Sector Expert: Peter Epstein

MockingJay Inc.

Image: Peter Epstein

In 2011 Peter Epstein, CFA, left a $3B hedge fund, where he was a senior natural resources analyst, to help increase awareness of a number of natural resource companies. Epstein formed MockingJay Inc., a consultancy for companies in the natural resources space and an informal (unlicensed) advisor to high net worth investors. Epstein's areas of expertise include uranium, coal, gold, potash, copper and graphite. He has published hundreds of articles/blogs on investment sites such as Seeking Alpha,,, the Motley Fool,, InvestorIntel and CEO.CA. Epstein can be reached at and followed on Twitter @peterepstein2.

Recent Interviews

America's First Oil Sands Producer and Other Natural Resources Surprises: Peter Epstein (8/14/14)

The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market.

Capture Upside in Undervalued, Underfollowed Energy Stocks: Peter Epstein (7/25/13)

Big gains are rarely found by jumping on the bandwagon. Peter Epstein, independent analyst and founder of MockingJay Inc., argues that market darlings won't reward latecomers; that's why he spends his time finding undervalued, underfollowed junior resource companies. In this interview with The Energy Report, Epstein shares his resource stock diamonds in the rough, including a uranium name commercializing a groundbreaking technology and a graphite company beating its competitors to market.

Recent Quotes

"PGLC is expected to begin production later this year."

— Peter Epstein, Seeking Alpha (2/6/15)
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"PGLC's equity raise leaves it close to fully funded to production."

— Peter Epstein, Seeking Alpha (10/21/14)
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"News that ARY's acquiring the licensed and permitted Shootaring uranium mill is a game-changer."

The Energy Report Interview with Peter Epstein (8/18/14)
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"If ARW hits at Kerrobert, the stock could double or triple."

The Energy Report Interview with Peter Epstein (8/14/14)
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"PGLC remains on track for first production next year."

— Peter Epstein, Seeking Alpha (7/14/14)
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"New and existing TRCH investors now have a buying opportunity."

— Peter Epstein, Seeking Alpha (6/10/14)
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"PGLC appears to be comfortably funded for the next six to nine months."

— Peter Epstein, Seeking Alpha (8/16/13)
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"PPI's location in Arizona gives it unparalleled access to the U.S. market west of the Mississippi."

— Peter Epstein, Seeking Alpha (7/31/13)
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Due to permission requirements, not all quotes are shown.