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 […]
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 […]