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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Copper (“Cu”) is indispensable for infrastructure, EVs, renewable energy, grid refurbishments & expansions, the wireless“Internet of Things,” data centers, Cloud/AI, supercomputing, robotics, crypto-currency mining, smart cities, 5G/6G telecom, high-tech electronics, and more. Yet, with the Cu price under pressure since hitting US$5.20/lb. … Continued
Silver Storm Mining (TSX-v: SVRS) / (OTC: SVRSF) has an enterprise value {market cap + debt – cash} of ~C$41M at $0.095/shr., (down 47.2% from $0.18 on July 24th). Over the same period, the silver (“Ag“) price is roughly unchanged. … Continued
After months of breathless commentary on bullish copper (“Cu“) fundamentals that drove the price to US$5.20/lb. in May, the price has since eased back ~23% to $4.04/lb. Tepid growth in China, growing global Cu inventories, heightened tensions in the Middle … Continued
Many investors in lithium (“Li“) companies — both producers & explorers/developers — are wondering if battery-quality Li carbonate/hydroxide prices will recover to bullish levels of say US$20-$40k/tonne, and average $20k+/t across multi-yr. periods (seemingly a given when prices topped $80k/t … Continued
In Greek mythology, Troilus was a Trojan prince, the son of King Priam & Queen Hecuba. Prophecies linked his fate to the city of Troy, where Troilus was murdered by Achilles around the year 1200 BC. Fast forward 3,217 years –> … Continued
CoTec Holdings Corp. (TSXV: CTH) / (OTCQB: CTHCF) has reviewed over 300 cutting-edge technologies and made minority investments in those it believes are disruptive, plus an investment in a green iron project in Quebec, Canada. Unlike the vast majority of … Continued
Is the U.S. Presidential race overshadowing an epic move higher in the gold price? Earlier this week the spot price hit US$2,484/oz., +37% above its 52-week low. Today it sits at ~$2,406/oz. Silver had been outperforming gold, causing the gold … Continued
The following chart from S&P Global Commodity Insights was updated last month to include 2023 data. I know of no better appraisal of the Cu market than this. In the 15-yr. period from 2009-2023, “Major” discoveries fell off a cliff … Continued
UBS recently raised its price target on #gold (“Au“) to US$2,800/oz., one of the more bullish announcements of the past month. Both Citi & Bank of America said it could reach $3,000/oz. next year. High-grade, top-quality Au projects achieving production … Continued
Over the past several months, there has been a frenzy of headlines about the U.S. experiencing substantial shortfalls in electric power as soon as next year due to a massive buildout of data centers that serve Artificial Intelligence, supercomputing, the … Continued