Epstein: American Battery Metals–CEO Interview with Michael Mulberry

The following interview of CEO Michael Mulberry of American Battery Metals (CSE: ABC) was conducted by phone & email in the week ended March 15th. Although there have been a handful of new Vanadium stories hitting the tapes lately, I think the possibility of both a high-grade + a reasonably sized project or projects has to be in place. This Company has that in its Temple Mountain project in Utah, (USA). The project needs to be drilled, but it seems promising as a past producer. I like the share structure, just 22.5 M shares outstanding and a funded exploration program beginning soon. What’s not to like? There’s also a Uranium kicker, which can’t hurt. The project is just a few hours from an operating Uranium/Vanadium Mill.

Epstein: Exclusive CEO Interview, Max Sali, Defense Metals [TSX-V: DEFN] / [OTCQB: DFMTF]

Defense Metals (TSV-V: DEFN) / (OTCQB: DFMTF) is a great name. The Company is defending against Chinese dominance of Rare Earth Elements (“REEs“), and Defense Departments require select REEs to defend their countries! Several REEs are very difficult or impossible to replace in critical applications, yet enable products essential to modern civilization. Any company outside of China that can reliably produce a few key REEs will have a license to print money. This week, SGS Canada provided select head assay results from a 30-tonne bulk sample. Four REE assays were reported in this press release {see chart below}. Using the price/kg of each metal, the in-situ value is ~US$ 535/t. That’s equivalent to ~ 0.41 troy ounces Gold or ~12.8 g/t Gold.

Epstein: Blue Sky Uranium Corp. (BSK.V), Near-term Production Potential + Uranium/Vanadium Resource Expansion + PEA

2019 could be the year that long-term uranium contract prices blast through US$30/lb., US$35/lb. and hit US$40/lb. Before Japan’s Fukushima Daiichi disaster, the contract price was US$73/lb. That was 8 years ago. Many analysts think that the average global all-in cost of uranium production is ~US$40/lb., and that the incentive price to get a Major uranium project off the ground is closer to US$60–US$65/lb.

Epstein: First Vanadium, a High-Grade Primary Vanadium Project in the U.S.

First Vanadium (TSX-V: FVAN) / (OTCQB: FVANF) is one of the better known vanadium companies. Its CEO, Paul Cowley, can be seen in a number of video clips that I linked to at the bottom of the page. Despite being a blue chip name, First Vanadium’s market cap is just US$19.5 M. This, for a company that claims to have the highest-grade primary vanadium project in North America, and a plan to fast-track its flagship project in Nevada. To top it all off, management just released a summary of their Maiden mineral resource estimate.

Epstein: CUV Ventures (CUV.V) fintech/ecommerce revenue could dwarf the cannabis sector

CUV Ventures (TSX-v: CUV) has BIG plans by taking perhaps just 1% or less market share from an ever growing list of markets it is aggressively targeting.  For example, in the $700 billion global remittances market, 1% would be $7 billion. Heck, even just one-tenth of 1% would be $700 million.  Not bad for a Company with a market cap of C$33 million. This won’t happen overnight, but the Company expects revenues to grow very rapidly in 2019 vs. 2018.  There are 3 key aspects of this story; first, most revenue will enjoy high margins, second, much of the revenue will be recurring, and third, CUV Ventures is harnessing technology to disrupt banking and several online industries.

Brett Heath, CEO of Metalla Royalty & Streaming #gold #silver

 The following interview of Brett Heath, CEO of Metalla Royalty & Streaming (TSX-V: MTA) / (OTCQB: MTAFF) was conducted by phone and email over a one week period ended July 18th.  Metalla is a small-cap precious metals royalty / streaming company.  The investment thesis (in my opinion) is that someday it will be acquired by a larger player in the sector. In the meantime, it trades at roughly 1/3 the valuation of peer industry giants.  Brett and his accomplished team are growing the Company rapidly via prudent transactions that diversify risk and appear to have highly attractive return profiles.  {corporate presentation}

Exclusive Interview:CEO Metalla Royalty & Streaming (MTA.C)

The following interview of CEO Brett Heath of Metalla Royalty & Streaming (CSE: MTA) / (OTCQB: MTAFF), was conducted by phone & email over the 3-day period ended January 21st.  Metalla is a well-run, rapidly growing, precious metals Royalty & Streaming company that is relatively unknown.  The Company’s tried and true business model typically commands a premium market valuation, led by industry darlings like Franco-Nevada (TSX-V: FNV) / (NYSE: FNV), Royal Gold (NYSE: RGLD) and Wheaton Precious Metals (NYSE: WPM).