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Peter’s Newsletter

Peter Epstein, MBA

small cap stock investing, mostly metals / mining / minerals

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues171Founded6 years agoLast Issue11 days ago
Active

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Latest Issues

Silver Crown Royalties, simply the best leverage to silver

Unlike most so-called “silver” companies that might be only 30–60% silver, Silver Crown Royalties (ticker: SCRI) has effectively 100% pure-play silver exposure. Generalist investors like pure-play exposure, low operational risk, and open-en...

11 days ago
2

CoTec Holdings, REE Magnet Player in the Making...

There have been a number of recent articles/reports across Substack newsletters regarding Western countries, most notably the U.S., becoming more resilient in NdFeB permanent magnets + associated alloys. Security of supply requires a full e...

18 days ago
5

Opus One Gold, too cheap to ignore?

If one’s bullish on the price of gold over the next 6-12 months, one should be looking at high-quality junior miners, even early-stage ones.

A rally in Au from today’s $4,300/oz to $5,000/oz (which would be ~$600 below the January peak) w...

18 days ago
2

Honey Badger Delivers strong PEA

Yesterday the U.S. Fed raised interest rates for the first time in three years. This was not unexpected. What might it mean for medium-term gold and silver (“Ag”) prices? I don’t know about the short-term, but the medium-to-longer-term outl...

22 days ago
5

Power Metallic Mines, high-grade copper floor set, ceiling uncapped

Despite being down ~7% from an all-time-high last week, copper (“Cu“) is +38% in the past year. In Chile, representing a quarter of global supply, El Niño-linked winter storms have been halting or slowing operations. Chile now expects produ...

a month ago
3

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  • Peter Epstein, MBA

    Analyst, blogger, advertising platform for small cap companies. Please visit my website, https://t.co/gvOCNCZxA4

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