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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: Why not consider nmx as a mining company that has a solid functioning mine , is fully cashed up, is building a production facility that will be complete in late 2017 or early 2018, has sold 50% of the initial production at I assume a profit? Should this be the case why will it take decades for this co. to get anywhere. After meeting the CEO at a function almost exactly a year ago I got into this at 30c. Can you look at the financials on this co. and its realistic prospects and give an investment thesis . PS I think the comments you make at various market crises are very important to your individual investors. Do not hesitate to continue them Thanks as ever
Read Answer Asked by michael on November 10, 2016
Q: Hello 5i
With news of Teslas' further expansion into Europe, could I have your general view on the lithium sector? Any specific points to consider investigating for smaller caps with off-take agreements would be greatly appreciated. Finally, over what time frame would you think is a reasonable expectation for their maturing in this sector (for those that survive that is!).

Thank you in advance.

Read Answer Asked by mike on November 09, 2016
Q: Good Morning 5i
Could you plse. provide comment on today's new release indicating that NMX has signed a second off take agreement - this time with FMC Corporation? I note the sales are for high grade carbonate versus hydroxide. Seems to be a positive announcement but SP not overly positive affected on news yet. Other news expected in next month - does today's announcement build potential of positively growing the NMX story? Thanks for any insight.
Read Answer Asked by Randy on October 31, 2016
Q: Good Morning 5i
Please provide your comments on the significance of today's company update. Does it represent any news that would increase the value of the company? Or simply reassuring confirmation of previous information. Drilling results are not being reported now until later in November, including info on additional Doris site results. Appreciate your comments on effect today's release (and lack of drilling results) may have on SP.
Thank you.
Randy
Read Answer Asked by Randy on October 06, 2016
Q: Redknee recently had an upgrade and your guest wrote in about it and you said they had received a new contract. Also NMX (Lithium). A guest wrote in about it and you said they had done some sort of financing. They both dropped off considerably (Redknee a lot more). Did something go wrong with them recently? Another question is a lot of shares are A and B and in the case of tech you take the B shares and Andrew Pellier - you take the A. So sometimes it is an A and sometimes it is a B? Going to squeeze in one more. What does guidance mean in your context.
Thank you very much, Dennis
Read Answer Asked by Dennis on June 16, 2016
Q: You keep referring to Nemaska as high risk. I agree it has risen exponentually but have you actually looked at the company? ie the source of its lithium,the state of its mine,the relationship with the Cree people, the source of its hydro,the method of ore transportation,the compositiom of the board,the nature of its financing,and the progress of the company towards production and the price it will get for its product and the state of the market overall. Given that ( except for the enthusiasm and momentum ) what is the nature of the risk in your mind from one to three.?
Read Answer Asked by michael on May 19, 2016
Q: Good Morning 5i
Any thoughts on reason for 20% raise in SP yesterday? Is it connected with pending Matthey deal for future lithium sales? Company building sound business case with Quebec govt grant, First Nations support and rising importance of lithium market to electric auto makers and battery production. Your thoughts appreciated on this green energy stock?

Thank you.
Read Answer Asked by Randy on April 12, 2016
Q: I have made over 100% on this one and recently it has really surged. I started with a 5% position and it has quickly jumped to over a 10% position. I usually sell too soon but this time I am reluctant to sell when it is climbing so fast, and I think this is at least a 5 year holding.

Thanks for your guidance!
Read Answer Asked by Bryan on April 11, 2016
Q: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?
Read Answer Asked by michael on November 11, 2015