Global Silver Market Faces Intensifying Supply Deficit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy ELE?
Source: Globenewswire
- Supply-Demand Imbalance: The global silver market is facing its fifth consecutive year of supply deficit, with industrial consumption outpacing mine production, leading to silver prices surpassing $100 per ounce, attracting investor interest in companies capable of rapid production.
- Monetizing Historic Stockpiles: Americore Resources is evaluating options to monetize historic surface stockpiles at its Trinity Silver Project in Nevada, potentially containing approximately 400,000 ounces of silver in oxide and 365,000 ounces in sulfide, aiming for near-term cash flow through expedited processing pathways.
- Capital Flow Shift: The global mining industry has shifted towards brownfield development, with capital now flowing primarily into existing mine infrastructure rather than speculative greenfield projects, with brownfield restarts delivering production timelines 50% to 70% faster, providing structural advantages for companies with historic stockpiles.
- Strategic Land Expansion: Americore has aggressively expanded its land position over recent months, now controlling approximately 22,700 acres of prospective ground, which is expected to triple its resource base to 36 million ounces of silver equivalent, enhancing future production potential.
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Analyst Views on ELE
Wall Street analysts forecast ELE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ELE is 23.77 USD with a low forecast of 23.77 USD and a high forecast of 23.77 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 18.390
Low
23.77
Averages
23.77
High
23.77
Current: 18.390
Low
23.77
Averages
23.77
High
23.77
About ELE
Elemental Royalty Corp, formerly Elemental Altus Royalties Corp, is a new mid-tier, gold-focused streaming and royalty company with a globally diversified portfolio of 16 producing assets and more than 200 royalties, anchored by cornerstone assets and operated by mining partners. Its royalties include Karlawinda Gold Project, Ballarat Gold Mine, Wahgnion Gold Mine - Burkina Faso; Bonikro Gold Mine - Cote d’Ivoire; Mercedes Gold-Silver Mine - Mexico; Amancaya Gold-Silver Mine - Chile; Mount Pleasant Copper Project - Canada, and Casual royalty interests in Mauritania and Bolivia. Karlawinda Gold Project is a large-scale open pit mine located in the Pilbara region of Western Australia. The mine is 70 kilometers (km) by road south-east of the town of Newman. Ballarat is an underground gold mine located 115 km northwest of Melbourne in Ballarat, Victoria, Australia. Wahgnion mine is located 510 km southwest of the capital city Ouagadougou, within the Paleoproterozoic Birimian Senoufo Belt.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Global Silver Market Faces Intensifying Supply Deficit
- Supply-Demand Imbalance: The global silver market is facing its fifth consecutive year of supply deficit, with industrial consumption outpacing mine production, leading to silver prices surpassing $100 per ounce, attracting investor interest in companies capable of rapid production.
- Monetizing Historic Stockpiles: Americore Resources is evaluating options to monetize historic surface stockpiles at its Trinity Silver Project in Nevada, potentially containing approximately 400,000 ounces of silver in oxide and 365,000 ounces in sulfide, aiming for near-term cash flow through expedited processing pathways.
- Capital Flow Shift: The global mining industry has shifted towards brownfield development, with capital now flowing primarily into existing mine infrastructure rather than speculative greenfield projects, with brownfield restarts delivering production timelines 50% to 70% faster, providing structural advantages for companies with historic stockpiles.
- Strategic Land Expansion: Americore has aggressively expanded its land position over recent months, now controlling approximately 22,700 acres of prospective ground, which is expected to triple its resource base to 36 million ounces of silver equivalent, enhancing future production potential.
See More
Global Silver Market Faces Continued Supply Deficit
- Silver Supply Shortage: The global silver market is facing its fifth consecutive year of supply deficit, with industrial consumption consistently outpacing mine production, leading to market tightness that impacts production plans and profitability for related companies.
- Strategic Mineral Supply Chain Pressure: Governments are prioritizing domestic processing capacity and international partnerships to reduce dependencies, with capital rotating towards companies capable of rapidly converting existing assets, reflecting a heightened focus on supply chain security.
- Americore Resources Strategy: Americore Resources is evaluating options to monetize historic surface stockpiles at its Trinity Silver Project in Nevada, potentially unlocking around 400,000 ounces of silver, leveraging the current silver price of approximately $100 per ounce to generate near-term cash flow.
- Mako Mining Resource Update: Mako Mining reported an updated mineral resource estimate for its Moss Mine in Arizona, showing 679,000 gold equivalent ounces, with steady production expected to commence later this quarter, further solidifying its market position.
See More
Is Elemental Royalty (TSXV:ELE) Quietly Restructuring Its Capital Strategy with New Shelf Capacity?
Elemental Royalty's Shelf Registration: The company filed a CAD$126.98 million shelf registration for common shares, emphasizing its strategy to maintain capital-raising flexibility while engaging with the precious metals royalty investor community.
Investment Narrative and Risks: Elemental Royalty aims to build a mid-tier precious metals royalty platform with a focus on generating resilient cash flows, but investors should be aware of potential equity dilution and integration risks following recent mergers.
Valuation Perspectives: Fair value estimates for Elemental Royalty vary significantly, ranging from US$0.56 to US$242.15, highlighting differing investor opinions on the company's future performance and the importance of considering multiple viewpoints.
Research and Analysis Tools: Simply Wall St offers a comprehensive analysis of Elemental Royalty, including key rewards and warning signs, and provides a visual summary of the company's financial health to aid investors in their decision-making process.
See More
Global Silver Market Faces Intensifying Supply Deficit
- Supply-Demand Imbalance: The global silver market is facing its fifth consecutive year of supply deficit, with industrial consumption outpacing mine production, leading to silver prices surpassing $100 per ounce, attracting investor interest in companies capable of rapid production.
- Monetizing Historic Stockpiles: Americore Resources is evaluating options to monetize historic surface stockpiles at its Trinity Silver Project in Nevada, potentially containing approximately 400,000 ounces of silver in oxide and 365,000 ounces in sulfide, aiming for near-term cash flow through expedited processing pathways.
- Capital Flow Shift: The global mining industry has shifted towards brownfield development, with capital now flowing primarily into existing mine infrastructure rather than speculative greenfield projects, with brownfield restarts delivering production timelines 50% to 70% faster, providing structural advantages for companies with historic stockpiles.
- Strategic Land Expansion: Americore has aggressively expanded its land position over recent months, now controlling approximately 22,700 acres of prospective ground, which is expected to triple its resource base to 36 million ounces of silver equivalent, enhancing future production potential.
See More
Global Silver Market Faces Continued Supply Deficit
- Silver Supply Shortage: The global silver market is facing its fifth consecutive year of supply deficit, with industrial consumption consistently outpacing mine production, leading to market tightness that impacts production plans and profitability for related companies.
- Strategic Mineral Supply Chain Pressure: Governments are prioritizing domestic processing capacity and international partnerships to reduce dependencies, with capital rotating towards companies capable of rapidly converting existing assets, reflecting a heightened focus on supply chain security.
- Americore Resources Strategy: Americore Resources is evaluating options to monetize historic surface stockpiles at its Trinity Silver Project in Nevada, potentially unlocking around 400,000 ounces of silver, leveraging the current silver price of approximately $100 per ounce to generate near-term cash flow.
- Mako Mining Resource Update: Mako Mining reported an updated mineral resource estimate for its Moss Mine in Arizona, showing 679,000 gold equivalent ounces, with steady production expected to commence later this quarter, further solidifying its market position.
See More
Is Elemental Royalty (TSXV:ELE) Quietly Restructuring Its Capital Strategy with New Shelf Capacity?
Elemental Royalty's Shelf Registration: The company filed a CAD$126.98 million shelf registration for common shares, emphasizing its strategy to maintain capital-raising flexibility while engaging with the precious metals royalty investor community.
Investment Narrative and Risks: Elemental Royalty aims to build a mid-tier precious metals royalty platform with a focus on generating resilient cash flows, but investors should be aware of potential equity dilution and integration risks following recent mergers.
Valuation Perspectives: Fair value estimates for Elemental Royalty vary significantly, ranging from US$0.56 to US$242.15, highlighting differing investor opinions on the company's future performance and the importance of considering multiple viewpoints.
Research and Analysis Tools: Simply Wall St offers a comprehensive analysis of Elemental Royalty, including key rewards and warning signs, and provides a visual summary of the company's financial health to aid investors in their decision-making process.
See More
