Terry Firlotte

[Terry Firlotte @terryof_terry]

@DonDurrett @BrianGoodner Don even if your right on low 50’s, all we’re Investing/Gambling on with them is higher Silver prices.100+ fixes everything unless their Aisc is $99 lol

[Terry Firlotte @terryof_terry]

@BrianGoodner @DonDurrett Anderson had stated in an interview , that 2027 Aisc he would like to be in the low 40’s for a 2027 average, which I would be happy with.

[Terry Firlotte @terryof_terry]

Silver Price is the key obviously (if we can sustain over a 100+ with lower AISC we start rerating big time), looking forward to earnings (I hope they have made some progress) the 10 million hurts that they might have to pay out this year. I think Silver starts moving November at the latest into next year.

[Terry Firlotte @terryof_terry]

@Scottbilly56 @MiningWithJosh @KingKong9888 I don't think it's possible with diesel prices and general inflation of everything,his last interview he stated low 40's for 2027 and his thoughts were everybody's AISC was going to rise.

[Terry Firlotte @terryof_terry]

@HRBUBU2793 와, 아름다운 커플이네요. 캐나다-태국 커플이 2027년 여름에 서울을 방문하려고 한국어 용어를 이해하려고 하고 있어요. 8월이 방문하기에 가장 좋은 달일까요?

[Terry Firlotte @terryof_terry]

Don's #'s are more bullish, my Chat Conservative assumptions: 4.5M AgEq oz, $45 AISC, 30% tax haircut, ~900M diluted shares, C$1.38/US$ and a 6× valuation multiple:

US$100 $55US Margin/oz $247.5 Annual AISC Margin = Share Price $1.59
US$150 $105US Margin/Oz $472.5 Annual AISC Margin = Share Price $3.04
So your real home-run territory isn't dependent on $200 silver.

If GSVR actually demonstrates 4.5M+ production + ~$45 AISC, then sustained $100–125 silver could already justify a dramatically different valuation. At $125, our range becomes roughly C$2.32–$3.09.

At $150+, you're potentially looking at C$3–$4+, with $200 producing an admittedly very bullish C$4.49–$5.99 scenario.

[Terry Firlotte @terryof_terry]

@MiningWithJosh @Annie_Bex @Scottbilly56 @KingKong9888 Valenciana i think is one of their lowest cost mine, the $83 comes from 70% reduction in processed ore from in 2025, 2023 $15.20 aisc over a million oz produced.
Silver over a $100 fixes everything even they can’t screw it up.

[Terry Firlotte @terryof_terry]

@MiningWithJosh @KingKong9888 I’m a gambler lol in the green, stop set break even.

[Terry Firlotte @terryof_terry]

@MiningWithJosh @KingKong9888 The whole thesis on $Gsvr.v is higher Silver prices , the plan for 2027 is mid to lower 40’s Aisc.

[Terry Firlotte @terryof_terry]

@KingKong9888 I’m praying it retires me to Thailand, way overloaded lol

[Terry Firlotte @terryof_terry]

@CleansedTweets Awesome, i'm curious how low are the offers 10,20,30% lower ? If u don't mind, future knowledge for when I buy in Hua Hin.

[Terry Firlotte @terryof_terry]

@Giantsw59 รูปสวยมาก งานปาร์ตี้จัดที่ไหนครับ/คะ?

[Terry Firlotte @terryof_terry]

@RebelCapitalist @peakyblinder069 @TheApeOfGoldST $53 first Q, hopefully lower this Q and Anderson stated looking for low 40’s for full 2027.

[Not Your Average Liberal @NotAvgLiberal]

For all the MAGA “Alpha Males” kissing Trump’s ass….

Feel free to respond.

[Terry Firlotte @terryof_terry]

@HRBUBU2793 Stunning So Hot

[Terry Firlotte @terryof_terry]

@BrianGoodner Excellent, their 30% hedge has worked out good for them $5200 & $82 I think should keep them profitable this Q.

[Terry Firlotte @terryof_terry]

@LJP987 Is it called Route 66 ? Thank You

[Terry Firlotte @terryof_terry]

@LJP987 Route 66 Pattaya ? Or where is it?