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Unloved Troilus Gold is well-advanced on a giant Au/Cu project in Quebec
In Greek mythology, Troilus was a Trojan prince, the son of King Priam & Queen Hecuba. Prophecies linked his fate to the city of Troy, where Troilus was murdered by Achilles around the year 1200 BC. Fast forward 3,217 years –> … Continued
CoTec Holdings provides another key project update
CoTec Holdings Corp. (TSXV: CTH) / (OTCQB: CTHCF) has reviewed over 300 cutting-edge technologies and made minority investments in those it believes are disruptive, plus an investment in a green iron project in Quebec, Canada. Unlike the vast majority of … Continued
Tocvan Ventures, an exciting gold/silver play in Sonora Mexico
Is the U.S. Presidential race overshadowing an epic move higher in the gold price? Earlier this week the spot price hit US$2,484/oz., +37% above its 52-week low. Today it sits at ~$2,406/oz. Silver had been outperforming gold, causing the gold … Continued
Doré Copper Mining Corp., restarting Cu/Au mine/mill complex in Quebec
The following chart from S&P Global Commodity Insights was updated last month to include 2023 data. I know of no better appraisal of the Cu market than this. In the 15-yr. period from 2009-2023, “Major” discoveries fell off a cliff … Continued
Thesis Gold –> 4.7M #Gold Eq. ozs. in B.C., with robust #Silver kicker!
UBS recently raised its price target on #gold (“Au“) to US$2,800/oz., one of the more bullish announcements of the past month. Both Citi & Bank of America said it could reach $3,000/oz. next year. High-grade, top-quality Au projects achieving production … Continued
CoTec Holdings’ PEA provides important glimpse of bright future
Over the past several months there has been a frenzy of headlines about the U.S. experiencing substantial shortfalls in electric power as soon as next year due to a massive buildout of data centers that serve; Artificial Intelligence, supercomputing, the … Continued
Is Silver Storm Mining the best way to play #silver’s rise?
$ figures are C$ unless stated otherwise, metal prices are US$, ounces/oz. are silver (“Ag”) equivalent oz… Primary silver (“Ag”) mines benefit most from higher prices. However, 80% of mined Ag is a byproduct of other operations, making supply highly … Continued
Is Brazil’s Lithium Ionic the next Sigma Lithium?
all $ figures C$ unless indicated otherwise. Li prices are US$. Relative value calculations updated on 6/26/24 The lithium (“Li“) sector has had a terrible 18 months. Although Li spodumene concentrate (“SC“) prices are hovering around US$1,100/tonne, with a few … Continued
CEO Interview Thomas Ullrich, Aston Bay Holdings
After hitting $5.20/lb. on May 20th, copper pulled back to a still attractive $4.54/lb. Will we see a $3 or a $5 handle next? I believe the price is headed higher, albeit not to US$40,000/t = $18.14/lb., anytime soon — … Continued
Doré Copper –> valued at just 5% of after-tax NPV!?!
After hitting $5.20/lb. in May, copper pulled back 13% to $4.55/lb. Is it headed below $4.00/lb., or is this merely a pause that refreshes? On May 20th, copper (“Cu“) was up a remarkable +38.0% year-to-date and is still up a … 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