PDAC 2025 - Mining Industry Keynote - Eric Sprott
Analyst Articles

PDAC 2025 – Mining Industry Outlook Keynote – Eric Sprott

At PDAC 2025, Eric Sprott shared his investment philosophy, emphasizing value recognition, patience, and navigating market inefficiencies. He criticized major banks’ shorting practices, citing global regulatory failures, and highlighted gold and silver’s potential amid ongoing market manipulation. Sprott discussed investment strategies, stressing due diligence in resource analysis and undervalued mining stocks. With gold nearing $3,000 and bullish long-term forecasts, he sees opportunities in metals like manganese for solid-state batteries. He advised mining professionals to embrace risk and research deeply. His insights provide a roadmap for navigating the mining sector’s volatility and identifying overlooked value in resource investments. [more]

Analyst Articles

PDAC 2025 – Commodity Outlook Keynote – Mike Henry of BHP

BHP CEO Mike Henry outlined a bold vision at PDAC 2025, emphasizing the rising global demand for critical minerals and the investment opportunities ahead. With the world’s population expected to reach 10 billion by 2050, demand for copper alone is projected to increase by 70%, requiring significant exploration and innovation. He stressed the importance of policy reforms to maintain global competitiveness and highlighted BHP’s commitment to sustainability and local partnerships. He positioned BHP as a leader in shaping the future, ensuring that the mining industry remains essential to global infrastructure and economic development in the decades to come. [more]

Analyst Articles

NEW INDUSTRY REPORT: Mining Royalty and Streaming Companies: A Low-Risk Path to Mining Exposure

We have written a 53-page Industry Report on “Royalty and Streaming Companies: A Low-Risk Path to Mining Exposure”. The report highlights the mining royalty and streaming sector as it has become an increasingly attractive investment avenue for those seeking exposure to the mining industry. Royalty and streaming companies generate revenue by providing upfront capital in exchange for a percentage of future mine production or revenue. This business model allows them to benefit from long-term mine production without incurring the high costs and uncertainties associated with direct mine operations. This report explores the industry landscape, recent developments, and an overview of 18 companies shaping this sector. Sailfish Royalty Corp. (TSXV: FISH) is a featured company in the report. Other companies include Franco-Nevada (TSX: FNV), Royal Gold (NASDAQ: RGLD), Sandstorm Gold (TSX: SSL), and Wheaton Precious Metals (TSX: WPM). [more]

BC - Quesnel Trough - Copper
Analyst Articles

NEW INDUSTRY REPORT – Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream

We have written an 18-page Industry Report on “Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream – A Focus on the Copper Projects in the Quesnel Trough”. The report highlights the critical role of copper in advancing a de-carbonized economy and its pivotal role across various industries, including electronics, construction, and renewable energy. Highlighting the dynamics of global copper supply and demand, it explores the challenges and opportunities within the market, driven by technological advancements and the green energy transition. The report features a detailed analysis of British Columbia’s Quesnel Terrane, a major copper-producing region, and summaries of mining & exploration companies in that region. The report also offers a forward-looking perspective on copper’s contribution to the global economy and sustainable practices shaping its future. [more]

2023-12-27 Manganese Industry Report - Video
Elcora Advanced Materials

VIDEO: Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increases

In this short video, Chris Thompson of eResearch discusses the manganese market, highlighting its essential use in steel production and the burgeoning demand from the EV battery sector. The report categorizes 23 manganese-focused companies from explorers to producers and spotlights Elcora Advanced Materials’ (TSXV: ERA) mining projects in Morocco. We explore how this critical metal is set to face supply challenges amidst soaring demand. Learn why manganese companies are attracting investment interest and how companies like Elcora are strategically positioning themselves in this rapidly evolving market. Download our full 31-page report to uncover the dynamic future of manganese. [more]

Manganese Industry Report - image
Analyst Articles

NEW INDUSTRY REPORT – Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increases

We have written a 31-page Industry Report on “Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increase – Your Guide to Understanding and Investing in Manganese Companies”. This comprehensive report delves into the burgeoning manganese market, spotlighting its critical role in steel production and the rapidly growing electric vehicle (EV) battery sector. With nearly 90% of global manganese used in steelmaking and a surge in demand from the EV industry, a potential supply deficit looms as early as 2024. The report examines key drivers of demand, including infrastructure projects and green economy commitments, alongside major manganese mines and producers. The report spotlights Elcora Advanced Materials (TSXV: ERA) with high-grade manganese projects in Morocco. [more]

Analyst Articles

NEW INDUSTRY REPORT – Ionic Adsorption Clay Deposits Potential to Supply REE for the EV Industry

We have written a 32-page Industry Report on “Ionic Adsorption Clay Deposits Potential to Supply REE for the EV Industry”. Discover the critical role of Ionic Adsorption Clay (IAC) deposits in supplying Rare Earth Elements (REE) for the burgeoning Electric Vehicle (EV) industry. This report delves into how IAC deposits, particularly in Brazil, are pivotal in addressing the global REE demand. With the EV sector’s rapid growth and the urgent need for sustainable, low-carbon technologies, understanding the significance of these deposits becomes essential. The report highlights key companies and projects spearheading this initiative, showcasing Brazil’s emerging prominence in the REE market and its contribution to a greener future. [more]

Blockchain-Cryptocurrency

VIDEO: Roll-Up Strategies in the Canadian ICT Industry

In this short video, Chris Thompson of eResearch explores the Canadian ICT sector’s M&A dynamics, focusing on the strategic use of roll-up strategies by leading companies. The report provides an in-depth analysis of companies like Constellation Software and Ciscom Corp., showcasing how they leverage acquisitions to fuel growth and expand their market presence. Learn about the factors driving M&A activity in Canada and why ICT companies are prime targets for consolidation. Download our detailed 22-page report for an insider’s look at the Canadian ICT M&A industry. [more]

2023-11-07 Scandium - Video
eR Reports

VIDEO: Scandium – A Metal for a Green Future

In this short video, Chris Thompson of eResearch delves into the scandium market, spotlighting its unique properties and expanding applications from aerospace to solid oxide fuel cells. The report evaluates 17 scandium-focused companies, from explorers to producers, with a detailed look at Imperial Mining Group’s (TSXV: IPG) Crater Lake project. We investigate how scandium, a metal poised for significant demand growth, is facing supply challenges amidst its increasing importance in green technologies. Learn why scandium is attracting investor attention and how Imperial Mining is strategically positioning itself in this evolving market. Download our comprehensive 39-page report for a deep dive into scandium’s promising future. [more]

Canadian M&A Companies - FI
Analyst Articles

NEW INDUSTRY REPORT – Roll-Up Strategies in the Canadian ICT Industry

We have written a 22-page Industry Report on “Roll-Up Strategies in the Canadian ICT Industry; Your Guide to Understanding and Investing in M&A-Focused Public Companies”. In this report, we provide a brief overview of the ICT industry and 11 companies in Canada that are executing an M&A roll-up strategy as part of their core business strategy. The report also highlights Ciscom Corp. (CSE: CISC), Canadian-based holding company that executes a M&A roll-up strategy focused on solutions and related services in the ICT industry. [more]