Investment Q&A

Q: i notice all the mining stocks are down substanially, is this a u.s./ cdn dollar thing or something else and with respect to trevali, it seems to have huge swings in price , if zinc is in such short supply and they have all in cash costs of 49 cents, i suspect their earnings will be huge, can you comment. dave

Q: I think I see an opportunity in material and mining stocks.
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle

Q: Outside of Gold I only hold TV in the materials sector. Can you name a few equities that you would recommend that are not oil related? What weighting would you suggest for this sector overall? Thank-you as always.

Q: Hello, I am thinking of purchasing some of this company as a play on cobalt for the Lithium battery market. Could I have your opinion on this company?
Thank you for your consideration. Alan

Q: Please suggest some names in the industrial metal space (copper, aluminum and zinc) given that we are seeing a pull back in the $US and bottoming of the Bloomberg Commodity Index - Thank you.

Q: I have LUN as exposure to Cu, Ni and Zn. Seems to be the lowest cost producer, and financial position seems OK...Please let me know your thoughts about this company and its future prospects. Makes sense or should I consider other companies in the sector?
Thank you

Q: Hi 5i, do you still prefer CS over HBM and LUN? Thank you

Q: Good Friday Everyone,

With all the talk about cobalt which one of the following would you look at. KAT has mines in Congo and is more of pure play but is it a good company? Which one has the most upside potential, which one is safe, and which one has the best management? Will you please rank them accordingly? And finally how are do you rank them over all as a comapny?

And one more things, do you have any suggestion outside these?

Thank you for making investing possible for us!

Q: What do you think of copper going forward? Is there any other metal you think should do well in this cycle? If yes, what companies would be preferred by you.
Thank you.

Q: Zinc What is best way to play Zinc ? What Companies are the most leveraged to Zinc ? Which do you recommend. Thanks guys. Bob

Q: In which order would you rate the listed miners for midterm investments?
Thank you Team!

Q: I own ZMT but don't notice much upside. Are direct mining holdings, such as the ones mentioned or others, be a bettter investment? What about cyclical considerations?
Your input is appreciated!

Q: Plse deduct the number of questions that you feel is fair. We have been long suffering shareholders of the listed companys in our RRSPs which would you suggest to continue to hold and which ones would you suggest selling? Thks

Q: what would be the best zinc producers to invest in . Thanks

Q: I would like your thoughts on copper and whether now is a good entry point and any stocks you would recommend, for example NCU, CPER, COPX or other. I have a long term horizon (> 5 years).
Thanks.

Q: what is your favorite names in the copper indusry

Q: I want to have some exposure to mining and I wander if it is a good time to buy LUN or HBM? Which one would you consider, if any? Do you have other recommendation? What do you think about the sector at this moment? Thanks

Q: Hello everyone,

Can I have your opinion for a long term hold in the mining, base metal sector? As always your serves are much appreciated, thank you.

Lin

Q: I'm looking at some zinc exposure. Of the two companies ( LUN, HBM) which would you choose? Or do you have a better suggestion. HBM is having quite a run today. Thank you

Q: Seasons Greetings Peter and 5I team!

I am looking to identify the proverbial “baby(s) that got thrown out with the bathwater” in the Canadian mining sector. It feels like this sector is “washed out” and that there may be oversold equities that are beginning to turn-around. What is your opinion?

On reading through your recent history answering questions on Lundin Mining, I sense that you have had some comfort with this company’s turn-around prospects. Would you kindly offer your comments on LUN’s current outlook.

Is LUN’s cash flow is expected to pick-up in the near term. Is it expensive based on current earnings? If so, are there any catalysts for organic growth to spur their earnings?

Are you able to identify which base metals are expected to be in shortage in the next year or two, and for which of these does LUN have capacity to meet market demand?

With respect to the base metals producers, what are the key factors to guide whether it is timely to wade back into this sector?

In your opinion, what companies in this sector appear to be poised to be recognized by the market to lead the turn-around in this sector? For example, although FM and HBM are debt laden, despite the likely impact of increasing interest rates negatively impacting their debt, what metals do they primarily produce that you think will sufficiently help them to handle to offset their debt burden?

If necessary, please feel free to deduct more than one credit for this inquiry. My thanks for your help.

SGR