Troilus Gold, awaiting debt/royalty funding package
Troilus Gold (TSX: TLG) / (OTCQX: CHXMF) has had a very nice run from oversold levels, but its Troilus Gold project remains meaningfully undervalued compared to mines owned by Agnico Eagle, IAMGOLD/Sumitomo, and Artemis Gold. Yes, there’s a BIG difference … Continued
Silver Storm Mining, Cashed Up, Ready to Rock & Roll!
Silver (“Ag“) is up +24% YTD. We’re in year five of a deficit in annual mined Ag. Among the top-6 Ag producing countries, three are; China! (#2), Russia!! & Bolivia. Mexico is by far the largest Ag producing country. Given … Continued
Ucore Rare Metals, Free-Money Grants + Production Next Year!
On June 2nd, Ucore Rare Metals reiterated the significance of a combined total of US$22.4M = C$30.8M in free-money grants awarded by the Dept. of Defense (“DoD“). Ground-breaking ceremonies in Louisiana, USA were held late last week. On top of … Continued
PTX Metals, de-risking a potential monster Ring of Fire project
Although copper (“Cu“) at today’s $4.72/lb. is a strong price for existing producers, most analysts, pundits, company management teams, and consultants believe $12,000-$15,000/tonne, or $5.44 to $6.80/lb. is needed to get most viable early-stage Cu projects off the fence, into … Continued
AbraSilver Resource Corp., cashed up & killing it
U.S. stock markets have (more than) bounced back from April’s lows, giving the impression that China/U.S. relations are on the mend. Yet, evidence to the contrary is everywhere. The U.S. Commerce Department warned American businesses to avoid Chinese-made microchips. Will … Continued
Seabridge Gold, way too BIG to ignore!
From 2022-2024, Newmont’s EBIT averaged $2.7B/yr, and from 2025-27 the consensus is $7.6B/yr, a gain of +182%. Barrick Mining in 2022-24 averaged $3.4B/yr, with a 2025-27 forecast of $8.1B/yr, a gain of +140%. It’s increasingly clear that Majors need ever-larger … Continued
Exclusive CEO interview, Silver Crown Royalties
Incorporated in August 2021, Silver Crown Royalties [SCRi] (SCRI.neo) (OCTQB: SLCRF) is a small, yet revenue-generating company that’s 100% tied to silver (“Ag”). Founder, Chairman & CEO Peter Bures believes his team’s approach offers competitive advantages due to an innovative business … Continued
Silver Storm Mining, 2 Ag/Au Projects in Mexico, Cash Flow Next Year
Silver (“Ag“) is up +15%/+22% (YTD/past 12 months), while gold (“Au“) is +29%/+47%! Those are strong numbers, but not unprecedented. In the decade ending in 2011, Ag had a +23.2% CAGR, and increased +33.7%/yr in the nine years ending in … Continued
Exclusive CEO Interview, producer Guanajuato Silver
If one’s bullish on precious metals despite a modest pullback, high-quality exploration & development plays are attractive at today’s levels, but still risky. The chasm between “a few years” from production and being IN PRODUCTION is wide and fraught with … Continued
Magma Silver (MGMA.V): Old Core, New Blood, Big Gold Upside in Peru’s Silver Heartland
This is a guest post of a recent article by Chris Parry over at equity.guru. Epstein Research [ER] has no prior or existing relationship with Magma Silver or its predecessor company. Peter Epstein of [ER] remains bullish on gold & … Continued