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Showing posts from January, 2025

Seabridge Gold, 255 Million Reasons to Love?!?

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  all dollar figures US$ This article concerns one of the most exciting  gold/copper development stories  on earth. No, it’s not in  Africa, China,  or  Russia , it’s in  B.C. Canada . Gold (“ Au “) is in a bull market, up over  35%  in the past year. It does well when geopolitical tensions are high, and geopolitical tensions are high. “Eastern” nations, led by China, Russia & India are buying gold hand over fist, diversifying away from the USD. Aggressive buying could continue for years. China’s per capita holding of Au is  1/15  that of the U.S. India’s is  1/55 . Copper (“ Cu “) is at the heart of EVs/energy storage systems, renewable power, AI/data centers, high-tech electronics/drones, aerospace/defense & 5G/6G telecom. Six of the top seven Cu-producing countries are Chile, Peru, the  DRC, China, Russia  &  Indonesia . Chile & Peru have century-old mines with falling grades & rising ...

Tocvan Ventures, on track for a BIG 2025

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Happy New Year! Gold (“ Au “) & silver ( “Ag “) are off to a strong start, up   5%  &  6% , respectively in January and up >   36%   in the past year!   Tocvan Ventures   (CSE:   TOC ) / (OTCQB:   TCVNF ), with two projects in Sonora Mexico, remains a top idea. Pundits & analysts note that Au is making an impressive move even as U.S. interest rates remain stubbornly high. Central banks, led by Poland, Turkey, India & China were significant buyers in 2024. Yet, one of my favorite statistics shows that on a per capita basis, China owns 1/15 as much Au as the U.S., and India just 1/55. Unlike commodities such as  lithium, REEs, nickel & graphite  that China dominates and can manipulate, it has little influence over the price of Au, unless it’s buying and driving the price higher! I’m bullish on Au, but even more bullish on Ag. By now readers know that Ag demand from solar power installations  (especially in ...

Dore Copper –> now Cygnus Metals #copper #gold #lithium in Quebec + Western Australia

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  On October 15th, Dore Copper  announced a merger of equals with, and into, Australian-listed #lithium (“ Li “) junior Cygnus Metals . The new tickers for  Doré  –>  Cygnus  are (TSX-v:  CYG ) / (OTCQB:  CYGGF ). The Li sector is in a world of pain but is likely at, or very near, a bottom. I believe Li prices will significantly improve this year. Please see  this article  for more details on Cygnus’ promising prospects in Quebec. Shareholders received 1.83 shares of Cygnus per Doré share held. From now on I refer to the combined entity as Cygnus. The NEW Cygnus is listed in both Australia & Canada and has  ~C$12.5M  in cash.  Note : Management is cautiously optimistic about being awarded a modest free-money grant this quarter. The primary focus this year will be on the Cu/Au assets. S&P Global makes it easy to see why Cu supply will almost certainly be a challenge by the 2030s, likely sooner. Look at the 20 la...