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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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
Game on! Centerra Gold Inc. was always a likely candidate to want a piece (or all) of Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF). On April 22nd, Thesis announced that Centerra will acquire a 9.9% equity stake at a 10% … Continued
If one’s bullish on copper (“Cu”) demand and therefore prices, one should be excited about low-valued Cu explorers/developers who can be in production within 3-5 years. But not juniors with projects in difficult jurisdictions. High-risk jurisdictions like Zambia, the DRC, Mongolia, and Indonesia are … Continued
Canada is a mining-friendly country sharing a border (the longest between any two countries on earth) with the U.S. Exports are accessible to Europe from the east coast, Asia from the west, and easily trucked/railed south. Canada enjoys widespread, green … Continued
all $ figures are US$ unless indicated C$ Trump has been President for 66 days. He & sidekick Elon Musk are taking a wrecking ball to U.S. government institutions, foreign alliances & global trading regimes. A focus has been on … 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
Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF) is a precious metals developer with serious leverage to silver (“Ag“) as the [gold (“Au“): Ag ratio] of ~89:1 could move towards its 50-yr. average of ~60:1. In Feb. 2021 it hit 64:1, which would … 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
In my opinion, Troilus Gold (TSX: TLG) / (OTCQX: CHXMF) is meaningfully undervalued due to fears of huge equity dilution needed to fund its very large, 100%-owned Troilus gold/copper project in Quebec. A new slide from the Company’s January Corp. … Continued
Readers are encouraged to always read disclosures/disclaimers at the bottom of every article. On October 15th, Doré Copper announced a merger of equals with, and into, Australian-listed #lithium (“Li“) junior Cygnus Metals. The new tickers for Doré –> Cygnus are (TSX-v: CYG) … Continued