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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
This article is part of a paid advertising agreement between Epstein Research [ER] & Dolly Varden Silver (TSX-v: DV)/(NYSE American: DVS). Details at bottom of page. Precious metals are in the midst of a meaningful bull market. In the past … Continued
Silver (“Ag“) is making a robust move in both absolute & relative terms, outperforming gold (“Au“) in the past month, sending the Au: Ag ratio to ~91:1 from a high of ~107:1 on April 21st, the day Au hit an … Continued
I’ve written several articles on Seabridge Gold (TSX: SEA) / (NYSE: SA). While the share price is +27% in the past month, it’s flat over the past year, while producers are up quite significantly, rising along with the gold price … Continued
Troilus Gold (TSX: TLG) / (OTCQX: CHXMF) has had a very nice run from oversold levels, but its Troilus Gold project remains meaningfully undervalued compared to mines owned by Agnico Eagle, IAMGOLD/Sumitomo, and Artemis Gold. Yes, there’s a BIG difference … Continued
From 2022-2024, Newmont’s EBIT averaged $2.7B/yr, and from 2025-27 the consensus is $7.6B/yr, a gain of +182%. Barrick Mining in 2022-24 averaged $3.4B/yr, with a 2025-27 forecast of $8.1B/yr, a gain of +140%. It’s increasingly clear that Majors need ever-larger … Continued
A lot has to go right in the world for the conditions that have propelled gold higher to change. Gold (“Au“) is a safe-haven, one of the few asset classes large enough to absorb $100s of billions of inflows if/when … Continued
I firmly believe that now could be a good opportunity to invest in high-quality precious metal juniors, especially those that are 100% silver (“Ag“) + gold (“Au“). The past week has been awful, but the outlook for Ag/Au remains bright. … Continued
Unless stated otherwise, dollars are US$ & production #s are gold (“Au”) Equiv. ounces On March 20th spot gold (“Au“) sits at $3,044/oz., near an all-time high, (futures hit $3,065/oz.), and investment firms are raising targets. Australia’s Macquarie Group is … Continued
I’ve written several articles on Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF). I typically name ~20 mid-tier producers & Majors who could/should want to make a meaningful strategic investment into the Company or acquire it outright. I reference gold (“Au“) & silver … Continued
No matter where one looks, there are supply-chain risks & uncertainties, some more serious than others, but few critical, precious, or base metal production sources are safe. Barrick Gold is in arbitration with Mali and recently suspended its mine there … Continued