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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
Tempus Resources; very high-grade gold maiden resource out soon
Dual-listed Australian-Canadian Tempus Resources (TSX-v: TMRR) / (ASX: TMR) owns the Elizabeth-Blackdome [“E-B”] project consisting of a southern block, Elizabeth, and the past-producing northern block, Blackdome, in south-central B.C. Tempus owns the permitted Blackdome mill & tailings site that produced ~230,000 oz. of gold (“Au“) at ~22 … Continued
If you’re gonna panic, panic first! Skyharbour Resources enjoying a soaring uranium price
The uranium spot price has soared to US$71.00/lb. from $43.50/lb. six months ago. That’s up +63% to a 12.5-year high. While reports of panic buying by utilities are probably exaggerated, demand is outpacing... READ MORE
Thesis Gold, built to be sold at a much higher valuation
Are we at the beginning of a multi-year M&A binge in the precious metals sector? The gold price at US$1,935/oz. is within 7% of its all-time nominal high. In a giant US$18 billion... READ MORE