Graycliff Exploration –> 7 meters of 454 g/t gold!
Gold and precious metal juniors have been under pressure. If one thinks the multi-year bull market has ended, there’s little reason to keep reading. I think prices will recover in the coming months. Having said that, Majors & mid-tier producers are killing it at current pricing. A massive tsunami of M&A is incoming, highlighted by […]
Thesis Gold & Silver, attractive takeout target?
Approaching four years into a robust, yet early-inning bull market in gold and silver, up +168% & +285% from 4-yr. lows, speed to market for promising projects remains lacking. Where’s the urgency? Government agencies & politicians are saying positive things, but complex permitting/environmental regulations, and local community support agreements take forever. In Canada, an additional […]
Dryden Gold, high-grade hits keep hitting
Has a tsunami of precious metals M&A begun? I believe it has, highlighted by blockbuster deals for G2 Goldfields and Rupert Resources, not to mention Equinox Gold taking out Orla Mining. G2 and Rupert are noteworthy because they are not producers. In fact, they’re years from production (neither has a Feasibility Study yet). Another important […]
US Copper Corp, 3.2 billion #Copper Eq. pounds in the U.S.
Global copper demand is projected to rise ~50% from 28 million metric tonnes in 2025 to 42 million in 2040, which would be a CAGR +2.7%. S&P Global estimates incremental demand will come from Electrification (transmission, EVs, grid, motors): 50%, core economic activity: 36%, AI/data centers: 10%, and Defense: 4%. I strongly believe copper (“Cu“) […]
Troilus Mining, de-risking continues, BIG funding news coming
Troilus Mining (TSX: TLG) / (OTCQX: CHXMF) is an Au/copper (“Cu“) developer with a 13.0M Au Eq. ounce resource that expects to begin meaningful construction activities in Quebec within a year. Key permitting (federal + provincial) remains largely on track. Troilus has a strong management team led by CEO Justin Reid. The share price has soared +268% from its […]
MetalQuest Mining, tiny company with HUGE potential
Are we in a super cycle for commodities like we saw in the mid-2000s? I don’t know, but many commodity prices have soared in the past year. Twenty years ago, it was all about Chinese demand. Now, in addition to China, it’s about security of supply and growth in India & Africa. Security of supply […]
Strikepoint Gold, #Nevada heap leach on sale
It’s been a difficult four months in the gold (“Au“) sector. The price is down from an ATH of nearly $5,600/oz to ~$4,500/oz. today. But, has it really been that difficult?!? Yes, most Au juniors and some producers are down significantly from their highs, but an Au price above $4,000 is pretty damn good. I […]
Is Blackrock Silver poised for a rebound?
Blackrock Silver is a sponsor of Epsten Research [ER], please see details at bottom of page. Silver (“Ag“) is up +125% in the past year. However, investors are focused on near-month futures down ~39% from ~US$122/oz in January. Gold (“Au“) is down ~$1,100/oz from its high of ~$5,600, attributable to central bank selling by Turkey […]
Advanced Gold Exploration, tiny market cap, large potential
If one is NOT bullish on the medium-to-longer term outlook for silver (“Ag“), gold (“Au“), and other critical materials, stop reading now. A great thing about today’s set up for hard assets is not necessarily that we’re in a commodities super-cycle like that of the mid-2000’s, but that prices of many materials are already up […]
Silver-Gold producers still very cheap…
Disseminated on behalf of Guanajuato Silver, see disclosures at bottom of page. It’s hard to find a brighter outlook in the metals & mining sector, or any sector, than for silver (“Ag“). That’s why Ag is +125% in the past year. Gold (“Au“) is (also) in a bull market, +152% over the past four years. […]