Pan American Silver Corp. Stock Price

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

Overview of Pan American Silver Current Position: Revenue Sources: 65% from gold, 20% from silver, and the rest from base metals. Resources: Approximately 1 billion oz of silver and 26 million oz of gold.Read more

Catalysts About Pan American Silver Pan American Silver is a precious metals producer with a portfolio of silver and gold mines and development projects across the Americas. What are the underlying business or industry changes driving this perspective?Read more

Catalysts About Pan American Silver Pan American Silver is a precious metals producer with a portfolio of silver and gold mines across the Americas. What are the underlying business or industry changes driving this perspective?Read more

Catalysts About Pan American Silver Pan American Silver is a leading precious metals producer focused on large scale silver and gold mines across the Americas. What are the underlying business or industry changes driving this perspective?Read more