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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


21. December 2020 | 08:53 CET

First Majestic Silver, Silver Viper Minerals, Endeavour Silver - Investing with foresight

  • Silver
Photo credits: Silver Viper Minerals

Compared to the popular crisis currency, gold, silver is somewhat neglected. Silver is in demand from a wide variety of sectors such as electromobility, solar and medical technology. Price increases of the precious metal are, therefore only a question of time. The world's largest silver producer is Mexico, with around 190 million ounces of silver annually. We present three companies that are profiting from Mexico's substantial silver deposits. Who has the greatest potential?

time to read: 2 minutes by Carsten Mainitz


 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


First Majestic Silver - among the TOP 20 of the world's largest silver producers

First Majestic's beginnings date back to 2004 when it acquired its first mine. Since then, the Company, founded by CEO Keith Neumeyer, has been a success story. The current stock market value of the Canadian Company is CAD 3.6 billion.

Today, the Company operates three silver mines in Mexico - the San Dimas Silver & Gold Mine, the Santa Elena Silver & Gold Mine and the La Encantada Silver Mine. All three mines are 100% owned. The Company also owns an additional eight exploration and development projects in the silver sector. First Majestic's formula for success consists of several aspects. In particular, it is the acquisition of good assets (mines and non-producing projects) and their further development. Another point is process innovations, which increase the output of raw materials or reduce costs.

The Company is already among the TOP 20 largest silver producers in the world. This year, First Majestic will produce about 23 million ounces of silver equivalent, a slight decrease from last year's figure due to Covid. Analysts, we think, give the stock a fairly moderate 15% potential upside. Higher silver prices and rising production next year should boost the share price significantly.

Silver Viper Minerals - impressive news

Silver Viper Minerals is focused on the exploration of gold & silver deposits in the state of Sonora, in northwestern Mexico. The Company is in a relatively early corporate stage. The core of its activities is the wholly-owned La Virginia Gold-Silver Project. In addition, Silver Viper has an option to acquire 100% of additional claims (Rubi-Esperanza).

The previous owners of the property have drilled a total of 188 holes totalling 52,000 meters. Silver Viper has used this excellent data to define new targets and has had success in recent months with the discovery of the El Rubi zone, which hosts high-grade precious metals.

Last week, the Canadians released impressive news with drill results confirming high silver & gold grades at the El Rubi Zone. Further drilling showed a southern extension of the mineralized zone, as well as the continuation of existing mineralization trends. Furthermore, the Company reported that test results should also indicate a high recovery rate of precious metals. First and foremost, new drill data and the advancement of the project will prove to be share price drivers. They will significantly increase the stock market value from the current level of around 30 million over the next year.

Endeavour Silver - Sale of El Cubo Mine

Endeavour Silver is a mid-tier silver and gold producer that owns three producing mines in Mexico. The Company intends to continue to increase production and develop mines from its non-producing projects.
Nevertheless, the Company is also opportunistically taking advantage of opportunities. Last Friday, it reported the sale of the El Cubo mine to VanGold Mining Corp.

The logic behind this transaction is that El Cubo is a good fit with VanGold Mining's asset the Pinguico, and in perspective, this could become a producing mine. Endeavour will receive cash and shares worth CAD 15 million. Under certain conditions, another CAD 3 million could be added. As a result of the transaction, Endeavour Silver will become VanGold's largest shareholder with 16%.

Endeavour Silver is currently valued at just under CAD 900 million. Analysts see little upside potential at the current level, given the average price target of CAD 5.99.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

28. December 2020 | 10:13 CET | by Nico Popp

Nornickel, Newcrest Mining, Silver Viper, First Majestic: Does silver have catch-up potential?

  • Silver

When the gold price set records between March and August and reached a new all-time high, silver also performed well. Previously, the two precious metals had diverged widely. The gold-silver ratio, which shows how many ounces of silver can buy an ounce of gold, had risen sharply at the start of the pandemic, indicating that silver was undervalued. In the meantime, this exaggeration has corrected. Silver is still trading in an attractive range with a gold-silver ratio of 80. However, if one looks at the major commodity companies, it is noticeable that silver does not play a significant role and is usually only a by-product of gold.

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06. November 2020 | 11:35 CET | by André Will-Laudien

MAG Silver, Silver Lake Resources, Silver Viper: Inflation may come!

  • Silver

Goldman Sachs is bullish for the commodity sector! In a memo to its clients, analysts predict a weaker dollar, rising inflation and additional monetary and fiscal policy incentives as reasons for a possible recovery in commodity prices. For the S&P GSCI, which tracks 24 commodities from all commodity sectors, a return of 30 percent is forecast over 12 months. Industrial metals, such as copper, could gain 5 percent, precious metals 18 percent and energy more than 42 percent. Goldman forecasts an average gold price of USD 2,300 per ounce in 2021, while silver is forecast to average USD 30 per ounce. Hear, hear - such a thing rarely comes from an investment bank!

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