Sector Expert: Peter Epstein

Epstein Research

Image: Peter Epstein

Peter Epstein is the founder of Epstein Research. His background is in company and financial analysis. He holds an MBA degree in financial analysis from New York University's Stern School of Business.

Recent Articles

What Will Make the Market Notice This Gold Company?

FenixOro's Colombian gold project is just 15km from a world-class, high-grade gold mine that the team's COO helped discover and develop before it was sold for CA$1.4 billion. FenixOro believes it has a similar mine in the making with possibly 6 to 10 million ounces of medium or high-grade gold, yet the market values the company at CA$14 million.

Perfect Storm Brews for Higher Helium Prices

Helium gas is one of the hottest commodities on the planet, but few investors are tracking its price because prices are quite opaque. But by first quarter 2023, margins should be very high and run-rate annual revenue could exceed CA$100M.

EV Demand Drives Phosphate Rock Market

Multiple factors are pushing fertilizer (and critical component phosphate rock) prices higher and higher. One need look no further than grain prices like wheat, corn, and soybeans.

St. Anthony Gold: Tiny Market Cap, But Huge Potential

Headed into a gold bull market, one should consider swinging for the fences with high risk / high reward junior miners like St. Anthony Gold with two projects in Ontario. Its flagship project could comfortably host 1M+ ounces of gold, perhaps at a grade of 4-6 g/t — yet the market cap is under CA$3M.

Why Is Copper Such a Great Investment Theme?

Peter Epstein of Epstein Research shares his thoughts on why "cashed-up" Allied Copper is a Cu company to watch.

Helium Junior Looks to Be in Production in 6 Months

Desert Mountain Energy expects to be in helium production within six months and be robustly cash flow positive from 2023 on.

Is Co. Undervalued as Phosphate Prices Soar?

Arianne Phosphate has a globally-significant, advanced-stage phosphate rock project in Quebec, Canada, that's very undervalued, with huge catalysts coming in 2022, Peter Epstein of Epstein Research writes.

Is Phosphate Rock Sexy? Yes! Arianne Phosphate Is Looking Hot

Arianne Phosphate has a very advanced stage, shovel-ready, phosphate rock project in mining-friendly Quebec with two off-take agreements signed, a BFS and cooperation agreement with nearby First Nation groups, writes Peter Epstein of Epstein Research.

Is Cypress Development Corp. the Cheapest Lithium Junior on the Planet?

Peter Epstein of Epstein Research notes that five major lithium transactions have occurred in the past six months: Galaxy, Millennial, Neo Lithium and Bacanora Lithium were acquired (or are in the process), and ioneer ltd. sold half its project for US$490 million. Cypress Development is one of the few remaining companies with a 100%-owned project at PFS or BFS stage.

Is First Cobalt’s Planned Battery Materials Park Undervalued?

First Cobalt Corp. is fully-funded to build a Battery Materials Park (BMP) in northern Ontario, Canada. The BMP will be operating years ahead of dozens of other BMPs in North America, making it a very valuable asset. First Cobalt is poised to generate cash flows from cobalt sulfate, Li-ion battery recycling, and nickel sulfate.

Usha Resources: A Tiny Market Cap but Giant Copper and Cobalt Potential

Usha Resources has multiple copper, cobalt and gold properties and projects across the U.S. and Canada. Cobalt in the U.S. would be hugely desirable; Usha could find meaningful deposits of cobalt and copper. A small market cap with near-term drill results make Usha a compelling risk/reward proposition.

Teck Resources’ Investor Day Shines Light on Long-Term Resilience of Steelmaking Coal

Teck Resources, a CA$26 billion company, is the second largest steelmaking coal producer in the world. In its Investor Day presentation earlier this week it reiterated the long-term strength of the seaborne coking coal market. Colonial Coal is also 100% coking coal, with two valuable projects for sale in B.C., Canada.

First Cobalt Corp: Fully Funded & Substantially Derisked With New US$45-Million Financing

Investors had been waiting nearly two months, but now the big derisking event has been announced — a US$45M funding package to expand, enhance, and optimize First Cobalt's 100%-owned battery materials refinery in northern Ontario. First Cobalt is one of only a small group of battery materials juniors that will generate meaningful cash flow in 2023.

Is Marvel Discovery Corp. the Fastest Growing Newfoundland Gold Claims Holder?

Peter Epstein of Epstein Research delves into the company's exploration plans at its many Canadian gold projects.

Recent Quotes

"Skeena, GT, Tudor and Ascot are four potential acquirers of SCOT."

— Peter Epstein, Epstein Research (6/30/20)
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"SCOT could soon be a prime takeout target."

— Peter Epstein, Epstein Research (2/28/20)
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"SCOT's hole SR19-11 hit an interval of 74+ g/t Au eq over 4.3m."

— Peter Epstein, Epstein Research (1/6/20)
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"SCOT owns/controls 18,544 ha in the world famous Golden Triangle."

— Peter Epstein, Epstein Research (8/20/19)
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"DEFN's Wicheeda could be in small-scale commercial production soon."

— Peter Epstein, Epstein Research (5/28/19)
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"SCOT is a lesser known gold junior whose ship may have just come in."

— Peter Epstein, Epstein Research (5/19/19)
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"CYP's drill results demonstrated good continuity across a large area."

— Peter Epstein, Epstein Research (4/17/18)
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"PGLC is expected to begin production later this year."

— Peter Epstein, Seeking Alpha (2/6/15)
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