Silvercorp Metals Inc

18 days ago 12:23

Key Highlights

Acquired Aventus, the company Sam Leung helped build from 2017 to 2024

Centauri Minerals recently debuted on the TSX-V via an Aldebaran spin-out, giving investors a fresh entry to 40,000 hectares across six Northern Argentina gold-copper-silver projects. A desktop resource update at the flagship Rio Grande project roughly doubled contained gold, copper and silver, anchoring a near-C$30M treasury raise. Two rigs mobilize in Q4 2026: one tests shallow oxide gold and copper, the other chases the deep sulfide source beneath historic high-grade intercepts. At the second project, Agua Scolianta, an AMT and IP geophysical program just started using the same crew from Rio Grande's recent 3D MT work. Management plans to keep optionality intact, evaluating unsolicited Argentine prospect deals rather than granting third-party options on pieces of the existing portfolio.

Victor Feng of Auro Metals Inc. talks to Chen Lin | Metals Investor Forum Sept. 2026

18 days ago 10:45

Key Highlights

Holds 27.3% of Tincorp as a cornerstone shareholder; Victor Feng flags the option to come back in once the project is permitted
Victor Feng cites Silvercorp's adjacent Condor project as a peer in the same Zamora copper-gold belt

Auro Metals is targeting a doubling of the 4.1Moz Santa Barbara porphyry (large, low-grade gold-copper) resource via 40,000m of Phase 2 and 3 drilling. Ecuadorian porphyries have drawn major-miner M&A: Sol Gold sold for $1.2B and Lumina Gold for $420M in the past 18 months. Hole 68 cut 905m at 0.6 g/t gold and 0.12% copper — comparable to Filo's earlier porphyry intercepts and ending in mineralization at depth. Silvercorp's 27.3% cornerstone stake leaves it well-positioned to re-enter as a strategic acquirer at the permitting stage. Copper-recovery metallurgical work begins in October with samples shipped to Vancouver, ahead of a resource update in early-to-mid 2027.

Victor Feng of Auro Metals Inc. presents at Metals Investor Forum in Vancouver | Sep 2026

18 days ago 10:58

Key Highlights

The speaker positions Silvercorp Metals as the largest shareholder of the presenter company at 27.3%, providing both strategic backing and access to in-country operating expertise.
Silvercorp's Condor project, about 10 km north of Santa Barbara, is cited as a nearby epithermal system in the same well-endowed mineral belt.
The speaker highlights Silvercorp's operational track record, noting it is currently building the El Domo copper-gold mine and advancing the Condor project in Ecuador.
Silvercorp group founder Dr. Rui Feng is named as technical advisor and largest individual shareholder, and Silvercorp president Lon Shaver sits on the Oro Metals board, linking governance to Silvercorp's executive bench.

Oro Metals' Santa Barbara project in Ecuador's Zamora belt hosts 4.1 Moz gold + 0.5 Blbs copper based on 22,000m of historic drilling. Phase 1 (11,000m) is complete with assays pending; Phase 2 (20,000m) is underway with 7 rigs including three 1,000m-depth rigs. H-DSP 68 returned the project's best hole: 905m at 0.6 g/t gold + 0.12% copper from 56m, extending mineralization beyond the current pit shell. Oro trades at a discount to peers on EV/oz basis (peer average ~$73/oz); Silvercorp holds 27.3% and insiders/management own 16%. The mineralized system remains open in all directions and at depth, with metallurgical test work planned for October.

🚨 Why a “Safe” Mining Jurisdiction Isn’t Always the Best | Sprott Money

Sprott Money

about 2 months ago

Key Highlights

Lon Shaver says the company goes into its mining jurisdictions 'eyes wide open', assessing the central government, provincial, and community levels before committing to a build.
The host notes Silvercorp has worked in these jurisdictions for a while, which he says gives it an advantage over companies trying to enter them.
As the host states, its shares trade in both Canada and the U.S. under the symbol SVM.

A 'safe' mining jurisdiction can still host projects that never get built, so the label alone does not protect an investor's capital. Evaluate jurisdictions in three layers — central government, provincial government, and local community — because receptivity at each level decides whether a mine gets built. The guest warns investors can overpay for a great-looking project in a safe jurisdiction, and the price is wasted if construction never starts. Less conventional, higher-risk jurisdictions can hide bargains when governments and communities welcome a project able to generate metals and shareholder value.

Live Q&A with Rick Rule and Albert Lu

about 2 months ago

Reading offering documents and 10-Ks is essential; Rick Rule uses a condo contract story to illustrate capital stack diligence. Rick rates First Mining Gold's Spring Pole a 6, and Agnico Eagle's Radisson stake validates Abitibi infrastructure economics. Lotus Resources' Chialecra uranium deposit isn't buildable at $80/lb given East African political and economic challenges, Rick says. Inversion technique: avoiding Doug Casey's 'gotta hunch, bet a bunch' is the surest way to fail in natural resources. In deleveraging equity plays, Rick waits for net present value of assets to exceed enterprise value before buying.

Silver Above $60: Why the Bull Market May Be Far From Over | Lon Shaver (Silvercorp Metals)

Sprott Money

about 2 months ago

Key Highlights

Silvercorp realized roughly $69 per ounce of silver in the quarter ended June 2026, net of smelter deductions on its high-grade lead concentrate sold to smelters.
All-in sustaining cost per ounce of silver was $18 in the latest quarter and just over $14 for the prior full year, leaving Silvercorp unusually cushioned against input-cost inflation versus higher-cost peers.
The Ying Mining District in China still carries a 17-year reserve life based on a technical report filed a couple months before the August 18, 2026 recording, with resources on top of reserves.
Revenue rose 70% year-over-year in the most recent quarter, with silver accounting for 77% of revenue, giving the company direct exposure to moves in the silver price.
Silvercorp entered a 6 million ounce-plus gold project in Kyrgyzstan in January 2026 and kicked off a 110,000-meter drilling campaign across two phases, targeting a PEA in 2027 and a feasibility study in 2028.

Silver holds above $60 despite summer doldrums, with constrained new mine supply and durable industrial demand supporting the bull case, argues Silvercorp president Lon Shaver. Silvercorp's all-in sustaining cost of roughly $14 to $18 per ounce insulates margins from energy cost inflation and lets profits widen sharply at higher realized silver prices. Bringing a new mine from discovery to first production can stretch 5 to 20 years once permitting, community negotiations, and capital intensity are factored in, so today's tight silver supply is unlikely to ease quickly. Silvercorp closed a 6 million ounce gold acquisition in Kyrgyzstan in January and is now drilling two campaigns totaling 110,000 meters to grow resources ahead of a planned 2027 PEA. In its most recent quarter Silvercorp realized about $69 per ounce of silver after smelter deductions, highlighting the margin leverage of high-grade lead concentrates even at lower headline prices.

Eloro Resources ($ELO | $ELRRF) CEO Shares Iska Iska Project Origin Story

Nordic Funds

2 months ago

Key Highlights

Listed alongside Pan American Silver as another silver producer that backed New Pacific Metals in Bolivia

Eloro Resources' CEO traces the Iska Iska project to New Pacific Metals pioneering Bolivian silver exploration in 2018. Pan American Silver's backing of New Pacific Metals and Silvercorp's parallel interest signaled that brokers would underwrite Bolivian silver plays. Dr. Bill Pearson connected Eloro with local geologist Dr. Osvaldo Arce, opening the door to the Iska Iska opportunity. Eloro first got involved in 2019-2020, betting on a frontier volcano-hosted deposit that had never been proven.

Dave Erfle – Technical Outlook On PMs, 3 New Gold Stocks In Retirement Acct, 3 JMJ Portfolio Winners

The KE Report

2 months ago

Key Highlights

Erfle names Silvercorp, alongside Pan American Silver, as the major backer of New Pacific Metals whose vetting and investment validate the Bolivia projects.

Precious metals look to be basing after a normal correction: gold held $4,000 and GDX/GDXJ held weekly support, suggesting the secular bull remains intact. Rising rates historically coincide with gold rallies — the '70s and 2022 onward both saw gold climb while the Fed hiked, countering rate-hike fears. Clearing 90 on GDX and 120 on GDXJ (the gold miner ETFs) would give the all-clear; sentiment and open interest already sit at bear-market lows. Erfle rotated oil profits into Alamos Gold, Perpetua Resources, and New Pacific Metals, buying quality during drawdowns and diversifying across jurisdictions. His top JMJ winners — Montage Gold, AbraSilver, and GoGold — show why management quality, tight share structures, and jurisdiction diversification drive junior returns.

Rick Rule Symposium Reflections: Conversations, Critiques & Portfolio Construction - Powers & Leni

MiningStockEducation.com

3 months ago

Key Highlights

Brian Leni says Silvercorp was the first junior mining stock he ever bought and it doubled almost immediately, an early win he admits was the market rather than his own skill.
He says that quick double is what drew him into the sector for good, but it also gave him false confidence as a beginner.

Concentration beats diversification: two seasoned investors argue a focused portfolio of roughly 10 well-understood juniors outperforms owning 70 to 100 names. Rick Rule's one-hour-per-company-per-month rule shows why 100-stock portfolios are unmanageable; investors without that time should buy sector ETFs instead. Geopolitical shocks hit junior portfolios through financing windows — check which of your companies must raise capital within six months before holding on. Balance sheets expose 'mining the market': compare marketing and travel spend against drilling dollars to separate value builders from salary collectors. AI accelerates research when fed official filings, but the hosts argue network, experience, and firsthand sector knowledge remain the real differentiator.

Eloro Resources ($ELO | ELRRF) CEO Discusses Iska Iska Project's Next Development Milestones

Nordic Funds

3 months ago

Key Highlights

Larsen says Silvercorp, alongside Ross Beatty, backed the creation of New Pacific Metals, the Bolivian explorer that preceded Eloro's entry into the country.

Infill drilling lifted Eloro's indicated silver grade above 40 grams per tonne across 85.2 million tonnes, anchoring a PEA (preliminary economic assessment) due late 2026. Bolivia's new government and closer US ties, including DFC involvement and Korea Zinc's Tennessee refinery, are easing the jurisdiction risk that long deterred investors. Testing shows clean silver-zinc and lead-silver concentrates, while oxidized tin in the TIB (Tertiary Intrusive Breccia) could recover around 60%, strong for tin. Land ownership is settled: the US$10 million option is fully paid, Eloro holds 100% economic control through a 99% JV, and no royalties apply. Initial open-pit plans envision roughly 20,000 tonnes per day of throughput with about US$800 million capex; the PEA opens the door to strategic partners.

50 buy-the-dip stocks (July 17, 2026)

Don Durrett

3 months ago

Key Highlights

Silvercorp Metals keeps buying assets — two projects in Kazakhstan, two gold projects in Ecuador, and an equity interest in a project in Bolivia.
Most of its production sits in China, which some investors dislike, but he thinks the model works overall.
The Sorocaya mine in Santa Cruz offers heavy leverage but will not enter production until 2028.

He reviews 50 gold and silver mining stocks he owns, sizing the upside against $7,000 gold and $200 silver. Most of the list screens as an eight-bagger or better, and he favors undervalued producers growing output. Development names need patience: permits plus roughly two-year builds push many payoffs to 2028 and beyond. He cautions that gold and silver mining stocks are speculative, so keep allocations small and only risk what you can lose.

Live Q&A with Rick Rule, hosted by Steve Barton 📱

Rick Rule argues resource equities remain reasonably priced after two years of gains, but a 2008-style liquidity crisis could force overexposed investors to sell. Consolidation keeps rewarding shareholders: mergers cut duplicated overhead, and larger miners gain index inclusion, passive buying, and a lower cost of capital. Oil's move from $65 to $105 is anticipatory pricing for rationing, so an unresolved conflict points to higher energy prices ahead. Copper holding firm despite oil-driven slowdown and speculator selling defies Rule's expectations, an anomaly he flags without claiming an answer. In the Q&A, Rule calls Cameco's flood a buying opportunity, favors debt-free Uranium Energy, and explains net present value's blind spots on tier-one deposits.

Live Q&A with Rick Rule, hosted by Steve Barton

Rule argues resource equities are not excessive despite two years of gains, but liquidity-crisis risk means checking your own exposure. Mining consolidation looks set to continue; Rule favors owning likely takeover beneficiaries because mergers cut overhead and lower capital costs. Rule calls Cameco's flood-driven sell-off a buying opportunity, since a three-month outage barely dents reserves measured in decades. Build NPV (net present value — discounted future cash flow) from measured and indicated resources only, then add back optionality for growth and tail. Development-stage mining assets deserve a basket approach across several names, Rule says, never a single speculative position.

Victor Feng & Jeff Clark discuss Tincorp Metals at the May Metals Investor Forum

Tincorp Metals is acquiring the district-scale Santa Barbara Gold-Copper Project in Ecuador's emerging Zamora Belt through a definitive agreement with Silvercorp. The transaction positions the junior explorer to capitalize on significant copper and gold potential within a highly prospective and underexplored mining region. Investors gain direct access to vetted management teams at the Metals Investor Forum, a critical advantage for evaluating junior mining company risk.

Live Q&A with Rick Rule

Investors should test market capitalization against cash, securities, asset value and realistic economics before speculating in resource equities. Feasibility studies can resolve geology and metallurgy, while financing, processing, offtake and permitting remain decisive development risks. Small metals face sharp supply swings and often lack the scale needed for tier-one mines, increasing commodity and project risk. Royalty companies avoid operating and sustaining-capital bills, while non-operating producers still fund their share of investment. Portfolio concentration should match research capacity; Rick Rule says each holding deserves roughly an hour of review every month.

'Never Been More Bullish' - 'Unbelievably CHEAP' Gold & Silver Stocks Set to Rip

Commodity Culture

6 months ago

John Feneck and Don Durrett see massive undervaluation in gold and silver stocks, describing them as unbelievably cheap and set to rip higher. The experts open up their portfolios to reveal top stock picks in the precious metals sector they believe are currently on sale. Discussion covers the macro backdrop for precious metals, geopolitical risks like the Iran war, and specific gold and silver stocks to watch.

Newsletter Favorites Upside (using New GSD Defaults)

Don Durrett

7 months ago

Key Highlights

The host says Silvercorp printing as a seven-bagger is a good risk-reward play.

Raising default price assumptions to $7,000 gold and $200 silver reflects conviction that current metal prices undershoot the macro setup. Screening 90 favorite miners at those prices prints 20-plus-bagger upside for many, but most need three-to-four-year mine builds first. Near-term producers like Guanajuato Silver need no new growth, so they offer immediate leverage if silver reaches $200. A gold-silver ratio squeeze toward 2.5-3% underpins the $175-200 silver target alongside $7,000 gold within 24-36 months. Timeline to getting paid is the key filter: the longer a mine build, the longer investors must wait for the printed upside.

Newsletter Favorites Overview (Feb 2026)

Don Durrett

8 months ago

Key Highlights

Don says Silvercorp just keeps having really good quarters, including another one recently, and looks really solid with a good balance sheet.
He calls it one of the few pure silver plays, going into gold in Ecuador, while noting all of its current production is in China.

Durrett argues there is limited time left to buy gold and silver producers while they are still cheap, expecting one more significant dip. His Newsletter Favorites list leans on quality Canadian and Australian mid-tier producers, which he expects to re-rate as the bull market warms up. Companies whose second and third projects get no market value offer free upside — you pay for the first asset and get the rest for nothing. Cheap forward free-cash-flow multiples persist in West Africa and among silver producers, where weak sentiment discounts heavy leverage to metal prices. Australian producers like Ramelius reaching major-sized valuations is, in his view, the first sign the junior gold bull market is broadening.

Mike Larson & Doc - The SaaS-pocalypse vs. The Silver Supercycle: Navigating the 2026 Market Shift

The KE Report

8 months ago

Key Highlights