Apr. 14 at 2:25 AM
Silver miners are starting to feel like a quiet setup building
My favorites:
$CDE
North America focused, undervalued post-merger
Feels like a “not fully priced” story
$AG
Mexico-heavy, strong production growth
Higher beta, more torque to silver
$PAAS
Large scale, solid growth
More of a core, lower-risk exposure
Simple thesis:
Silver = monetary + industrial demand
If supply tightens, miners get leveraged upside
The real question:
what type of exposure do you want?
👉 Stability → PAAS
👉 Torque → AG
👉 Re-rating → CDE
What are you leaning toward? Any other silver names on your radar?