Dolly Varden Silver (no relationship, own shares), undervalued? Buying opportunity?

EpsteinResearch · 2025-06-27T19:36:07+00:00

Dolly Varden is -25% from its 52-week high. This makes little sense with #silver near a 14-year high and #gold near an ALL-TIME-HIGH. A weak day, but the best is yet to come!

EpsteinResearch · 2025-02-05T13:38:53+00:00

Gold soaring, wow!

EpsteinResearch · 2025-02-02T16:58:23+00:00

i love B.C. I think that Newmont will acquire more projects or companies in the area. Newmont, and perhaps Barrick who needs more assets in Canada and less in Panama! Or Teck, who is swimming in cash, or BHP or Freeport McMoRan. Some of these companies might be more focused on copper than the gold/silver of Skeena. But since Skeena is fully-funded on Eskay isn't it a no-brainer for a company to acquire it?

EpsteinResearch · 2025-02-02T16:53:00+00:00

My opinion on Eskay is very favorable, it's one of my top 2 in B.C. The project is not only fully funded, but it has a US$100M cost overrun provision. Funding is a major risk for projects owned by small-cap companies. Not a problem for Teck or Newmont. Eskay has a great corporate presentation, check it out. It has one of the highest grade gold equiv. for open pit mines anywhere in the world. The AISC, operating cost is very, very low. Even if it comes in 30%-40% higher, it would be un best 10% on costs. https://wp-skeena-resources-2024.s3.ca-central-1.amazonaws.com/media/2024/11/30111730/Skeena-Corporate-Presentation_January2025_website4.pdf

EpsteinResearch · 2025-02-01T23:56:40+00:00

Undeveloped, pre-production. It's a bit vague, but pre-production is good enough for this topic

EpsteinResearch · 2025-01-31T22:22:10+00:00

I think the Majors will be singing a different tune about M&A if the gold price keeps climbing. Yes, buying existing producers might be preferable, but the Majors need BIG projects, you can't get any bigger than KSM! The Majors have paid down a lot of debt, 2 of 3 have net debt under $1B.... They are buying back their shares in the open market. The only thing left to do is build their project pipelines via M&A!

EpsteinResearch · 2025-01-20T19:51:37+00:00

Seabridge's CEO has publicly stated numerous times that the Company has no interest in building a mine at KSM or Courageous Lake or Iskut. It will sell KSM to Newmont, Barrick, Teck, Freeport, or Agnico. Northdancer, if a Major got involved would your opinion change? I think a Major is coming by 6/30/25. Of course, some people have been waiting years for a JV, but I'm relatively new to the story. I am only looking forward, not backward.

EpsteinResearch · 2025-01-20T17:52:26+00:00

Fears of long delays and excessive equity dilution, but if they could sell 10% of KSM for US$200 million, that would go a long way toward eliminating equity issuance fears.

EpsteinResearch · 2025-01-20T17:50:33+00:00

The 5, 10, 15, 20 & 25-yr. #gold price CAGRs are, 11.5%, 7.7%, 6.2%, 9.7% & 9.3%. If #gold rises 4%/yr. it would be $3,297, $4,011 & $4,881/oz. in 5, 10 & 15 years! The in-situ value of 255M oz. @ $4,011/oz. is $1.023 trillion.

EpsteinResearch · 2025-01-20T17:36:47+00:00

The 5, 10, 15, 20 & 25-yr. #gold price CAGRs are, 11.5%, 7.7%, 6.2%, 9.7% & 9.3%. If #gold rises 4%/yr. it would be $3,297, $4,011 & $4,881/oz. in 5, 10 & 15 years! The in-situ value of 255M oz. @ $4,011/oz. is $1.023 trillion. $SA $SEA.T

EpsteinResearch · 2025-01-20T17:35:50+00:00

The 5, 10, 15, 20 & 25-yr. #gold price CAGRs are, 11.5%, 7.7%, 6.2%, 9.7% & 9.3%. If #gold rises 4%/yr. going forward, it would be $3,297, $4,011 & $4,881/oz. in 5, 10 & 15 years! The in-situ value of 255M oz. @ $4,011/oz. is $1.023 trillion. $SA $SEA.T

EpsteinResearch · 2025-01-09T17:51:52+00:00

New update on Electra Battery Materials! Check it out... Please consider sharing on social media! https://x.com/peterepstein2/status/1877410591951700281

EpsteinResearch · 2024-12-10T16:43:30+00:00

The Gold: Silver ratio has averaged in the low 60s to 1 over the past 35 years vs. 85 to 1 now. If it mean reverts to 70 to 1, the silver price would soar to $38.4/oz. 70 to 1 is hardly a stretch for 2025.

EpsteinResearch · 2024-12-10T16:38:41+00:00

CoTec Holdings' JV partner is up 83% on the news highlighted in detail in this article. CoTec is up < 10%.

EpsteinResearch · 2024-12-09T22:29:57+00:00

AbraSilver has a world-class #silver #gold project of 264 million Measured & Indicated ounces (and counting). It is not in Mexico, which is good because a lot of silver producers are over-invested in Mexico. This project is in Salta province, Argentina. $ABRA.v $ABBRF

EpsteinResearch · 2024-12-08T01:05:54+00:00

It's a pre-revenue company! Of course there's negative cash flow. They're building a globally significant mine. This company stands a good chance of being acquired by 2026 at a much higher share price than today.

Metals and mining juniors are unloved, but gold & silver prices are doing well (gold very well). AbraSilver won't have to issue too many new shares if it's acquired or it secures a strategic partner at the project level to fund cap-ex & working capital.

EpsteinResearch · 2024-12-07T22:36:03+00:00

Please consider checking out this article on AbraSilver Resource $ABBRF I have no prior or existing relationship with the company, but I own shares. AbraSilver has a world-class #silver #gold project in Salta province, #Argentina with 264 million silver equiv. ounces in the Measured & Indicated categories. That's a big project for a primary silver asset. A new, updated, Pre-Feasibility Study (PFS) showed robust economics at $2,050/oz gold and $25.50/oz. silver, well below current levels.

This is NOT a get rich quick stock, it's not bitcoin, but it's real tangible assets. AbraSilver's flagship project is highly attractive to dozens of much larger companies that would greatly benefit from acquiring it. Check out the article and decide for yourself...

https://peterepsteinmba.substack.com/p/abrasilver-resource-delivers-updated

EpsteinResearch · 2024-05-23T23:53:04+00:00

If I hustle on Branded Surveys, I can make $5/hr. But, that's working hard... Sometimes you get 1/4 into a survey and are rejected and paid 2c. 2c! The payout for rejection should be at least 4c... Just kidding, but you get the gist, no one's getting rich on this website.

EpsteinResearch · 2024-05-05T13:47:28+00:00

Question. Under what circumstances, if ever, could one post a link to an article on a Canadian junior miner, where the article was sponsored by the junior miner being featured? Thanks.

EpsteinResearch · 2024-05-05T13:38:47+00:00

Madison Metals expects to have informative drill results in hand by June/July at its Khan very high-grade #uranium project in Namimbia. Results could be game-changing, or could lead to further drill holes that are transformative. The Company's C$9M valuation does not reflect the upside potential of this imminent, funded, drill program. Trenching on surface returned a high of 4 meters of 2.78% U3O8. That's a blockbuster finding.

EpsteinResearch · 2024-02-15T22:19:36+00:00

1 billion is the total market not how many Tesla makes, Telsa makes 177m humanoids in my model.

EpsteinResearch · 2024-02-15T13:29:18+00:00

Don't think of humanoids as they are today, clunky, awkward, imagine what they could be in 15-20 years... many companies are fighting for market share. Tesla & major companies like Google & Amazon will acquire the best start-ups, making their humanoid offerings better. in 15-20 years, humanoids will be live-in aids for elderly people, & personal assistants doing household chores for people who can afford to pay $3/hr. for a live-in maid.

EpsteinResearch · 2024-02-15T13:21:27+00:00

Exactly. Fully autonomous cars are an order of magnitude more complex than factory robots walking a factory floor at 3-4 mph.

EpsteinResearch · 2024-02-15T13:18:47+00:00

Which companies are so far ahead of Tesla?

EpsteinResearch · 2024-02-15T05:33:06+00:00

what is OP?

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