![Epstein Research [ER]](https://epsteinresearch.com/wp-content/uploads/2025/02/logo-ER.jpg){kind=logo}
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
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
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
CoTec Holdings, strong #REE credentials, without lofty valuation
MP Materials is a C$17 billion behemoth. The stock is up nearly 450% from its 52-week low. Why the excitement? It mines & produces rare earth element (“REE“) concentrates & (increasingly) permanent REE... Read more
Dolly Varden Silver –> visionary Ag/Au play in B.C.’s Golden Triangle
This article is part of a paid advertising agreement between Epstein Research & Dolly Varden Silver (TSX-v: DV)/(NYSE American: DVS). Details at bottom of page. Precious metals are in the midst of... Read more