wz1993

Investor focusing on Precious Metals, Critical Minerals & Cannabis stocks. Sharing personal notes only — not financial advice.

[wz1993 @wz1993]

+357%
A great year, driven by a focused strategy in precious and critical metals, maintaining a portfolio of 100+ mining stocks.

Top 10 performers:
Stock Company name Sector YTD
$DTR Dateline Resources RARE EARTH 2200%
$SCZ SantaCruz Silver SILVER 1003%
$ESM Euro Sun Mining GOLD/COPPER 750%
$UCU UCore Rare Metals RARE EARTH 658%
$GG Golconda Gold GOLD 652%
$SAG Sterling Metals COPPER 520%
$SVRS Silverstorm SILVER 486%
$AGX Silver X Mining SILVER 471%
$APGO Apollo Silver SILVER 362%
$ARMN Aris Mining GOLD 342%
$USL.AX Unico Silver SILVER 335%

[wz1993 @wz1993]

@TheApeOfGoldST 🤝

[wz1993 @wz1993]

Last week, $SCZ published it's Q2 2026 production data with growth across the board (17% in Silver and 7% in Zinc over Q1), especially at it's Bolivar mine, which has made big progress and increased processed ORE vol and grade, and resulted 32% QoQ increase in Silver production.

In Q1, SCZ published Avg Silver Sale Price of $63.6, which was substantially lower than avg $84 LME Ag price. the MD&A explains that shipments are provisionally priced and then finally settled "typically one to four months after delivery," based on the market price at that later date. This creates a built-in lag between when metal is produced/shipped and when its final price is locked in. Based on this built-in price lag nature, we should expect higher Q2 avg Silver sale price.

According to factor that we expect both higher production volume and higher sale price in both Silver and Zinc, I expect SCZ will report a much better financial report in couple weeks compare to Q1. Below is my estimate based couple assumption:

EST 1 in blue line, assume SCZ maintain roughly 50/50 in Silver and Zinc, and have an average 12% growth in overall production and REV. The production increase and grade improvement also bring down the AISC, and result the even higher improvement in earning and EBIDTDA by about 20% compare to Q1.

EST 2 in green line further factor in and estimate 10% improvement in sale price on both Silver and Zinc, which will result additional 10% in REV, and I applied 80% of the increased Rev to the bottom lines.

Based on this estimate, $SCZ $SCZM is currently trading 2.9xEV/Net Earning, and 2.1xEV/EBITDA, Which, IMHO, is the most undervalued among all #SILVER producers, and none of others are even close to in terms of the similar earning matrix comparison.

P.S. Since this estimate is based on production growth and price increase compare to Q1 report in percentage, so the factors of 45% ownership in Bolivar and Porto and San Lucas Margin business are factored in automatically.

@TheApeOfGoldST @DonDurrett

[wz1993 @wz1993]

@TheApeOfGoldST @MBar39511097510 Welcome on board! What’s your target?

[Guilherme Tavares @i3_invest]

The next leg up will be epic!

Ongoing de-dollarization trends, massive central bank reserve diversification into gold, and concerns over U.S. fiscal deficits/debt.

Gold is a hedge against fiat debasement and questions about the USD’s long-term reserve status.

This is the modern equivalent of the post-Bretton Woods shift.

[wz1993 @wz1993]

@bozkaschi Since the high of wave 3 pointed to around $115, so it’s likely we’ve run the course of 4, or very closely. Either way, it’s very remarkable job back in 2020

[wz1993 @wz1993]

@warsurv The exact same thing happened a week ago, was that amid growing military coordination between Washington and Beijing?

[Perseus Mining @PerseusMining]

Our Nyanzaga Gold Project in Tanzania continues its push towards first gold in Q1 CY27.

✔️ The project recently eclipsed 6 million work hours LTI free
✔️ 4/7 CIL Tanks are now at full height
✔️ Mill installation OEM has mobilised and commenced mill install activities
✔️ The camp administration is now complete.

We look forward to providing further updates in the months ahead as we advance towards first production at the project. Watch our latest construction update below 📺

[Northstar @NorthstarCharts]

SILVER - Something to get you thinking about the BIG picture 👇

[wz1993 @wz1993]

A year ago, I posted this message about $SCZ.

Now $SVRS is sitting on a very similar generation launch pad too. Let's sit tight and enjoy 🍻

[wz1993 @wz1993]

We are sitting right on the generational launch pad #SCZ #SILVER

[wz1993 @wz1993]

@TheApeOfGoldST The key to be a successful investor is knowing when you need to be greedy and when to be fearful. lol

[wz1993 @wz1993]

@DonDurrett What this guy is saying has nothing to do with Trump’s comment on imposing sanctions on China fo buying Iranian oil

[wz1993 @wz1993]

I have most of those names. With
$SCZ
$HSLV
$GSVR
$AGX
being top 4 Silver holdings.

[TheApeOfGoldStreet @TheApeOfGoldST]

Cheers to the best cheat sheet for new investors in the #Gold and #Silver space.

Personal note: If you own the first five categories on this list, life can’t go too wrong. That's the best core portfolio you can have for a #bullrun.

PS: @DonDurrett, this must be the best list you have ever seen in one picture. 😉

Retweet and get the best list on earth out!

[wz1993 @wz1993]

You should check out Santa Cruz Silver SCZ.V SCZM, about 10M Silver Equal annually, trading about 3x FCF at the current silver price (the best value among all Silver producers IMHO). No debt and generating FCF every Q, developing its Surabaya project, company expects to get the permit this summer, and starting production lasted this year. The will use PAAS mill facility nearby or haul to their existing 3 processing facilities initially while building its own processing facility (should be able to fund it with FCF), it will add 4M oz silver annually once in full production.

[wz1993 @wz1993]

@DVSignals 🤝

[wz1993 @wz1993]

@MBAeconomics1 @WhenMooooon It will be 3 or 4 or less since earning will be more than double, maybe triple or quadruple when Silver price doubled.

[wz1993 @wz1993]

@silvertrade He’s made a killer if he covered at $65

[wz1993 @wz1993]

Hi Bear, what you draw is a quarterly chart. If you look at the last break out at 1973, it has 4 green bars before it starts to pull back (the 2010 break out should not be considered as one since it's within 1980 high). The current pull back we are experiencing is really in daily chart level, in your quarterly chart, so if we look back in years, you may not even see it if we close the Q with a green bar. So I'm not sure if it makes much sense to talk the $24 number you mentioned on a quarterly chart. If we repeat something like 1973 beak out, and have 3-4 green bars in this quarterly chart, we will reach a lot higher in 2026. Just my 2 cents to share, and hope it makes sense.