EXPERT COMMENTARY

September 16, 2024
In this interview with Dan Dickson, CEO & Director of Endeavour Silver Corp. (NYSE: EXK; TSX: EDR), at the Precious Metals Summit 2024 in Beaver Creek, we discuss the current state of the silver market and Endeavour's position within it. Dan addresses the disconnect between equity markets and commodity prices, highlights Endeavour's focus on their Terronera project construction, and explains recent operational challenges at their Guanaceví mine. He outlines the company's growth strategy, including the development of the Pitarrilla project, and emphasizes Endeavour's goal to become a senior silver producer. Dan also shares insights on potential M&A activities and what investors should watch for in the coming year, particularly the commissioning of Terronera in Q4 and its subsequent ramp-up, which is expected to significantly boost Endeavour's silver production.
September 13, 2024
Welcome to the official VRIC channel. Today on the channel, Brien Lundin of Gold Newsletter, discusses the current state of the gold market and its implications for investors. He highlights the potential for gold to reach $2,500 per ounce, which would significantly transform the mining industry, offering substantial returns for junior gold mining stocks. Lundin explains that we are on the verge of a "generational investment opportunity," driven by rising debt, unsustainable monetary policies, and inflation. He stresses the importance of gold as both insurance and investment, suggesting that negative real interest rates will continue to make precious metals an attractive asset. Additionally, he touches on the growing importance of copper and silver in the context of global economic shifts and industrial demand.
September 13, 2024
In this video, we explore the shocking collapse of Dongling Group, once a powerhouse in China’s steel and real estate sectors. With over 18,000 employees now facing an uncertain future, we break down how the company’s rapid rise and subsequent fall reflect the broader challenges in China’s economic landscape. What does this mean for the future of the steel industry and real estate market in China? Stay tuned for a detailed analysis.
September 13, 2024
In this interview with John Skeet, Managing Director & CEO of Mithril Resources Ltd (ASX:MTH), at the Precious Metals Summit 2024 in Beaver Creek, we explore the company's focus on silver and gold exploration in Mexico. Skeet discusses the recent surge in silver prices, Mithril's plans for a dual listing on the TSXV, and their flagship Copalquin project. He highlights the project's district-scale potential, comparing it to the successful Palmarejo mine. With a tight cap table and ongoing drilling program, Mithril aims to double its maiden resource of over half a million gold-equivalent ounces. Skeet outlines the company's near-term catalysts, including upcoming drill results, the Canadian listing, and a resource update planned for Q1 2025.
September 13, 2024
In this interview with James Anderson, Chairman and CEO of Guanajuato Silver Company Ltd. (TSXV:GSVR)(OTCQX:GSVRF), at the Precious Metals Summit 2024 in Beaver Creek, we discuss the current state of the silver market and Guanajuato Silver's position as Mexico's fastest-growing silver mining company. Anderson highlights the company's recent growth through acquisitions, now operating four mines and three processing facilities in Mexico. He shares insights on their record revenue quarter, recent management changes aimed at improving operational discipline, and ongoing efforts to reduce costs and modernize their facilities. Anderson expresses optimism about the potential for silver prices to break out to the $32-35 range and anticipates significant improvements in the company's performance, particularly in the fourth quarter of 2024.
September 13, 2024
This was recorded on the 14th of August (Alain and Steve) and on the 9th of September (Peter).
September 13, 2024
Xali Gold Corp presents an intriguing investment opportunity in the precious metals sector, combining potential near-term revenue generation with significant exploration upside across its portfolio in Mexico and Peru. The company's strategy focuses on leveraging historic mining areas to fund new discoveries while minimizing dilution for shareholders.
September 13, 2024
Silver is the metal of choice for electronics, photovoltaics and e-mobility. We are in the sixth year of a silver deficit and it is expected that we will see a shortage of at least 280 million ounces of silver this year. We are therefore very bullish for the metal, which is currently breaking out above USD 30. Silver miners and explorers should benefit greatly from this. We explain in the video why Endeavour Silver will benefit particularly strongly from this.
September 12, 2024
In this interview with Mani Alkhafaji, VP of Corporate Development & IR of First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV), at the Precious Metals Summit 2024 in Beaver Creek, we discuss the company's recent acquisition of Gato Silver and its impact on production. Mani explains First Majestic's M&A strategy, which has been a key driver of growth over the company's 20-year history. He details the expected synergies from the Gato Silver acquisition and addresses the company's geographic focus, primarily in Mexico. Mani also discusses recent operational challenges at San Dimas and La Encantada mines, and how they're being resolved. He highlights a new discovery, Navidad, near the Ermitaño mine, which shows promising potential. Looking ahead, Mani outlines key events investors should watch for, including the closing of the Gato Silver deal, ongoing exploration results, and the upcoming 2025 guidance.
September 12, 2024
In this interview with John-Mark Staude, President and CEO of Riverside Resources (TSXV: RRI) (OTCQB: RVSDF) (FSE: 5YY), at the Precious Metals Summit 2024 in Beaver Creek, he shares insights on the gold and silver markets. He emphasizes his bullish outlook on gold, discussing the impact of interest rates and global instability, as well as the increasing demand for precious metals. Staude also highlights the importance of silver in industrial applications like solar panels. Additionally, he provides an update on Riverside's projects, including recent developments with partners, new drilling operations, and their expanding portfolio in Canada and Mexico.

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