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First majestic (AG) LA plus "pure player" des Silver mines

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MessageFirst majestic (AG) LA plus "pure player" des Silver mines
par marie Mar 22 Nov 2011 - 21:31

pour une fois que le patron d'une minière argentifère a le courage de s'exprimer sur la question, il ne faut pas rater ça !

interview du patron de First majestic silver corp /Keith Neumeyer
rien de bien nouveau...sauf que c'est justement le patron d'un producteur d'argent qui le dit !



http://news.silverseek.com/SilverSeek/1321980348.php



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Dernière édition par marie le Jeu 22 Fév 2018 - 19:27, édité 1 fois

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MessageRe: First majestic (AG) LA plus "pure player" des Silver mines
par g.sandro Mer 23 Nov 2011 - 2:32

http://news.silverseek.com/SilverSeek/1321980348.php

Citation :
Keith Neumeyer: The Silver Market Lacks Integrity

By: Ron Hera

-- Posted 22 November, 2011 |


©2011 Hera Research, LLC

The Hera Research Newsletter
(HRN) is pleased to present an incredibly powerful interview with Keith
Neumeyer, Chief Executive Officer, President and Director of First Majestic Silver Corp. (TSX:FR / NYSE:AG). Mr.
Neumeyer began his career at the Vancouver Stock Exchange and worked in
the investment community for 26 years beginning his career in a series
of Canadian national brokerage firms including McLeod Young Weir (now
Scotia McLeod), then Richardson Greenshields and then Walwyn Stogell
McCuthchen (which became Midland Walwyn).


Mr. Neumeyer moved on to work with several publically traded companies in the natural resource and high technology sectors. His
roles have included senior management positions and directorships in
the areas of finance, business development, strategic planning and
corporate restructuring. Mr.
Neumeyer, who has listed a number of companies on the Toronto Stock
Exchange, has extensive experience dealing with financial, regulatory,
legal and accounting issues.


Hera Research Newsletter (HRN): Thank you for joining us today. Let’s begin by talking about silver supply and demand.

Keith Neumeyer: Silver mine production was around 736 million ounces in 2010. Demand was around 1 billion ounces. Scrap silver recycling and some government sales filled the gap. We’re at historic lows in terms of above ground silver. Eric Sprott recently said there are 1 billion ounces of triple nine silver left aboveground. Unlike gold, silver gets used. We’re at historic highs in supply when it comes to gold, but the exact opposite is true for silver.


HRN: Is there a deficit in terms of mine supply?

Keith Neumeyer: We’ve had a supply deficit for the past 13 years. 2009 was the first year we created equilibrium. We only went into a surplus in 2010, in terms of industrial and jewelry fabrication demand. The surplus mine supply was purchased by investors, obviously. A
lot of mining companies are showing lower production because a lot of
silver comes from base metals and, with lower base metals prices, it’s
becoming more difficult. I don’t see any major supply drivers for silver in the next several years.


HRN: Do you expect more scrap silver to enter the market?

Keith Neumeyer: That’s what happened in 2009 when gold rallied over $1,200 and then corrected to below $1,100. It was primarily caused by scrap gold entering the market. I believe the same thing was happening for silver. We’ll see that again as the metals make new highs. It’s the same as a stock. You replace part of the shareholder base at different levels.

HRN: Are you optimistic about future demand?

Keith Neumeyer: Yes, I’ve been optimistic about silver since 2002 because silver is a strategic metal. I think it’s more important than gold.

HRN: Are there new applications that could increase demand?

Keith Neumeyer: We’re seeing all kinds of new applications. A
recent report by Barclays forecast that 120 million ounces of silver
will be used for solar power generation in 2012 versus 40 million ounces
in 2009. The battery industry is growing as well. Zinc-silver
batteries provide very stable capacity—their output doesn’t degrade
like lithium batteries—and they deliver 40% more energy compared to
nickel metal-hydride batteries. They’re safer than water-based chemical batteries because they don’t heat up or explode. They’re also mercury free and 95% recyclable. Lithium-ion batteries in cell phones, for example, need to be replaced after 12 to 18 months. I’m very optimistic about battery technology. There are also robotics and other applications on the horizon.


[center][center]


[/center]

HRN: What’s your long term price target for silver?

Keith Neumeyer: Silver will reach a value based on its natural ratio of 15:1 with gold. I expect to see at least $2,000 gold and most likely $3,000 in the next 3 to 5 years, so silver will be between $130 and $200. It’s a big number from where we are today but that’s where I think we’re headed. We’re dealing with a market that needs to be corrected.

HRN: Isn’t the price of silver set by supply and demand?

Keith Neumeyer: I don’t think supply and demand has anything to do with the price, unfortunately. The world we live in today is a paper environment where silver is priced by financial circumstances. Banks, traders and investors around the world move markets to where they want them to be. Governments and commercials—big banks like HSBC and JP Morgan—all have a piece of the action. They alternately work together or sometimes against each other. All these forces price the metal. That’s one reason we’re seeing the volatility that we’re seeing today.





HRN: How can supply and demand be irrelevant?

Keith Neumeyer: In short term trading, the price is financially driven. Eventually, markets do correct themselves over time. In the long run, supply and demand does have influence. That’s why the price will ultimately return to its natural ratio of 15:1.

HRN: How is the price of silver financially driven?

Keith Neumeyer:
It has to do with the financial instruments that we trade in and with
the fact that silver trades a billion ounces per day on the COMEX alone
when there are 26 to 30 million ounces of silver available for delivery. With that kind of leverage, you just don’t have a proper market.


HRN: It has been reported that there are 100 ounces under contract for every ounce in the COMEX warehouse.

Keith Neumeyer: The governments, regulators and bullion banks have let the silver market get more and more leveraged. We’ve
seen a lot of wealth destruction as a result of this leverage and we’re
going to see a lot more until, finally, the governments decide to
change the system.


HRN: Isn’t the COMEX guaranteeing market integrity, by raising margins, for example?

Keith Neumeyer: I don’t buy the argument on margin hikes at all.

HRN: Don’t margin hikes prevent dangerous asset price bubbles?

Keith Neumeyer: It’s not up to them to decide what is parabolic. They’re not investors themselves. They don’t have money in the market. They decide a bubble is going to happen if they don’t raise margins but no one knows when a bubble is forming. It is only apparent after it’s already happened. By hiking the margins, they create the appearance of a bubble bursting. They create the bubble. They create the proof that it was a bubble. If they let it alone, the market would stabilize by itself.

HRN: What should the Commodities and Futures Trading Commission (CFTC) do?

Keith Neumeyer: The job of the regulators is to protect the retail investor. That’s their only job. It’s not to protect the banks or the brokerage firms. The little guy is the primary taxpayer. Why were the Securities and Exchange Commission (SEC) and the CFTC put in place? They were put in place to protect retail investors. Prior to regulation, the banks controlled the market. Today, the banks control the market again. Who should control the market? Retail investors. Who’s protecting them? No one.

HRN: Are you saying that the CFTC does nothing while the COMEX caters to banks and brokerage firms?

Keith Neumeyer: Yes.

HRN: And the COMEX doesn’t serve retail investors?

Keith Neumeyer: No. Absolutely not.

HRN: Do you foresee a return to a free market in the future?

Keith Neumeyer: I’m an optimist. I believe one day that governments will rewrite the rules and force the regulators to protect investors. That’s
where we were back in the ‘70s and that’s where I think we have to be
again to correct the problems that have arisen over the past 40 years. Silver is being revalued. It’s going to affect a lot of people along the way and it will change the financial system. Ultimately,
we’re going to have a new financial system and, hopefully, we’ll go
back to natural markets, completely driven by supply and demand. It may take another 20 years but I think it will happen.


HRN: A new financial system?

Keith Neumeyer: If I’m wrong, the banks will run the world, even more so than they do today, 10 or 20 years from now. God
forbid that we ever get there because that’s a one currency, one
government world that would absolutely be a disaster for the human race. There would be no freedoms at all to move or to invest. It would be like having shackles on our ankles. There is a movement to go in that direction, unfortunately. There are a number of very wealthy people that want to see that. I hope that we can find the politicians to prevent that type of world from coming to pass.


HRN: Thank you for your time and for your candor.

Keith Neumeyer: It was a pleasure.[/center]



Silver is king, Go Gold !
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Message Silver Will Rally to $130, Gold To $8,000 - Les PDG d'AG ( First Majestic) n'a pas peur de s'engager
par g.sandro Dim 17 Déc 2017 - 15:56



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Message Ses arguments me semblent très pertinents...
par g.sandro Dim 17 Déc 2017 - 18:26

Ses arguments me semblent très pertinents...

https://www.youtube.com/watch?v=W80jOUqq_HI





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MessageEt ça, ce n'est qu'une seule des mines de first Majestic (AG)
par g.sandro Sam 6 Jan 2018 - 20:37




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Messagepour en savoir plus sur La Parilla, un des nombreux actifs de AG
par g.sandro Ven 12 Jan 2018 - 18:37




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MessageFirst Majestic Silver to buy Primero Mining in $320M deal
par g.sandro Ven 12 Jan 2018 - 18:39

First Majestic Silver to buy Primero Mining in $320M deal

Comme souvent, ça déplaît au marché...dans un premier temps, mais perso, je fais confiance à Keith Neumeyer dont la spécialité est d'identifier et de choper des actifs décotés.

Pas le genre de lascar à dépenser sa tune sur un coup de tête.
reste à savoir comment ils vont renégocier le deal avec WPM.

Jan. 12, 2018 7:52 AM ET|About: First Majestic Silver Corp. (AG)|By: Carl Surran, SA News Editor
First Majestic Silver (NYSE:AG) agrees to acquire Primero Mining (NYSE:PPP) in a cash and stock deal valued at $320M, including debt.

The acquisition implies consideration of C$0.30/share, based on the 20-day volume weighted average price of AG shares on the Toronto Stock Exchange through Jan. 10, representing a 200% premium to the weighted average price of Primero common shares on the TSX over the period.

Primero's key asset is its 100%-owned San Dimas silver-gold mine in Mexico; related to the deal, Wheaton Precious Metals (NYSE:WPM) ends its existing San Dimas silver purchase agreement with Primero and enter into a new agreement with AG.

source:

https://seekingalpha.com/news/3322579-first-majestic-silver-buy-primero-mining-320m-deal



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MessageTiens,des analystes (au moins un) commencent à comprendre la démarche de Keith Neumeyer et son deal avec WPM qui a été joliment renégocié
par g.sandro Jeu 22 Fév 2018 - 2:36

Tiens,des analystes (au moins un) commencent à comprendre la démarche de Keith Neumeyer et son deal avec WPM qui a été joliment renégocié...

https://seekingalpha.com/article/4148480-first-majestic-new-flagship-asset



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MessageLe meilleur semble à venir : Mining News First Majestic: 1Q Silver-Equivalent Output Falls; Silver Production To Rise
par g.sandro Jeu 19 Avr 2018 - 21:43

Le meilleur semble à venir : Mining News First Majestic: 1Q Silver-Equivalent Output Falls; Silver Production To Rise

http://www.kitco.com/news/2018-04-19/First-Majestic-1Q-Silver-Equivalent-Output-Falls-Silver-Production-To-Rise.html



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MessageDu nouveau...et du bon
par g.sandro Ven 12 Oct 2018 - 23:02

First Majestic Silver For The Win

décidément, plus j'étudie ce titre (que n'ai cessé d'accumuler pendant la déprime, jusqu'à en faire ma plus grosse ligne de mines en raison de son levier phénoménal de 13/1 que seule CDE surpasse avec son 16/1), et plus son fondamental m'enthousiasme...

https://seekingalpha.com/article/4211331-first-majestic-silver-win?app=1

un oeil sur le graph?
https://www.tradingview.com/x/XWQjHfFY/

NB j'ai ouvert aussi une modeste position de SVM, (qui ne veut pas baisser quand les autres plongent et qui monte comme les plus vivaces quand le Silver est bien orienté) elle aussi semble disposer d'un fondamental de dingue



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