Silver Is Still Searching For A Bottom

August 30, 2015 at 06:29AM

• Silver failed to overcome the 50 dma and fell to lower lows this week.
• The catalyst was the stock market crash in China; China is the most important source of demand growth for commodities.
• A low-inflation and low-growth environment in the world is bad for silver.
• Mining supply is still not being reduced.
• The Fed will raise rates this year, but it won’t hurt silver as much as the market believes.

from Jru RSS http://ift.tt/1KVcVaK

Will Solar Power Boost Silver Wheaton’s Stock?

August 30, 2015 at 04:09AM

• Analysts are still optimistic about Silver Wheaton.
• They think that growing demand for solar power will boost the demand for silver.
• Is this the case? here are thee factors to consider on this issue.

from Jru RSS http://ift.tt/1NPgEfo

guest post: The Forgotten Meaning of “Sound Money” (and Why It’s Coming Back)

Caesar Rodney Institute Blog

Below is a guest post from the Sound Money Defense League. CRI does not necessarily endorse or oppose the views expressed in the article below, but we do believe it’s important to understand the value of money and how currencies get debased.

We Americans no longer carry gold and silver money in our pockets and purses as our grandparents did during their lives. But we still carry the history, legacy and spirit of those gold and silver coins in our language – with more meaning than you might imagine.

“Sound money” has a clear message recognized for centuries around the world. It describes the musical, metallic ring of a gold, silver, or copper coin dropped on any hard surface of glass, stone, wood, or metal. Sound money literally refers to real wealth, with a natural, unmistakable signature of honesty and integrity, as opposed to the swishy paper and plastic debt…

View original post 930 more words

Silver Wheaton: More Reasons To Buy The Drop

August 28, 2015 at 09:24AM

• SLW has a leading position among senior producers with its market cap accounting for 29% and liquidity accounting for 52% of the overall market.
• SLW has used this leading position to its advantage by capturing a majority of the industry’s net earnings and cash flow, while it has reduced its debt-equity ratio as well.
• SLW’s production could increase as much as 80% by 2019, but its cost will be constant as 85% of its production comes from assets in the lowest quartile.
• SLW has a very attractive valuation and liquidity, which is another reason why investors should consider buying it for the long run.

from Jru RSS http://ift.tt/1LzZzn2

Why Pan American Silver’s Comeback Is A Possibility

August 27, 2015 at 07:03AM

• PAAS shares have taken a massive beating in the past one year as weak silver prices have weighed on its financial performance, but things could change for the better.
• Silver demand could pick up as it is in oversold territory due to the uncertainty in the global equity market, which will eventually lead to better pricing and benefit PAAS.
• By investing in underground development and constructing a new power line to reduce reliance on diesel at its mines, PAAS will be able to continue reducing costs aggressively.
• PAAS has a strong balance sheet as it has the lowest debt-equity ratio among its peers, which means that it does not have a high interest burden.

from Jru RSS http://ift.tt/1NCiH76

Endeavour Silver Vs. First Majestic: Comparing Two Of The Best Silver Mining Companies

August 27, 2015 at 06:03AM

• The silver market seems set to rally in light of recent economical movements.
• I compared two of what I consider the best silver mining companies, Endeavour and First Majestic, finding that they both have strong upsides.
• In this comparison, find out which of these silver mining companies is the better investment.

from Jru RSS http://ift.tt/1NCelNy

Hochschild Still Needs Higher Prices Of Silver And Gold To Break-Even

August 26, 2015 at 12:32PM

• Due to low prices of silver and gold, Hochschild reported poor results in 1H 2015.
• The main reasons standing behind it are relatively high costs of production and problems reported by Pallancata (one of the company’s four operating mines).
• Fortunately, in 2H 2015 Hochschild should put into commercial operations a new mine, called Inmaculada.
• Inmaculada should deliver huge amount of silver equivalents; additionally, this mine should be the lowest cost producer in the company’s mineral portfolio.

from Jru RSS http://ift.tt/1MUr3a8

Silver Wheaton: Buy The Drop

August 25, 2015 at 06:25AM

• SLW shares have lost a third of their value this year due to the drop in silver prices, but improving silver market conditions will lead to a turnaround.
• The use of silver is increasing due to new electronic applications, while supply is expected to come down due to maturity of mines, which will lead to better silver pricing.
• SLW’s stock price is closely correlated to silver prices, which means that a turnaround is in the cards as favorable demand-supply conditions will lead to better pricing.
• SLW has the highest reserve base in the industry, which will allow it to serve the increasing demand for silver for different applications.

from Jru RSS http://ift.tt/1V6HNfM

Buy Silver, Platinum, And Palladium To Hedge Inflation

August 25, 2015 at 05:40AM

• Gold is overpriced compared to historical valuations against other precious metals.
• Platinum and Palladium are historically cheap.
• Silver is cheap enough and comes with robust demand.
• Buying the cheapest metals should provide the best inflation hedge.
• Diversifying your precious metal holdings will reduce some of the risk.

from Jru RSS http://ift.tt/1NRfeyD

Pan American Silver In Turnaround Mode

August 21, 2015 at 05:49PM

• PAAS is in recovery mode despite weak second quarter results as investors seem to have recognized the company’s long-term potential.
• PAAS has struggled due to weak silver prices, but this could change as silver demand has improved substantially of late while supply is coming down, creating a favorable pricing scenario.
• PAAS is shifting its operations from open-pit mining to underground mining, which will increase its recovery rate to 90%-95% from 65%-85%, leading to better production at lower costs.
• Due to its focus on underground mining, cash costs and AISC were down 24% and 20%, respectively, last quarter and more reductions cannot be ruled out.

from Jru RSS http://ift.tt/1h1UKID