Aug. 16 at 2:27 PM
$GSVRF Latest insights from Don Durrett as of 8/12/25:
"
$500 million per 1 million ounces"
"5 million ounce production"
"That's real juicy... definitely a 10 bagger"
"We need them to stop diluting, they've done three dilutions in a year, just did another one... serial diluters"
"The share price is .21 US because of that serial dilution... should be .50"
"They get very healthy at
$40 silver... ton of leverage"
"Balance sheet is good (He has them listed at zero debt)"
"This is one of those stocks you've got to hold your nose and hold it because they have so much leverage"
I have to agree with Don on the last point. Through multiple dilutions, it's clear the company is willing to sacrifice shareholder equity for growth. While serial dilution sucks, the production and leverage that the company boasts are hard to ignore. We are just going to have to hold our noses; however, it seems to have stabilized and started recovering to levels we saw before the most recent offering.
https://youtu.be/Dgz3BXnxjho?feature=shared&t=2171
