Peter Epstein is the founder of Epstein Research. His background is in company and financial analysis. He holds an MBA degree in financial analysis from New York University's Stern School of Business.
FenixOro's Colombian gold project is just 15km from a world-class, high-grade gold mine that the team's COO helped discover and develop before it was sold for CA$1.4 billion. FenixOro believes it has a similar mine in the making with possibly 6 to 10 million ounces of medium or high-grade gold, yet the market values the company at CA$14 million.
Helium gas is one of the hottest commodities on the planet, but few investors are tracking its price because prices are quite opaque. But by first quarter 2023, margins should be very high and run-rate annual revenue could exceed CA$100M.
Multiple factors are pushing fertilizer (and critical component phosphate rock) prices higher and higher. One need look no further than grain prices like wheat, corn, and soybeans.
Headed into a gold bull market, one should consider swinging for the fences with high risk / high reward junior miners like St. Anthony Gold with two projects in Ontario. Its flagship project could comfortably host 1M+ ounces of gold, perhaps at a grade of 4-6 g/t — yet the market cap is under CA$3M.
Peter Epstein of Epstein Research shares his thoughts on why "cashed-up" Allied Copper is a Cu company to watch.
Desert Mountain Energy expects to be in helium production within six months and be robustly cash flow positive from 2023 on.
Arianne Phosphate has a globally-significant, advanced-stage phosphate rock project in Quebec, Canada, that's very undervalued, with huge catalysts coming in 2022, Peter Epstein of Epstein Research writes.
Arianne Phosphate has a very advanced stage, shovel-ready, phosphate rock project in mining-friendly Quebec with two off-take agreements signed, a BFS and cooperation agreement with nearby First Nation groups, writes Peter Epstein of Epstein Research.
Peter Epstein of Epstein Research notes that five major lithium transactions have occurred in the past six months: Galaxy, Millennial, Neo Lithium and Bacanora Lithium were acquired (or are in the process), and ioneer ltd. sold half its project for US$490 million. Cypress Development is one of the few remaining companies with a 100%-owned project at PFS or BFS stage.
First Cobalt Corp. is fully-funded to build a Battery Materials Park (BMP) in northern Ontario, Canada. The BMP will be operating years ahead of dozens of other BMPs in North America, making it a very valuable asset. First Cobalt is poised to generate cash flows from cobalt sulfate, Li-ion battery recycling, and nickel sulfate.
Usha Resources has multiple copper, cobalt and gold properties and projects across the U.S. and Canada. Cobalt in the U.S. would be hugely desirable; Usha could find meaningful deposits of cobalt and copper. A small market cap with near-term drill results make Usha a compelling risk/reward proposition.
Teck Resources, a CA$26 billion company, is the second largest steelmaking coal producer in the world. In its Investor Day presentation earlier this week it reiterated the long-term strength of the seaborne coking coal market. Colonial Coal is also 100% coking coal, with two valuable projects for sale in B.C., Canada.
Investors had been waiting nearly two months, but now the big derisking event has been announced — a US$45M funding package to expand, enhance, and optimize First Cobalt's 100%-owned battery materials refinery in northern Ontario. First Cobalt is one of only a small group of battery materials juniors that will generate meaningful cash flow in 2023.
Peter Epstein of Epstein Research delves into the company's exploration plans at its many Canadian gold projects.
Peter Epstein of Epstein Research speaks with Kincora Copper CEO Sam Spring about his company's exploration plans.
Peter Epstein of Epstein Research takes a deep dive into Sassy Resources, which he believes has two company-making project portfolios.
Peter Epstein of Epstein Research profiles First Cobalt and explains why he is bullish on the company.
Peter Epstein of Epstein Research explains why he believes there will be significant lithium production from the U.S. and the role that Cypress Development could play.
Peter Epstein of Epstein Research explains why he believes FenixOro "offers a compelling high-risk/high-reward investment proposition."
Peter Epstein of Epstein Research discusses Marvel Discovery Corp.'s strategically located new claims in the "red hot Newfoundland gold play."
Peter Epstein of Epstein Research profiles this company with two copper exploration properties and notes that it's "rare to have two projects that have such substantial blue-sky potential."
Peter Epstein of Epstein Research believes Golden Independence Mining Corp. could be an M&A target for a major with a neighboring prospect.
Peter Epstein of Epstein Research profiles Sassy Resources and discusses its Canadian projects located in two very active camps.
Ian Berzins, CEO of Braveheart Resources, sits down with Peter Epstein of Epstein Research to discuss a company that offers "near-term production potential, plus three promising projects."
Peter Epstein of Epstein Research provides his investment thesis for Blue Lagoon Resources, for which he highlights near-term, high-grade production and meaningful cash flow.
Marvel Discovery Corp. CEO Karim Rayani talks with Peter Epstein of Epstein Research about his company's activities.
Copper is gaining momentum, according to Peter Epstein of Epstein Research, and Pampa Metals is "cashed-up" and drilling for new discoveries "in the shadow of giants."
Peter Epstein of Epstein Research discusses whether the lithium price surge is a "flash in the battery metals pan" or whether the price will stay stronger for longer, and what this means for Cypress Development Corp.
Skyharbour Resources CEO Jordan Trimble speaks with Peter Epstein of Epstein Research to discuss the uranium market and provide an update on his company's Canadian projects.
Peter Epstein of Epstein Research looks into FenixOro Gold's preliminary analysis of its phase 1 drill program and how it shows the potential to reach a 2 million ounce gold deposit.
Peter Epstein of Epstein Research explains how First Cobalt Corp. offers pure-play exposure to the shift to electric vehicles.
Peter Epstein of Epstein Research looks into the gold, copper, nickel, cobalt, PGEs, REEs and uranium prospects on Marvel Discovery's properties.
In this interview with Rana Vig, the CEO of Blue Lagoon Resources, Peter Epstein of Epstein Research explores the company's options for producing high-grade gold, silver and copper, as well as its exploration potential at its British Columbia project.
Peter Epstein of Epstein Research takes a look at Sassy Resources' foray into Newfoundland in addition to its British Columbia project in the Eskay Camp.
Peter Epstein of Epstein Research sits down with Alex Molyneux, chairman of Azarga Metals, to discuss his company's exploration of the Unkur copper-silver project in Russia.
Peter Epstein of Epstein Research discusses VanGold's preliminary economic assessment on its combined El Cubo and El Pinguico silver-gold project in Mexico.
Peter Epstein of Epstein Research discusses this newly listed company with "two 100%-owned, potentially world-class copper porphyry projects in Peru."
Peter Epstein of Epstein Research reports on Cypress Development's work at the clay-hosted Clayton Valley Lithium Project in Nevada.
Peter Epstein of Epstein Research presents his investment thesis for Blue Lagoon Resources, which has three projects.
Peter Epstein of Epstein Research profiles a company that controls five options to acquire "promising gold properties" in Canada.
Peter Epstein of Epstein Research highlights the importance of NuLegacy Gold Corp.'s drill program this spring.
Peter Epstein of Epstein Research calls First Cobalt Corp.'s agreements with major firms to deliver feedstock "a major vote of confidence."
Peter Epstein of Epstein Research discusses the investment case for Walker River Resources, which is exploring for gold on its Nevada property.
Peter Epstein of Epstein Research explains why he sees blue sky potential with this company.
Peter Epstein of Epstein Research speaks with Golden Independence Mining's CEO about the company's "simple, low-risk" heap leach project in Nevada.
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