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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Executive summary –> Troilus Gold is massively undervalued due to fears of excessive equity dilution to fund its very large Cu/Au project in Quebec. On Nov. 13th, Nov. 19th, and Nov. 21st management announced major steps forward with announcements of … 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
I recently spoke to a big-shot hedge fund manager who told me investment banks will soon be updating 2025 targets on gold (“Au”) & silver (“Ag”). She assured me none are lowering their estimates… Where are we in this bull … Continued
All ounces are gold (“Au”) equivalent [Au Eq.] ounces. Unless stated otherwise, all dollars are US$ Readers are encouraged to always read disclosures/disclaimers at the bottom of every article. Executive summary –> Troilus Gold is undervalued due to fears of … Continued
Readers are encouraged to always read disclosures/disclaimers at the bottom of every article. Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF) has a district scale (495 sq. km) land position in the Toodoggone Mining District (overlapping the Golden Triangle) of northern … 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
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
Gold & silver are having an extraordinary year, up 25.5% & 31.0% year-to-date to $2,591/oz. & $31.23/oz. As expected, the stocks of many producers are up substantially. Newmont, Agnico Eagle, Kinross, Alamos Gold, Hecla Mining, Pan American Silver & Coeur … 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