RE:RE:RE:srry for the assey fudI think that there is an important difference as paying for concentrate offtake is linked to the COMEX silver price and smelter fees (is that correct?), while the coins can have an additional premium due to the shortage of physical silver. That should increase revenure considerably.
Actually, First Majestic is also not selling concentrate and rather producing dor bars. Keith Neumeyer seems to be very happy about this and not having to work with the intermediate smelters. In a recent interview, he confirmed his forecast of triple digit silver driven by the demand, which will drive prices. Today and tomorrow will be the days to fix the amount of physical delivery for the July delivery months.