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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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
M&A activity in metals & mining is increasing. On August 21st a merger between coal companies Arch Resources & CONSOL Energy was announced, creating a US$5B U.S. powerhouse. I would not be surprised to see BHP acquire Tier-1 coking coal … 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