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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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
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
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
A lot has to go right in the world for the conditions that have propelled gold higher to change. Gold (“Au“) is a safe-haven, one of the few asset classes large enough to absorb $100s of billions of inflows if/when … Continued
Game on! Centerra Gold Inc. was always a likely candidate to want a piece (or all) of Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF). On April 22nd, Thesis announced that Centerra will acquire a 9.9% equity stake at a 10% … Continued
If one’s bullish on copper (“Cu”) demand and therefore prices, one should be excited about low-valued Cu explorers/developers who can be in production within 3-5 years. But not juniors with projects in difficult jurisdictions. High-risk jurisdictions like Zambia, the DRC, Mongolia, and Indonesia are … Continued
Canada is a mining-friendly country sharing a border (the longest between any two countries on earth) with the U.S. Exports are accessible to Europe from the east coast, Asia from the west, and easily trucked/railed south. Canada enjoys widespread, green … Continued
All $ figures are C$ unless stated otherwise. All metal prices are US$ Silver Crown Royalties [“SCRi“] (CBOE: SCRI) / (OTCQX: SLCRF) is a high-risk / high-reward proposition in a precious metals bull market with no end in sight. The Company has … Continued
For over a decade, investors have been told that Rare Earth Elements (“REEs“), very heavily controlled by China, could be weaponized against the West in a Trade War. After numerous escalations, things took a terrible turn for the worse this … Continued
Tariffs, trade wars, and the negative impact on global stock markets, U.S. bonds & the US$ is BIG news in April. However, investors might not have noticed that gold (“Au“) fell just -7% at its worst last week, then rallied … Continued