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@Wannabeinvestor $SVB similar global AgEq oz and slightly higher grade than $MAG, EV/ global AgEq oz US$0.07 (SVB) vs US$ 2.80 (MAG) as per Haywood. That discount is out of whack.
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@Let_them_eat_silver I am a huge fan of SVB (and recently picked up another 45,000 shares) for its silver, irrespective as to whether the zinc ore is somewhat refractory for zinc extraction.( I believe Mr Coffin queried that back in February, but I see that no one has commented further)
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@Daniel Lol, Broker blocked $SVB ....
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@chatyak @PamplonaTrader - I put $500 towards $SVB... all I had left. I have so much to learn. I'm not sure how you got to the calculations of total mineral inventory and such with equivalents in Ag and Au but I'll take your word for it. I'll look at the powerpoint again. I get lost on the math slides and techno lingo. What I don't understand is how, as @Wannabeinvstor stated, "SVB similar global AgEq oz and slightly higher grade than $MAG, EV/ global AgEq oz US$0.07 (SVB) vs US$ 2.80 (MAG) as per Haywood. That discount is out of whack." Should not SVB's share price be in line with Mag's if that's the case? Unless it's just has a lot of catching up to do? What would be the reason for SVG being 50x less than Mag?
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@Wannabeinvestor @chatyak, I suspect the main reason is that $MAG has been on the radar of institutional investors for years, they are in the process of developing a mine and there is M&A underpin ($FRES is the majority owner of the mine they are jointly developing), so share price includes some take-out premium already. $SVB is a small cap that likely has limited or almost no research coverage at this stage. a more interesting question is what will it take to get $SVB re-rated?
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@Let_them_eat_silver "•A high grade measured and indicated "Zinc Zone" of 10.03 million tonnes at an average grade of 11% Zinc at a 6% cutoff for 2.426 billion pounds of zinc. •A high grade measured and indicated "Silver Zone" of 19 million tonnes at an average grade of 102.5 g/t at a 50g/t cutoff for 62.6 million ounces of silver. Many Thanks"
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@chatyak @Wannabeinvestor - good points. I'll sit and wait for more experienced folks to chime in.
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@TheDailyGold $SVB is extremely low grade. Needs like $35-$40 Silver. No real analyst would re-rate that ever.
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@chatyak What is considered a low grade vs high grade? Looking at SVB's website it shows "Silver Zone" of 19 million tonnes at an average grade of 102.5 g/t at a 50g/t cutoff for 62.6 million ounces of silver." Comparing to MAG's powerpoint presentation.. their Bonanza zone is over 500 g/t.... and compared to other averages of 280g/t. Does this mean it's a poor play now but a good play on higher silver? Almost like a call option?
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@Wannabeinvestor @theDailyGold, as per recent Haywood report, on AgEq basis $SVB actually has marginally higher grade, 183 vs 176 gpt. Ag grades are lower, 91Moz @ 48gpt vs 143Moz @ 62gpt. Truth to be told, I am quite surprised Haywood claims MAG's grade is as low as this -- thought they were way above peers. $SVB's Zn grades are high, that impacts global grades. MAG surely is seen more of a silver play than $SVB.
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@greg @chatyak regarding your $SVB vs $MAG questions, they aren't comparable. Mag has 200 m oz of approx. 600 g/t Ag, a jv w/Fresnillo, fully funded to mine opening in 2018, AISC under $7. Apples and oranges, IMO. Also may have discovered 2nd bonanza zone, see Aug. 15 press release.
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@chatyak @greg - thank you. I'll have a look. I initially purchased a small amount because of the amount of ounces and the zinc play seemed interesting - @PamplonaTrader 's charts also showed nice pattern. Is this something worth holding through the silver bull run or more of an exit after a spike up in the pattern? I remember learning before about how a higher AISC can actually produce a greater profitability return in terms of percentage changes as prices rise - can't find the article now.
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@chatyak Found it - was an article from Zeal's site. Here's the quote: "While I prefer lower-cost miners since I like fundamentally-strong #gold stocks, higher costs actually have greater upside profits leverage to gold-price increases! So if you expect a major gold bull or strong gold upleg, higher-cost miners actually have more upside potential. This seemingly-counterintuitive outcome is easy to understand with a simple example. Consider two hypothetical gold miners, LowCost and HighCost. LowCost produces gold at AISC of $600 per ounce, so at $1300 gold it’s earning hefty operating profits of $700 per ounce. Meanwhile HighCost’s AISC are $1100, so its $1300-gold profits are far smaller at just $200. If gold powers 54% higher to $2000 in a major bull, LowCost’s profits double from $700 to $1400. But those 100% earnings gains are dwarfed by HighCost’s soaring from $200 to $900, a vast 350% rocketing! Since stock prices ultimately reflect underlying corporate profits, higher-cost miners have much greater upside potential in a gold bull than their fundamentally-stronger lower-cost peers. Bigger profits growth equals bigger stock-price gains. So don’t avoid owning a gold stock simply because its costs are higher than its peers, as long as they’re still low enough to weather a major gold selloff. Costs are critical for profits."
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@chatyak @kjm - ok here are my holdings based on what I've been able to learn and read on my own over the months with a quick one liner on each. If anyone has a serious red flag on any, please do speak out to help out a 'noob'. $AXR - Keno hills area, proven mine before, spinoff 2nd business, decent moves to Ag spot $BCM - massive leverage, massive deposit $BRI - Amir - the younger version of a Beaty / well known brand (possible rebranding they may do I think) $CNX - zinc play, FMT known $FF - Keith - I have trust, one of my larger holdings (well, large for me) $GMV - Need to rejog memory on this one, came about from here and @hra-coffin $GRG - Read up on their play with likely interest from Silver Standard - FMT had some nice info on them$HL - larger shorts on this one - upside in a move up potential$KNT - bargain shopping from Barrick $ME - decent golden highway play, takeover target? $MXL - Forget why $NGE - exploration / wayne $NHK - Reccomendation from here $SSP - optionality play - management seemed well versed, think an article was on here somewhere $SEA - big deposit and tight share structure if I recall $SVB - @PamplonaTrader - bulls eye chart article $SSV - More room to go, need to recall specifics $SMD - lots of options and properties $THO - received these on a takeover from lakeshore gold My larger holdings are in FF, BRI, AXR, SSL, BCM, ME, and SEA. Hecla and KNT messed up - can't fix formatting above.
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@PamplonaTrader @chatyak, I would consider $SCZ or $MYA over $BCM, as they offer leverage to silver price but not the kind where you're having to rely on a very large and very marginal undeveloped deposit. If you like large, marginal deposits I prefer $SVB over $BCM. $SVB needs to be watched carefully though as the technicals are starting to look sick. A bounce is badly needed in the next couple sessions or I would blow it out. $HER, $TK, $SLR and $VTT over $CNX. You'll learn alot more about $HER $HRR.AX in the coming days. #zinc I would probably blow out $GRG and any position for which you can't remember the why you've invested ( $MXL ).
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@PamplonaTrader $SVB $SVBL looking sick. $SVBL needs to hold above ~US$0.14 or will break down from a head and shoulders top targeting US$0.07 - US$0.08 #silver
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@EvenPrime @PamplonaTrader what do you think has caused this head and shoulders?
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@zadman @EvenPrime there is a ton of similarities in all the silver related charts. It purely th silver price and associated investor sentiment, nothing specific to $svb imo.
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@marketwired Silver Bull Announces Warrant Expiry and Exercise for Gross Proceeds of CDN$499,200 @marketwired/silver-bull-announces-warrant-expiry-and-exercise-for-gross-proceeds-of-cdn499200 $SVB $SVBL
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@BS talking about silver companies, @PamplonaTrader - $SVB $SVBL seems to just hold above the support you recently mentioned...
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@nobshere $SVB needs a pump
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@motorolja Of the exploration plays I hold Defiance Silver $DEF and $BBB. Other #Silver stocks I hold are $MSV and $SVB.
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@Excelsior @motorolja - those are all solid companies so you should make a fortune in next few years as this Precious Metals bull market gets some legs. I need to get on the $EXN train but I've had a fairly substantial exposure to Silver and it's hard to own all of them. Yes, I've been watching $DEF since last year when Bob Moriarty tipped me off to them. Interestingly enough, Peter Hawley (the man behind Scorpio Mining that split into $SGN Scorpio Gold and Scorpio Silver - that became US Silver & Gold after merging with them, and is now $USA Amercias Silver Corp) is now on their board. Defiance needs money to keep drilling out their property, but I wonder if either $USA or $SGN may eventually do a JV with them or even consider a merger? Defiance Appoints Mine Developer as Chairman July 21st, 2016 https://www.defiancesilver.com/news/defiance-appoints-mine-developer-as-chairman As for $BBB - they have the prior producing Langis Silver Mine, and the prospective Gold/Silver Thorn property in the Golden Triangle. Hey, if it is good enough for Rob McEwen, Eric Sprott, and Hecla to have a stake in it, then it is good enough for me :-) $MSV does look undervalued compared to their peers, and I hear everyone discussing $SVB but really haven't given it the attention it deserves, so I may do a little more homework on it.
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@motorolja I think $SVB is basically a huge play on rising silver prices with a low EV/oz value, so if you believe in rising silver prices, then it should do well.
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@Excelsior @motorolja - thanks for the heads up on $SVB - It's on my homework list :-)
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@marketwired Silver Bull Provides Exploration Update @marketwired/silver-bull-provides-exploration-update-cbe1d $SVBL $SVB  "Silver Bull has applied for a drill permit to test these areas with an initial 3,000 meter drill program."
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@BS @PamplonaTrader $SVB on the other hand...
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@racker More Angry Geo: "If you see a company talking about their great oxide #zinc depoist (e.g. Zincore, Silver Bull, Nevada Zinc), just ignore them and move on." http://angrygeologist.blogspot.com/2016/11/nevada-zinc-not-all-zinc-deposits-are.html $ZNC-h $SVB $NZN
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@marketwired Silver Bull Commences 3,000 Meter Drill Program @marketwired/silver-bull-commences-3000-meter-drill-program-b0ef4 $SVB $SVBL Exploration program targeting potential sulphide mineralization at depth believed to be underneath and adjacent to existing deposit. 590 line km airborne mag geophysics survey completed in August and September. More than 20k meters of drill core has been re logged and a new structural model has been developed for the main deposit.
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@Excelsior Here is a chart of some of the #Silver #Exploration stocks. It is interesting to note how most got up 400% 500% 600% and some over 1000% or higher in 2016. (not bad returns for those "Wingnut" Silver investors that pulled some profits in the summer) If you believe this metals rout won't last #forever, then look at the value proposition in some of these at current levels: $DEF $DV $SIL $BBB $SSV $REX $CLZ $SVB $MMG $BHS http://stockcharts.com/freecharts/perf.php?DEF.V,DV.V,SIL.V,BBB.V,SSV.V,REX.V,CLZ.V,SVB.TO,MMG.V,BHS.V&p=4&O=011000
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@Excelsior It was a strong day for the #Silver Miners: #Index NAME SYMBOL % CHG Defiance Silver Corp. $DEF +22.41% Rio Silver Inc. $RYO +20.00% Klondike Silver Corp. $KS +16.67% Minco Silver Corporation $MSV +15.79% Aura Silver Resources Inc. $AUU +14.29% Nicola Mining Inc. $NIM +13.79% Canasil Resources Inc. $CLZ +12.50% Endeavour Silver Corp. $EDR +11.97% IMPACT Silver Corp. $IPT +11.86% Silvercorp Metals Inc. $SVM +11.84% Bear Creek Mining Corporation $BCM +11.47% Aurcana Corporation $AUN +11.43% Golden Arrow Resources Corporation $GRG +11.43% GoGold Resources Inc. $GGD +11.11% Fortuna Silver Mines Inc. $FSM +10.61% First Majestic Silver Corp. $AG +10.36% BAYHORSE SILVER INC $BHS +10.34% Metallic Minerals Corp. $MMG +10.00% Silver Wheaton Corp. $SLW +9.42% Americas Silver Corporation $USA +9.37% SilverCrest Metals Inc. $SIL +8.84% Tahoe Resources Inc. $TAHO +8.64% Silver Bull Resources, Inc. $SVB +8.00% MAG Silver Corp. $MAG +7.89% Levon Resources Ltd. $LVN +7.84% Silver Standard Resources Inc. $SSRI +7.83% Hochschild Mining PLC $HOC.L +7.15% Pan American Silver Corp. $PAAS +6.80% Silver Bear Resources Inc. $SBR +6.25% Avino Silver & Gold Mines Ltd. $ASM +5.84% Coeur Mining, Inc. $CDE +5.31%
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@EvenPrime @Tomjosd You need to write them in the correct form and link the #stockpickingcontest with it as well. Example for Silver Bull Resources use $SVB
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@Tomjosd i will try this again my picks are $svb $sbr $spa
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@Excelsior ** Here are the 2016 #AnnualPerformanceCharts for #Silver Stocks: #Index (These charts show price action from Dec 30th 2015 - Dec 30th 2016. Move cursor over the ~ColoredLines to highlight that particular stock) 1) This first composite chart shows 10 of the #Major and #MidTier #Silver #Producers for 2016: $SSO $PAA $FRES.L $TAHO $HOC.L $CDE $HL $FR $EDR $SVM http://stockcharts.com/freecharts/perf.php?SSO.TO,PAA.TO,FRES.L,TAHO,HOC.L,CDE,HL,FR.TO,EDR.TO,SVM.TO&p=5&O=011000 2) This second composite chart shows 10 of the #Small #Jr #Silver #Producers for 2016: $FVI $IPT $EXN $USA $SCZ $GPR $ASM $MYA $SMT $AXR (Alexco is on here because they were prior producers & will produce in 2017; and I couldn't fit them on the development chart as it was too full) http://stockcharts.com/freecharts/perf.php?FVI.TO,IPT.V,EXN.TO,USA.TO,SCZ.V,GPR.TO,ASM.V,MYA.V,SMT.TO,AXR.TO&p=5&O=011000 3) This third composite chart shows 10 of the #Jr #Silver #Developers for 2016: (personally I move companies to #development stage when they have advanced deposits & advanced permitting in place, prior mines or infrastructure in place, or brownfields development & build-out. Of course, these companies are all still #exploration companies as well.) $BCM $SBR $BBB $KS $BHS $MSV $AUN $CUG $MAG $GRG http://stockcharts.com/freecharts/perf.php?BCM.V,SBR.TO,BBB.V,KS.V,BHS.V,MSV.TO,AUN.V,CUG.V,MAG.TO,GRG.V&p=5&O=011000 4) This forth composite chart shows 10 of the #Jr #Silver #Explorers for 2016: $DEF $CLZ $DV $SVB $KTN $MMG $SIL $LVN $SSV $REX http://stockcharts.com/freecharts/perf.php?DEF.V,CLZ.V,DV.V,SVB.TO,KTN.V,MMG.V,SIL.V,LVN.TO,SSV.V,REX.V&p=5&O=011000 5) This fifth composite chart shows 10 more #Jr #Silver #Explorers for 2016: $AUU $SVG $FASV $SNG $SDRG $PLA $PSL $SSE $SPD $VML http://stockcharts.com/freecharts/perf.php?AUU.V,SVG.V,FASV,SNG.V,SDRG,PLA.V,PSL.V,SSE.V,SPD.V,VML.V&p=5&O=011000
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@xenophon If I am not too late, then here are my belles: $SBR $PRU $SVB Thanks.
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@zadman Leak on drill results? Nicely bid all of a sudden $SVB
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@marketwired Silver Bull Provides 2016 Year-End Review and Outlines Work Program for 2017 @marketwired/silver-bull-provides-2016-year-end-review-and-outlines $SVBL $SVB
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@RocketRed $SVB 58.7 million tonnes grading at 3.6% zinc and 50 g/t silver for 4.670 billion pounds of zinc and 90.8 million ounce of silver. A high grade measured and indicated "Zinc Zone" of 10.03 million tonnes at an average grade of 11% Zinc at a 6% cutoff for 2.426 billion pounds of zinc. A high grade measured and indicated "Silver Zone" of 19 million tonnes at an average grade of 102.5 g/t at a 50g/t cutoff for 62.6 million ounces of silver.
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@K2 $SVB. Were is the smelter?
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@Stealinator @PamplonaTrader thanks for the blog link ,i.e. $SVB
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@Excelsior #Silver Miners in the ~Green today #SILVER stocks SYMBOL % CHG Castle Silver Resources Inc. $CSR +36.36% Bear Creek Mining Corporation $BCM +14.23% Silver Bear Resources Inc. $SBR +13.79% Canarc Resource Corp. $CCM +13.33% Aurcana Corporation $AUN +11.25% Levon Resources Ltd. $LVN +10.77% Blind Creek Resources Ltd. $BCK +10.00% Avino Silver & Gold Mines Ltd. $ASM +9.32% Alexco Resource Corp. $AXU +9.01% Defiance Silver Corp. $DEF +8.33% BAYHORSE SILVER INC $BHS +7.14% Klondike Silver Corp. $KS +6.67% Southern Silver Exploration Corp. $SSV +5.81% Hochschild Mining PLC $HOC.L +5.34% First Majestic Silver Corp. $AG +5.28% Silver Range Resources Ltd. $SNG +5.26% Santacruz Silver Mining Ltd. $SCZ +4.76% Pan American Silver Corp. $PAAS +4.49% IMPACT Silver Corp. $IPT +4.35% Silver Wheaton Corp. $SLW +4.19% Dolly Varden Silver Corporation $DV +4.05% Silver Standard Resources Inc. $SSRI +3.63% Minco Silver Corporation $MSV +3.54% Golden Minerals Company $AUM +3.45% Americas Silver Corporation $USA +3.27% Silver Bull Resources, Inc. $SVB +3.23% Endeavour Silver Corp. $EDR +3.28% Excellon Resources Inc. $EXN +2.84% Golden Arrow Resources Corporation $GRG +2.82% Fresnillo PLC $FRES.L +2.76% Silvercorp Metals Inc. $SVM +2.63% Fortuna Silver Mines Inc. $FSM +2.55% Hecla Mining Company $HL +2.38% Coeur Mining, Inc. $CDE +2.37% Bitterroot Resources Ltd. $BTT +2.33% Prospero Silver Corp. $PSL +1.82% MAG Silver Corp. $MAG +1.88% SilverCrest Metals Inc. $SIL +1.63% Silver One Resources Inc. $SVE +1.19% Tahoe Resources Inc. $TAHO +0.88% Great Panther Silver Limited $GPL +0.83%
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anon $SVB Silver Bull Provides Exploration Drilling Results @marketwired/silver-bull-provides-exploration-drilling-results
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@Onlyflaws Not too much to see there. $SVB
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anon gives them ---- have a number of vectors on where to drill next to target the sulphide feeder zones. $SVB
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@Onlyflaws No need to get upset anon. I like the company, but there really was nothing there. $svb
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@Excelsior Here were a few #Silver stocks that had a nice ~green day: Silver Stocks – SYMBOL – % CHG Arizona Silver Exploration Inc. $AZS +15.56% Silver Spruce Resources Inc. $SSE +11.11% Orex Exploration Inc. $OX +8.33% BAYHORSE SILVER INC $BHS +8.11% Excellon Resources Inc. $EXN +5.99% Silver Dragon Resources Inc. $SDRG +4.17% Santacruz Silver Mining Ltd. $SCZ +4.08% Silver Bull Resources, Inc. $SVB +4.00% Golden Minerals Company $AUM +3.45% Nicola Mining Inc. $NIM +2.78% Bitterroot Resources Ltd. $BTT +2.50% SilverCrest Metals Inc. $SIL +1.98% Golden Arrow Resources Corporation $GRG +1.45% Metallic Minerals Corp. $MMG +1.32% Brixton Metals Corporation $BBB +1.11% Coeur Mining, Inc. $CDE +1.02% Endeavour Silver Corp. $EDR +0.48% First Majestic Silver Corp. $AG +0.25%
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