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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. Yesterday, September 2nd, Dolly Varden Silver (TSX-v: DV) / NYSE American: DVS) reported strong … Continued
Junior miners are an incredibly diverse group spread across dozens of metals/minerals/materials, development stages, and 100s of jurisdictions. An approach to assess juniors is to look closely at; 1) the experience, track records & motivations of key team members, 2) … Continued
The weakness in the U.S. dollar has been an important, but underreported financial event. There are breathless accounts of BIG YTD gains in gold (“Au“) +28% & silver (“Ag“) +27%, yet DXY (the US$ vs. a basket of six currencies, … 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