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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: 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
Read Answer Asked by don on March 04, 2026
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.
Read Answer Asked by GREGORY on March 04, 2026
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
Read Answer Asked by Greg on March 03, 2026
Q: I was rummaging through the old questions and there was one asking for your top 5 micro and top 5 small caps. It was from 2023 I believe. Wondering what your choices would be today.
Thanks
Read Answer Asked by Robert on March 03, 2026
Q: I realize this is a high speculative gold exploration company that has just IPO’d but could you give me your thoughts on its management team, geological assertions and general thoughts on the company fundamentals? Its sounds like this part of Nevada has some positive gold and silver history.
For a small quarter position would this be a reasonable investment or this more of a “stay away” scenario?
Thanks for all you do during these tumultuous times!
Read Answer Asked by Josh on March 02, 2026
Q: LIB: CA Can I get your comments on this stock please?

Thanks
Read Answer Asked by Scott on March 02, 2026
Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Read Answer Asked by Kenny on February 27, 2026
Q: Hi,
In an earlier question today you responded being OK selling GRID and replacing with ELVA. Would you please give a brief reason why?
Would you still be OK switching even if selling GRID would result in a capital gain? (Note: the gain would be offset by previous year losses)
Thanks
Read Answer Asked by Marco on February 27, 2026
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