Menu

Recent Interviews

Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


06. November 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 by André Will-Laudien


 

Author

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


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.


Author

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



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:

02. March 2021 | 09:39 CET | by Stefan Feulner

Ballard Power, Silver Viper, First Majestic Silver - How to participate in the supercycle!

  • Silver

We are at the beginning of a new supercycle in commodities. The reason for this is, among other things, the policy that demands and subsidizes a low-carbon economy. However, this requires an enormous demand for industrial metals, which will become increasingly scarce in the future. Silver is one of these raw materials. The solar industry demand for the precious metal alone can hardly be supplied in the next few years. For this reason, the shortage of supply should cause prices to rise sharply.

Read

25. February 2021 | 11:28 CET | by Nico Popp

NIO, Silver Viper, BYD: E-car investors should think outside the box

  • Silver

Electromobility is turning industries upside down, much more than many think. It has long been known that electric cars rely on lithium and copper. It is also an open secret that Chinese manufacturers now have a competitive advantage in electromobility and that manufacturers such as BYD and NIO are rightly being hyped. However, in this article, we will look at why silver can be an alternative for investors with a weakness for e-car stocks. But first, let's look at an auto stock that has it all.

Read

18. February 2021 | 10:08 CET | by Carsten Mainitz

First Majestic Silver, Silver Viper Minerals, Endeavour Silver - After the Short Squeeze is Before the Short Squeeze

  • Silver

Silver has performed much better than gold in recent weeks and months. Investors were able to book profits with the precious metal, while losses were made with gold investment. Often the prices of precious metals run relatively in unison. The fact that the demand situation of silver also includes the industry it can lead to short-term deviations, but also speculation can move prices powerfully in the short term. Some stocks in the silver sector began to rally during January as the market bet on a short squeeze in some candidates based on short-sale data. We give you an update and tell you where it's worth being involved.

Read