Q: What are your thoughts on initiating a long term position in Neo Performance? Thanks for your valued opinion.
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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,
What is your view on the earnings for both MP materials and neo performance in the rare earth space? Also, why did MP materials take such a big hit today (more than 15 percent). Is it a good time to add to MP as this might be short lived? Thanks very much.
What is your view on the earnings for both MP materials and neo performance in the rare earth space? Also, why did MP materials take such a big hit today (more than 15 percent). Is it a good time to add to MP as this might be short lived? Thanks very much.
Q: Hello 5i
It appears to me the big drop in the price of MP Materials today is related to some inside selling at a price of $35.00. Do you see this as a good time to initiate a position?
Also do you prefer NEO or MP?
Thank you so much!
Dave
It appears to me the big drop in the price of MP Materials today is related to some inside selling at a price of $35.00. Do you see this as a good time to initiate a position?
Also do you prefer NEO or MP?
Thank you so much!
Dave
Q: Could I get your opinion on why NEO started out very positive on the earnings this morning and then went very negative? Am I missing something.
What’s your analysis of the company?
Thanks for hopefully clearing this up for me.
John
What’s your analysis of the company?
Thanks for hopefully clearing this up for me.
John
Q: What is your opinion on NEO? Thank you
Q: Hi team
China does export some rare earth metals that are essential for alot of industries
uses
Australia is trying raise capital to develop their own rare earth metals
Are there any companies in Canada or US that one can invest in for this area?
or an ETF
thanks
Michael
China does export some rare earth metals that are essential for alot of industries
uses
Australia is trying raise capital to develop their own rare earth metals
Are there any companies in Canada or US that one can invest in for this area?
or an ETF
thanks
Michael
Q: I would like your analysis and opinion on both companies and what your thoughts are on them as a more speculative buy. How are they situated financially and is their product something that could be in demand? I believe NEO does have a dividend.
Thank you John
Thank you John
Q: Do you have any suggestion for rare earth metal plays? Is it a sector with good potential? Also is cobalt an important industrial metal for batteries? Thank you.
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Booking Holdings Inc. (BKNG)
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Neo Performance Materials Inc. (NEO)
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Sabre Corporation (SABR)
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MP Materials Corp. (MP)
Q: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing.It was a 24,00 US stock but now trades around $12.00 and they are reservation company for airlines, hotels. Also with Biden adm. signing of mining materials would NEO (canadian) for ev be ok.They seem to be part of of MP for rare earth minerals. For growth 1 to 2 yrs Tks 5I use as many credits needed
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Lundin Mining Corporation (LUN)
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iShares S&P/TSX Global Gold Index ETF (XGD)
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Ivanhoe Mines Ltd. (IVN)
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Neo Performance Materials Inc. (NEO)
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Ero Copper Corp. (ERO)
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Kirkland Lake Gold Ltd. (KL)
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Reliance Inc. (RS)
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Nutrien Ltd. (NTR)
Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.
Q: I am a holder Neo Performance and it has moved very well recently. The CEO bought in a little while ago in front of this move. What is the cause of this? Do you see it continuing?
Thanks, Doug
Thanks, Doug
Q: Mp Materials, a recently listed rare earth metals company, have reported earnings. Do you see this stock, at current valuation, as a good opportunity for investing in this important commodity? Any other speculative options in rare earth space? Thanks
Q: Small company, pays a nice dividend, ree's are in the future big time, stock price has been on a run.
Why is the volume of trading so incredibly low with this company ?
Thankyou
Why is the volume of trading so incredibly low with this company ?
Thankyou
Q: Neo has been doing very well as of late.What are your thoughts about this company and fundamental views.
Is the rise warranted in your view and would you step in here.
You have better alternatives?
Is the rise warranted in your view and would you step in here.
You have better alternatives?
Q: When you last commented on Neo Performance Materials back in late July, you noted that "revenues have been declining since 2018 which is a trend we do not like to see."
The Q2 results reported Aug. 10th show the revenue decline continuing. Despite that, the price has risen more than 25% from late July. Is this purely sector driven, or are other factors at play?
Marc.
The Q2 results reported Aug. 10th show the revenue decline continuing. Despite that, the price has risen more than 25% from late July. Is this purely sector driven, or are other factors at play?
Marc.
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West Fraser Timber Co. Ltd. (WFT)
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Jamieson Wellness Inc. (JWEL)
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Neo Performance Materials Inc. (NEO)
Q: Could I have your opinion on JWEL , NEO and WFT . Are they a buy right now? ( 3 questions)
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Northland Power Inc. (NPI)
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Innergex Renewable Energy Inc. (INE)
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TransAlta Corporation (TA)
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Neo Performance Materials Inc. (NEO)
Q: hi guys i am anew member and i really am happy that i belong to 5i would you recommend these stocks or is there something better thank you
Q: what's up with Neo Performance?
I see a director recently resigned who is part of 70% owner Oaktree Capital Management. Could Oaktree be looking to divest?
Is the underlying business in good shape with good prospects?
Thanks
I see a director recently resigned who is part of 70% owner Oaktree Capital Management. Could Oaktree be looking to divest?
Is the underlying business in good shape with good prospects?
Thanks
Q: Neo appears to have some momentum (till this last week), strong balance sheet and a dividend north of 4%. Appears to be a bit of a Canadian success story. Is the size problematic in keeping large institution investors away? What is 5i current opinion?
Much appreciated Douglas
Much appreciated Douglas
Q: There has been recent insider transactions
Please explain
70 - Acquisition or disposition (writing) of third party derivative
https://www.canadianinsider.com/company-insider-filings?ticker=NEO
Please explain
70 - Acquisition or disposition (writing) of third party derivative
https://www.canadianinsider.com/company-insider-filings?ticker=NEO