Silver Investing Videos
Silver: I'm buying this $50M silver stock - Kuya Silver (KUYA; KUYAF)
I'm looking at buying shares of a $50M (USD) silver company very soon. In particular, I'm looking to purchase shares of Kuya Silver (KUYA; KUYAF). The only reason why I haven't purchased yet, is because I wanted to present it to the channel, and not "front-run" the audience. More specifically, in this interview, I talked to David Stein, Kuya Silver's CEO. As a beginner, it is important that I have a research framework. I call my framework "The 6 P's". Those 6 P's are: 1. Primary Metrics (market cap, EV, cash, debt, warrants, options, etc) 2. Place (jurisdictions) 3. Project 4. People (management & staff) 5. Perils (risks) 6. Plans (strategy) So, in this interview I went over every one of those P's, and asked some thorough questions on them. My main concern with this $50M silver stock, is that the company's main project is in Peru, which is currently going through a political shift, leaning heavily towards the left side of the equation, which could end up meaning higher taxes for miners, and in the worst case mine nationalisation. I asked David Stein, CEO of Kuya Silver, about this, and he told me that their project is so robust that even if the worst happens, it won't ruin it for them. On top of that, David reminded me that Peru is a democratic country, so the president doesn't have all the power. We discussed this risk in-depth, and many other risks in this interview. Other than that, I think this interview gives a very good overview of a $50M silver stocks that I'm buying soon. I learned a lot more about Kuya Silver and KUYA silver stock, just by talking to David. Here's 20 things to know about this $50M silver stock (Kuya Silver): 1. Ticker symbols: - Canada: KUYA - USA: KUYAF - Germany: 6MR1 2. Market cap: $70M CAD - $50M USD (roughly) 3. Shares: - Outstanding: 44,508,840 - FD: 48,102,665 4. Warrants: 2,421,325 5. Options: 1,172,500 6. Cash: roughly 10M CAD 7. Debt: nihil 8. Projects: - Focus: Bethania, Peru. Silver, lead & zinc. Very high grade. Four concessions totalling 1750 Ha. Past-producing mine (stopped in 2016). 100% owned. Close to production. Infrastructure present. Weather stability. Big exploration potential. Biggest risk: political. - Other: Silver Kings, Ontario, Canada. 900-hectare land package. Shallow. News coming soon. Not too far from NI 43-101. Previous grades include: 3.57m of 821g/t silver. 2.5m of 1,441g/t silver. 2m of 450 g/t silver. 2.2m of 515 g/t silver. Biggest risk: financing. 9. Time until first production (Peruvian project): - Best case: less than 12 months - Average: 12-18 months - Worst: more than 18 months 10. Ownership of the company: - CEO: +20% - Management: 22% (total, with the CEO's ownership included) - Erika Soria: 8.8% - Eric Sprott: 4.3% - Sprott Asset Management: unknown but existent - Crescat Capital : unknown but existent - First Cobalt: unknown but existent - Earth Resource Group: unknown but existent - Retail: 65% 11. Staff needed to mine in Peru: 100-150 people, staying on site. 12. Team strengths: Technical 13. Team weakness: Marketing 14. CEO's pay: $235K CAD/year 15. Upcoming catalysts: - Drill/update historical estimate - PEA – Mine Expansion - Finance plant/expansion 16. Short-term goals: - Commission/Production - Regional exploration 17. Medium-term goals: - Grow Bethania production & resource - Start developing Kerr Project 18. Long-term goals: - More growth of production in Peru - Multi-mine low-cost, high-grade silver producer - 4-5 producing mines 19. CEO: David Stein. 43 years old. $12M net worth. Director at Panthera Resources PLC. Background in Geology and Engineering. 20. 3 main risks: - Political - Financing - Production TIMESTAMPS: 00:00 Important message 02:20 Company overview 02:50 Market cap, warrants & options 03:52 Has Kuya Silver had much share dilution? 05:15 Cash & debt 06:30 Peru political risk 11:05 Weather risk 14:15 Kuya Silver's high grade silver project 19:15 Royalties on Kuya Silver's project 20:30 Infrastructure on Bethania 23:40 Peruvian workforce 26:35 Narrow veins, what's the solution? 31:55 How much staff do you need? 32:40 What is the team good at? 34:40 What is the team bad at? 37:30 SG&A is rising, why? 40:25 How much does the CEO earn? 42:40 How much does the CEO own? 45:00 Stock is down 50%, is the CEO buying? 48:20 The financing risk 53:00 What is the biggest risk for Kuya Silver? 55:55 Exploration or production, what's the focus? 59:25 Ker, when will the news come in? 01:01:40 When Ni 43-101? 01:03:30 More dilution coming? 01:05:00 Closing notes Although this is NOT a sponsored presentation, I am to be considered biased, as I will own shares of the company mentioned in this video, or even own them already, if you're watching this video a week after it's been published. On top of that, Kuya Silver is a paying customer of my website. Please, do your own research and don't blindly follow talking heads on the internet. We know nothing.
Will silver stocks crash with the market? Some may crash less than others
Last time the market crashed, silver and silver stocks crashed with it. So, during my conversation with Silver Chartist, Steve Penny, I had to ask him whether he thinks this will happen during the next stock market crash as well. He told me that silver stocks will also likely suffer, but maybe not as much. In the full conversation, we talked about silver manipulations, silver stocks to watch, and Silver Chartist gave me his outlook on silver prices. You can watch/listen to it for free over here: https://www.baby-investments.com/interviews I was curious to figure out whether silver stocks will crash with the market or not, and I asked Silver Chartist about it in my recent talk with him. Steve seems to think that although a market crash would be hurtful to silver stocks, they might be crashing less than the broad market, because they are at a relatively low starting point this time around, relative to the last time, relative to broad market equity. I was also curious about figuring out which silver stocks will crash less than others, and Steve told me that silver royalty stocks will likely perform better during a stock market crash, but he doesn't expect those to be the best performers during a silver bull run. He told me that although silver royalty stocks might be protecting you on the downside, they might also be costing you some upside. Nonetheless, the royalty & streaming business is one of Silver Chartist's (and mine) favourite businesses. There's many reasons for that. The main ones include stability of income, diversification and often times dividends. I had the chance to ask Steve Penny, the Silver Chartist, about the one silver company he would like to own, if he was only allowed to only buy into one silver stock, and he told me that stock used to be Metalla Royalty, but given that they now likely generate more revenue from gold, than silver, he would prefer to go with a safer pick: First Majestic Silver, led by Keith Neumeyer, who I've spoken to many times, and respect a lot as well. Timing the market is not a winnable game long term, yet I had to ask Steve whether he would buy now or wait, if he didn't have any exposure to silver stocks yet, and he told me that he definitely wants a seat at the table, as he hates missing out, so he told me he'd be buying right away. Towards the end of this short clip, Silver Chartist told me a bit more about his newsletter, both the free and paid version, that you can find over here: https://silverchartistreport.com/optin-495051751625249654020?afmc=BabySilverChartist This is an affiliate link, though, so if you ever decide to get the full version of the newsletter, I will earn a commission from you. Yes, I'm an evil mastermind here to drain your wallets for my Lamborghinis. TIMESTAMPS: 00:00 Importance notice 00:23 Will silver stocks crash with the market? 02:40 Which silver stocks will crash less? 04:35 Which 1 stock would Silver Chartist buy? 05:30 Buy now or wait for a crash? 06:40 Closing thoughts. Important notice: none of this is financial advice. None of this is an invitation to make any trades. Your capital may be at risk. Consider both of us very biased as we own shares of some of the companies mentioned herein to our own name. You must always do your own analysis and take your own decisions. Before continuing you must read the full disclaimer at the beginning of the video.
$22 Silver?! Using Technical Anlysis & Ratios with Silver Chartist
Silver Chartist, Steve Penny shows me his technical analysis on silver, and shows me that there is a big technical support for silver at the $22 silver range, according to what he saw in the silver charts on July 28. In the full conversation, we talked about silver manipulations, silver stocks to watch, and Silver Chartist gave me his outlook on silver prices. You can watch/listen to it for free over here: https://www.baby-investments.com/interviews In this short clip, Silver Chartist showed me that silver has a 50/50 chance of hitting the technical support at around the $23.75 mark, but a lower chance of hitting the $22 mark. So, according to Steven $22 silver is not probable. In one of Robert Moriarty's books, he talks about using the premiums on the PSLV fund, to find a good point to buy or sell silver. He says that when the premiums on paper silver get too high, like they did in 2011 (+35% premium on silver), then it might be a good time to start looking for the door. Vice versa, when the premiums on physical silver get too low, it might be a good moment to start looking for an entry. Silver Chartist seems to agree with that way of looking at the premiums, and he told me he uses it himself. One important thing that Steve showed me during the full interview is the net trade on the COT (commitment of traders report). Silver Chartist showed me that when the COT has a net purchase of silver, and the RSI on the silver chart is below 30, pointing towards oversold silver, it might be a good idea to start looking for a potential entry on silver. Silver Chartist also told me that around the $50 mark, he'll be looking to sell some of his silver stocks, but not all of them as he truly believes the long-term picture for silver is pointing towards a $300 silver. I had the chance to show some of my silver ratios to Steve and ask him about their relevance and he told me he likes all of them, and added a few. Some of the ratios I use are: AU - AG GDP - AG MC - AG FED BS - AG OIL - AG AG - CU AVG HOUSE - AG M3 - AG Steve added the Dow - AG ratio to that pack for me. Do notice that I mainly use those ratios to figure out if physical silver is cheap or expensive. Not silver stocks. When it comes down to silver stocks, I use the following ratios: SIL - GDX SIL - GDXJ SIL - SILJ SIL - S&P SIL - NASDAQ SIL - DJI SIL - RLV SIL - RLG SIL - USO SIL - URNM SIL - COPX SIL - GSCI SIL - NIKKEI SIL - SSEC SIL - STOXX 50 Those ratios only help me figure of is silver stocks are cheap or expensive, relative to other assets, and the historical connection between them. Further on, Silver Chartist proceeded to give me some tips on how to improve my technical analysis. Neatly summarised, his 3 tips were: 1. Keep a simple, clean chart. 2. Pick 3 to 4 indicators, that are relevant and broadly used. 3. Don't be a Jack of all trades, focus on one thing and do it well. Towards the end of this short clip, Silver Chartist told me a bit more about his newsletter, both the free and paid version, that you can find over here: https://silverchartistreport.com/optin-495051751625249654020?afmc=BabySilverChartist This is an affiliate link, though, so if you ever decide to get the full version of the newsletter, I will earn a commission from you. Yes, I'm an evil mastermind here to drain your wallets for my Lamborghinis. TIMESTAMPS: 00:00 Important notice 00:29 Silver technical analysis & price forecast 03:05 Physical silver premiums a key indicator? 06:24 How to know when to sell silver? 07:23 Silver ratios and their importance 09:40 Technical analysis tips for beginners (myself) 12:15 Closing thoughts 13:00 Silver Chartist's FREE newsletter Important notice: none of this is financial advice. None of this is an invitation to make any trades. Your capital may be at risk. Consider both of us very biased as we own shares of some of the companies mentioned herein to our own name. You must always do your own analysis and take your own decisions. Before continuing you must read the full disclaimer at the beginning of the video.
Fed keeps rates near zero, maintains pledge to print
Fed keeps rates near zero, maintains pledge to print more The #FederalReserve held its latest policy meeting on Wednesday, and unsurprisingly it didn’t have all that much to mention about any actual #tapering. Which the insiders have already known would be the case. But to find out how that’s going to impact the silver market, David Stein of Kuya Silver joined me on the show to explain. So to find out what you REALLY want to take away from today’s Fed meeting, click to watch the video now! - To find out more about the latest news from Kuya #Silver go to: https://kuyasilver.com/news/news-2/news-2021/uyailverntersects120mof1127gtilverquivalen20210726092300 - To get Arcadia videos delivered straight to your inbox: https://arcadiaeconomics.com/email-signup/ - To get your copy of The Big Silver Short go to: Paperback: https://www.amazon.com/gp/product/B08BFL34T9/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0 Audio: https://arcadiaeconomics.com/thebigsilvershortaudio/ - To buy physical silver safely and securely: Email: Arcadia@MilesFranklin.com Call: 833-326-GOLD (4653) - To see the irrefutable evidence proving how JP Morgan, Goldman Sachs, and the CFTC have been suppressing the silver price go to: https://arcadiaeconomics.com/cftc-complaint/ - To support a legal filing against the CFTC go to: https://www.gofundme.com/f/will-the-cftc-honor-its-oath-in-the-silver-market?utm_campaign=p_cp_url&utm_medium=os&utm_source=customer - Follow Arcadia Economics on Twitter: https://twitter.com/ArcadiaEconomic
The banners may contain affiliate links and/or paid advertisements.