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Spring 2009 Silver Supply Shock?

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As the Inka Cola News blog has been reporting, the Doe Run Peru facility that is responsible for smelting a significant portion of Peru’s lead, zinc and silver has been shut down again. For those who don’t know, Peru is … Login or Subscribe to read more →

This post related to company | Posted in Analysis, Market Update, Member Only, Silver Supply and Demand, Speculative Trading Ideas, Spring 2009 Silver Supply Shock? | 11 Comments

Sorry to keep rehashing content from SILVERAXIS but I am trying to add some useful additional content for Metal Augmentor subscribers only. For example, here are the ETF Basis charts for the end of this week (Thursday), showing that scrap … Read More →

Posted in Basis Update, Market Update, Silver Supply and Demand, Spring 2009 Silver Supply Shock? | 0 Comment

It appears Doe Run Peru has received a private sector bailout and will shortly go back into production at the La Oroya smelter: Doe Run Peru edged away from the brink of collapse on Thursday, receiving two new credit lines … Read More →

Posted in Market Update, Silver Supply and Demand, Spring 2009 Silver Supply Shock? | 2 Comments

Excellon Resources (TSX: EXN), a company we featured a few weeks go, announced today the closing of a private placement tranche of approx. 10 million shares for C$2 million and also announced an interim offtake deal for its lead and … Login or Subscribe to read more →

This post related to company | Posted in Analysis, Member Only, Mining Equities, Spring 2009 Silver Supply Shock? | 19 Comments

Today we got silver dropping down to the $12.50 level and that would probably have been a good buy level for those of you who are nimble traders or investors, but there is still a substantial chance that we will … Read More →

Posted in Market Update, Silver Supply and Demand, Spring 2009 Silver Supply Shock? | 0 Comment

There could be a strong setup in silver coming in the weeks ahead due to a convergence of mining and refining constraints that might even amount to a supply shock. The silver option spread strategy we’ve previously discussed would benefit … Read More →

Posted in Market Update, Silver Supply and Demand, Spring 2009 Silver Supply Shock? | 5 Comments

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