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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Primary silver (“Ag”) mines, those that produce > 50% Ag (by volume), benefit most from higher prices. However, 75%-80% of mined Ag is a byproduct of other mining operations. Therefore, since Ag supply is highly inelastic, the price could soar … Continued
It’s hard to believe the gold (“Au“) price has soared past $2,100, $2,200, $2,300, $2,400/oz., now sitting at ~$2,320/oz. Gold stock investors don’t quite believe it either. Newmont‘s & Barrick’s share prices remain 50%-55% below all-time highs. Imagine what long-term … Continued
What a time to be invested in Gold (“Au“) at ~$2,375/oz. On April 12th it traded as high as $2,432/oz. (an all-time high). Yet, even at $2,000+/oz., new projects are not only viable, they would thrive. Especially low-cost, low technical … Continued
CoTec Holdings (TSX-v: CTH; OTCQB: CTHCF) is an ESG-focused company with minority interests in four disruptive technologies, any one of which could be a major Company-maker. The technologies are at advanced stages, and well-funded by third parties. Note: {on April 17th … Continued
What a time to be invested in Copper (approaching a 2-yr. high) & Gold (near an all-time high). Gold (“Au”) is now at $2,357/oz., but traded as high as $2,432/oz. on April 12th. Forget about price targets of $2,500/oz… On … Continued
Precious metals have moved decisively higher in the past month. Gold (“Au“) is at an all-time (nominal) high. Yet, silver (“Ag“) has lagged behind Au’s impressive move. The Au: Ag ratio is ~87:1 vs. after a spike in Ag on … Continued
Wow. The spot price of gold is at US$2,160/oz., yet many juniors, even moderately advanced ones like Thesis Gold (TSX-v: TAU) / (OTC: THSGF) remain well below 52-wk highs. Who would have thought five months ago at $1,820/oz. that we … Continued
In these three charts from Benchmark Mineral Intelligence, the rate of EV sales growth is slowing, but units are forecast to climb a robust +18.7%/yr. from 2024-30. In addition, notice that the average Li-ion battery size is increasing (estimated +38% … Continued
![Thesis Gold bonanza drill results, on track for strong [new] PEA](https://epsteinresearch.com/wp-content/uploads/2025/02/Screen-Shot-2024-01-23-at-10.06.44-AM-1-846x400.png)
All dollar amounts US$, unless indicated otherwise… Will gold have another strong year? It was up +13% in 2023, but that barely beats annual mining inflation these days. Every January analysts come out with predictions, yet they’re typically up/down 5%-10%. … Continued
