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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Although copper (“Cu“) at today’s $4.72/lb. is a strong price for existing producers, most analysts, pundits, company management teams, and consultants believe $12,000-$15,000/tonne, or $5.44 to $6.80/lb. is needed to get most viable early-stage Cu projects off the fence, into … Continued
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 $8.1B/yr, a gain of +140%. It’s increasingly clear that Majors need ever-larger … Continued
Tariffs, trade wars, and the negative impact on global stock markets, U.S. bonds & the US$ is BIG news in April. However, investors might not have noticed that gold (“Au“) fell just -7% at its worst last week, then rallied … Continued
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
all figures US$ The phrase, “the cure for high prices is high prices” expertly connects key supply/demand drivers of a market, in this case, lithium. An insane two-year period — ended in November 2022 — delivered a +1,400% gain in … Continued
What might happen to lithium (“Li“) prices this year & next? Juniors are valued as if prices will remain well below the levels required to commercialize new projects. I believe Li-bearing spodumene concentrate will rebound substantially within 6-12 months as … Continued
All dollar figures are US$ Lithium-bearing spodumene concentrate [“SC“] prices have collapsed. The chart below shows SC6.0% lithium oxide [“Li2O”]. There’s blood in the streets, is it time to buy lithium juniors? One can purchase shares in companies with world-class … Continued
article updated: November 5, 2024. Was this another head-fake? Just when investors thought it was safe to swim with lithium (“Li“) stocks again, the tide started rolling out. In September, most agreed that Li carbonate, hydroxide & spodumene concentrate prices … Continued
Despite huge moves in gold (“Au“) & silver (“Ag“), +39% & +48% in the past year — copper (“Cu“) & nickel (“Ni“) are indispensable, especially sources in N. America. I could write a book on the East, led by China … Continued
Readers are encouraged to always read disclosures/disclaimers at the bottom of every article. TSX Venture-listed Doré Copper is a high-grade #coppper / #gold junior with a very attractive PEA-stage project in Quebec. CEO Earnest Mast is an experienced (30+ years) … Continued