![Epstein Research [ER]](https://epsteinresearch.com/wp-content/uploads/2025/02/logo-ER.jpg){kind=logo}
Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Silver (“Ag“) is up +15%/+22% (YTD/past 12 months), while gold (“Au“) is +29%/+47%! Those are strong numbers, but not unprecedented. In the decade ending in 2011, Ag had a +23.2% CAGR, and increased +33.7%/yr in the nine years ending in … Continued
If one’s bullish on precious metals despite a modest pullback, high-quality exploration & development plays are attractive at today’s levels, but still risky. The chasm between “a few years” from production and being IN PRODUCTION is wide and fraught with … Continued
All dollar figures C$ unless indicated as US$… references to potential production & metal grades are silver (“Ag”) equivalent ounces. Trump has ignited a fire under U.S. bureaucracies to move A LOT faster to permit mines (see his Executive Orders, … 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
Silver Storm Mining (TSX-v: SVRS) / (OTC: SVRSF) has an enterprise value {market cap + debt – cash} of ~C$41M at $0.095/shr., (down 47.2% from $0.18 on July 24th). Over the same period, the silver (“Ag“) price is roughly unchanged. … Continued
Primary silver (“Ag”) mines, those that produce > 50% Ag (by volume), benefit most from higher prices. However, 75%-80% of mined Ag is a byproduct of other mining operations. Therefore, since Ag supply is highly inelastic, the price could soar … Continued