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Troilus Gold, is a re-rating underway?
Unless stated otherwise, dollars are US$ & production #s are gold (“Au”) Equiv. ounces On March 20th spot gold (“Au“) sits at $3,044/oz., near an all-time high, (futures hit $3,065/oz.), and investment firms are raising targets. Australia’s Macquarie Group is … Continued
Thesis Gold, well positioned for tsunami of M&A!
Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF) is a precious metals developer with serious leverage to silver (“Ag“) as the [gold (“Au“): Ag ratio] of ~89:1 could move towards its 50-yr. average of ~60:1. In Feb. 2021 it hit 64:1, which would … Continued
CoTec Holdings, multiple ways to win — strong team + winning technologies
CoTec Holdings (TSXV: CTH; OTCQB: CTHCF) has done it again, another important move in cleantech, signing a binding long-term exclusivity & collaboration agreement with Salter Cyclones Limited for its Multi-Gravity Separators (“MGS“) technology to recover critical materials like iron ore & manganese from … Continued
Winsome Resources, a Quebec lithium rock star
all figures US$ The phrase, “the cure for high prices is high prices” expertly connects key supply/demand drivers of a market, in this case, lithium. An insane two-year period — ended in November 2022 — delivered a +1,400% gain in … Continued
Seabridge Gold (and copper, silver, molybdenum)
All dollar figures US$. All ounces are gold (“Au”) Equiv. It’s astounding how many gold (“Au”) equiv. ounces a single company in B.C. Canada has, yet Seabridge Gold is valued at just $5.1 per ounce [on 286M Au Eq. ounces]. At $2,936/oz. Au & $4.56/lb. copper (“Cu”), this … Continued
Lithium Ionic well positioned for a lithium price recovery!
What might happen to lithium (“Li“) prices this year & next? Juniors are valued as if prices will remain well below the levels required to commercialize new projects. I believe Li-bearing spodumene concentrate will rebound substantially within 6-12 months as … Continued
Skeena Gold & Silver re-branding & re-rating underway!
all metals prices are in US$, other figures are C$ unless indicated otherwise Gold & Silver are enjoying serious bull market gains, up over +43% in the past 12 months! The spot price is less than 2.5% from $3,000/oz… A basket of 10 better-performing precious … Continued
Thesis Gold, interest in B.C. continues to grow!
I’ve written several articles on Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF). I typically name ~20 mid-tier producers & Majors who could/should want to make a meaningful strategic investment into the Company or acquire it outright. I reference gold (“Au“) & silver … Continued
Tocvan Ventures, on track for a BIG 2025
Happy New Year! Gold (“Au“) & silver (“Ag“) are off to a strong start, up 5% & 6%, respectively in January and up > 36% in the past year! Tocvan Ventures (CSE: TOC) / (OTCQB: TCVNF), with two projects in … Continued
Mawson Finland, Gold & Cobalt in Strong Location
No matter where one looks, there are supply-chain risks & uncertainties, some more serious than others, but few critical, precious, or base metal production sources are safe. Barrick Gold is in arbitration with Mali and recently suspended its mine there … Continued
Troilus Gold, is a re-rating underway?
Unless stated otherwise, dollars are US$ & production #s are gold (“Au”) Equiv. ounces On March 20th spot gold (“Au“) sits at $3,044/oz., near an all-time high, (futures hit $3,065/oz.), and investment firms... Read more
Thesis Gold, well positioned for tsunami of M&A!
Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF) is a precious metals developer with serious leverage to silver (“Ag“) as the of ~89:1 could move towards its 50-yr. average of ~60:1. In... Read more