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#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 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
PTX Metals, strong asset value, hugely undervalued?
Canada is a mining-friendly country sharing a border (the longest between any two countries on earth) with the U.S. Goods are accessible to Europe from the east coast, Asia from the west, and... Read more
Silver Crown Royalties, 100% exposure to Ag –> all the time!
All $ figures are C$ unless stated otherwise. All metal prices are US$ Silver Crown Royalties (CBOE: SCRI) / (OTCQX: SLCRF) is a high-risk / high-reward proposition in a precious metals bull market with... Read more