • $8.73 P/E (TTM): 30.5X Cap: $1.74B
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• Cipher Pharmaceuticals Inc. (CPH $14.94)
  • $14.94 P/E (TTM): 17.02X Cap: $382M
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• Firan Technology Group Corporation (FTG $20.19)
  • $20.19 P/E (TTM): 62.38X Cap: $525M
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• EQB Inc. (EQB $116.36)
  • $116.36 P/E (TTM): 17.76X Cap: $4.23B
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• HIVE Digital Technologies Ltd. (HIVE.WT $0.01)
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• Tantalus Systems Holding Inc. (GRID $4.49)
  • $4.49 Cap: $237M
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Q: I have yet to purchase these equities for my portfolio. With only upside potential/recovery out of the gate as the only criteria, in what order would you add them. I do have a tendency to hold for quite a while.

Thank You for your great service

Upvote 6

Read Answer Asked by Clarence on February 02, 2026

• NuScale Power Corporation Class A (SMR $12.59)
  • $12.59 Cap: $4.41B
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Q: If I wanted to take a risk (poker money) in the nuclear sector; either being a startup, supplier of uranium, or any other company in the nuclear sector. What would you consider as a purchase for high risk/high rewards?

Upvote 3

Read Answer Asked by Marshall on February 02, 2026

• 5N Plus Inc. (VNP $30.96)
  • $30.96 P/E (TTM): 42.59X Cap: $2.75B
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Q: Making new highs in this "ugly market", is there any news on this thriving name, should one wait for a pullback?

thnx

Upvote 6

Read Answer Asked by David on February 02, 2026

• Kraken Robotics Inc. (PNG $9.45)
  • $9.45 P/E (TTM): 133.83X Cap: $2.83B
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Q: Canada has narrowed the choice of submarine suppliers to two. Hanwha from South Korea and TKMS from Germany. This is a multi billion dollar project. Does Kraken do business with one or both of them? What impact will this have on PNG's sales? How much of this has already been baked into PNG's price run-up? Is one supplier more beneficial for PNG's future?

Upvote 6

Read Answer Asked on February 02, 2026