8 July 2025

Howe Street Reporter Title

Category: Resources

  • Things are bright for Solar Energy – a mini sector roundup

    Things are bright for Solar Energy – a mini sector roundup

    The first photovoltaic cell was produced in 1954 allowing humanity to harness the power of the sun to generate electricity. The technology was embryonic with a four percent efficiency rate, making solar panel produced power incredibly expensive at $300/watt. This relegated solar panels to academic use and high-priced applications such as powering satellites. Over the…

  • Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room – a Guru roundup (Part 2)

    Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room – a Guru roundup (Part 2)

    In early October, there were indications that an important bottom was forming in the precious metals arena. The following excerpts are from a (timely?) article I put up on October 4th—Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room – a Guru roundup (Part 1) (click on the…

  • Gold Mountain (GMTN.V) hits more high grade intercepts at Elk Gold Project

    Gold Mountain (GMTN.V) hits more high grade intercepts at Elk Gold Project

    According to Daniel Fisher, the CEO of Physical Gold, bullion is becoming a popular gift for family members and friends. A year ago – in the midst of the pandemic – gold buying jumped 2,000% on his platform. “We couldn’t pick up the phone fast enough,” Fisher told Quartz. “Some people wanted to pass down…

  • 5 great silver companies

    5 great silver companies

    20 months ago, silver was selling for $12 an ounce. After surging briefly to $29/ounce it’s currently trading at $23/ounce. Silver is considered a hedge against money-printing. “Referred to as the ‘poor man’s gold,’ silver is generally levered to the price of gold,” states Max Greb, a Shanghai-based portfolio manager, “When gold goes up silver…

  • Azincourt (AAZ.V) cues up its winter drill program

    Azincourt (AAZ.V) cues up its winter drill program

    “After years of stagnant prices, a 37% rally in prices for nuclear fuel uranium has helped attract investors back to the sector,” reported the Financial Times six weeks ago, “The price of raw uranium, known as yellowcake, rose to its highest level since 2012.” Uranium spot price is up about 30% from one year ago…

  • Helium Market: Supply and Demand imbalance.

    Helium Market: Supply and Demand imbalance.

    Helium the commodity (rare gas), and not helium (HNT) the blockchain technology, is the second most abundant element in the known universe and accounts for about 25 percent of the atoms in the universe. Hydrogen is the most abundant element in the universe, accounting for about 75 percent of its normal matter, and was created…

  • Mineworx (MXW.V) extracts platinum and palladium from catalytic converters – as metal prices soar

    Mineworx (MXW.V) extracts platinum and palladium from catalytic converters – as metal prices soar

    A catalytic converter is an exhaust emission control device that converts toxic gases and pollutants in exhaust gas into less-toxic pollutants. Two of the key rare metals found in catalytic converters are palladium and platinum “Catalytic converter theft, a crime that has been happening for decades, is surging as thieves take advantage of a spike in…

  • Mineworx (MXW.V) extracts platinum and palladium from catalytic converters – as metal prices soar

    Mineworx (MXW.V) extracts platinum and palladium from catalytic converters – as metal prices soar

    A catalytic converter is an exhaust emission control device that converts toxic gases and pollutants in exhaust gas into less-toxic pollutants. Two of the key rare metals found in catalytic converters are palladium and platinum “Catalytic converter theft, a crime that has been happening for decades, is surging as thieves take advantage of a spike in…

  • Gold Mountain (GMTN.V) hits high grade intercepts on Elk Gold Project

    Gold Mountain (GMTN.V) hits high grade intercepts on Elk Gold Project

    My cousin once had a brief conversation with Dolly Parton. He subsequently announced that, “She was the least disappointing celebrity I’ve ever met.” A lot of investors are starting to feel that Gold Mountain Mining (GMTN.V) is the least disappointing gold developer they’ve ever met. In a sector that tends to over-promise and under-deliver –…

  • Arizona Metals (AMC.V): Fundamental Rich—now Cash Rich

    Arizona Metals (AMC.V): Fundamental Rich—now Cash Rich

    In recent weeks we’ve seen M&A activity in the gold sector begin to pick up. In September Agnico Eagle and Kirkland Lake announced their intention to combine in a deal valued at $13.4 billion. More recently, Newcrest waded back into the Golden Triangle, taking out Pretium. In mid-2019, Newcrest paid $804 million for a majority…