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Thesis Gold + Benchmark Metals, 1 + 1 = 3 in northern B.C. Canada
M&A activity in B.C., Canada has outpaced many jurisdictions in N. America, but I believe this is just the beginning of a multiyear M&A binge. Newmont is acquiring Newcrest, in part for its Brucejack mine and 70% interest in the … Continued
Gander Gold; best #gold junior bang for Newfoundland buck?
In early May gold rallied $290/oz. (+15.3%) from a late February level of $1,805/oz. to an all-time (nominal, intra-day) high of US$2,081/oz. (investing.com). However, since May 3rd the price has fallen to $1,960/oz. Gold is down 6%, but many companies … Continued
Beyond Lithium — giant land package, tiny valuation
From November of last year through most of April, investors were getting nervous about the lithium (“Li“) narrative as the spot price of battery-quality Li carbonate in China fell from 597.5k to 165.5k yuan/tonne. However, the price has rebounded to … Continued
New Age Metals expands Lithium portfolio in Manitoba
It took six months, but I can now say with confidence that (spot) battery-quality Lithium (“Li“) prices in China have bottomed. Investing.com shows the price bouncing +43.5% from 165,500 yuan/tonne on April 25th to 237,500 yuan/t on May 17th. The … Continued
Troilus Gold shocks naysayers with LOIs for up to US$1.3 Billion!
Executive summary –> Troilus Gold is massively undervalued due to fears of excessive equity dilution to fund its very large Cu/Au project in Quebec. On Nov. 13th, Nov. 19th, and Nov. 21st management... READ MORE
Cassiar Gold, absurdly cheap at C$10/(pro forma) ounce!
Two weeks ago I woke up to the news that Trump had won. Stock market indices ripped, but commodities traded lower. Is Trump good for commodities? How about precious metals? In my view,... READ MORE