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Sustained Silver at ~US$100/oz Drives Explosive Leverage and Re-Rating for PAAS
Pan American Silver (PAAS) stands to benefit enormously from a structural shift in the silver market, where I expect the price to stabilize long-term around US$100 per ounce (or higher), driven by persistent supply deficits (Silver Institute forecasts ongoing shortfalls through 2027+), surging industrial demand (solar PV, EVs, electronics, and AI-related applications consuming ever-larger volumes), and renewed monetary/investment interest amid inflation/geopolitical risks. Unlike conservative analyst models that often embed long-term silver assumptions of US$25–35/oz (leading to muted cash flow projections and lower fair values), my base case assumes silver averages ~US$100 over the forecast period.Read more
Undervalued Key Player in Magnets/Rare Earth
Thesis: Downstream leverage. Growth is tied to the European automotive supply chain and the new sintered magnet plant in Estonia.Read more
Strategic silver project that could become one of the US biggest silver mines
Blackrock Silver Corp. — 3-Year Valuation, Permitting & Per-Share Analysis 1.Read more
De-Risked Production Ramp with Exceptional Silver Price Leverage
AYA is a de-risked production story with exceptional silver torque trading at a Morocco discount. The company has proven operational competence (rare in junior/mid-tier mining), operates one of the highest-grade primary silver mines globally, and offers 5-10x potential upside if the silver bull thesis plays out.Read more
Cybin will achieve a solid 14.7% profit margin within 5 years
Cybin’s aggressive analyst price targets make sense when you view the company through a true late-stage biotech lens rather than a speculative psychedelic stock. With more than US$225 million in cash after retiring all debt, Cybin is now one of the only fully funded companies in the entire sector with enough runway to complete multiple Phase 3 trials and deliver two major clinical readouts—Phase 2 CYB004 data in Q1 2026 and pivotal Phase 3 CYB003 results in Q4 2026.Read more
Bullish and loaded with it at avg price of $1.54
The numbers were not great, as Mt Polley copper slipped a bit, as predicted. That said, they did not issue new shares, but forced the convertible a year early.Read more
Future PE of 16, Trading at half book value now
Oil price recovery If oil prices (e.g., WTI or Canadian-crude equivalent) rise back to a healthier range — say US $80-100 per barrel (depending on Canadian costs) — then drilling activity for producers generally increases (they’re more willing to bring rigs online, expand programs). For Stampede, this would mean higher utilization of its rigs, more revenue per day, better margins (since fixed costs get spread).Read more
Terrible merger deal with CDE
This is a terrible deal for NewGold shareholders. The company has a fair value of $39 here on Simply Wall St and I believe that to be conservative.Read more
TMX Group will thrive with 33.3% profit margin and enduring market moat
(Updated October 2025) 1. Business Summary TMX Group is the backbone of Canada’s financial markets.Read more
