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PTX Metals, de-risking a potential monster Ring of Fire project
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
AbraSilver Resource Corp., cashed up & killing it
U.S. stock markets have (more than) bounced back from April’s lows, giving the impression that China/U.S. relations are on the mend. Yet, evidence to the contrary is everywhere. The U.S. Commerce Department warned American businesses to avoid Chinese-made microchips. Will … Continued
Seabridge Gold, way too BIG to ignore!
From 2022-2024, Newmont’s EBIT averaged $2.7B/yr, and from 2025-27 the consensus is $7.6B/yr, a gain of +182%. Barrick Mining in 2022-24 averaged $3.4B/yr, with a 2025-27 forecast of $8.1B/yr, a gain of +140%. It’s increasingly clear that Majors need ever-larger … Continued
Exclusive CEO interview, Silver Crown Royalties
Incorporated in August 2021, Silver Crown Royalties [SCRi] (SCRI.neo) (OCTQB: SLCRF) is a small, yet revenue-generating company that’s 100% tied to silver (“Ag”). Founder, Chairman & CEO Peter Bures believes his team’s approach offers competitive advantages due to an innovative business … Continued
Silver Storm Mining, 2 Ag/Au Projects in Mexico, Cash Flow Next Year
Silver (“Ag“) is up +15%/+22% (YTD/past 12 months), while gold (“Au“) is +29%/+47%! Those are strong numbers, but not unprecedented. In the decade ending in 2011, Ag had a +23.2% CAGR, and increased +33.7%/yr in the nine years ending in … Continued
Exclusive CEO Interview, producer Guanajuato Silver
If one’s bullish on precious metals despite a modest pullback, high-quality exploration & development plays are attractive at today’s levels, but still risky. The chasm between “a few years” from production and being IN PRODUCTION is wide and fraught with … Continued
Magma Silver (MGMA.V): Old Core, New Blood, Big Gold Upside in Peru’s Silver Heartland
This is a guest post of a recent article by Chris Parry over at equity.guru. Epstein Research [ER] has no prior or existing relationship with Magma Silver or its predecessor company. Peter Epstein of [ER] remains bullish on gold & … Continued
Troilus Gold, the next 12 months should be EPIC
A lot has to go right in the world for the conditions that have propelled gold higher to change. Gold (“Au“) is a safe-haven, one of the few asset classes large enough to absorb $100s of billions of inflows if/when … Continued
Thesis Gold gets 9.9% strategic investment from Centerra Gold
Game on! Centerra Gold Inc. was always a likely candidate to want a piece (or all) of Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF). On April 22nd, Thesis announced that Centerra will acquire a 9.9% equity stake at a 10% … Continued
Is Aston Bay’s 20% stake in Storm Copper undervalued?
If one’s bullish on copper (“Cu”) demand and therefore prices, one should be excited about low-valued Cu explorers/developers who can be in production within 3-5 years. But not juniors with projects in difficult jurisdictions. High-risk jurisdictions like Zambia, the DRC, Mongolia, and Indonesia are … Continued
Westgate Energy, it doesn’t get much better than this…
It seems all eyes are on #gold & #silver these days, but readers should continue to consider other sectors, especially oil & gas, which is out of favor at the moment. In fact,... Read more
Magma Silver, strong team, insider buying, dirt heap in #silver/#gold BULL market!
Magma Silver (TSX-v: MGMA) / (OTCQB: MAGMF) has an option to acquire 100% of the Niñobamba (+ Randypata & Jorimina) Ag/Au project spanning 8 x 2 km in the mineral-rich Ayacucho region of... Read more