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NEW SILVER ADVISOR PICK 🚨 Five operations. No long-term debt. Rising silver production—and a high-grade growth project targeting first production this year. Ted Butler reveals why we’ve added SantacruzSilver $SCZ $SCZM to the portfolio. Subscribers get the full analysis:

15,098 Aufrufe • vor 7 Tagen •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.

Wall Street Mav

64,907 Aufrufe • vor 4 Monaten

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 Aufrufe • vor 8 Monaten

GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks

Mark

16,808 Aufrufe • vor 7 Monaten

“NOTHING WILL INCREASE SUPPLY” – FIRST MAJESTIC PRESIDENT ON BROKEN SILVER MARKET $AG First Majestic's new President Mani Akafaji just dropped massive updates that every silver investor needs to hear right now. 2025 WAS TRANSFORMATIONAL - RECORDS SMASHED ✅ Silver production exploded +80% year-over-year 🔥 Fully integrated Gatos Silver acquisition on time 📈 Hit the high end of revised guidance after bumping it mid-year 🏆 Multiple all-time company records crushed DIVIDEND JUST GOT DOUBLED - HERE'S WHY ✅ Dividend policy jumped from 1% to 2% of net revenue. 💰 Tied directly to metal prices - shareholders get full upside ⚡ Balance sheet "continues to strengthen quarter over quarter" 🔒 "We never want to increase dividend then cut it back" - rock solid confidence WHY 2026 PRODUCTION LOOKS LOWER (THIS IS ACTUALLY BULLISH) ✅ Dropping cut-off grades because $110 silver makes lower-grade ore massively profitable ⛏️ Mining material that was uneconomical at $30-50 now prints money 🌟 Extending mine life dramatically instead of high-grading 🚀 Expanding plant capacity: Santa Elena to 3,500 tpd, Gatos to 4,000 tpd ZERO HEDGING - FULL EXPOSURE TO TRIPLE-DIGIT SILVER ❌ Absolutely NO hedging - never have, never will 😎 "That's why shareholders love us" - pure silver price leverage 💪 Using monster cash flow to expand plants, explore, and pay bigger dividends JERRITT CANYON COMING BACK HOT ($5,000+ GOLD CHANGES EVERYTHING) 🔥 Shut down when gold was $1,700 - now gold over $5,100 ⏰ Full management focus shifting to Jerritt after Gatos integration 📊 Complete new mine plan with current prices coming Q1 2026 🦄 Fully permitted gold asset in Nevada with unique processing plant SILVER SUPPLY IS PERMANENTLY BROKEN ❌ "Nothing we're seeing shows increase in supply" ⏳ 18 years average from discovery to production ⚠️ Structural deficit for 5+ years and growing ☀️ Industrial demand (solar, tech, EVs) only accelerating MINT BUSINESS IS ON FIRE 🔥 Retail orders "flying in daily" 🪙 First Majestic mint capturing huge premiums over spot 📦 Getting calls from institutions and other mints begging for silver 🏭 Industrial users now approaching producers directly THE BOTTOM LINE First Majestic is perfectly positioned with expanding production, zero hedging, exploding dividends, and massive optionality on Jerritt Canyon - all while silver trades at triple digits with supply permanently broken and industrial users scrambling. This is what winning the silver bull market looks like. HT: YouTube Soar Financially First Majestic Kai Hoffmann #Silver #FirstMajestic #SilverSqueeze #MiningStocks #PreciousMetals #Silver110 #Gold5000

Mark

64,840 Aufrufe • vor 7 Monaten