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Nubian Resources, a hidden, and a forgotten asset
Investors in junior miners in N. America or “penny dreadfuls” in Australia know these highly speculative investments can be horribly oversold. And, when a company has multiple projects, the sum of the parts often comes up well short of the … Continued
Happy Creek, strong tungsten vibes
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
#Lithium Ionic, #Brazil, BFS-stage, let’s go!
I think most readers would agree that lithium (“Li“) prices bottomed in September at ~71,500 yuan/tonne (see chart below). That’s the good news. The not-so-good news is the price has barely moved off its lows, just +5.6% to 75,500 yuan/t … Continued
G-Silver, now the fun starts
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
Tocvan Ventures, epic #gold explorer, on the rise
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
Scorpio Gold, 2H/25 production potential in Nevada
With gold (“Au“) up +37%!! in the past 12 months to $2,628/oz., earnings for producers are coming in hot. And, profits will be even stronger next year, as year-to-date Au has averaged $2,286/oz., ~13% below the current level. UBS, Citi, … Continued
Silver Storm; primed for next leg of Epic bull market!
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
Doré Copper, high-grade #copper #gold in safe Quebec
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
Aston Bay, will its copper/gold resource double in December?
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
At $2,500+/oz., BFS-stage Troilus Gold is undervalued
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
Thesis Gold, well positioned for tsunami of M&A!
Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF) is a precious metals developer with serious leverage to silver (“Ag“) as the of ~89:1 could move towards its 50-yr. average of ~60:1. In... Read more
CoTec Holdings, multiple ways to win — strong team + winning technologies
CoTec Holdings (TSXV: CTH; OTCQB: CTHCF) has done it again, another important move in cleantech, signing a binding long-term exclusivity & collaboration agreement with Salter Cyclones Limited for its Multi-Gravity Separators (“MGS“) technology to recover critical... Read more