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Former Hecla Mining president on silver - The US administration is looking to increase its silver stockpiles - This is the first time in decades - Silver production peaked in 2016 - Production will not reach that peak by 2030 Demand for silver is surging, while production is not.

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96,436 görüntüleme • 7 ay önce •via X (Twitter)

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I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.

I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.

Wall Street Mav

64,907 görüntüleme • 5 ay önce

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO

Wall Street Mav

92,758 görüntüleme • 8 ay önce

🚨🚨BANKS SHORTING 550% OF THE WORLD'S SILVER PRODUCTION 🔥🔥💣💣💣🔥🔥 China is printing Trillion of Fiat Currency to buy real assets like Silver and Gold. Western Banks are sitting on a Silver Short 💣💣 of 4.4 Billion ounces of Silver. That is 550% of the World's annual Silver production. WHAT COULD GO WRONG 🤦‍♀️🤣 January is historically a slow month in Silver. But this year it is making history with historical delivery demands. MARCH COULD BRING SILVER FIREWORKS 🔥🔥🔥🔥

🚨🚨BANKS SHORTING 550% OF THE WORLD'S SILVER PRODUCTION 🔥🔥💣💣💣🔥🔥 China is printing Trillion of Fiat Currency to buy real assets like Silver and Gold. Western Banks are sitting on a Silver Short 💣💣 of 4.4 Billion ounces of Silver. That is 550% of the World's annual Silver production. WHAT COULD GO WRONG 🤦‍♀️🤣 January is historically a slow month in Silver. But this year it is making history with historical delivery demands. MARCH COULD BRING SILVER FIREWORKS 🔥🔥🔥🔥

Stephanie 🇬🇧🇺🇸🦍

186,222 görüntüleme • 8 ay önce

SILVER PEAKED IN 2016. BTC DID 2,309%. SILVER PEAKED IN 2020. BTC DID 482%. SILVER WAS AT ATH. $60K is the line. Hold it: the signal confirms, rally loads. Lose it: the correlation needs more time. Three data points. Zero exceptions. Silver just spoke.

SILVER PEAKED IN 2016. BTC DID 2,309%. SILVER PEAKED IN 2020. BTC DID 482%. SILVER WAS AT ATH. $60K is the line. Hold it: the signal confirms, rally loads. Lose it: the correlation needs more time. Three data points. Zero exceptions. Silver just spoke.

Merlijn The Trader

27,590 görüntüleme • 5 ay önce

🚨THE DEBRIEFING: THE SILVER ANOMALY WHAT 40YRS OF MINT DATA ACTUALLY SAYS I pulled forty years of American Silver Eagle production data and lined it up against the silver price. Something doesn't add up. Silver peaked at $49 in 2011. Production that year: 40 million coins. Makes sense. By 2014 silver had dropped to $19. Less than half. Production that year? 54.15 million. The all-time record. At half the price. 144 million ounces struck across 2013 to 2015 while the price was falling. Then production dropped 70% by 2019 with no proportionate price change. In 2010 Congress quietly gave the Treasury Secretary sole discretion over output. In November 2025 the government designated silver a critical mineral for the first time in history activating strategic stockpiling authority. I pulled the Canadian Mint data. Same curve. Same peak. Same shape. Two sovereign mints. Same pattern. Every number in this video is sourced to U.S. Mint reports, Silver Institute data, and the Federal Register. No speculation. Just the production timeline. Three ways to read it. You decide which floor you get off on. TheGuyOnTheCouch M. Nave 🍻 𝐁𝐞𝐞𝐫 𝐚𝐭 𝐭𝐡𝐞 𝐏𝐚𝐫𝐚𝐝𝐞 ⭐️⭐️⭐️⭐️ Sig Int Marine Astute Actual The Silver Baron Eric Yeung 👍🚀🌕 Tom Luongo

🚨THE DEBRIEFING: THE SILVER ANOMALY WHAT 40YRS OF MINT DATA ACTUALLY SAYS I pulled forty years of American Silver Eagle production data and lined it up against the silver price. Something doesn't add up. Silver peaked at $49 in 2011. Production that year: 40 million coins. Makes sense. By 2014 silver had dropped to $19. Less than half. Production that year? 54.15 million. The all-time record. At half the price. 144 million ounces struck across 2013 to 2015 while the price was falling. Then production dropped 70% by 2019 with no proportionate price change. In 2010 Congress quietly gave the Treasury Secretary sole discretion over output. In November 2025 the government designated silver a critical mineral for the first time in history activating strategic stockpiling authority. I pulled the Canadian Mint data. Same curve. Same peak. Same shape. Two sovereign mints. Same pattern. Every number in this video is sourced to U.S. Mint reports, Silver Institute data, and the Federal Register. No speculation. Just the production timeline. Three ways to read it. You decide which floor you get off on. TheGuyOnTheCouch M. Nave 🍻 𝐁𝐞𝐞𝐫 𝐚𝐭 𝐭𝐡𝐞 𝐏𝐚𝐫𝐚𝐝𝐞 ⭐️⭐️⭐️⭐️ Sig Int Marine Astute Actual The Silver Baron Eric Yeung 👍🚀🌕 Tom Luongo

TheDebriefing17

29,634 görüntüleme • 3 ay önce

Nick Ward on why the silver market is about to explode. "China is printing trillions to buy assets, while the western banks are currently short 4.4b ounces or 550% of annual silver production. That's a train wreck waiting to happen" The silver bull run isn't over yet.

Nick Ward on why the silver market is about to explode. "China is printing trillions to buy assets, while the western banks are currently short 4.4b ounces or 550% of annual silver production. That's a train wreck waiting to happen" The silver bull run isn't over yet.

TheGladiator

106,614 görüntüleme • 5 ay önce

Adam Silver on the NBA Europe project: "This is not for those who are seeking short-term returns. This is something that will be multi-decades in the making."

Adam Silver on the NBA Europe project: "This is not for those who are seeking short-term returns. This is something that will be multi-decades in the making."

HoopsHype

26,307 görüntüleme • 8 ay önce

🚨🚨SILVER SHORTAGE CRITICAL BY MARCH DELIVER 🚨🚨 Physical Silver is in high demand and Silver is in a deficit. They can play games with the paper but the bigger picture is can they deliver 🤷‍♀️ March is a big delivery month for Silver and there is a real possibility that there will be a FAILURE TO DELIVER

🚨🚨SILVER SHORTAGE CRITICAL BY MARCH DELIVER 🚨🚨 Physical Silver is in high demand and Silver is in a deficit. They can play games with the paper but the bigger picture is can they deliver 🤷‍♀️ March is a big delivery month for Silver and there is a real possibility that there will be a FAILURE TO DELIVER

Stephanie 🇬🇧🇺🇸🦍

58,649 görüntüleme • 7 ay önce

Silver sits at the crossroads of energy, technology & geopolitics; Dolly Varden Silver is set to benefit Positioned in a mining-friendly jurisdiction, we are advancing high-grade silver projects at a time when industrial demand is accelerating & new supply is scarce $DV.V $DVS

Silver sits at the crossroads of energy, technology & geopolitics; Dolly Varden Silver is set to benefit Positioned in a mining-friendly jurisdiction, we are advancing high-grade silver projects at a time when industrial demand is accelerating & new supply is scarce $DV.V $DVS

Dolly Varden Silver

26,579 görüntüleme • 1 yıl önce

SILVER IS ABOUT TO REPEAT 2011. And almost nobody sees it coming. In 2011, silver went from $18 to $49 in months. Everyone was screaming "shortage" and "this is just the beginning." Then it crashed. $49 → $30 in days. Then all the way to $15. The people who bought the top never recovered. Now the same script is playing out again. Gold has already moved. Silver is chasing it. Every analyst is posting the same chart: "Gold-to-silver ratio says silver is undervalued." But here's what they're not telling you. The demand everyone is counting on is falling apart. Solar panel demand for silver is forecast to decline another 19% in 2026. The entire "shortage" thesis is built on demand that no longer exists. People think silver still has room to run. That's word for word what they said at $40 in 2011. Three months later it was $15. Tiny market, paper-thin liquidity, and moves that go vertical in both directions. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.

SILVER IS ABOUT TO REPEAT 2011. And almost nobody sees it coming. In 2011, silver went from $18 to $49 in months. Everyone was screaming "shortage" and "this is just the beginning." Then it crashed. $49 → $30 in days. Then all the way to $15. The people who bought the top never recovered. Now the same script is playing out again. Gold has already moved. Silver is chasing it. Every analyst is posting the same chart: "Gold-to-silver ratio says silver is undervalued." But here's what they're not telling you. The demand everyone is counting on is falling apart. Solar panel demand for silver is forecast to decline another 19% in 2026. The entire "shortage" thesis is built on demand that no longer exists. People think silver still has room to run. That's word for word what they said at $40 in 2011. Three months later it was $15. Tiny market, paper-thin liquidity, and moves that go vertical in both directions. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.

Nonzee

427,974 görüntüleme • 3 ay önce

Gold-silver ratio at 100: silver is dirt cheap compared to gold. Historically, the ratio can fall to 30 or 20, even 10. Silver demand is rising—don’t miss this. #Silver #silversqueeze

Gold-silver ratio at 100: silver is dirt cheap compared to gold. Historically, the ratio can fall to 30 or 20, even 10. Silver demand is rising—don’t miss this. #Silver #silversqueeze

TraditionalMoney

24,933 görüntüleme • 1 yıl önce

🚨 WHY SILVER IS NOW A NATIONAL SECURITY WEAPON Andy Schectman just dropped a Truth Bomb, something the media refuses to touch. Every rocket fired in Ukraine uses 14 pounds of silver. Every day. Every week. Month after month. That is strategic metal being burned in war. This is why silver is not a “precious metal”… It is a military supply chain. This is also why the Trump administration just classified silver as a critical mineral. That means one thing: Silver is no longer just money. It is now national security infrastructure. You cannot build: • Missiles • Satellites • AI systems • Solar grids • Weapons platforms without silver. And while the public is distracted by stock charts, the smartest money on Earth is quietly doing something else: They are taking physical delivery. Not paper. Not ETFs. Not IOUs. They want the metal. Because in a world moving toward: • Digital currency • AI warfare • Resource nationalism Whoever controls silver controls power. This is not a trade. This is a resource war — and it has already begun.

🚨 WHY SILVER IS NOW A NATIONAL SECURITY WEAPON Andy Schectman just dropped a Truth Bomb, something the media refuses to touch. Every rocket fired in Ukraine uses 14 pounds of silver. Every day. Every week. Month after month. That is strategic metal being burned in war. This is why silver is not a “precious metal”… It is a military supply chain. This is also why the Trump administration just classified silver as a critical mineral. That means one thing: Silver is no longer just money. It is now national security infrastructure. You cannot build: • Missiles • Satellites • AI systems • Solar grids • Weapons platforms without silver. And while the public is distracted by stock charts, the smartest money on Earth is quietly doing something else: They are taking physical delivery. Not paper. Not ETFs. Not IOUs. They want the metal. Because in a world moving toward: • Digital currency • AI warfare • Resource nationalism Whoever controls silver controls power. This is not a trade. This is a resource war — and it has already begun.

Jim Ferguson

22,829 görüntüleme • 8 ay önce

P. Baker: "At the recent LBMA meeting, the consensus was: Physical is king.” Phil Baker, former CEO of Hecla Mining (USA's largest silver producer for 20 years), reveals a seismic shift. The driver of the silver price is no longer Western speculators. ✅ India's demand in October was 60M ounces, up from 15M ounces the prior year—a four-fold increase. ✅ “That is the driver... the underlying price of silver above $45-50 is really coming out of India.” INDUSTRIAL USERS ARE PANICKING Companies are abandoning "just-in-time" supply models and hoarding physical metal. ➡️ US industrial buyers are now securing 6-9 months of inventory ahead of potential tariffs. ➡️ “My advice to them for the past 18 months: don't be short silver. They're finally putting the silver in place.” THE SYSTEM IS SHOWING ITS LIMITS ➡️Recent events prove the physical market now dictates the price. ➡️During the 10-hour CME outage, premiums in Shanghai and India “widened almost instantly.” ➡️“The physical market is driving the financial market in a way it hasn't in my career.” ➡️At the recent LBMA meeting, the consensus was: “Physical is king.” THE SUPPLY CLIFF IS A MATHEMATICAL CERTAINTY ➡️The deficit isn't cyclical; it's structural for the next decade. ➡️Mine supply peaked in 2016 at ~900M ounces and “we will not reach that level again this decade. Realistically, not until 2035.” ➡️Annual deficits are 100-200M ounces. This shortfall can only be filled by metal from investors, as central banks hold negligible silver. ➡️“It requires a much higher price and a lot of [investors] to be mobilised.... We've had low prices for a long time. As a result, you've not had the exploration.” HT: Kitco NEWS Jeremy Szafron #Silver #SilverSqueeze #India #Commodities #Markets #Investing #PMs #SupplyChain

P. Baker: "At the recent LBMA meeting, the consensus was: Physical is king.” Phil Baker, former CEO of Hecla Mining (USA's largest silver producer for 20 years), reveals a seismic shift. The driver of the silver price is no longer Western speculators. ✅ India's demand in October was 60M ounces, up from 15M ounces the prior year—a four-fold increase. ✅ “That is the driver... the underlying price of silver above $45-50 is really coming out of India.” INDUSTRIAL USERS ARE PANICKING Companies are abandoning "just-in-time" supply models and hoarding physical metal. ➡️ US industrial buyers are now securing 6-9 months of inventory ahead of potential tariffs. ➡️ “My advice to them for the past 18 months: don't be short silver. They're finally putting the silver in place.” THE SYSTEM IS SHOWING ITS LIMITS ➡️Recent events prove the physical market now dictates the price. ➡️During the 10-hour CME outage, premiums in Shanghai and India “widened almost instantly.” ➡️“The physical market is driving the financial market in a way it hasn't in my career.” ➡️At the recent LBMA meeting, the consensus was: “Physical is king.” THE SUPPLY CLIFF IS A MATHEMATICAL CERTAINTY ➡️The deficit isn't cyclical; it's structural for the next decade. ➡️Mine supply peaked in 2016 at ~900M ounces and “we will not reach that level again this decade. Realistically, not until 2035.” ➡️Annual deficits are 100-200M ounces. This shortfall can only be filled by metal from investors, as central banks hold negligible silver. ➡️“It requires a much higher price and a lot of [investors] to be mobilised.... We've had low prices for a long time. As a result, you've not had the exploration.” HT: Kitco NEWS Jeremy Szafron #Silver #SilverSqueeze #India #Commodities #Markets #Investing #PMs #SupplyChain

Mark

104,322 görüntüleme • 9 ay önce

If gold soars, where will silver head? Our guest Jim Rickards breaks down the trajectory silver is expected to reach in 2026. #silver #gold #economy #money #finance Daniela Cambone-Taub

If gold soars, where will silver head? Our guest Jim Rickards breaks down the trajectory silver is expected to reach in 2026. #silver #gold #economy #money #finance Daniela Cambone-Taub

ITM Trading

19,779 görüntüleme • 8 ay önce

High-Grade Silver in a Historic District Silver North Resources Ltd. is advancing new discoveries in Yukon’s Keno Hill Silver District—a region known for over a century of high-grade production. At its Haldane project: • 3 new discoveries already made • High-grade results consistent with historic deposits • Ongoing drilling to define scale Why it stands out: • Active program focused on a key fault zone • Fully funded through 2027 • Additional upside through a partnership with Coeur Mining on a second project With silver demand continuing to outpace supply, the focus now is simple: define the size and unlock the potential. A proven district. New discoveries. Leverage to silver. Watch the full feature:

High-Grade Silver in a Historic District Silver North Resources Ltd. is advancing new discoveries in Yukon’s Keno Hill Silver District—a region known for over a century of high-grade production. At its Haldane project: • 3 new discoveries already made • High-grade results consistent with historic deposits • Ongoing drilling to define scale Why it stands out: • Active program focused on a key fault zone • Fully funded through 2027 • Additional upside through a partnership with Coeur Mining on a second project With silver demand continuing to outpace supply, the focus now is simple: define the size and unlock the potential. A proven district. New discoveries. Leverage to silver. Watch the full feature:

BTV & CEO Clips

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