Blende Silver, flying under the radar until 2026
March has been a crazy month for investors in junior miners. Many, (even high quality names), are down 25% to 40% from 52-week highs due to meaningful precious metal declines. Silver is down -22%, and gold -13%. Silver down, but still @ $73/oz vs. $15-$25/oz for years… Barrick & AngloGold Ashanti are down 30-35%, silver […]
US Copper Corp, 3 Billion + pounds in the USA
Near-month copper (“Cu“) futures hit a record ~$14,525/tonne (US$6.58/lb.) in January but have fallen to ~$5.45/lb. in large part due to the Middle East situation. However, I believe the long-term narrative for Cu demand is intact. And, sustainable supply to Western nations remains challenged. Freeport’s Grasberg in Indonesia — the world’s 2nd largest Cu mine […]
Guanajuato Silver, full speed ahead –> strong Ag/Au tailwinds
Disseminated on behalf of Guanajuato Silver, see disclosures at bottom of page. Like most precious metal producers, Guanajuato Silver (TSX-v: GSVR) / (OTCQX: GSVRF) is poised for a strong 2026 due to silver (“Ag“) averaging $87/oz year-to-date vs. $40/oz for CY 2025. Gold (“Au“) averaged $3,449/oz, vs. this year’s $4,900. Near-month Ag/Au futures sit at […]
The Trillion-Dollar Plan
The full details of the SpaceX merger and why it will change EVERYTHING. The post The Trillion-Dollar Plan appeared first on Equedia Investment Research.
Troilus Mining
Troilus Mining (TSX: TLG)) / (OTCQX: CHXMF) is prudently advancing a tier-1 N. American Gold (“Au“) – Copper (“Cu“) project. It’s transitioning from development to construction readiness for what will be one of Canada’s largest new Au/Cu mines of the 2020s. The Company recently completed a rebrand to Troilus Mining, reflecting the multi-metal nature (Au, […]
Nevada Lithium Resources, so much blue-sky potential!
Since 2021, two dozen economic studies have used Lithium (“Li“) carbonate prices ranging from US$18,000-$30,513/tonne, with a median of ~$23,500, driving a median post-tax IRR of ~26%. This does not include hard rock Li spodumene-only projects. Many, if not most, projects now need $25,000+/t due to meaningful cost inflation from PEA/PFS/BFS studies dating back 1.5+ […]
Thesis Gold & Silver secures AngloGold Ashanti investment!
On Feb. 19th Thesis Gold (TSX-v: TAU) / (OTCQX: THSGF) delivered exciting news, following an excellent Pre-Feasibility Study (“PFS”). A second cornerstone investor is coming on board. AngloGold Ashanti is acquiring a 5% equity stake (with no warrants!). In addition, Centerra Gold will top up its holdings to maintain its ownership percentage. Combined, the investment […]
Welcome to the Endgame
This isn’t a tech boom. It’s a resource and energy war driven by AI. The biggest wealth shifts of our lifetime are starting now. The post Welcome to the Endgame appeared first on Equedia Investment Research.
The Monster is Back
This silver company could be onto something massive, and the scale of it is staggering – wait until you see what’s resurfacing… The post The Monster is Back appeared first on Equedia Investment Research.
A Massive Opportunity Hidden in Plain Sight
Antimony is becoming one of the most strategically important—and scarce—minerals in the world, and this mining company could benefit. The post A Massive Opportunity Hidden in Plain Sight appeared first on Equedia Investment Research.