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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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 materials like iron ore & manganese from … Continued
Investors eagerly awaited the results of 100s of soil samples in the southern portion of the 100%-owned Gran Pilar project in Sonora Mexico. It was worth the wait as 541 assays were reported on Nov. 12th, and 62 of 541 … Continued
In September there was much talk about China’s stimulus measures, called the most aggressive since 2019. What wasn’t said was that it was only the beginning. Well on Oct. 12th an even larger stimulus package was announced, and there’s reason … Continued
M&A is picking up in S. America to kickstart development efforts of long-dormant & slow-moving copper (“Cu“) projects. BHP & Lundin Mining announced the acquisition of one of the best projects on earth, Filo Mining’s Filo del Sol. Fun fact, … Continued
Happy Creek (TSX-v: HPY) has three Canadian assets — any one of which could be a company-maker. For example, its sizable Fox property hosts a Top-decile grade tungsten deposit. In the chart below, notice Happy’s grade compared to their peers. … Continued
Six months ago I would have been laughed out of the room for talking about US$3,000/oz. gold (“Au“) in 2025… No one is laughing now! Au is up +39% in the past 12 months. If it were to rise another … Continued
Copper (“Cu“) demand is expected to grow at an average of 3.0-3.5%/yr. for decades to come, but a dearth of Major discoveries in the past decade (see chart) points to constrained mine supply growth in the 2030s-2040s, especially as many of … Continued
Anyone watching the price of gold (“Au“) should be amazed at how well it’s done, above US$2,400/oz. for two months, and > $2,300/oz. for five months. Many expected a pullback to $2,200 or $2,100, which never happened. Today’s $2,514/oz. is … Continued
CoTec Holdings (CSE: CTH) / (OTC: CTHCF) has stakes in two assets + interests in four disruptive mine reclamation/recycling-related technologies. Its goal is to have stakes in 10 technologies + 30-40 assets. A near-term focus is its 50% interest in … Continued
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