#ExploringMining #Podcast Interview with Silver Expert Peter Krauth @peter_krauth (TSXV: $SSVR.V) (TSXV: $BIG.V) (TSX: $SIL.TO) (TSXV: $SM.V)
Hear what’s next for #silverprices, Juniors to
keep an eye on and how #solar and the #greenenergy transition is dependent on #Silver
November 9, 2023 Investorideas.com, a global investor news source covering mining and metals stocks
releases today’s special edition of Exploring Mining Podcast, featuring an interview with well-known silver
expert Peter Krauth.
Peter is the author
of the bestselling book The Great Silver Bull and is a frequent guest speaker
discussing silver and precious metals markets at many mining events around the
world. He also runs the silver-focused investment newsletter, Silver Stock
Investor (www.silverstockinvestor.com).
Podcast
host: Cali Van Zant
Listen to the
podcast on Investorideas.com
https://www.investorideas.com/Audio/Podcasts/2023/110823-Mining.mp3
Read this in full at
https://www.investorideas.com/news/2023/exploring-mining/11091Silver-Expert-Peter-Krauth.asp
Listen to Exploring Mining
podcast on iTunes Apple podcasts
Listen to Exploring Mining on
Spotify
Peter has
researched, written and invested in silver for more than 20 years, using his
extensive industry network to uncover outstanding opportunities. He also launched this year the Evergreen Investing
Newsletter (https://evergreeninvesting.ca/
) with his colleague Gwen Preston, founder of Resource Maven (https://resourcemaven.ca/). The newsletter
focuses on opportunities in the market within the green energy transition.
In this episode he
talks about the effects of interest rates, inflation and how gold making moves
gives silver the opportunity to breakout. Peter gives insight into the demand
for silver within the solar sector and how the mining industry plays a large
part in the energy transition. He also
discusses the junior’s market and a few of his favorites.
Companies featured in this podcast include Summa
Silver Corp. (TSXV:
SSVR), Hercules Silver Corp. (TSXV:
BIG), SilverCrest Metals Inc. (TSX:
SIL), and Sierra Madre Gold and Silver Ltd. (TSXV:
SM).
When talking about the macros and gold
prices this year he notes, “Gold, for
example, is still very close to the $2000 mark, even with these headwinds of
high bond yields. So that tells me that the precious metals market really does
see a strong potential for a recession to start probably within the next
quarter, perhaps at most, perhaps two quarters. The precious metals are really
sniffing that out and saying that you want to be at least partially invested
there as well…. I really do think
that silver is going to follow gold if we see gold break through, say 2050 or
2100 ideally. And if we go beyond that 2100 level, then I really do think we're
going to start to see silver kick in in a big way and start to play catch up.”
Peter talks about deficit in silver, and
options to fill the gap, “Some of that
gap can be filled from above ground, existing inventories and stockpiles, but
that can only go on for so long. And of course, as the silver prices rise, both
people who own silver, whether it's silverware, jewelry, whatever it may be,
will bring it to the market and they will cash it in. But I really think that
can only last for so long. In the last
three years, we've swung from a 50 million ounce surplus to a 237 million ounce
deficit last year. That's over 300 million ounces of swing in three years. The
forecast for this year is about 140 million ounces. The Silver Institute is
going to revise that in about, eight days or so; November each year they put
out revised estimates. I think they're going to probably up that to closer to
160. And I think by the time, 2023 is behind us and we're able to look back at
the full year numbers, we're probably going to be closer to 170 or 180 million ounces
of silver deficit. Stockpiles can feed some of that deficit for a while but can
only go on for so long.”
“So
silver should do very well over the next several years. It’s going to follow
gold's cue. It may not break out tomorrow, but it has proven itself over
decades to perform very, very well in a precious metals bull market. I'm not
expecting that to be any different this time. In fact, I think we could see out-
performance from historical performance.”
When speaking about juniors and
opportunities in the silver space, Hercules Silver Corp. (TSXV:
BIG) was a major win for his newsletter followers and for Peter this year.
They recently just announced Closing
of Strategic Investment by Barrick Gold Corporation.
About
Peter Krauth, and Silver Stock Investor Newsletter
Peter Krauth is a former portfolio adviser
and a 20-year veteran of the resource market, with special expertise in
precious metals, mining, and energy stocks. Peter writes about what he is
buying and selling; he takes no pay from companies for coverage. He has
contributed numerous articles to Kitco.com, BNN Bloomberg, the Financial Post,
Seeking Alpha, Streetwise Reports, Investing.com, TalkMarkets, and Barchart,
and he holds a Master of Business Administration from McGill University.
The Silver Stock Investor newsletter is
Peter’s key contribution to the Maven world, and it is a welcome one. Silver is
a world unto itself, with its own equity metrics, macro forces, and dedicated
investors. Silver also usually outperforms gold in a bull market. For all those
reasons, silver deserves its own newsletter – and until SSI no such newsletter
existed! Peter covers the whole silver spectrum, from physical to major miners
to junior explorers, in a monthly letter with a bi-monthly update. https://silverstockinvestor.com/
Twitter: https://twitter.com/peter_krauth
About
Evergreen Investing Newsletter
Gwen Preston and Peter Krauth: A monthly
newsletter of low-risk holdings focused on the immense opportunity of The Green
Revolution. We explore the inputs and innovations that are integral to this
global green transformation: metals, power, carbon, agriculture,
infrastructure, and waste. And we will invest to give our portfolios clear,
low-risk exposure to each of those paradigm shifts. https://evergreeninvesting.ca/
Twitter https://twitter.com/evergreen_inv
The Investorideas.com podcasts are also
available on Apple Podcasts, Audible, Spotify, Tunein, Stitcher, Spreaker.com,
iHeartRadio, Google Podcasts and most audio platforms available.
Visit the Podcast page
at Investorideas.com:
https://www.investorideas.com/Audio/
Research mining stocks at Investorideas.com with our mining stocks
directory at Investorideas.com https://www.investorideas.com/Gold_Stocks/Stocks_List.asp
About Investorideas.com -
Big Investing Ideas
Investorideas.com is a platform for investing ideas. We
publish breaking stock news, stock research, guest posts and create original
top rated investing podcasts, plus sector tag articles featuring up and coming
companies and industry leaders. Investor
Idea’s original branded content includes the Crypto
Corner Podcast , Play by Play Sports Podcast , Cannabis News and Stocks on the Move Podcast , Cleantech and Climate Change Podcast, Exploring Mining Podcast , Betting on Gaming Stocks Podcast and the AI Eye Podcast. We also create free investor stock
directories for AI and tech, biotech, cannabis, cleantech, crypto, defense,
gaming, health and wellness, mining, oil and gas, sports and water.
Public companies within the sectors we cover can use our
news publishing and content creation services to
help tell their story to interested investors.
Disclaimer/Disclosure: Investorideas.com is
a digital publisher of third party sourced news, articles and equity research
as well as creates original content, including video, interviews and articles.
Original content created by investorideas is protected by copyright laws other
than syndication rights. Our site does not make recommendations for purchases
or sale of stocks, services or products. Nothing on our sites should be
construed as an offer or solicitation to buy or sell products or securities.
All investing involves risk and possible losses. This site is currently
compensated for news publication and distribution, social media and marketing,
content creation and more. Disclosure is posted for each compensated news
release, content published /created if required but otherwise the news was not
compensated for and was published for the sole interest of our readers and
followers. Contact management and IR of each company directly regarding
specific questions.
More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news
release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ and tickertagstocknews.com
Global investors must adhere to regulations of each country. Please
read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp
Follow us on Twitter https://twitter.com/Investorideas
Follow us on Facebook https://www.facebook.com/Investorideas
Follow us on YouTube https://www.youtube.com/c/Investorideas
Contact Investorideas.com to be a guest or
sponsor this podcast
800-665-0411
Get more mining stock investor ideas- news, articles, podcasts and stock directories
No comments:
Post a Comment