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You may have heard that GoGold got its permit today. They have been promising that this was imminent for at least 2 years. Well it finally came through. Saying the value of GoGold is compelling is an understatement. Here is your chance, may I suggest last chance. To get a feel for it look up Rick Rule’s interview for his upcoming conference on YouTube for GoGold. He lays it out.
Recently, on this site, there was a suggestion to buy HL as the future star performer for this bull market. I myself have chosen others. All of these names will do well and as Don likes to say they will buy HL like candy. I agree, but honestly the company is somewhat uninspiring to me. I like producing turn around plays. My thinking is that’s where outperformance will come from. Just like Chrysler back in 1983.
AYA of course is one of my few top picks in the silver space. It simply ticks all the boxes. It runs neck and neck with Capitan as far as being my largest silver positions.
Finally, I suggest you take a look at Americas Gold and Silver. In my thinking this has the most torque. Again think Chrysler. It suffered a near death experience and now it has Eric Sprott behind it. Eric has brought in Paul Huet who is a known winner. Just listen to the below video and within seconds you know this guy is a winner and is going to be a success.
USAS has the right location, the right management, the right backer, and the right asset. I have taken a large position myself. Just watch the interview, this is going to be a great turnaround.
https://www.youtube.com/watch?v=OhE7yKFzhac
And in regards to being afraid to buy into this market, let me ask you this: If you are not going to buy into weakness then when are you going to buy?
Thanks Plunger….always value you insights into these small cap miners
If you are underallocated and not buying now, you will never buy. Yes, I have GGD.TO, and a whole host of others. AYA is going to be a superstar if the AI thing, solar, and solid state batteries holds for the next 5 years. 2.2 billion free cash flow when Zgounder gets going, 15 multiple, 33 billion valuation. Where’s it at now? 2.5 billion…it’s a 15 bagger in 5 years.
Buy near term producers now, you’ll get the rerating multiple and an advancing PM market when this thing takes off again. Feel we are getting close to the summer bottom for PM’s…Waiting for Godot.
I suspect AYA will be bought out within 2 years somewhere above $50. The silver miner sector is now in the classic Stan Druckenmiller investment window. That is, one should invest for the world he sees in 24 months. In about one year from now the S&P should be deflated with a burst bubble, so that takes us to mid-2027. Then give the silver sector a year to absorb the flows coming out of the stock market. That puts us at 24 months and silver stocks should be hitting on all 12 cylinders.