Overview of Gold/Silver Producers (December 2024)

[@AR-pr6mt]

Don..you're a hard worker! Thanks for sharing, much appreciated! :)

[@douglaslindner3902]

Thanks Don and Merry Christmas. I watch all your videos and come back to them multiple times for a refresher of your numbers and info!!!!

[@pamtremmel9936]

Great Job Don!! Always enjoy a good video when the metals prices drop! Great timing!!!

[@anthonyh2136]

Thank you don for your sharing of knowledge and insights every day

[@derekwhite7812]

Excellent job Don, thank you.

[@bh5037]

again a so informative video - thank you for this update ! .. and : happy x-mas btw : Endeavour Silver down 10 % was the perfect time for adding some 20 % in shares ... for me a little present ...

[@thomaslundsgaard974]

great video Don. what selection criterias did you use in your database?

[@kimblemojimble7967]

Thanks for sharing

[@silverBullAU]

thanks Don, very thorough and informative

[@zxgy4774]

Thank you Don! I am a GSD member as well. Question: You mentioned Pantoro had a 3.5 downside with a moderate risk rating and Adriatic had a 3.0 downside but a lesser risk rating of “some”. Can you shed some light on what the difference is?

[@BatmanBoss]

Thanks Don

[@dlzoppa3004]

Good one Don. Missing a couple of great companies on your list.

[@DonDurrett]

Producers with 5 bagger upside? Which ones? Torex and Evolution are missing. Who else?

[@rKingSalami]

Thanks for always sharing this valuable information. Vizsla Silver Corp and International Tower Hill Mines Ltd were missing from your list. Are they no longer on your producers list or they are a part of your development list?

[@DonDurrett]

Both are developers. I'll do them next.

[@edwardchan4577]

Thanks Don! How do you feel of the most recent turmoil between Barrick and Mali that has been dragging b2 along? Do you feel it’s justifiable for b2 to trade down together?

[@DonDurrett]

It's having an impact. At some point, all the deals will be put in place. Right now, Mali is squeezing all of the big producers, and making up the rules as they go. There is no law, no certainty. It's a mess.

[@edwardchan4577]

⁠@@DonDurrettthanks! Your reply sounds to be more pessimistic than in the video for b2. Is there anything changed since the video was made?

[@DonDurrett]

@@edwardchan4577 I'm a long term investor, so I expect these issues to be resolved. I'm bullish B2. But we can expect more bad news before this is all resolved. So, downward price pressure on B2 for a while.

[@antonioraider5710]

Any thoughts on stillwater critical metals or angkor resources?

[@DonDurrett]

Stillwater looks good as an optionality play, but I don't have a strong conviction it will be a 5-bagger. The key for them will be exploration success. They currently have about 2M oz AUEQ for their PGEs and AU, plus base metal offsets. So, it's currently a mine and will only get bigger.

[@alexanderdue4655]

Thanks for the video! I don’t own enough miners. - when you say something is a 3, 5, or 10 bagger, you are thinking of $4000 gold and $100 silver? Wouldn’t that be a little optimistic, but with the fear trade it might be the main factor.

[@DonDurrett]

Yes, $4K gold, and with a 40 to 1 GSR, you get $100 silver. My thesis is the US bond market breaks. That should easily push gold to $4K.

[@alexanderdue4655]

@ yes we might even see GSR lover than 40 at $4000 gold, but miners being 10 Baggers at $4000 gold maybe your right. would be very Happy if my portfolio could 3x within the next 3 years

[@joeyf6133]

Pull back the past month has been extremely humbling. I guess we keep holding though.

[@mikesperle2359]

I wonder how many folks get Endeavour Silver EXK and Endeavour Mining EDV mixed up? I did or told my daughter to make a trade for me. BTW Thanks Don!

[@brianwest7344]

endeavour and fresnillio trade on the LSE isn't this a limit to how much they can potentially go up as the LSE seems to be in terminal decline as a market?

[@john-yn5nz]

APM.V should have a HUGE 2025/26 $4-$5 from what I'm hearing ....

[@WeiXiongVan]

Dont see JAG anymore?

[@dxunja]

What about Paramount Gold Nevada Corp. (PZG)?

[@DonDurrett]

They are a developer. I do own it.

[@pamtremmel9936]

Don do you follow Cerro de pasco GPPRF?? IT LOOKS INTERESTING

[@DonDurrett]

I thought about buying it. I sent them an email asking about their royalty deal and they didn't reply. So I lost interest.

[@markmuch1295]

NEM has just fallen from 58 to 37. Time to buy?

[@DonDurrett]

Yep. Time to buy to the bottom. I doubt we will see $30.

[@markmuch1295]

@@DonDurrett Thanks. Actually NEM is my 4th largest gold holding although I never bought any. I got my shares when they took over FNV long ago and then Goldcorp. I never sold any NEM. I know Rick Rule and Adrian Day like AEM a lot more than NEM, but NEM produces twice as much gold as AEM and the stock price is half AEM's. Seems like NEM should do better if gold goes to 5K or 8K, especially if they sell off their smaller high cost mines and pay down debt. And NEM is the only gold stock in the S&P 500 and will be a go to stock in a roaring gold bull market. Guess I'll hang on.

[@DonDurrett]

@@markmuch1295 Hang on. Don't sell until NEM reaches $150 at $4K gold. So, wait for $4K gold.

[@DonDurrett]

Yes, buy to the bottom. Buy at $37, $35, $33. I doubt it goes lower than $33.

[@markmuch1295]

@@DonDurrett Sounds like a good plan. Thanks. But just yesterday Rick Rule said gold may got o 8K or 10K, and Michael Oliver expects gold to go to 8K in 2 years.

[@pathosattrition]

Not holding $ARMN anymore?

[@DonDurrett]

Good catch. Tax loss selling. I plan to rebuy on Jan 3rd. I owned this stock when it was Gran Columbia, and they had problems. So, I had some losses. But I like the stock.

[@johnceko8302]

No Mako? It’s literally a shark. Cash flowing mid tier.. already accumulating.. Can build mines in house..big backer..

[@marcmason9474]

Im FNV, EXK, EQX, VZLA, DSVR, SLVR, FGV, FF i will sit tigut and go find something else to do with my time and let them mature like a beautiful flower

[@mikesperle2359]

wish Fresnillo would trade OTC Q! :)

[@DonDurrett]

They are arrogant not to support it.

[@dhananjaygarg4633]

@DonDurett The only debt Santacruz has is 40 million dollars to be paid to glencore before nov 2025. A 20 million ageq ounce producer trading at a mcap of 70 million$

[@DonDurrett]

Good to know. I'll double-check their debt level and update my database.

[@dhananjaygarg4633]

@DonDurrett I greatly appreciate your work and follow every tweet and video of yours Don !! I request you have a look at Santacruz.. in 15 years of me looking at gold and silver mining i have never seen a valuation as compelling as SCZ..300 million revenue trading at 70 million mcap with a clean balance sheet..20 million cash no debt apart from 40 million to be paid to glencore by Nov 2025..60 million odd VAT receivable