Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
agreed, Neb, however,
it seems to me that of late, logic and reason are too often not even on the radar screens, with QT, QE, zero rates along with
quickly adding tens of trillions of debt.....et al. , ...
now we hear..... "The economy is healthy, a half point cut is in order"....lol.
QUAD WITCHING OPT EX DAY ..... FRIDAY...... ANOTHER REG OL TRADIN DAY !!!
https://www.tradestation.com/insights/2024/02/07/quadruple-witching-dates-for-2024-how-can-they-impact-stock-and-futures-trading/
so is it a low vol boring ol day.....or down 500 pts !!!! .... or up another 500...lol.
vix/vixy had a big move yesterday......... markets were down all over the place..
gotta wonder how much momo is in this move.
is it finally time for a significant correction ?
anyone remember when 20 or 30 percent corrections in Sept/Oct were "normal" ?
Vizsla new drilling results are again exceptionally good. Seems like most of miners have test drill results that are far below VZLA in terms of Grams/Ton for both AG and AU. Thats how it seems to me at least.
https://vizslasilvercorp.com/site/assets/files/7742/2024-08-28_vizsla_silver_copala_main_final.pdf
Management, it seems, can not start a fire with a box of matches.
Making some deals with a big pharma company would seem to be a good path..
This is pretty sad, gone from high hopes during first two years of covid,
and covid is still going around today, with no news about relief on the international stage or
in the US, by the management, (from what I have noticed at least).
When the stock gets back to 2 cents....I guess it'll be a buy again. looks ugly right now.
Samsung is huge.... Samsung’s solid-state battery breakthrough
This looks earth shaking also......
......According to retired investment professional Kevin Bambrough, Samsung has developed a new solid-state (SS) battery. The inclusion of silver as a key component, combined with the increasing demand for electric vehicles, means that demand for the grey metal will soon increase.
“The key drivers that will ramp up demand for EVs are range, charge time, battery life and safety,” Bambrough said. “Samsung's new solid-state battery technology, incorporating a silver-carbon (Ag-C) composite layer for the anode, exemplifies this advancement. Silver“The key drivers that will ramp up demand for EVs are range, charge time, battery life and safety,” Bambrough said. “Samsung's new solid-state battery technology, incorporating a silver-carbon (Ag-C) composite layer for the anode, exemplifies this advancement.'s exceptional electrical conductivity and stability are leveraged to enhance battery performance and durability, achieving amazing benchmarks like a 600-mile range and a 20-year lifespan and 9-minute charge.”
He noted that while official numbers are currently unavailable, estimates show that there could be as much as five grams of silver per cell in Samsung's solid-state batteries, meaning “a typical EV battery pack containing around 200 cells for a 100 kWh capacity could require about 1 kg of silver per vehicle.”
“With global car production standing at about 80 million vehicles per year, if 20% of these vehicles (16 million EVs) were to adopt Samsung's solid-state batteries, the annual demand for silver would be around 16,000 metric tons (16 million vehicles * 1 kg of silver per vehicle),” Bambrough said. “This would represent a significant portion of the current global silver production, which is approximately 25,000 metric tons annually, highlighting the substantial impact on the silver market.”
He noted that this alone presents a bullish trajectory for silver and doesn’t even account for demand from the solar industry.
“Add in the fact that silver is already in a deficit with industrial demand from the solar industry pushing total yearly consumption ahead of supply,” he said. “So we don’t even have any silver capacity to spare!”
Bambrough provided some caveats to his thesis, saying, “Perhaps 5 grams might be high. Perhaps 20% will prove low for solid-state battery penetration into the auto industry. It could be as much as 50% or greater looking 10-15 years out.”
“For me, it’s just another reason to expect silver markets to tighten up [further] and the price of silver to take a run at its all-time inflation-adjusted high [of] $200/oz will likely be seen in the [coming] 10-15 years,” he said. “If estimates of the true short position bullion banks currently carry in the silver market that price could be seen much sooner.”
“All one needs to do is look back at the silver chart of the 1970s to see how explosive the precious metal can move skyward when a true shortage develops and speculators decide to hoard,” he concluded. “My bet is… we will hoard.”
According to a report written by Enrico Punsalang at Ride Apart, Samsung is already working with big automakers to incorporate its SS battery tech into EVs in development. The firm has signed an agreement with Toyota to begin mass production of SS batteries in 2027, with Lexus vehicles scheduled to be among the first to integrate the new technology.
Punsalang noted that one thing that will hinder a faster roll-out of SS battery-enabled EVs is the fact that “these ultra-fast charging batteries require some pretty solid infrastructure for you to get the claimed nine-minute charge time. If we look at China, whose EV makers offer similar charging speeds, 480kW and sometimes even 600kW chargers are an absolute must. But even in China, charging stations of this capacity are far and few in between.”
“So the real challenge here isn’t so much whether or not it’s possible – we know that it certainly is – but rather, how quickly ultra-fast-charging infrastructure can be made available to the masses,” Punsalang said. “Then, of course, there’s the issue of cost. At present, it costs way more to manufacture solid-state EV batteries than Lithium-ion and LFP batteries found in current EVs – around three or four times, to be specific. Perhaps that’s why Toyota plans on introducing solid-state batteries on its Lexus vehicles first, where profit margins are much higher.”
“At the end of the day, the advancement of solid-state batteries is a good thing for everyone,” he concluded. “Sure, at the moment, they’re super expensive and require specialized tech to make the most out of. But less than 20 years ago, SSDs were super expensive and HDDs were the norm. But now, even boomers have SSDs in their laptops and home computers. Who’s to say that in the next 20 years, or maybe even less, SS batteries will be the standard for EVs?”
According to Charlie Morris, founder of ByteTree, this development sets the stage for silver to have a 2010-like rally.
“This reminds me of the silver rally of 2010, which saw the price surge to $50 on the back of demand for solar panels,” he said. “The slump that followed was weighed down not only by a weak gold market but also by substitution, something that has killed many commodity rallies.”
https://www.kitco.com/news/article/2024-08-19/silver-set-soar-samsungs-solid-state-battery-breakthrough-analysts
Vizsla Royalties .............
http://www.vizslaroyalties.com/
Royalties and Warrants to Begin Trading August 26, 2024
https://www.nasdaq.com/press-release/vizsla-royalties-commence-trading-tsx-venture-august-26-2024-2024-08-22
VROY has a nice ring to it.
$USL is pleased to announce the acquisition of a 100% interest in the Joaquin and Cerro Puntudo #silver projects in #Argentina from global major, Pan American Silver Corp $PAAS.$USL.ax #miningnews #ASX #miningstocks pic.twitter.com/32FEHobni3
— Unico Silver - (ASX: USL) (@USL_UnicoSilver) August 20, 2024
Silver set to soar on Samsung’s solid-state battery breakthrough – analysts
......According to retired investment professional Kevin Bambrough, Samsung has developed a new solid-state (SS) battery. The inclusion of silver as a key component, combined with the increasing demand for electric vehicles, means that demand for the grey metal will soon increase.
“The key drivers that will ramp up demand for EVs are range, charge time, battery life and safety,” Bambrough said. “Samsung's new solid-state battery technology, incorporating a silver-carbon (Ag-C) composite layer for the anode, exemplifies this advancement. Silver's exceptional electrical conductivity and stability are leveraged to enhance battery performance and durability, achieving amazing benchmarks like a 600-mile range and a 20-year lifespan and 9-minute charge.”
He noted that while official numbers are currently unavailable, estimates show that there could be as much as five grams of silver per cell in Samsung's solid-state batteries, meaning “a typical EV battery pack containing around 200 cells for a 100 kWh capacity could require about 1 kg of silver per vehicle.”
“With global car production standing at about 80 million vehicles per year, if 20% of these vehicles (16 million EVs) were to adopt Samsung's solid-state batteries, the annual demand for silver would be around 16,000 metric tons (16 million vehicles * 1 kg of silver per vehicle),” Bambrough said. “This would represent a significant portion of the current global silver production, which is approximately 25,000 metric tons annually, highlighting the substantial impact on the silver market.”
He noted that this alone presents a bullish trajectory for silver and doesn’t even account for demand from the solar industry.
“Add in the fact that silver is already in a deficit with industrial demand from the solar industry pushing total yearly consumption ahead of supply,” he said. “So we don’t even have any silver capacity to spare!”
Bambrough provided some caveats to his thesis, saying, “Perhaps 5 grams might be high. Perhaps 20% will prove low for solid-state battery penetration into the auto industry. It could be as much as 50% or greater looking 10-15 years out.”
“For me, it’s just another reason to expect silver markets to tighten up [further] and the price of silver to take a run at its all-time inflation-adjusted high [of] $200/oz will likely be seen in the [coming] 10-15 years,” he said. “If estimates of the true short position bullion banks currently carry in the silver market that price could be seen much sooner.”
“All one needs to do is look back at the silver chart of the 1970s to see how explosive the precious metal can move skyward when a true shortage develops and speculators decide to hoard,” he concluded. “My bet is… we will hoard.”
According to a report written by Enrico Punsalang at Ride Apart, Samsung is already working with big automakers to incorporate its SS battery tech into EVs in development. The firm has signed an agreement with Toyota to begin mass production of SS batteries in 2027, with Lexus vehicles scheduled to be among the first to integrate the new technology.
Punsalang noted that one thing that will hinder a faster roll-out of SS battery-enabled EVs is the fact that “these ultra-fast charging batteries require some pretty solid infrastructure for you to get the claimed nine-minute charge time. If we look at China, whose EV makers offer similar charging speeds, 480kW and sometimes even 600kW chargers are an absolute must. But even in China, charging stations of this capacity are far and few in between.”
“So the real challenge here isn’t so much whether or not it’s possible – we know that it certainly is – but rather, how quickly ultra-fast-charging infrastructure can be made available to the masses,” Punsalang said. “Then, of course, there’s the issue of cost. At present, it costs way more to manufacture solid-state EV batteries than Lithium-ion and LFP batteries found in current EVs – around three or four times, to be specific. Perhaps that’s why Toyota plans on introducing solid-state batteries on its Lexus vehicles first, where profit margins are much higher.”
“At the end of the day, the advancement of solid-state batteries is a good thing for everyone,” he concluded. “Sure, at the moment, they’re super expensive and require specialized tech to make the most out of. But less than 20 years ago, SSDs were super expensive and HDDs were the norm. But now, even boomers have SSDs in their laptops and home computers. Who’s to say that in the next 20 years, or maybe even less, SS batteries will be the standard for EVs?”
According to Charlie Morris, founder of ByteTree, this development sets the stage for silver to have a 2010-like rally.
“This reminds me of the silver rally of 2010, which saw the price surge to $50 on the back of demand for solar panels,” he said. “The slump that followed was weighed down not only by a weak gold market but also by substitution, something that has killed many commodity rallies.”
https://www.kitco.com/news/article/2024-08-19/silver-set-soar-samsungs-solid-state-battery-breakthrough-analysts
August Update due very soon... It should be great news according to this June 17, 2024 Pan American Silver Mid-Year Exploration Update.
https://panamericansilver.com/news/pan-american-silver-provides-mid-year-exploration-update/
Response on "Spin Out " shares from Vizsla to me this week
regarding question on dates / time.
Thank you for your email.
Currently Vizsla Royalties Corp. is a private company and not listed on any stock exchange. We are going through the listing process now and anticipate that Vizsla Royalties shares and warrants will be listed on the TSX Venture Exchange by the end of the month of August.
Your shares will not show a value in your account until Vizsla Royalties is listed publicly. We will be updating shareholders by way of news releases as we get closer to listing and to help with any questions shareholders may have.
I found them to be responsive and was pleased with the relatively prompt turnaround, which was better than the time frames from my broker that had no information after 3 or 4 days.
PAAS yesterday looked like a big miss on earnings.....21 million dollar loss. ..and not a lot of good news going forward at this time it would seem. Very disappointing.
Maybe some good news on the closed Escobal mine some day, but not soon. Maybe 40 or 50 per oz silver will help.
https://www.barchart.com/story/news/27897544/pan-american-silver-q2-earnings-snapshot
Getting ready for a blast off one of these days....potential appears astronomical...
https://ir.enovix.com/news-releases/news-release-details/enovix-announces-second-quarter-2024-financial-results
this is exceptional........ We signed a memorandum of understanding (“MOU”) with a high-performance global automotive OEM aimed at scaling the Enovix architecture for the automotive market. This is our second agreement signed in 2024 with a leading automotive OEM.
AND.......
another news item today
https://ir.enovix.com/news-releases/news-release-details/enovix-signs-collaboration-agreement-fortune-200-company
https://www.zerohedge.com/news/2024-07-29/china-wants-all-latam-silver-part-1
My read is that ....Lat Am..is ..Latin America
Wish I knew the answer to that.
Seems to me , if VZLA keeps pulling up bucket loads of extremely high grade silver/gold in the drill samples, they will have any number of prospective partners and possible buyout offers. Its all win - win IMHO, so a delay may if fact be a positive in the long run. Lets be real, seems to me, these drill cores are off the chart in grams/ton and they are all very very good news. Any one else see it that way ??
We will see about the PEA sooner or later.
Ready for a great PEA and, a bright future, along with, I hope, a first class partnership deal. I would not be surprised if there are feelers out there for a buyout, esp because of the "spinout" royalties. Should be interesting to see the market price of the spinout shares.
https://newagemetals.com/understanding-preliminary-economic-assessments-a-crucial-tool-for-junior-mining-companies-and-investors/
FYI.......
Have received the "Spin Co " shares posted now in my brokerage account.
Also received the warrant shares .
There is no value/amount on the securities however..
and there is no ticker symbol for either of them.
Presumably there will be a value on them soon, and that will happen in the near future when those begin trading, whenever that will happen.
My guess/hope is in the very near future. . We will see.
The best to all.
gotta ask if PAAS has followed the Incredible good drilling results
of this small company..... VZLA might be a perfect acquisition now at a small price
and / or any type of Partnership deal might be very beneficial to both ....
https://vizslasilvercorp.com/site/assets/files/7705/2024-06-26_vizsla_silver_copala_main_final_002.pdf
RE SILVER SUPPLY DEMAND IMBALANCE....... + VIDEO
https://themarket.ch/english/the-silver-market-is-experiencing-a-deficit-for-the-third-consecutive-year-ld.11348
Precious metals are attracting increasing interest. After a long sideways trend, gold and silver have come to life. Meanwhile, consolidation among mine operators is progressing.
Pan American Silver is one of the leading silver mining companies. The Vancouver-based group is primarily active in Latin America. With the acquisition of Yamana Gold’s South American portfolio in spring 2023, it has significantly expanded its presence in the region.
For CEO Michael Steinmann, it is evident that silver will play an increasingly important role in the modern economy, especially regarding the energy transition to renewables. However, while demand is increasing, supply capacities will remain limited for the foreseeable future.
«There will soon be very little inventory left,» says the Swiss mining executive with more than 25 years of experience in the sector. «Consequently, any uptick in investment demand, coupled with ongoing industrial usage, could create a particularly bullish scenario.»
In an in-depth conversation with The Market NZZ, Mr. Steinmann talks about the fundamentals in the global silver market, important trends in the industry, and the company’s strategy to further grow production in the coming years.
Solar and the coming SILVER SQUEEZE....
https://www.zerohedge.com/commodities/silver-demand-solar-sector-could-squeeze-silver-supply-future
and that makes no mention of BRICS and 59 nations using something besides the once almighty dollar for trade, esp the petro dollar. .
seems evidence indicates the economy and income may win out over radical environmental concerns
but then nothing is certain in this old world. ...like the cartels in mexico and political corruption/endless wars on the part of the US.
https://apnews.com/article/mexico-energy-climate-change-lopez-obrador-claudia-sheinbaum-058347fcf1ea90544d536ccdaf2364a2
https://www.cruxinvestor.com/posts/mexicos-pivotal-election-could-boost-prospects-for-silver-miners-all-eyes-for-mining-policy-shifts
https://mexicobusiness.news/mining/news/sheinbaum-favor-lithium-ev-development
A thought that makes some sense to me, especially with the Silver Supply/Demand Imbalance that is in place.
There must be a hand full of companies that would like to get in with Vizsla somehow.
Looks like a world class silver/pm find that VZLA is securing.
As such............
I would believe either VZLA could be bought outright,
friendly or unfriendly, or VZLA could acquire a solid partner or even two.
Looking for higher silver/pm prices. Fiat currencies are inflated and indebted to the max.
Any thoughts appreciated.
Seems like most of the PM dealers use kitco, which is looking at major upside from here.
https://www.kitco.com/news/article/2024-05-21/silver-eyes-50-td-securities-predicts-major-breakout-after-31-support-holds
seems with 1 trillion of new debt every few months in the US, industrial global demand, and only 50 million stacking in China......the upside is huge...... and thats without a big crisis like BRICS destroying the $$....
Looks like a case of Silver headed to 40 then 50.....
I think possibly by December this year.
If only 50 M Chinese buy only one oz each week..........
There is no significant inventory, and it can only go much higher
Back to a silver gold ratio of maybe 40, eh ???? .
the current debt levels and out of control spending make PMs a big buy....
As the big money gets on board.....it will only go up..
https://www.kitco.com/news/article/2024-05-16/big-shorts-michael-burry-makes-10-million-bet-sprott-physical-gold-trust
The Silver Supply Deficit with Demand Increasing bodes well for Silver Miners
https://www.zerohedge.com/markets/why-powerful-silver-bull-market-may-be-ahead
https://www.zerohedge.com/markets/why-powerful-silver-bull-market-may-be-ahead
50 this year.....100 next ....?
https://www.zerohedge.com/markets/why-powerful-silver-bull-market-may-be-ahead
Silver has a long way before hitting a top
Heres some mention of PDA
https://mexicobusiness.news/mining/news/alamos-golds-success-mexico-first-look-mmf-2024-pdac
It appears very promising and high grade.
https://www.kitco.com/news/article/2024-04-17/silver-see-second-highest-deficit-20-years-record-industrial-demand-rises-9
Huge silver demand..... much greater than supply. Bullish for silver / precious metals mining companies like AG, PAAS, AGI, et al
NAK is the elephant in the room when it comes to gold / silver / copper sites that are undeveloped.
https://stockcharts.com/h-sc/ui?s=NAK&p=D&b=5&g=0&id=p12546101316
Gold chart is skyrocketing and even today keeps on climbing up. NAK has tremendous potential.
https://stockcharts.com/h-sc/ui?s=%24GOLD&p=D&b=5&g=0&id=p90797131442
Gold / Silver Miners have started to breakout. chart 94
https://stockcharts.com/public/1107832/tenpp/9
Nice update...bright future
https://www.goldforumeurope.com/company-session/3188/
There was mention of "PDA"...can anyone expand on that and explain a bit ?
Precious Metals going to the moon.. on a fast track up. It will only help NAK in the short term
and the long run.
Is there a Silver Squeeze in the future..... ????
Action Seeks to overturn EPA’s illegal veto 03.15.24 NEWS
One action, in Federal District Court in Alaska, seeks to vacate the Environmental Protection Agency’s (“EPA”) veto of a development at Pebble. This is the main focus of our legal actions. We are confident that the court will vacate the EPA veto and allow permitting of the Pebble project to resume because, as we have previously stated, the veto violated the law and was arbitrary and capricious. The complaint in this action alleges, among many other points, the veto was issued in violation of various federal statutes regarding Alaska’s statehood rights and a land exchange approved by Congress; it was based on an overly broad legal interpretation of EPA’s jurisdiction which has since been over-ruled by the Supreme Court; its geographic scope exceeds that allowed by the statute; it was based on information previously developed by EPA in an illegal preemptive veto process that was designed to reach a predetermined result; and the factual basis stated to support the veto is directly contradicted by the July 2020 Environmental Impact Statement published by the United States Army Corps of Engineers (“USACE”), which is an important part of the administrative record. The EPA has not demonstrated that either the development of the Pebble deposit will have unacceptable adverse effects under Section 404(c), or that there are any impacts to Bristol Bay fisheries that would justify the extreme measures in the final determination (veto).
Wow...What hoppened today........
Looks like a descending triple bottom breakdown. !!!!! ..
https://stockcharts.com/freecharts/gallery.html?envx
Now Honda and GM working together in a 50 - 50 LLC
https://www.asahi.com/ajw/articles/15154331
Certainly creates a question about the direction of EV for me.
The article however, does say "affordable" but it does not say "how affordable"
it will be and that is a real question for me.
Scott ....thanks for your very often repeated opinion, but in only the last
20 years its been to 2, 3, 5, 10, and even over 20 dollars per share......
https://www.google.com/finance/quote/NAK:NYSEAMERICAN?window=MAX
so I don't mind loading a few bargain basement shares to keep in the closet for a few years and then
unload at some point in time. My guess is that it wll be at a much higher price, which will happen sooner or later and I think NAK is loaded with potential. Big potential.
phenomenal potential....absolutely phenomenal potential Only needs development...
https://northerndynastyminerals.com/pebble-project/reserves-resources-1/