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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

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

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


10. February 2021 | 08:20 CET

Silver Viper Minerals, BYD, First Majestic Silver - Position in the silver boom!

  • Silver
Photo credits: Silver Viper Minerals

The famous gold-silver ratio has been used again and again lately. It is currently about 67; in weak silver phases, it goes up sometimes to just under 100. At about 50, one would be able to identify a historically fair valuation of silver. At the moment, this would be about a spot price of USD 37. Measured against the price targets, which were recently proclaimed by the Reddit community, we are still about 30% away here. But in terms of commodity movement overall, we indeed haven't reached the top yet. Silver is also highly relevant in the context of COVID-19: It has a strong antiseptic and disinfecting effect!

time to read: 4 minutes by André Will-Laudien
ISIN: CA8283341029 , CNE100000296 , CA32076V1031


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

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 Minerals - Explorer follows the spot market

Silver Viper Minerals' gold-silver project is located in northern Sonora, Mexico's leading gold-producing state. Formerly owned by Pan American Silver, it can now really come into its own under a new flag, as the silver price has smoothly doubled since the properties were acquired - so the potential in the ground is huge. The "La Virginia" project shows first-class historical exploration. Recently, further discoveries were made in the El Rubi zone.

Silver is in such demand today because industrial processes require more and more silver. A certain amount is also disappearing from the market due to the constant electro-technical construction. The coin production has a similar effect, running at the highest level in recent years, e.g., in Mexico with the "Libertad" and the USA with the "Silver Eagle." Material silver is more in demand than ever because every shock in the financial system generates new investors who lose faith in the miraculous flood of paper money.

As of January 2021, Silver Viper still had USD 3.2 million in cash on hand, leaving it well-positioned for further exploration and the USD 100,000 property loan payment due in June. The drill program's acceleration makes sense, as there is a lot of attention on the silver market right now. The social media community around Reddit wants to get at the short-sellers who have been acting for a long time - a price target of USD 1000 was simply put in the room. This figure is absurd compared to the current price of USD 27.5. But if silver explodes on the futures market for reasons of market imbalances, the small silver explorers with multiple leverages will go through the roof. With prices around CAD 0.48, Silver Viper is probably more of a bargain at the moment.

BYD Ltd. - The fantasy remains

"Build Your Dreams" continues to run like clockwork. BYD Company Ltd, or BYD for short, is a Chinese conglomerate and the world's largest producer of rechargeable batteries, primarily for cell phones. In the field of e-mobility, BYD has initiated strong expansion steps in recent years. When it comes to pure electric cars, Tesla is by far the world's most innovative automaker, but the competition is catching up.

For the current edition of its ranking, the Center of Automotive Management (CAM) calculated the innovative strength of 32 automakers based on recent innovations in the field of electromobility. Accordingly, the calculations include innovations in range, consumption and charging performance - to improve customer benefits. For example, Tesla scored particularly well in terms of range and charging performance, while other manufacturers excelled to some extent in innovation.

According to the CAM innovation ranking, Tesla was able to gain 45 index points compared to the previous year's list and comes to 159 index points in terms of e-car innovation strength. VW came in second - with an increase of 37 to 123 index points. VW benefited from the high segment ranges and charging performance of the VW ID 3. In addition, further innovations from Porsche (Taycan) and Audi (E-Tron) were positively included in the assessment, meaning that Germany is also already prominently represented. Chinese manufacturer BYD jumped to third place with 23 plus points (70 index points). According to CAM, the innovations in the BYD Han EV were responsible for this.

BlackRock took advantage of the good sentiment in the market for e-mobility investments and recently increased its exposure to BYD from 4.57% to 5.05%. BYD was one of the best return performers in 2020 and the stock is already thick in the plus again in 2021.

First Majestic Silver - In the swing of the speculators

First Majestic Silver does not come to rest. First, Reddit speculators drove the share price up to over EUR 18, or around 50%. Hardly the share was then widely covered, and it went down again by 30% to currently about EUR 14. The silver price followed the movement in the spot price to a similar extent. From a high of USD 30, it fell back to USD 25 in one week.

First Majestic had another excellent year in 2020 despite the numerous challenges caused by the COVID-19 pandemic and the two-month national lockdown in Mexico, overall exceeding its own expectation with 11.6 million ounces mined.

At La Encantada, silver production reached a six-year high due to further improvements in recovery rates and underground production. San Dimas also had a strong 2020 year-end, producing 3.5 million silver equivalent ounces in the fourth quarter, the highest quarterly silver production since San Dimas has been owned by First Majestic.

But where there is light, there is also shadow: Mexico's government plans to collect more than USD 500 million from the Canadian mining Company for keeping silver prices artificially low over the past decade. So far, Mexico's SAT tax agency has claimed 5.5 billion pesos (equivalent to USD 267.18 million) in tax debt, with the remaining half of the total still to be determined in formal disputes. Under President Andres Manuel Lopez Obrador, the authorities are taking a strict approach to publicly expose companies with large tax debts. Time for First Majestic to pay a portion of its cash flow to the Mexican government. So far, these discussions have done little harm to the share price.


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:

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.

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17. September 2021 | 11:59 CET | by Armin Schulz

First Majestic Silver, Silver Viper, Millennial Lithium - Rally Ahead?

  • Silver

A rally in silver was already predicted at the end of last year. The reason was the corona-related 5.9% drop in production. It is the most significant decline in over 10 years, and thus there was a shortfall in supply. In addition, there is strong physical demand, which you can see well on Reddit if you search for "Silverbugs". There, people proudly present their hoarded silver stocks. Since the panic selling at the beginning of August, the price has already risen by 11%. High inflation could give the silver price a further boost. For lithium, on the other hand, the rally is already in full swing. The lithium carbonate price has more than doubled since the beginning of the year. We analyze three companies from these sectors today.

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08. September 2021 | 10:42 CET | by Nico Popp

JinkoSolar, Silver Viper, Plug Power: Shares for the energy transition

  • Silver

Clean energy does not work without technology. The energy transition can only succeed if photovoltaic systems or even wind turbines are state-of-the-art. It is therefore essential that there are companies that lead the way technologically. This can be achieved with new products, daring plans, or in a classic way: by promoting suitable raw materials.

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