Epstein Research (free investment articles)

Magma Silver   (TSX-v:   MGMA ) / (OTCQB:   MAGMF ) has an option to acquire 100% of the Niñobamba   (+ Randypata & Jorimina)   Ag/Au project spanning 8 x 2 km in the mineral-rich Ayacucho region of Peru.​ For this first time, this highly prospective, contiguous land package is under one roof. Magma’s enterprise value  {market cap + debt – cash}  is  C$4M , far too low in my view given the following commentary… One look at gold (Au) & silver (Ag) — both up nearly +50% in the past year — tells you an EV of   C$4M  is silly,  50%  below its 52-week high… Niñobamba is 45 minutes from the city of Ayacucho with daily flights to Lima. The 4,100 hectare Project is 7 km from both a major highway & power grid. The Randypata zone was re-staked during COVID-19, as previously held  Newmont  concessions, and a 2% NSR lapsed. In today’s dollars, Magma’s properties have seen nearly  C$20M  in exploration. There...

Word on the street is that generalist funds are looking at metals & mining companies, possibly reducing exposure to highly-valued tech names. This makes sense as many S&P500 sectors are doing poorly. Astute readers will say, sure but generalist funds will only buy the largest mining companies, not pre-production names. That sentiment ignores what’s truly happening. The mid-tiers, wanting to be acquired by Majors, will be buying top-quality project & juniors. Well established juniors & producers will make tuck-in acquisitions of projects/companies in which they already have good reasons to care. That means even early-stage companies benefit from a commodities bull market. Better still, due to tariff concerns, trade wars & the loosening up of permitting, projects in the U.S. are looking especially attractive. A company that stands out as meaningfully undervalued, and highly prospective is  Prismo Metals , with a  C9$M  valuation  (C$0.12/shr.) It do...

  This article is part of a paid advertising agreement between Epstein Research [ ER ] &  Dolly Varden Silver  (TSX-v: DV)/(NYSE American: DVS). Details at bottom of page. Yesterday, September 2nd,  Dolly Varden Silver   (TSX-v:  DV ) / NYSE American:  DVS ) reported strong drill results. How strong? I believe a Top 3% or 4% silver (“ Ag “)-only [grade x meters] interval –>  21.7 m  of   1,422 g/t Ag . That’s just the first hole of the season! DV25-446  successfully tested a gap in drilling, intersecting high grades 105​ m up-dip from  DV24-421  on the  Wolf Vein . While this outcome was not unexpected, the  21.7 / 1,422  was much higher than that of predecessor hole DV24-421.  Press Release .  Exploration continues to test the extension of Wolf below the sediment cap towards the projection of a possible connection between the Wolf and Torbrit/Kitsol zones, and more broadly be...