Golden Arrow (TSXV: GRG) uncovered 4.4 billion pounds of copper and metals at San Pietro, Chile, near Capstone Copper’s mines. Priced at just half a cent per pound vs others at 2 cents—a 71% discount. Digging in 2025 could boost it more and lock in the find. With copper hot and buyouts on the horizon, GRG’s in prime spot as trade tensions rise.
Silver X's Nueva Recuperada project in Peru features the producing Tangana mine and advanced-stage Plata unit. An updated resource estimate shows 208 Moz AgEq, up 40% from 2022. A 2023 PEA on Tangana suggests a $175M NPV10% and 39% IRR at $23/oz silver (now $31/oz). Production hit 0.8 Moz AgEq in 2024 (9M), up 34% YoY, with revenue up 41%. Trading at $0.30/oz vs a $1.50/oz junior average, AGX may attract M&A interest amid high commodity prices.
Noram Lithium stands out as a deep value play in the U.S. lithium sector, with its Zeus project in Nevada trading at just 0.5% of its NPV. Adjacent to Albemarle's Silver Peak mine, the only lithium-producing operation in the U.S., Zeus holds resources comparable to major Nevada projects like Lithium Americas’ Thacker Pass. With lithium prices nearing break-even for large-scale projects and global EV sales projected to rebound in 2025, the undervaluation of Noram creates a unique opportunity. Po...
Grid Metals Corp. (TSXV: GRDM / OTCQB: MSMGF) is advancing its lithium projects, Donner and Falcon West, and an advanced-stage nickel-copper-PGM project in southeastern Manitoba, crucial for EV battery production. The Donner project boasts a high-grade lithium resource and proximity to processing facilities, enabling expedited production with lower CAPEX. With expected production of 75 Ktpa of spodumene concentrates for over 10 years, initial CAPEX is estimated at $50M, with a mining permit anti...
We've released a new research report on Noram Lithium Corp. The company has just released an updated resource estimate for its Zeus project in Nevada, located next to the only lithium producer in the U.S. This new estimate shows a significant high-grade component with the potential for a mine life of over 40 years.
Four Directors at Noram Lithium Corp bought 356,500 shares at between 0.149CAD and 0.180CAD. The significance rating of the trade was 51/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...
What you need to know: • Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged. • Besides gold, other precious metals, commodities, and battery metals had a mixed month, while uranium’s strong performance accelerated, up 16% in January and hitting its highest price in more than 16 years. • We attended a busy Vancouver Resource Investment Conference in January. Find our top picks from the conference here. Following a...
Fundamental Research Corp has issued a report entitled “Evaluating a Promising Copper-Cobalt-Gold Target Next to Large Projects - Resuming Coverage” and dated August 31, 2023. The full report is now at
Fundamental Research Corp has issued a report entitled “Attracts Wheaton Precious with a Robust PFS – FINAL REPORT” and dated June 27, 2023. The full report is now at
Fundamental Research Corp has issued a report entitled “Robust Resource Estimate Enhances Economic Prospects” and dated June 14, 2023. The full report is now at
Fundamental Research Corp has issued a report entitled “Teck’s Investment is a Strong Testimonial” and dated February 3, 2023. The full report is now at
Fundamental Research Corp has issued a report entitled “Options Two District-Scale Projects Targeting Lithium & Zinc-Copper” and dated December 1, 2022. The full report is now at
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