wichianduangsri/iStock Unreleased via Getty Images Introduction The Green Dream, Carbon Zero Targets, Sustainability and Renewable Energy are all part of everyday parlance. The importance of the need to harness wind power and solar power to meet our ever-increasing demands for energy is constantly being highlighted. Silver is a ‘must have’ metal in these operations due…
La_Corivo Introduction Pan American Silver (NYSE:PAAS) is one of my favorite silver miners. Since Yamana’s acquisition, the company has added quality assets, considerably expanding its reserves and resource base. PAAS assets are in countries with relatively low political risk in the Western Hemisphere. Besides that, the revenue per country does not exceed 25%. 3Q23 production…
Pedro Truffi/iStock via Getty Images The iShares MSCI Brazil ETF (NYSEARCA:EWZ) is poised to conclude a robust year marked by substantial gains, with Brazilian equities approaching levels close to the stock market’s all-time highs (Ibovespa). This performance comes amid widespread skepticism about the policies of the new Lula administration and a macroeconomic landscape that has…
Oat_Phawat/iStock via Getty Images Thesis Pan American Silver (NYSE:PAAS) experienced strong reserve growth year over year. The primary driver was the deal with Yamana. The Jacobina mine, a producing asset with enormous potential for exploration with high grades and low AISC, became part of the Pan American portfolio. PASS has a clean balance sheet with…
Brandon Bell As someone who has invested in and followed AT&T Inc. (NYSE:T) for over a decade, I have seen my fair share of false dawns. For example, many believed Randall Stephenson was the problem and him stepping down would spur the stock. Here we are, more than three years after he stepped down in…
Pan African Resources PLC (OTCQX:PAFRF) Q3 2023 Earnings Call September 13, 2023 5:00 AM ET Company Participants Hethen Hira – Investor Relations Cobus Loots – Chief Executive Officer Deon Louw – Financial Director Conference Call Participants Raj Ray – BMO Capital Markets Richard Hatch – Berenberg Cobus Loots Good morning to all of you and…
Olivier Le Moal Earlier this month, I wrote on Pan American Silver (NYSE:PAAS), noting that the stock’s Q2 results were solid with the inclusion of Yamana’s South American assets and that it was one of the more attractively valued name sector-wide. Since then, PAAS has significantly outperformed the Silver Miners Index (SIL) which is down…