Peter Epstein

Epstein Research

Recent Articles

First Phosphate, Focused On Soaring LFP Battery Demand 02/23/2023

As demand for lithium iron phosphate batteries is rising, Peter Epstein of Epstein Research takes a look at new player First Phosphate.

What Will Make the Market Notice This Gold Company? 06/01/2022

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 03/16/2022

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.

St. Anthony Gold: Tiny Market Cap, But Huge Potential 02/15/2022

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? 02/11/2022

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 02/07/2022

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? 02/02/2022

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 10/25/2021

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? 10/13/2021

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? 10/07/2021

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 09/28/2021

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.

First Cobalt Corp: Fully Funded & Substantially Derisked With New US$45-Million Financing 08/25/2021

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? 08/12/2021

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

Kincora Copper: Cheap Entry into Australia's Foremost Porphyry Copper-Gold Belt in NSW 08/05/2021

Peter Epstein of Epstein Research speaks with Kincora Copper CEO Sam Spring about his company's exploration plans.

Sassy Resources Killing It in Gold Exploration on Both Canadian Coasts 08/04/2021

Peter Epstein of Epstein Research takes a deep dive into Sassy Resources, which he believes has two company-making project portfolios.

First Cobalt Corp.: North American Battery Materials Powerhouse in the Making 07/22/2021

Peter Epstein of Epstein Research profiles First Cobalt and explains why he is bullish on the company.

Cypress Development Corp. De-risks Flagship Project with Direct Lithium Extraction Partner 07/12/2021

Peter Epstein of Epstein Research explains why he believes there will be significant lithium production from the U.S. and the role that Cypress Development could play.

FenixOro Gold Undervalued, Trading at <1% of the Value of Nearby Buriticá Mine 07/07/2021

Peter Epstein of Epstein Research explains why he believes FenixOro "offers a compelling high-risk/high-reward investment proposition."

Explorer's 'Exciting' Newfoundland Gold Portfolio Poised to Triple to ~100k Hectares 06/23/2021

Peter Epstein of Epstein Research discusses Marvel Discovery Corp.'s strategically located new claims in the "red hot Newfoundland gold play."

Little Known Element 29 Corp. Has Two Potentially World-Class Copper Projects in Peru 06/18/2021

Peter Epstein of Epstein Research profiles this company with two copper exploration properties and notes that it's "rare to have two projects that have such substantial blue-sky potential."

Nevada Explorer Holds Promise as Heap Leach or Underground Story 06/15/2021

Peter Epstein of Epstein Research believes Golden Independence Mining Corp. could be an M&A target for a major with a neighboring prospect.