Latest Stock Buy or Sell? Make More Informed Decisions!

Stock buyer at present. Natural resources has been falling but it has a great future. The primary driver for the drop is higher interest rates. Precious metals in particular reflects the level of real interest rates. In the US questions about credit quality affected the availability capital to the natural resources industry making growth concern appear. Operating results in the sector has been impacted by higher energy costs. Gold is very attractive at this level. The purchasing power of the USD and CAD is deteriorating at a higher pace than CPI suggest and that is going to be accentuated in the next 5 years. He likes uranium and think that the uranium companies don't reflect the underlying strength in the uranium price. Market is mispricing uranium equities in a big way. 

The copper business will do well over the next 5 years. The US permitting environment is improving. Affiliating yourself with Robert Friedland over time has been a license to print money. 

Has been looking at it closely. Large gold resource. Uncertain whether it makes money at this level of gold price. Could benefit from a settlement with Seabridge. Respect for the Management team. 

It will continue soft until they reach nameplate capacity in Ontario and Newfoundland. He expects that the projects will be be completed and generate cash. He expects to benefit more and more from index buying as a consequence of the merger. 

Holds the Management team in high regard. He expects nickel to recover but doesn't know when. Large deposit but grade on a global basis is low. 

Very large Dundee holder for many years. High regard for Jonathan Goodman. Actively buying. The company is selling for a large discount to the value of the sum of the parts. The risk is on their technology holdings. 

The reason for the soft earnings is because they hedged their production (sold their production for a low price). most of these hedges come off by mid-2027. The company is the highest quality, lowest cost uranium producer in the planet. Delighted to see the stock price decline so he can buy.  There are structural advantages in the uranium market. The upcoming catalyst will be the potential IPO of the Westinghouse stake. 

Extremely speculative stock. A drill hole play. Only to be owned by people with some degree of geological knowledge willing to pay attention to news releases. The size of the prize is enormous though. The probability is not super high. High risk / high reward business. 

Needs to know they are dong progress in the cost side before increases his position. Large position and hasn't sold but needs to see operating performance in the income statement. 

Quarterly results were fairly good. If your time frame extends to 2030 you'll see substantial higher oil prices. The company has done a wonderful job creating value for shareholders over time. If you are a trader, it appears that the whole energy complex is going lower. He sees a resolution in 2026 or 2027 in the Gulf prices and then oil prices will fall. But by 2030 oil prices will be higher because of the systemic underinvestment in the industry. 

Relatively to the gold index it has done really well. The CEO is retiring. The market needs to see that the new CEO will continue what the previous CEO has been doing. They need to reach nameplate capacity in their operations in Nunavut. He has confidence in the operations team. Very cheap on an operating basis. He has sold none but the market is skeptical. 

Amerigo is a copper factory. He believes in the copper price. Very long reserve life This becomes a dividend machine if you believe in higher copper prices (which he does). They'll continue to be impacted by higher cost structure because they are a fairly energy intensive company.