RE:Silver I'm also positive on silver and I do hold MAG silver.
That said, MAG has moved from below $8 this year to
over $17 so i'm not touting it as a current recommendation.
As I review all my holdings, knt has by far the greatest potential NOW.
It's all about earnings but even more important... earnings growth.
It doesn't take much to see why the market values kntnf at a p/e= 56.
*note: last November the p/e went to 28 when kntnf hit $3.43 due
to the 2023 summer speed bump involving the miner deaths.
Why does the market value knt at a 56 p/e now?? A move from
44k AU eq oz production now to 70k AU eq oz per quarter in 2025
to 100+k per quarter in early 2027 kind of spells it out.
So as long as there are no more speed bumps, the future math isn't
hard to do.
All that said, we should all be happy about silver's increase.
Unfortunately for k92, silver remains at 1% or so of total revs.