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 […]
A Trillion-Dollar Trade Hiding in Plain Sight
While the basic investors argue about chatbots, chips, and trillion-dollar valuations, the institutions are quietly buying the one thing that makes all of it possible. The post A Trillion-Dollar Trade Hiding in Plain Sight appeared first on Equedia Investment Research.
Large Near-Surface Gold-Silver Project, But Why Did Others Walk Away?
Evergold is focusing this year entirely on its Golden Lion project in the Toodoggone district of northern British Columbia. The target is a low-to-intermediate sulfidation epithermal gold-silver system in quartz-carbonate veins, with a secondary copper target in the northern part of the same property. The interview covered the upcoming 4,000-metre drill program, project history, budget, […]
Giant Gold-Silver Target in Nevada, But Why Has No One Drilled It Before?
Toogood Gold has two projects: the Table Mountain low-sulphidation epithermal gold-silver system in Nevada and the Quinland gold discovery on New World Island, Newfoundland. This interview covered the recently signed earn-in agreement on Table Mountain, the company’s dual-jurisdiction exploration strategy, near-term surface work programs, drill timelines, capital position, and the CEO’s background. The post Giant […]
4Moz Gold Target in Quebec, But Is the Grade Strong Enough at Depth?
Radisson Mining is focused on the O’Brien Gold Project, a high-grade quartz-sulphide vein system hosted along the Cadillac-Larder Lake Break in Quebec’s Abitibi Greenstone Belt, roughly halfway between Rouyn-Noranda and Val-d’Or. This interview covered the status of the company’s 140,000-metre step-out drill program, fresh assay results released the same morning, the most recent resource update, […]
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 […]
High-Grade Rare Earths, But Can The Metallurgy Actually Work?
Neotech Metals is a rare earth exploration company with three projects: the flagship Hecla-Kilmer carbonatite in northern Ontario, the Trio rare earth project in British Columbia adjacent to Defense Metals’ Wicheeda deposit, and the recently acquired Torrance project roughly 70 km south of Hecla-Kilmer in Ontario. The interview covered the company’s metallurgical work program, maiden […]
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 […]