![Epstein Research [ER]](https://epsteinresearch.com/wp-content/uploads/2025/02/logo-ER.jpg){kind=logo}
Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Reliable comparisons among gold (“Au“) project developers, and to producers, is fraught with risk of being overconfident in the analysis. Each project, company, jurisdiction, mine plan, permitting regime, cost structure, etc. is unique. Access to power, water, workers, roads, rail, … Continued
Word on the street is that generalist funds are looking at metals & mining companies, possibly reducing exposure to highly-valued tech names. This makes sense as many S&P500 sectors are doing poorly. Astute readers will say, sure but generalist funds … Continued
Gold (“Au“) is up +46% in the past year, and some (but not all) producers are responding. AngloGold Ashanti, Lundin Gold, G Mining Ventures, Gold Fields, Kinross, Orla Mining, Northern Star Resources, Fresnilo plc, and Coeur Mining are up an … Continued
Junior miners are an incredibly diverse group spread across dozens of metals / minerals / materials, development stages, and 100s of jurisdictions. A good approach to assess juniors is to look closely at; 1) the experience, track records & motivations … Continued
This is a guest post from Chris Parry’s equity.guru website… Disclaimer: This article has been paid for by Prismo Metals. See disclosures at the bottom of the page. Prismo Metals (PRIZ.C) has been combing the old workings of the Silver King … Continued
MP Materials is a C$17 billion behemoth. The stock is up nearly 450% from its 52-week low. Why the excitement? It mines & produces rare earth element (“REE“) concentrates & (increasingly) permanent REE magnets in the U.S. It recently secured … 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
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