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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
The weakness in the U.S. dollar has been an important, but underreported financial event. There are breathless accounts of BIG YTD gains in gold (“Au“) +28% & silver (“Ag“) +27%, yet DXY (the US$ vs. a basket of six currencies, … 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
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
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
Wow, it finally happened! The spot gold (“Au“) price closed above US$2,500 on August 16th, currently at $2,530/oz. The significant move higher, +11% since early May, is attributed to lower U.S. inflation numbers paving the way for imminent interest rate … Continued
UBS recently raised its price target on #gold (“Au“) to US$2,800/oz., one of the more bullish announcements of the past month. Both Citi & Bank of America said it could reach $3,000/oz. next year. High-grade, top-quality Au projects achieving production … Continued
It’s hard to believe the gold (“Au“) price has soared past $2,100, $2,200, $2,300, $2,400/oz., now sitting at ~$2,320/oz. Gold stock investors don’t quite believe it either. Newmont‘s & Barrick’s share prices remain 50%-55% below all-time highs. Imagine what long-term … Continued
Wow. The spot price of gold is at US$2,160/oz., yet many juniors, even moderately advanced ones like Thesis Gold (TSX-v: TAU) / (OTC: THSGF) remain well below 52-wk highs. Who would have thought five months ago at $1,820/oz. that we … Continued
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All dollar amounts US$, unless indicated otherwise… Will gold have another strong year? It was up +13% in 2023, but that barely beats annual mining inflation these days. Every January analysts come out with predictions, yet they’re typically up/down 5%-10%. … Continued