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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
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
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
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
I think most readers would agree that lithium (“Li“) prices bottomed in September at ~71,500 yuan/tonne (see chart below). That’s the good news. The not-so-good news is the price has barely moved off its lows, just +5.6% to 75,500 yuan/t … Continued