![Epstein Research [ER]](http://EpsteinResearch.com/wp-content/uploads/2015/03/logo-ER.jpg){kind=logo}
Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Are we at the beginning of a multi-year M&A binge in the precious metals sector? The gold price at US$1,935/oz. is within 7% of its all-time nominal high. In a giant US$18 billion deal, Newmont is acquiring Newcrest, in part … Continued
Chile’s copper (“Cu“) production continues to come under pressure. For example, Codelco, the world’s largest Cu company, recently announced a guidance revision of 5% to below last year’s level, which was -7% from 2021. Look at the clear trend line … Continued
Lithium (“Li“) juniors have been under pressure all summer. Many notable companies are down > 50% from 52-week highs {see chart below}. Notice that all types of companies are down; hard rock, sedimentary (clay) & brine/DLE project developers, explorers… It’s … Continued
Skyharbour Resources has one of the best corporate presentations among uranium juniors. The website Trading Economics has a succinct summary of the recent uranium market, quote, “Uranium rose past $58/lb. [$58.70 — Aug. 28th], extending gains for a sixth week … Continued