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Thesis Gold delivers killer (updated) #PEA!
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
CoTec Holdings; REE magnets, critical minerals, green iron/steel + copper
CoTec Holdings (CSE: CTH) / (OTC: CTHCF) has stakes in two assets + interests in four disruptive mine reclamation/recycling-related technologies. Its goal is to have stakes in 10 technologies + 30-40 assets. A near-term focus is its 50% interest in … Continued
Significant producer acquires Lithium Ionic’s Brazilian neighbor
Some on Twitter/X and YouTube are saying that even though prices may fall a bit more, the bottom is in for lithium (“Li“) stocks. It’s easy to say such a thing when companies like Albemarle traded down to $72/shr. a … Continued
Tocvan Ventures, is a strategic investor coming soon?
Gold’s & sliver’s inflation-adj. ATHs in Jan. 1980 were about $3,430/oz. & $202/oz. (in today’s dollars). Notice that the gold (“Au“): silver (“Ag“) ratio was [$3,430 / $202] = 17 to 1! Today that ratio is 84:1 and it has averaged ~60:1 over … Continued
Thesis Gold, an EPIC #Au/#Ag takeout target!
Wow, it finally happened! The spot gold (“Au“) price closed above US$2,500 on August 16th, currently at $2,530/oz. The significant move higher, +11% since early May, is attributed to lower U.S. inflation numbers paving the way for imminent interest rate … Continued
Aston Bay Holdings — near-term, high-grade copper producer
Copper (“Cu”) is indispensable for infrastructure, EVs, renewable energy, grid refurbishments & expansions, the wireless“Internet of Things,” data centers, Cloud/AI, supercomputing, robotics, crypto-currency mining, smart cities, 5G/6G telecom, high-tech electronics, and more. Yet, with the Cu price under pressure since hitting US$5.20/lb. … Continued
Silver Storm Mining is way oversold, even vs. oversold peers…
Silver Storm Mining (TSX-v: SVRS) / (OTC: SVRSF) has an enterprise value {market cap + debt – cash} of ~C$41M at $0.095/shr., (down 47.2% from $0.18 on July 24th). Over the same period, the silver (“Ag“) price is roughly unchanged. … Continued
Doré Copper continues to move forward despite (temporary?) Cu price pullback
After months of breathless commentary on bullish copper (“Cu“) fundamentals that drove the price to US$5.20/lb. in May, the price has since eased back ~23% to $4.04/lb. Tepid growth in China, growing global Cu inventories, heightened tensions in the Middle … Continued
Scorpio Gold, near-term production, low-risk, in Nevada
In opening articles, I focus on the main commodities associated with a company –> copper, uranium, gold, silver, lithium, etc. The Company in this case is a gold (“Au“) junior. There’s essentially only one topic most want to hear about … Continued
CEO Interview –> Blake Hylands of Lithium Ionic, full speed ahead!
Many investors in lithium (“Li“) companies — both producers & explorers/developers — are wondering if battery-quality Li carbonate/hydroxide prices will recover to bullish levels of say US$20-$40k/tonne, and average $20k+/t across multi-yr. periods (seemingly a given when prices topped $80k/t … 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