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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
M&A activity in B.C., Canada has outpaced many jurisdictions in N. America, but I believe this is just the beginning of a multiyear M&A binge. Newmont is acquiring Newcrest, in part for its Brucejack mine and 70% interest in the … Continued
First it was COVID-19 supply disruptions expected to last months but stretching out years, then labor availability / retention issues. Next, Russia invaded Ukraine — another significant, long-term impact on the quantity & security of supply of several key commodities. … Continued
The gold price topped $2,000/oz. on March 20th and again on March 24th and is now at $1,963/oz., up +8% in the past two weeks. The current level is within 5% of the nominal all-time high of $2,073/oz. Adjusted for … Continued
All $ figures US$ unless indicated otherwise. On September 21st, copper & steelmaking coal producer Teck Resources held its annual investor day, a 3-hour webcast highlighting very robust global demand for steel and the small number of critical materials essential … Continued