The silver companies gave us plenty to dig into this week. Standout drill hits, expanding discoveries and a comeback worth watching.
I unpack eight company updates in the latest Silver Scoop. @peter_krauth
Subscribe free:
https://t.co/t9GmXG2UUE
Near-record cash flows. Yet many silver miners trade below stated net asset value.
Quite the disconnect—and one worth examining while macro volatility steals the headlines.
What could close that gap? I dig into it in today’s Silver Scoop.
https://t.co/t9GmXG2UUE
@peter_krauth
As Rocky Balboa famously said, “It ain’t about how hard you hit. It’s about how hard you can get hit and keep moving forward.”
@SantacruzSilver $SCZM knows a thing or two about comebacks.
Bolívar's silver output surged 209% YoY in Q3, and there's more encouraging progress beneath the headline numbers.
I dug into the results, what they mean for Q4, and why @peter_krauth and I remain overweight.
Full analysis for Silver Advisor subscribers:
https://t.co/nypl2nrKzn
A significant step forward for @CerroInc
With 100% of the Quiulacocha tailings now consolidated and long-term surface rights secured, another major hurdle has been cleared.
The focus now shifts to turning this enormous resource opportunity into an economic operation.
I explain why this matters for shareholders in today's Silver Advisor.
We remain overweight. @peter_krauth
https://t.co/nGTa4dVZvI
Outcrop Silver @OCG_Silver continues to impress at Santa Ana.
Nearly 3 kilometres of mineralized strike, another high-grade vein identified, and more silver being discovered beyond the current resource.
That's how you build a bigger deposit.
I dig into the latest results and what comes next in today's Silver Advisor.
We remain at our full weighting. @peter_krauth
https://t.co/nGTa4dVZvI
Now that's a drill result worth paying attention to.
@AbraSilver just delivered its best gold intercept yet at Oculto, and the real kicker? The higher-grade core sits outside the current resource.
That's where the potential for meaningful resource growth gets interesting.
I break down what this could mean for shareholders in today's Silver Advisor.
We're maintaining our full weighting. @peter_krauth
https://t.co/nGTa4dVZvI
In silver exploration, structure matters.
@Kingsmen_Res 's strongest hits at Las Coloradas occur where key fault trends intersect. New magnetic and LiDAR surveys aim to find more of them.
Drilling continues. Shares are 67% below their high.
@peter_krauth and I maintain full weighting.
My analysis:
https://t.co/5LByZlmBHF
ESGold @ESGold_Corp has drilled over 4,000 metres at Montauban, but the bigger story is what lies beyond the historic mine.
Deeper drilling, assays pending, and a path toward cash flow.
Shares remain 56% below their high. @peter_krauth and I remain overweight.
My analysis:
https://t.co/5LByZlmBHF
We came to @BPSilverCorp for the high-grade silver. Now a 142-metre zinc-rich discovery adds another dimension to Cosuño.
What interests me is the potential for a much larger mineralized system.
@peter_krauth and I remain overweight.
My latest analysis:
https://t.co/5LByZlmBHF
1,639.3 g/t AgEq over 0.9m.
1,142.0 g/t AgEq over 0.9m.
High-grade silver now extends ~600m down-dip.
But the bigger story at @CapitanSilverC? A newly identified CRD system ~500m beneath Jesús María.
Potentially THREE mineralizing events at Cruz de Plata.
I break down the drill results, geological implications and what comes next in my latest Silver Advisor analysis. @peter_krauth
Read it here:
https://t.co/Au7MsMimf2
Choppy silver market. Real company progress.
This week’s Silver Scoop: five company updates and some revealing charts. @peter_krauth and I dig into what they could mean for silver’s next move.
https://t.co/F7u6ehA4QJ
Subscribe—it’s free:
https://t.co/eIGdfxUoZU
Avino @Avino_ASM ($ASM) delivered 303,189 silver oz in Q3, up 15% YoY.
Here's what investors shouldn't overlook:
La Preciosa's silver grade averaged 147 g/t vs. 58 g/t at the Avino Mine.
That higher-grade feed is key to Avino's growth strategy.
Financials Nov. 4. I'm overweight. @peter_krauth
https://t.co/Lx2PGm7F7f
Outcrop Silver @OCG_Silver isn't just adding ounces anymore. It's preparing to mine them.
Project Argentum's 40-tonne/day pilot could provide critical data on recoveries, dilution and costs before scaling up.
That's how you begin turning a high-grade resource into a viable mine.
I'm fully weighted. More inside today's FREE Silver Advisor:
https://t.co/Lx2PGm7F7f
Six years ago, @BRCSilver took a $250K gamble on Tonopah West.
Today, it owns 100% of the project and is graduating to the TSX.
A high-grade discovery, permitting nearing completion, and underground development targeted for 2027.
The next chapter is taking shape. More inside.
@peter_krauth
https://t.co/GNAhOigVz5
What stands out to me about @AyaGoldSilver isn't just record production.
It's HOW they're delivering it.
Zgounder: 1.50M oz silver, 92% recovery.
Boumadine: +186% QoQ.
Two engines. Real operational progress. More catalysts ahead.
@peter_krauth and I remain overweight. Today's silver weakness doesn't shake that conviction.
https://t.co/oGGhcqwbXm
Old mine waste. New opportunity.
@CerroInc just secured a significant win at Quiulacocha, removing another hurdle between historic silver-rich tailings and their potential recovery.
But the bigger story is what's been happening behind the scenes.
I've been following the progress closely, and there's more here than meets the eye.
My latest breakdown 👇 @peter_krauth
https://t.co/qVtLgou6qL
Could gold be about to move from Washington’s blind spot to its monetary toolkit? A fascinating piece from Ronnie on gold remonetisation, the US Treasury and the prospect of a new Bretton Woods moment. Subscribe to @SoundMoneyRpt substack to access the full article.