Close menu




April 29th, 2021 | 08:52 CEST

First Majestic, Silver Viper, Nordex: Silver only at the beginning?

  • Silver
Photo credits: pixabay.com

The printing presses keep running and that fuels the fear of inflation. The precious metal silver is currently showing strength, even against gold. Why is that? Silver has always been an important raw material for industry, but since the hype around e-mobility and renewable energies, more is needed. There are also initial successes reported in the use of silver in rechargeable batteries. At the University of California San Diego, a silver oxide-zinc battery has been developed that has 5-10 times the power of a lithium-ion battery. The manufacturing process is inexpensive and scalable. The automotive industry alone projects a 40% increase in silver demand by 2025, an excellent reason to take a closer look at stocks in these sectors.

time to read: 2 minutes | Author: Armin Schulz
ISIN: CA32076V1031 , CA8283341029 , DE000A0D6554

Table of contents:


    First Majestic Silver - Appears overvalued

    The Company's quarterly figures were not convincing. Silver production plunged 8% due to weather, while gold fell as much as 25%. At the same time, silver reserves are very low compared to the competition.

    There was some positive news recently. The natural gas power plant at the Santa Elena mine is up and running and supplies much of the mine's energy needs. Test mining is expected to begin soon in the Ermitano area.

    The acquisition of the Jerritt Canyon Mine is expected to increase production in the coming six months significantly. Overall, the current valuation appears to be relatively high when putting the Company's current market value in context to existing silver reserves.

    Silver Viper - Exciting silver investment

    Silver Viper Minerals is a relatively young junior explorer company. It is engaged in the acquisition and exploration of mineral properties in Mexico. The focus of its operations is the La Virginia gold-silver project, located in Sonora, Mexico. Silver Viper acquired the area from Pan American Silver.

    Following some highly mineralized silver and gold discoveries since December last year, work has now been extended along the known mineralized intercept. The creation of a digital elevation model using LiDAR technology has finally been completed after several delays and will be primarily used for further planning.

    Where do we go from here? The Company is continuing the diamond drilling program, building on the discovery at El Rubi and hopes to identify new targets. Attempts are being made to find geochemical anomalies in the geological sampling and mapping of the area.

    With good exploration results and increasing silver demand, Silver Viper could be an attractive takeover target. There are only about 81 million shares which means a favorable market capitalization of CAD 40 million. One can look forward to the publication of the mineral resource estimate.

    Nordex - Full order books

    Silver is currently not yet needed in wind power; this could only change with mega electricity storage. According to a Volkswagen study, 6,500 gigawatt hours of wind power are lost due to a lack of storage options.

    Nordex can get over this as a producer of wind turbines. Orders are coming in like on an assembly line. April 13 orders received for 42 megawatts (MW) from Poland, April 14 97 MW from Finland and April 28 35 MW from the Netherlands.

    In the first quarter alone, the Company reported an order intake of 1.2 gigawatts. Globally, the Company is trying to push renewable energy, so the order situation should remain positive. The share is currently trying to break the resistance of EUR 26.50. If it succeeds, new highs should be feasible.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author



    Related comments:

    Commented by André Will-Laudien on March 22nd, 2023 | 10:49 CET

    A new banking crisis in 2023? Deutsche Bank, Blackrock Silver, Commerzbank - Gold and Silver are back!

    • Mining
    • Gold
    • Silver
    • PreciousMetals
    • Banking

    Central bankers are currently in a huge dilemma. They should fight the price pressure with a tough interest rate policy and gradual withdrawal of liquidity. However, this increases the existing risk of recession and the danger of a new financial crisis worldwide. In fact, past interest rate restrictions have already left grinding marks in the US banking system because gigantic write-downs on price losses still lie dormant in the books of institutions that had believed in eternally low interest rates. After the collapse of Silicon Valley Bank and the forced takeover of Credit Suisse, uncertainty has again taken a stranglehold on the markets. Gold and silver reacted with a giant leap. We look at the current situation.

    Read

    Commented by Stefan Feulner on March 22nd, 2023 | 09:00 CET

    Barrick Gold, Globex Mining, First Majestic Silver - The resurgence of precious metals

    • Mining
    • Gold
    • Silver
    • PreciousMetals

    In uncertain times, gold is considered a safe haven and enjoys great popularity among investors. Due to the banking industry's irregularities and Silicon Valley Bank's bankruptcy, a shift from the risky stock market to the precious metals sector was already apparent. This was further reinforced by the wobbling of Credit Suisse. With the crossing of a prominent resistance, the yellow metal is now striving for new highs.

    Read

    Commented by Armin Schulz on March 13th, 2023 | 13:07 CET

    First Majestic Silver, Blackrock Silver, Xiaomi - Is the silver price about to rise again?

    • Mining
    • Silver
    • Lithium
    • Electromobility

    Silver significantly outperformed gold from September into February. In 2022, silver demand set a new record of 1.24 billion ounces at an average price of USD 21.70. This year, the Silver Institute projects an average price of USD 23. Increased interest rates mean investing in precious metals is less attractive. If the interest rate policy of the FED changes, which is expected for the second half of the year, silver should also increase significantly again. Especially since industrial demand is growing due to the expansion of renewable energies and the electronics industry cannot do without silver, to name just two sectors. We, therefore, take a look at three companies around silver.

    Read