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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
The weakness in the U.S. dollar has been an important, but underreported financial event. There are breathless accounts of BIG YTD gains in gold (“Au“) +28% & silver (“Ag“) +27%, yet DXY (the US$ vs. a basket of six currencies, … Continued
Malcolm Gladwell’s famous book, “The Tipping Point” is 25 years old, time flies. In this work, the author explains how adoption of a good or service often advances at a fairly steady rate until it reaches a “tipping point,’ where … Continued
Despite a weak Chinese economy (albeit improving, with GDP growth still +4%), and very significant global events — the Middle East, Russia/Ukraine, U.S./China — the Copper (“Cu“) price has held up remarkably well, currently at $4.97/lb. (COMEX). That price is … Continued
Silver (“Ag“) is making a robust move in both absolute & relative terms, outperforming gold (“Au“) in the past month, sending the Au: Ag ratio to ~91:1 from a high of ~107:1 on April 21st, the day Au hit an … Continued
I’ve written several articles on Seabridge Gold (TSX: SEA) / (NYSE: SA). While the share price is +27% in the past month, it’s flat over the past year, while producers are up quite significantly, rising along with the gold price … Continued
Canada has ~1,850 metals/mining/minerals producers, developers & explorers, ~12x more than there are Canadian-listed oil & gas names. Finding highly prospective, cheaply valued oil juniors is difficult, but if accomplished it can be quite rewarding. Iran/Iraq, the Middle East, and … Continued
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 (“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
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
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