Silver explorer + miner produced over 11 million oz to date in one of the largest silver district. Organic growth & sells silver to Samsung & Trafigura.
@TaviCosta IPT.V #earnings today - Impact Silver announces Q1 2026 financial results with revenue nearly tripling to $31.2 million and record net income of $11.3 million/ $45M on cash stocks up 20% today to $0.31. nearly 50% mcap in cash. https://t.co/LiIT1j2T94
The bank's analyst made a specific comment about silver's relationship with another major asset that challenges a widely held assumption among metals investors.
This note arrived shortly after a rival bank moved on the same metal in the opposite direction, and the gap between the two views is worth understanding.
HSBC raised its average silver price forecast for 2026 to $75 per troy ounce from a prior estimate of $68.25, and lifted its 2027 average to $68 from $57, according to https://t.co/0DX3jEfrvU
HSBC's silver note contains two specific figures that appear to contradict each other.
https://t.co/szeOmEKzSK
#silver #mexico #miners #silverstocks #goldstocks #investing #investor #miningstocks #goldstocks #equity $IPT.NE $IPT.V $ISVLF
Oops.
I was told the silver bubble burst two months ago and that it was never coming back.
That view failed to understand a simple reality:
Commodities never peak when structural demand is rising while both current and future supply remain heavily constrained.
Classic misunderstanding of a long neglected sector of the market.
Game on.
https://t.co/nAGNGVOt7p
Hi-ho, silver. Silver is ripping this morning. It's already up over $5, trading above $85. That raises its YTD gain to 18%, surpassing the NASDAQ's 13% YTD rise. Bitcoin is bringing up the rear with a YTD loss of 10.5%. https://t.co/98C2RG2FQQ
Please watch our news!
From the NR
"The Company is also in advanced-stage discussions with third parties regarding potential operational arrangements on nearby mining projects and is in the process of completing final-stage due diligence. These opportunities are expected to provide near-term cash flow from alternative sources of mineral feed, allowing the Company to continue operating its processing plant and surface infrastructure profitably during the suspension period.
โThis is a measured step to ensure we are enhancing the value of Plomosas over the long term,โ said Fred Davidson, CEO Of IMPACT Silver. โOur focus now is on improving the quality and consistency of the operation and putting the right plan in place for a more sustainable restart. At the same time, we are advancing opportunities to keep the mill running and generate value while this work is underway.โ
@IMPACT_Silver's Fred Davidson talked to Mining Stock Daily about plans for its suspended Plomosas Mine and driving production at Zacualpan Mining Complex $IPT https://t.co/Csjk2G1TuN
#Silver is scarce and with more uses than ever in #solar#jewelry#industrial applications, not to mention #preciousmetals real assets.
$ISVLF $IPT.V has been in production for over 20 years now in #Mexico - with recent continued high grade #gold#silver drilling intercepts to prove there's lots more to come.
China is experiencing historic demand for silver:
Chinese silver imports rose +78% MoM, to a record ~836 tonnes in March.
This is +173% above the 10-year seasonal average for March.
Year-to-date, silver imports are up to ~1,626 tonnes, the highest on record.
Surging demand was driven by retail investors purchasing small silver bars as a lower-cost alternative to gold, and solar manufacturers front-loading production ahead of the removal of export tax rebates on April 1st.
The global solar industry consumes ~20% of total annual silver supply, with the majority of activity concentrated in China.
China's demand for silver is exploding.
@PinGu1417129 We've had continuous production and operation now for 20 years in #Mexico and central in State of Mexico. Energy costs has gone up , but not as much as prices of metals we are selling at!
Silver continues its 6th year of consecutive annual deficit. Lots more of it in #Mexico with our mines - one of the oldest mining district dating back to 1,500s and continuous production & exploration since 2006.
@SilverInstitute
$ISVLF $IPT.V
The global silver market is ripe for another โsqueezeโ that could send the price soaring.
The market is forecast to suffer its sixth straight year of deficit in 2026, with total demand outpacing supply
Silver demand will exceed global supply by about 50 million oz in 2026.