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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Readers are encouraged to always read disclosures/disclaimers at the bottom of every article. Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF) has a district scale (495 sq. km) land position in the Toodoggone Mining District (overlapping the Golden Triangle) of northern … Continued
M&A is picking up in S. America to kickstart development efforts of long-dormant & slow-moving copper (“Cu“) projects. BHP & Lundin Mining announced the acquisition of one of the best projects on earth, Filo Mining’s Filo del Sol. Fun fact, … Continued
Happy Creek (TSX-v: HPY) has three Canadian assets — any one of which could be a company-maker. For example, its sizable Fox property hosts a Top-decile grade tungsten deposit. In the chart below, notice Happy’s grade compared to their peers. … Continued
G-Silver… Sounds cool, right? Well, it was the only cool thing about the Company as silver (“Ag“) languished < US$24/oz. for much of 2023. Not only is G-Silver cool at $31+/oz., but at $40+/oz. it would be downright SEXY. Yes, … Continued
Six months ago I would have been laughed out of the room for talking about US$3,000/oz. gold (“Au“) in 2025… No one is laughing now! Au is up +39% in the past 12 months. If it were to rise another … Continued
Gold & silver are having an extraordinary year, up 25.5% & 31.0% year-to-date to $2,591/oz. & $31.23/oz. As expected, the stocks of many producers are up substantially. Newmont, Agnico Eagle, Kinross, Alamos Gold, Hecla Mining, Pan American Silver & Coeur … Continued
Copper (“Cu“) demand is expected to grow at an average of 3.0-3.5%/yr. for decades to come, but a dearth of Major discoveries in the past decade (see chart) points to constrained mine supply growth in the 2030s-2040s, especially as many of … Continued
Will ongoing and possibly worsening economic woes in China sink the global economy? After months & months of bullish commentary by pundits (and me) about copper, (“Cu“), suddenly it’s out of favor? I feel the downside on the Cu price … Continued
Anyone watching the price of gold (“Au“) should be amazed at how well it’s done, above US$2,400/oz. for two months, and > $2,300/oz. for five months. Many expected a pullback to $2,200 or $2,100, which never happened. Today’s $2,514/oz. is … Continued
Wow. It was worth the wait! It’s not often that PEA/PFS/BFS reports come in stronger than expected. Over the past few years cap-ex and/or op-ex blowouts have sunk some highly anticipated studies. I had been making educated guesses about Thesis … Continued