Former hedge fund CIO, venture capitalist, entrepreneur; focused on asymmetrical risk/reward profiles with clear catalytic paths
Oct 14, 2022 • 5 tweets • 2 min read
(1/5) There is only $750 million of registered #silver inventory remaining on the COMEX, and vault stocks are falling by ~$20 million per day recently. Setup is in place for the #silversqueeze of a lifetime. $PSLV $SIL
(2/5) #Solar demand is on fire, and we expect it to account for up to 25% of silver consumption this year. Meanwhile, mine supply is struggling. Peru, the world's 2nd largest producer, reported production down 11.2% in August.
Sep 12, 2022 • 9 tweets • 3 min read
#Silver could be on the cusp of a parabolic move higher. Recall that prices are down ~2/3's from the peak more than 40 years ago while many commodities have been multi-baggers in that period. (1/9)
Average primary silver miner grades have essentially fallen in half over the past 20 years, and prices are now nonsensically below all-in sustaining mining costs. (2/9)
