Close menu




November 6th, 2020 | 11:35 CET

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

  • Silver
Photo credits: pixabay.com

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!

time to read: 3 minutes | Author: André Will-Laudien
ISIN: CA8283341029 , CA55903Q1046 , AU000000SLR6

Table of contents:


    SILVER VIPER - It hisses again

    Silver Viper Minerals Corp. is a Canadian-based junior explorer focused on precious metals in Sonora, Mexico. The Company currently operates the La Virginia gold-silver project, formerly owned by Pan American Silver Corp. In the current rising precious metals environment, the acquisitions make the Company feel very comfortable.

    Silver Viper has an option to acquire a 100% interest in Rubi Esperanza Group assets within these concessions. The project is an early stage exploration property targeting a series of laterally extended intrusive veins and fracture zones that host low-sulphidation epithermal-style gold-silver mineralization. The Company has decided to exercise its option to bring forward the expiration date of a warrant on treasury shares. This has resulted in a total cash inflow of CAD 2.8 million in early October. The excellent deal can, therefore, be closed.

    With the consolidation of the silver price since early August, the share price has corrected significantly, and once again there is a favorable entry level for the Explorer. Especially with the US election and the upcoming fiscal measures to support the economy, the fear of inflation is on the rise again. Silver was thus able to achieve a 48-hour rally of almost 9%. Even Goldman is right in the short-term.

    The Company currently has a market capitalization of CAD 32.4 million and the stock is trading at around CAD 0.40 - after the recent 50% correction, the Chart now seems like a clear upward turn, so speculative investors are striking it.

    MAG SILVER - Runs on many rails

    MAG Silver Corp. is pleased to announce that the Juanicipio Project (56%/44% JV Fresnillo and MAG) has commenced delivery to the Fresnillo processing plant as planned in the 3rd quarter. As reported by the Fresnillo operator, 42,476 tonnes have been processed during the quarter, with a total production of 394,000 ounces of silver, 610 ounces of gold, 138 tonnes of lead and 174 tonnes of zinc. This was more than initially anticipated for the start of the joint venture.

    An agreement was announced recently, to consolidate and acquire 100% of the silver-rich Deer Trail Carbonate Replacement Deposit "CRD" project in Piute County. The project consists of a total of 793 claims (approximately 5,600 hectares) covering the historic Deer Trail Mine and the adjacent Alunite Ridge area. There is a lot of work to be done here over the next few years.

    MAG is further expanding its scope and is already one of the top 10 silver producers in the world. The recent performance of the stock may also be due to the silver trend, as MAG consolidated the last 5 months at a very high level. The silver miner has a capitalization of CAD 2.2 billion with a share price of CAD 23.41. MAG is a standard stock among precious metal producers.

    SILVER LAKE RESOURCES - The balance fortress from Australia

    Silver Lake Resources Ltd. last week released its financial results for the first quarter and reported quarterly production of 63,600 GEOs, up 7% from the same period the previous year. The improved results were driven by a 12% increase in production at the high-grade deflector mine, which offset slightly lower production at the flagship Mount Monger operation.

    Meanwhile, the higher gold price led to a dramatic increase in cash and bullion, with Silver Lake closing the period with the most robust balance sheet among ASX-listed gold producers at AUD 303 million. With fortress-like cash reserves without debt, it is a possibility that mergers and acquisitions could be considered later this year. There are many mines in Australia that are for sale, and they must, of course, fit into the solid corporate structure of a Silver Lake.

    Gold production from the most extensive property, Mount Monger, was 34,600 ounces, down 4% year-on-year, but this was mostly to be expected as the Company completed mining at the higher grade Harry's Hill and French Kiss mines during the current quarter. For the new fiscal year 2021, Silver Lake is now focusing on the Karonie South Mine and reworking previous tailings piles. Silver Lake is one of Australia's mid-sized players with a market capitalization of AUD 1.3 billion. Its value has increased by 100% in 2020 alone and has recently consolidated by 20%, current price AUD 2.11.


    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

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author



    Related comments:

    Commented by Fabian Lorenz on June 1st, 2026 | 07:10 CEST

    Gold at USD 10,000? Irrelevant! This Gold Gem is Far too Cheap! Lahontan Following in Barrick Mining's Footsteps!

    • Mining
    • Gold
    • Silver
    • Commodities
    • Nevada

    This gold gem appears significantly undervalued. At Lahontan Gold, the facts and figures speak for themselves: a project located in what is arguably one of the world's most attractive gold regions—where Barrick Mining also operates—a gold resource of 2 million ounces and growing, production costs of USD 1,200, and production set to begin as early as next year. It is therefore no surprise that the company's founder speaks confidently in an interview: "The mining sector is currently the best sector to be in." She is invested and fully committed to delivering attractive returns for shareholders. What stands out is the current market valuation of CAD 170 million. Significantly higher valuations should be possible. Important news is on the horizon. At that point, it hardly matters whether gold trades at USD 4,000 or USD 10,000 per ounce. Once production begins, real "money printing" will start.

    Read

    Commented by Tarik Dede on May 29th, 2026 | 09:15 CEST

    Lahontan Gold: Stock in the Sweet Spot

    • Mining
    • Gold
    • Silver
    • Commodities
    • Nevada
    • geopolitics

    Gold prices are currently still under pressure. Concerns about higher interest rates in the United States are certainly the main drag on the market. However, Fed watchers are unanimous in expecting that there will be no rate hike in the United States before the midterm elections in November. Fed Funds futures are currently pricing in only one rate hike by year-end. But President Trump likely did not appoint the son-in-law of a longtime business partner as Fed Chair without reason. He wants lower interest rates, and Kevin Warsh could deliver. The market may therefore be fundamentally wrong on this issue. This would be the optimal scenario for gold stocks such as Lahontan Gold. The Canadian company is currently developing the historic Santa Fe Mine in Nevada. Founder and CEO Kimberly Ann aims to pour the first gold bar by the end of 2027.

    Read

    Commented by Tarik Dede on May 28th, 2026 | 07:35 CEST

    Commodities War on Hold: How Shares of MP Materials, Antimony Resources, and Aya Gold & Silver Are Benefiting

    • Mining
    • antimony
    • Commodities
    • war
    • geopolitics
    • Gold
    • Silver

    Created and published on behalf of Antimony Resources Corp.

    The conflict in the Persian Gulf appears to have entered its final phase. Apparently, the US and Iran are on the verge of finalizing a path to peace. At least, that is what the US media are reporting. Apart from copper, which is currently at an all-time high, the hostilities have weighed on almost all metal prices and, consequently, on stocks as well. However, the geopolitical competition for rare earths, antimony, and silver is likely to enter the next round in the coming months. Western companies are moving forward with their projects to benefit from the US plans to establish a supply chain outside China's sphere of influence. We are therefore looking at the winners of tomorrow, who could also succeed in the short term: MP Materials, Antimony Resources, and Aya Gold & Silver!

    Read