Investment Q&A

Q: I see HMB is buying out CMMC. If one has a substantial gain in CMMC, what's the general thinking about selling and realizing the bump due to the buyout now, or waiting and riding along with the CMMC/HBM post consolidation?

Q: As a CMMC shareholder I am interested in your comments on the takeover by HBM. I am down on CMMC but it was my only copper investment and I was holding for a copper recovery. Do you think it best to stick with HBM or sell and buy another copper stock such as Capstone?

Q: Copper Mountain Mining had a miserable time mining the last few quarters, that reduced tonnes mined, grades down, costs up and cost per lb of copper produced way up. But they have had success in selling their exploration property in Australia ( sold to Harming Gold for $170 plus another possible $60 in the future.) That brings CMMC net debt down to a low level but it makes them a single mine mining company albeit in a Tier 1 mining district. They also have new CEO stepping in on April 24 and Mr. Merrin seems to have good experience (HBM, Gold Corp, diamond mining). So the last few quarters for CMMC have been disasters, but what about the future? Earnings come out soon and I don't expect them to be great but maybe it will be the last of stinky earnings. What is your take on this single asset Canadian copper miner? Do you think the incoming CEO is the right guy to turn this miner around? I only want a copper miner in my portfolio that does okay with lower copper prices and if copper does shoot up then it does even better.

Q: Copper Mountain just released Q3 results this morning. It is the only small cap copper play (very small position) in my portfolio. What do you think of the results and guidance, and would you add here?

Q: Copper Mountain Mining announced the termination of Rodney A. Shier as Chief Financial Officer. Is there something more that would should know and is this a concern?

Q: I would appreciate your thoughts on CMMC's quarter. Thanks.

Q: Good morning,

Could you please pass along your best blue chip stock picks for exposure to copper.

Thank you.

Q: Looking ahead at copper plays as I believe the macro backdrop favors electrification in the auto/power train sector. What top 3 copper plays would you recommend for a 3-5 year hold?

Q: Would you please do analysis and compare mentioned copper producers and rate/rank each for a 2 to 3 year hold? Also,any comments ob Copp would be appreciated.

Q: Looking to add to my Ivn copper exposure with one of these companies. Could you compare these companies and make a recommendation for. 2 to 3 year hold? Also,any thoughts on Horizons new Copp etf? Thank you.

Q: My holding in CMMC is down almost 30%, in a taxable account. It was a small position before, and even smaller now. I am thinking of selling it and taking the tax loss;

1. Would you stay in materials? To me. an outlook for inflation says yes, and outlook for recession says no; which way do you lean?

2. If staying in materials, what would you buy in place? And do you prefer whatever you might be thinking of or would you go back to CMMC after 30 days?

Many thanks,

Q: I was thinking about buying some of this company but with such a diaster of a first quarter I am having second thoughts. Or should I be contrarian and think that everything that could go wrong went wrong (lower grade combined with lower production because of machinery problem, which is now fixed). Or should I just buy some more ARG Amerigo and get the juicy diviidend? I am long term bullish on copper (re: electrifiaction of the world) but I tend to trade my base metal holders due to excessive volitiliity.

Q: Copper Mountain is taking a hit today due to disappointing earnings, however it seems the loss was due in large part to reduced production attributable to a damaged crusher. Their future forecast looks fairly promising. What do you think?

Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.

Q: HI,

I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?

FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF

Q: Hi 5i team, I'm looking for suggestions on base metal miners. What are your favourite Canadian companies, particularly ones leaning towards copper. A pure copper play, maybe a small/mid-cap, suggestion would also be appreciated. Pete in Calgary.

Q: Thank you for your note. I see from your other comments that CMMC has a very long life deposit but I did not find any reference to the corresponding output and profit growth. Could you respond to those issues please and provide some indication of the outlook for the metal pricing.

Q: what is your 2 best ideas for a small to mid cap stock in the commodity space that is not oil and gas or gold. dave

Q: You thoughts on CMMC results reported today.

Thanks

Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?