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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: Hello Peter / 5i Team,

NDM has been on quite a run lately. I previously held this name back in 2016 for a short-term trade, during a time when there was renewed optimism around exploration and the potential development of the Pebble Project.

I’d appreciate hearing your current insights and outlook on NDM. How do you view its valuation and broader expectations moving forward? I understand that some of the recent movement may be linked to the “Trump trade” narrative—do you see any real merit to this as a viable trade or longer-term hold? Do you have any updated price targets?

Also, are there any other names in this space that you currently prefer?

Thanks in advance.
Read Answer Asked by Stefano on June 23, 2025
Q: Could you please give me your current thoughts on Northern Dynasty Minerals. In August you mentioned that their Pebble project once again has a way forward. They continue to move slowly forward on getting the project permitted. With Alaskas current heavy dependency on oil jobs and revenue in serious decline, mineral projects will become ever more important source of revenue for them.
As always thanks for the great insights and advice.
John
Read Answer Asked by John on May 19, 2020
Q: Good day gentlemen,
Do you have an opinion on this company?. Is it a single project company or does it have any producing mines? Can you speak to its potential share price if permitting materializes for Alaska project and your opinion as to the probability of this permitting occurring? Any other significant risks of an investment in this company other than commodity price?
Thx for the great work!
Read Answer Asked by Giuseppe on October 25, 2017