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Pantera Silver: • Objective: World-class silver discovery • Strategy: Target Bolivia’s rich, underexplored geology • Advantage: A district-scale land package with multiple high-priority targets The next big silver story is being written. #Silver $PNTR.v

31,868 Aufrufe • vor 7 Monaten •via X (Twitter)

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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 6 Monaten

🇮🇳How India Is Turning SILVER Into Money India’s 2025 Silver Bomb: The Great Remonetization The Overall Goal India is officially turning silver back into money. ✅ The Reserve Bank of India (RBI) announced a landmark policy: starting April 1, 2026, banks can accept silver as loan collateral. ➡️ This "remonetizes" silver for the first time in modern history. The Key Policy: Banking Collateral 🔸A unified framework for loans against precious metals. 🔸Eligible collateral: Silver jewelry and coins (up to 10 kg per borrower). 🔸Loan-to-Value ratios up to 85% for smaller loans. 🔸Full borrower protections: collateral returned within 7 days of repayment. The Two-Layer Strategy Layer 1: Financial Inclusion ✅ Unlocks ~10,000–15,000 tonnes of household silver (mostly jewelry). 💰 Provides quick, low-interest loans to rural and middle-class families. ➡️ Expected impact: ₹50,000–100,000 crore in new lending by 2027. Layer 2: Strategic Reserves 🏛️ Banks collect pledged silver → creates de facto national stockpiles. 🌍 Aligns with BRICS de-dollarization efforts. ⚡ Complements booming industrial demand (AI, EVs, solar). The Numbers (Nov 2025) ✅ Household Silver: ~10,000–15,000 tonnes ✅ Annual Demand: ~3,500–4,000 tonnes (25-30% of global total) ✅ Silver Price: ₹1.9 lakh/kg (lifetime highs, up 40% YTD) ✅ Gold-Silver Ratio: ~80:1 (historical buy signal) Why This Is Genius 🔸 Unlocks "dead capital" for 100M+ households. 🛡️ Builds sanctions-proof reserves. 🌐 Sets global precedent for BRICS nations. 📈 Massive bullish implications for silver prices. ➡️Paves the way for silver as collateral for other monetary instruments India has triggered a monetary revolution by turning household silver into bank collateral, unlocking trillions in hidden wealth while positioning silver as a strategic asset in the new BRICS-led financial system. #Silver #India #BRICS #MonetaryPolicy #Investing #Commodities #RBI

Mark

46,489 Aufrufe • vor 7 Monaten

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

64,431 Aufrufe • vor 3 Monaten