Materials Canadian Community
Our community narratives are driven by numbers and valuation.
Materials Canadian Investing Ideas
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
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
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
St-Georges Eco-Mining should prove a promising 10-16% profit margin. Q3 - Q4 lack of news might be a silent sign of strength.
Explosive Potential on the Horizon The new multi-chemistry line is the immediate game-changer. It's not just "commissioning"—it's an imminent revenue engine on the cusp of a full-scale ramp-up, ready to prove its commercial might.Read more
Barrick Mining (ABX:CA): A Gold Hedge against a U.S. Shutdown
Barrick looks undervalued at CAD 48.07 with fair value closer to CAD 55, as gold’s safe-haven role comes into focus with a looming U.S. shutdown. Introduction As investors brace for a likely U.S. government shutdown on October 1, gold is again in the spotlight as a hedge against political and financial instability.Read more
Torex Gold (TXG:CA): Underappreciated Asset in a Volatile Gold Cycle
As the U.S. shutdown looms, rotation from Treasuries into gold strengthens the case for TXG, with fair value closer to CAD 97. On the eve of another U.S. government shutdown, investors face the same dilemma as in past crises: where to hide when confidence in Treasuries weakens.Read more
