the big rush into junior miners will start when investors realize $70 Silver is the new floor.
$70 is the new floor. junior miners are priced as if Silver goes back to $20. Take advantage;
initial resource at $MGG.v $MMRGF is coming out of just three, rich veins. This rare, fully permitted vein field has 26 veins.
this could easily turn into a multi hundred ounce high grade Silver play, all permitted and as such seriously derisked. Exactly what midtiers are looking for.
50.000m of drilling planned in 2026 to unlock full value.
my biggest Silver stock position.
It won't be long before the #PM miners have their "Moment".
I believe the top in #Equities' 4-Yr Cycle will be around the same time as Gold's ICL late Jan/early Feb. Could be the start of a more concerted equity/PM rotation phase 👀
in the last 3 trading days of the year probably +50% in the silver small caps.
While 2025 has been a killer year for precious metals miner investors, I suspect 2026 will be even better.
80% of the gains happen in the last 20% of the timeframe.
How to play the #silver rush for dummies.
Silver has risen substantially, physical Silver is only selling for large premiums over spot, increasing risk.
Silver ETF’s and leverages instruments have counterparty risk. Avoid SLV, SLV call options, futures as they could be cash settled.
Silver miners had a great run, but are still price for forward earnings based on $33 silver. There is a lot of opportunity here.
Most opportunity lies in the Silver smallcaps, as these are still trading at bear market valuations of less as 1% per ounce of the metal value in the ground. These move last and tend to top out at 20-25% of the metal value in a full blown mania. That’s some incredible leverage without counterparty risk. Available on the Canadian Venture exchange, the USA OTC market or the Austrian exchange.
All my favorites trade on the first two exchanges mentioned. These are basically call options with unlimited upside to the price. Future Silver miners. Primary takeout targets for Silver bigcaps.
Silver juniors currently trade even lower, at bear market valuations of 1 to 2% of Silver spot price per oz
To get to normal bull market levels they need at least a 10x, most a 20x
Incredible arbitrage opportunity 🔥
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This is arguably the best piece on Silver written this last month. No summary, just read in full.
FYI: written by the former head of commodities at Bridgewater. ping @LukeGromen
Silver. This is exact what one would expect at a 50 year level. Repositioning, futures halt etc…. What else upcoming 🍿 You can fight this breakout for a while but in the end tangible metal will prevail and China is showing the way.
It’s all the more clear the stakes are high and so will the profits be when we takeout this multi generational level.
Untill then, patience.