Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


28. December 2020 | 10:13 CET

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

  • Silver
Photo credits: pixabay.com

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.

time to read: 2 minutes by Nico Popp
ISIN: CA8283341029 , CA32076V1031 , AU000000NCM7 , US55315J1025


Steve Cope, President, CEO and Director, Silver Viper
"[...] In our experience, the local communities are supportive and friendly. [...]" Steve Cope, President, CEO and Director, Silver Viper

Full interview

 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Newcrest and Nornickel: Silver under the radar

At Newcrest Mining, silver accounts for less than one percent of total sales. Nornickel does not explicitly report silver and subsumes the precious metal and cobalt, rhodium, or tellurium under the by-products. Nor does it appear that silver plays a significant role in the major commodity companies' plans: Nornickel wants to invest primarily in copper production in the coming months, increase output, and incidentally position itself more sustainably - there is no talk of either gold or silver at Nornickel.

Only palladium and platinum play a role for the Russian Company. Both precious metals are essential for car production and have offered opportunities for investors in recent years, even independently of the precious metal boom. However, the reason for the share price rally, especially for palladium, was primarily market distortions. The Nornickel share was hardly able to profit from this: On a twelve-month horizon, the share offers a zero return.

The share of Newcrest Mining, on the other hand, benefited more from precious metals, with more than 80% of the Australian Company's sales coming from gold. The second most important raw material is copper, with a share of around 17%. However, this mix did not go down well on the stock market last year: The share lost 8.6%, this is all the more surprising as Newcrest can boast low production costs of less than USD 900 per ounce of gold.

Silver Viper: Professional investors wait patiently

Silver Viper's shares demonstrate the fact that the actual production of raw materials is often more complex than the development of promising production sites. The Canadian junior Company is pushing ahead with the La Virginia project in Mexico. Between 2010 and 2012, more than 50,000 meters were already drilled there, revealing some promising results with gold and silver deposits.

Currently, Silver Viper is using the historical data to explore the property and expand the resources comprehensively. In the wake of the pandemic-related precious metals rally, the stock also benefited, returning about 100% over the past twelve months.

As of December 2020, Silver Viper had USD 3.5 million in cash on hand, positioning it well for further exploration and the USD 100,000 property purchase instalment due in June. The Company is little known to private investors, but professional investors such as Sprott Asset Management, US Global Investors, Commodity Capital and the Contrarian Group are on board.

Big names have some catching up to do in silver

Since large commodity companies often neglect silver in their planning, smaller producers, such as Fortuna Silver or First Majestic Silver, or exploration companies with significant silver deposits, such as Silver Viper, could soon become more attractive. Historically, silver is still undervalued compared to gold.

It is also an industrial metal: Silver can be used, especially in electrical equipment, solar cells, or medical technology. Investors would do well to keep an eye on some promising companies in the silver sector, and gold, especially the big names in the industry have some catching up to do in this respect. Takeovers are anything but excluded in the medium term.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

06. October 2021 | 11:13 CET | by Nico Popp

JinkoSolar, Silver Viper, Volkswagen: The time is ripe

  • Silver

Observers call silver the precious metal of the energy transition. Why? Silver is in solar plants, sensors for wind turbines, electric cars and infrastructure for 5G. The latter mobile communications standard is needed to make many devices smart and is thus also a mosaic of the energy transition. We present three stocks that are directly or indirectly related to silver.

Read

30. September 2021 | 12:46 CET | by André Will-Laudien

TeamViewer, Silver Viper, Nordex: Please board - the train is departing!

  • Silver

Uncertainty and high volatility! After months of upswing on the capital markets, an uneasy feeling is setting in among investors due to some imponderables in China. The coefficient of fluctuation, expressed by the VDAX and VIX, skyrocketed from values around 17 to 25 early this week. It does not mean much for ordinary investors, but the cost of hedging increases for institutional investors, and those who want to lower the risk a bit have to adjust the investment ratio accordingly. All this is still happening in a relatively stable environment because those who want to get out can still sell at good prices. Where should one look closely now?

Read

22. September 2021 | 13:33 CET | by Stefan Feulner

Steinhoff, Silver Viper, BYD - Buy when the guns are thundering!

  • Silver

Right now, it is not an easy time for silver fans. After Reddit traders joined forces at the beginning of the year and shot the precious metal not "to the moon", but at least to a high of USD 30.06 per ounce, a sharp correction started, which has led to around USD 22 as of today. Technically, there is still room to go down. Still, from a fundamental perspective, silver is a clear long-term buy because the white metal can support in crisis and is also crucial for producing renewable energy.

Read