![Epstein Research [ER]](https://epsteinresearch.com/wp-content/uploads/2025/02/logo-ER.jpg){kind=logo}
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
Troilus Gold –> oversold on Bank Feasibility results?
Unless indicated otherwise, all $ figures are C$. Metal prices are US$. I’ve been watching Troilus Gold (TSX: TLG) / (OTCQX: CHXMF) for years as it continued to find more Gold (“Au“) & Copper (“Cu“) + some Silver (“Ag“). The … Continued
Happy Creek –> strong leverage to #Copper & #Tungsten
Despite the name sounding like a Netflix series, and having a tiny $5M market cap, Happy Creek (TSX-v: HPY) has four Canadian assets — any one of which could be a company-maker. For example, its sizable Fox property hosts a … Continued
Tocvan Ventures; #Au/#Ag play in #Au/#Ag bull market
It’s amazing the runs that gold (“Au“) & silver (“Ag“) are having even before the U.S. FED has cut interest rates. Soaring prices signal a flight to safety on both geopolitical & inflationary/monetary grounds. As of May 21st, Au was … Continued
Doré Copper Mining, multiple ways to *potentially* #WIN big!
Note –> All $ figures C$ unless stated otherwise (all metal prices in US$). Copper & Gold Equiv. calculations use spot prices of $5.12/lb. & $2,430/oz. Wow! The Copper (“Cu”) price is up +34% in three months [2/19/24 = US$3.81/lb.] … Continued
How undervalued is Silver Storm Mining’s 273M Ag Eq. oz.?
Primary silver (“Ag”) mines, those that produce > 50% Ag (by volume), benefit most from higher prices. However, 75%-80% of mined Ag is a byproduct of other mining operations. Therefore, since Ag supply is highly inelastic, the price could soar … Continued
Thesis Gold delivers a strong 4.7M oz. #Gold Eq. resource estimate
It’s hard to believe the gold (“Au“) price has soared past $2,100, $2,200, $2,300, $2,400/oz., now sitting at ~$2,320/oz. Gold stock investors don’t quite believe it either. Newmont‘s & Barrick’s share prices remain 50%-55% below all-time highs. Imagine what long-term … Continued
Tocvan Ventures; 2 high-potential #gold projects in Sonora, #Mexico
What a time to be invested in Gold (“Au“) at ~$2,375/oz. On April 12th it traded as high as $2,432/oz. (an all-time high). Yet, even at $2,000+/oz., new projects are not only viable, they would thrive. Especially low-cost, low technical … Continued
Copper, Iron + REE technologies; CoTec Holdings has a GREEN future
CoTec Holdings (TSX-v: CTH; OTCQB: CTHCF) is an ESG-focused company with minority interests in four disruptive technologies, any one of which could be a major Company-maker. The technologies are at advanced stages, and well-funded by third parties. Note: {on April 17th … Continued
Exclusive CEO interview, Silver Crown Royalties
Incorporated in August 2021, Silver Crown Royalties (SCRI.neo) (OCTQB: SLCRF) is a small, yet revenue-generating company that’s 100% tied to silver (“Ag”). Founder, Chairman & CEO Peter Bures believes his team’s approach offers... Read more
Silver Storm Mining, 2 Ag/Au Projects in Mexico, Cash Flow Next Year
Silver (“Ag“) is up +15%/+22% (YTD/past 12 months), while gold (“Au“) is +29%/+47%! Those are strong numbers, but not unprecedented. In the decade ending in 2011, Ag had a +23.2% CAGR, and increased... Read more