Silver Elephant Mining Corp SILEF

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[alex7759]

 

 

 

 

 

 

 

 

John Lee, CFA [e-mail]

 

@johnlee25893955

·

4 Jan

 

S&P is on tracking to break out of all time high, along with gold and silver next 3 months. The powers are printing in high drives to buy and control key elements of economy.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Don Durrett - goldstockdata.com

 

@DonDurrett

·

4 Jan

 

Hey John. Do have any plans to release your objectives for 2024 down in Bolivia for your silver projects? If so, when can we expect your company presentation to be updated? I agree with you that silver should begin to move within 3 months (if it doesn't move, it will be…

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John Lee, CFA [e-mail]

 

@johnlee25893955

·

4 Jan

 

Hi Don, Paca is in production! https://silverelef.com has monthly news updates, new deck in Jan, busy mining and shipping paca materials. Paca oxide (0.8mt) will generate $5M net 2023 to 2025. 2024 objective is construct sulphide plant and start sulphide operation. $elef $silef

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Don Durrett - goldstockdata.com

 

@DonDurrett

·

4 Jan

 

$2M a year doesn't move the needle. We need to see $10M a year FCF.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

John Lee, CFA [e-mail]

 

@johnlee25893955

·

5 Jan

 

for $elef $10M company, it should, compare to most on your junior silver list Don which either make no revenue at all or worse losing money and depleting reserves at same time.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Don Durrett - goldstockdata.com

 

@DonDurrett

 

Your market cap does not equate to your AGEQ in the ground. You have 230M oz AGEQ at 135 gpt. If silver reaches $50 in the next 12-24 months (I think it will), you should be worth $1 per oz (as M&A goes nuts). Unless you sell for less (don't do it). At $1 per oz, you are worth $230M. At $50 silver, if you can produce 1M oz a year at $25 breakeven costs. You can generate 1M oz x $25 = $25M oz FCF a year. With a FCF multiple of 5, that is $125M valuation. That would allow you to grow production. 2M oz = $250M valuation 3M oz = $375M valuation 4M oz = $500M valuation These are 5 multiple valuations. You might get 8 or 10. So, why sell? Find a way to grow production. And find a strategic investor (to own 25% of your company) who will protect your company from being acquired.

 

 

 

 

 

 

 

 

John Lee, CFA [e-mail]

 

@johnlee25893955

·

4 Jan

 

S&P is on tracking to break out of all time high, along with gold and silver next 3 months. The powers are printing in high drives to buy and control key elements of economy.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Don Durrett - goldstockdata.com

 

@DonDurrett

·

4 Jan

 

Hey John. Do have any plans to release your objectives for 2024 down in Bolivia for your silver projects? If so, when can we expect your company presentation to be updated? I agree with you that silver should begin to move within 3 months (if it doesn't move, it will be…

Show more

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

John Lee, CFA [e-mail]

 

@johnlee25893955

·

4 Jan

 

Hi Don, Paca is in production! https://silverelef.com has monthly news updates, new deck in Jan, busy mining and shipping paca materials. Paca oxide (0.8mt) will generate $5M net 2023 to 2025. 2024 objective is construct sulphide plant and start sulphide operation. $elef $silef

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Don Durrett - goldstockdata.com

 

@DonDurrett

·

4 Jan

 

$2M a year doesn't move the needle. We need to see $10M a year FCF.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

John Lee, CFA [e-mail]

 

@johnlee25893955

·

5 Jan

 

for $elef $10M company, it should, compare to most on your junior silver list Don which either make no revenue at all or worse losing money and depleting reserves at same time.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Don Durrett - goldstockdata.com

 

@DonDurrett

 

Your market cap does not equate to your AGEQ in the ground. You have 230M oz AGEQ at 135 gpt. If silver reaches $50 in the next 12-24 months (I think it will), you should be worth $1 per oz (as M&A goes nuts). Unless you sell for less (don't do it). At $1 per oz, you are worth $230M. At $50 silver, if you can produce 1M oz a year at $25 breakeven costs. You can generate 1M oz x $25 = $25M oz FCF a year. With a FCF multiple of 5, that is $125M valuation. That would allow you to grow production. 2M oz = $250M valuation 3M oz = $375M valuation 4M oz = $500M valuation These are 5 multiple valuations. You might get 8 or 10. So, why sell? Find a way to grow production. And find a strategic investor (to own 25% of your company) who will protect your company from being acquired.