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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
This article is part of a paid advertising agreement between Epstein Research [ER] & Dolly Varden Silver (TSX-v: DV)/(NYSE American: DVS). Details at bottom of page. Yesterday, September 2nd, Dolly Varden Silver (TSX-v: DV) / NYSE American: DVS) reported strong … Continued
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
Junior miners are an incredibly diverse group spread across dozens of metals/minerals/materials, development stages, and 100s of jurisdictions. An approach to assess juniors is to look closely at; 1) the experience, track records & motivations of key team members, 2) … Continued
This article is part of a paid advertising agreement between Epstein Research [ER] & Dolly Varden Silver (TSX-v: DV)/(NYSE American: DVS). Details at bottom of page. Precious metals are in the midst of a meaningful bull market. In the past … Continued
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
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
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