Silver prices surged to a new record high, nearing the $85-mark on Monday before pulling back to trade near $80, as looming Chinese export restrictions ignite fears of a global supply shock.Check out COMEX silver prices as tracked by SLV here.‘Scary’ Phase Of The RallyDespite the historic run—up over 25% in just ten days, Rose AI founder Alexander Campbell is urging caution for new entrants. In his latest market update on Saturday, Campbell warns that while the long-term thesis remains intact, the immediate ...

Group 1 - The article emphasizes the importance of protecting investments, particularly in the context of the Mining and Real Estate sectors [1] - The author expresses a personal investment outlook and interest in these sectors, indicating a focus on potential opportunities within them [1] Group 2 - There is no specific company or stock analysis provided in the documents, as they primarily focus on the author's investment philosophy and disclosure [2][3]

Core Insights - The 2024 Year in Review highlights the rise of propaganda, the impact of AI, and the emergence of asset bubbles, particularly in precious metals, while questioning the nature of truth in a rapidly changing technocratic world [3][16]. Group 1: Propaganda and Truth - The current era is characterized as a "Golden Age of Propaganda," where narratives are controlled by elites through mass media and social platforms, leading to a distortion of facts and a loss of shared truths [16][14]. - The author expresses frustration over the erosion of reliable sources of information, suggesting that the overwhelming noise in media makes it difficult to discern fact from fiction [15][20]. Group 2: Precious Metals Market - The report emphasizes a significant interest in precious metals, particularly gold, silver, and platinum, with gold's long-term performance being compared favorably against major stock indices [60][64]. - Gold has shown a remarkable return of over 1309.5% since 2000, outperforming the S&P 500 and NASDAQ over the same period [66]. - The current geopolitical climate, including the actions of the BRIC nations, is pushing countries to reconsider their gold reserves, with the U.S. now holding only 20% of global gold reserves compared to over 50% in the past [70][84]. Group 3: Investment Implications - The report suggests that the demand for gold and silver is being driven by geopolitical tensions and a potential shift in reserve currency dynamics, which could lead to significant price increases [84][89]. - The author notes that the physical gold market is under pressure due to a high paper-to-physical ratio, indicating potential supply shortages that could lead to price spikes [82][100]. - Platinum is highlighted as a rare metal with increasing industrial demand, particularly in the automotive sector, which could lead to supply constraints and rising prices [106][111].

Group 1 - The company primarily invests in turnarounds within the natural resource industries, with a typical holding period of 2-4 years, focusing on value for downside protection and upside participation [1] - The portfolio has achieved a compounded annual growth rate of 36% over the last 7 years, indicating strong performance [1] - GoGold Resources (GLGDF) is a Canadian-listed silver mining company with three assets in Mexico, including Parral, which is producing around 2 million from the cleanup of old tailings [2] Group 2 - The investment strategy emphasizes companies with quality characteristics that are trading at depressed valuations, allowing for participation in the upside of natural resource investing while mitigating extreme drawdowns [2] - The company is currently focused on natural resource industries due to favorable monetary and fiscal policies, underinvestment, and attractive valuations [2]

Group 1 - The company primarily invests in turnarounds in natural resource industries with a typical holding period of 2-4 years, focusing on value for downside protection and upside participation [1] - The portfolio has achieved a compounded annual growth rate of 36% over the last 7 years, indicating strong performance [1] - GoGold Resources (GLGDF) is a Canadian-listed silver mining company with three assets in Mexico, including Parral, which is producing around 2 million [2] Group 2 - The investment strategy emphasizes companies with quality characteristics that are trading at depressed valuations, allowing for participation in the upside of natural resource investing while mitigating extreme drawdowns [2]

Core Viewpoint - Pan American Silver (PAAS) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is solely based on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for Pan American Silver reflects an improvement in its earnings outlook, which is expected to positively impact its stock price [4][6]. Impact of Earnings Estimates on Stock Prices - Changes in a company's future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements, particularly due to institutional investors' reliance on these estimates for valuation [5]. - Rising earnings estimates for Pan American Silver suggest an improvement in the company's underlying business, which should lead to higher stock prices as investors respond positively [6]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - The upgrade of Pan American Silver to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [10][11]. Earnings Estimate Revisions - For the fiscal year ending December 2025, Pan American Silver is expected to earn $2.21 per share, with a 12.8% increase in the Zacks Consensus Estimate over the past three months [9].

Company Overview - Silverco Mining Ltd. owns a 100% interest in the Cusi Project, which spans 11,665 hectares located in Chihuahua State, Mexico, within the Sierra Madre Occidental gold-silver belt [2] - The Cusi Property features an existing mill with a capacity of 1,200 tons per day and tailings capacity [2] Project Details - The Cusi Property is a past-producing underground silver-lead-zinc-gold project situated approximately 135 kilometers west of Chihuahua City, boasting excellent infrastructure including paved highway access and connection to the national power grid [3] - The property hosts multiple historical producing mines developed along various vein structures and has several significant exploration targets, including a newly identified downthrown mineralized geological block and potential for claim consolidation [4] Market Activity - Silverco Mining Ltd. has confirmed that its management is unaware of any material changes in the company's operations that would explain the recent increase in market activity [1]

Core Viewpoint - IMPACT Silver Corp. has granted stock options to its directors, officers, consultants, and employees, allowing the purchase of a total of 4,800,000 common shares at a price of $0.41 per share, exercisable for a period of 5 years [1]. Group 1: Stock Options - The stock options are granted in accordance with the Company's omnibus equity compensation plan, which was approved by shareholders on August 1, 2025, and by the TSX Venture Exchange [1]. - The options granted to directors, officers, and consultants are subject to a four-month hold period as per TSX Venture Exchange policy [2]. Group 2: Company Overview - IMPACT Silver Corp. is a successful producer-explorer with two mining projects located in Mexico [3]. - The Company owns 100% of the 211 km² Zacualpan project, which includes four producing underground silver mines and one open-pit mine, feeding a central processing plant with a capacity of 500 tons per day [8]. - The Capire Project has an NI 43-101 inferred mineral resource of over 4.5 million ounces of silver, along with significant amounts of zinc and lead [8]. - The Plomosas project is a high-grade zinc producer with exploration potential, and the Company has recently restarted mining operations there [8]. - Over the past 19 years, the Company has produced over 13.7 million ounces of silver, generating revenue exceeding $307 million, and has no long-term debt [8].

Core Viewpoint - Hycroft Mining (HYMC) shares have surged over 60% this week due to the announcement of record drill results from its exploration program in Nevada, indicating strong potential for resource growth [1][3]. Group 1: Company Performance - The Vortex zone of Hycroft Mining has delivered record silver grades, confirming continuity and expansion potential [1]. - Following the surge, Hycroft stock is trading at more than 11 times its price at the beginning of the year [2]. - The recent updates make Hycroft Mining significantly more attractive as silver prices are at record levels [3]. Group 2: Investment Considerations - While the stock offers direct exposure to the expected surge in silver prices, long-term investors need evidence of the company's ability to convert exploration success into production growth and improved financial performance [4]. - Hycroft shares are considered a risky investment due to a history of financial strain, including prior restructuring and persistent cash burn, which necessitates dilutive capital raises [5]. - The valuation appears stretched relative to the firm's limited production profile, with market enthusiasm often disconnected from near-term fundamentals [5]. Group 3: Operational Risks - The company requires impeccable capital and technical execution to transition from exploration success to profitable operations, both of which pose significant risks [6]. - The long-term relative strength index (RSI) for Hycroft is above 78, suggesting that bullish momentum may be nearing exhaustion [7]. - The absence of Wall Street coverage raises concerns, as investors lack reliable forecasts for assessing risks and valuing resources, making HYMC shares vulnerable to speculation and volatility [8].

Core Viewpoint - IMPACT Silver Corp. has entered into a Letter of Intent with J2 Metals Inc. to option a portion of the Zacualpan Mining District, allowing J2 to explore the area known as the Sierra Plata Silver-Antimony Project over a three-year period [1][2]. Group 1: Agreement Details - J2 will conduct exploration on approximately 22 km² of the Zacualpan Mining District, with a definitive agreement expected to close within 60 days [1]. - J2 can earn a 100% interest in the property by making staged payments totaling $250,000 in common share subscription receipts and incurring approximately $1,353,600 in exploration expenditures over three years [3]. - The staged annual payments to IMPACT may total up to 6,500,000 common shares of J2, with up to 25% of the share value payable in cash or up to $375,000 in cash over three years [3]. Group 2: Responsibilities and Financial Terms - J2 is responsible for work requirements and taxes to maintain the property in good standing during the agreement [4]. - J2 has the option to accelerate cash payments and share issuances after the first year by paying an additional $500,000 in cash or shares [4]. - IMPACT will retain a 1.5% net smelter return (NSR) royalty on the project, which J2 can buy down to 0.75% for $1.5 million [5]. Group 3: Strategic Context - The agreement allows IMPACT to unlock additional value and exploration potential without deploying its own financial or human resources, especially in the context of record silver prices [2]. - The Sierra Plata area is located near the historically significant Taxco mining district, known for its long history of silver-gold exploration and production [2]. - IMPACT has previously conducted reconnaissance and limited exploration in the area, yielding encouraging results that highlight its standalone exploration potential [2].