Investment Q&A

Q: I hold NSU. Other than TCK what would be other good plays that could benefit from the rise in copper prices?

Thanks

Peter

Q: Hi, I'm having trouble deciphering if Nevsun had a good quarter or not, and the go-forward operations. There revenues were down from last year, and profit was up. But this may not be very meaningful since they are also expanding their zinc production, and lowering gold production as they transition. They also allude to lower copper production.

Can you please comment on your understanding of how their conversion plans are going, and if they are on/ahead/behind on their plans, costs, projections?

Thanks!

Q: Your opinion on Nevsun Resources (NSU.TO)
is appreciated.
How about their dividend history?
Thank you very much.

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

Q: Good value ?

Q: what is your favorite names in the copper indusry

Q: Aug 12/16 question asked by XUDONG (Adam):

Adam was seeking a copper stock, but I believe Nevsun is transitioning to become a zinc mine due to the composition of the Eritria mine orebody (apart from the new acquisition).

Q: I am trying to add some copper mine stock and found Nevsun Resources. Most of it's peers like Tck or FM.to all increased more than 5X price since this year but NSU is still in the similar price as early this year. With nearly 240 Million cash on hand and no debt, don't you think this is a copper stock I should invest?

Q: would you buy nevsun resources, i get it that there is risk because of etria-- did i spell that right but now they used some cash to diversify with reservoir minerals, i love the yield and the balance sheet.
i know you are not too favorable on stb and dci but i still own them ,great yield and i have made 20 per cent on both-- i really like those yield plays.
and thanks for endeavour and great panther , the minute you answered i bought both so far so good. dave

Q: In your opinions are the following in the best interest of shareholders and/or a conflict of interest by Nevsun Resources. On June 15, 2016 Mega Profit acquires shares of Reservoir an affiliate of (XGC)Shandong Xiangguang Group. Then, on June 17, 2016 Nevsun increases offer to buy Reservoir by $2.00 (Cash)or approximately US 75 million. Then, the Nevsun shares had gone down by about .09%, so did they over pay for Reservoir shares and is Nevsun shares a sell or hold now?

Q: Is this a good time to get onto the basic materials sector? if so, which companies would you recommend?

Q: Nevsun is spending most of their cash on the purchase of Reservoir Metals. Is this an okay investment? Freeport is giving up on this property. Is Lundin still in the picture . Your thought on this acquisition by Nevsun?

Q: Peter and 5i team ... not sure if your are connected to this karma, but 1 hour after my query on NSU`s SP, the price began a rise for the first time since the announcement of the ER date. Just looking for some reinforcement as I am a holder and do have positive expectations of this stock, but am wary of the ``Sell on News`` reaction typical of the current market. Thanks for the bump. ;)

Q: Hi Peter and Ryan,

Nevsun has had a nice run lately. More room to go ? What is your opinion of the company at this time.

Thanks

Dave

Q: Hi Peter and Ryan,

Nevsun has a lot of cash in the bank. Seems to be trading close to cash value. Are there any other similar companies, which have high cash levels, which you think may be good buys in this market. I remenber you providing a list several months ago, whicn included Wi-Lan, so I'm asking for an updated list.

Thanks

Dave

Q: Hi Peter and Staff
A recent guest on BNN touted this stock saying it was priced so low that the stock price was covered with working capital, you are getting the mine for nothing and it has cash and no debt -All sounds good but Globeinvest says trailing P/E is 12.39 and forward P/E is 138.90.- how can this be ? Why would anyone recommend it if that forward P/E is correct? How do you view safety of dividend and how do you feel about initiating a small position. Thanks for all you do and Happy Nee Year

Q: This one has me puzzled quite a bit.
I am thinking of buying another 2000 shares or so, My weighting would still be less than 3%. Having trouble understanding that Bloomberg reported that QKR could be making a bid for this company at around $1.0 billion. This would value the stock at about $5.00 per share. Good earnings, a fairly high dividend, very low copper cost producer. Do you think the price is falling on this stock because of Lower China growth, thus much lower copper prices(copper prices falling every day), or that the takeover rumor has no merit and it is just that, a rumor. I guess I was putting to much faith into the story. One would have thought that the source was fairly reputable (Bloomberg) Comments please on the rumor

Q: I was wondering if you have news for this huge spike today. TD,Qtrade, Scotia showing no new news. The drilling results came out a few days ago and were great but there was no initial reaction. I was hoping to hear what your thoughts are on a "fair value" for the company. My average cost is $3.76 and I was wondering if you think this is premature move. I also hold VMS. I hold NSU for the balance sheet and low cost...Takeover..VMS for the royalty stream and take out by Hudbay. Thank you as always Jason

Q: Reported earnings for the quarter of.13/share. Has cash of almost $400 million or close to $2.00/share. Full year earnings estimate of .48 cents per share. Therefore can one say that it trades at less than 4 times earnings which seems to be very cheap. Has very low all in costs of about $1.07 per pounds. Has a good dividend for a metal company. What is holding this back, is it future copper prices?

Q: Is it a good move to sell SLW to buy NSU. Would you keep SLW or do you have another alternative.

Keep up the excellent work.