The David Lin Report

'Explosive Upside' Just Starting; CEO Called Silver's Price Boom, Here's Next Target | Jim McDonald

Jun 26, 2025
Jim McDonald, CEO of Kootenay Silver, shares insights on the recent surge in silver prices, which have surpassed $37 an ounce. He discusses the historical gold-to-silver ratio and its implications for potential gains in the silver market. Jim highlights Kootenay's impressive silver resource discoveries in Mexico, totaling over 400 million ounces. He also touches on the increasing interest from investors and the ongoing mergers and acquisitions in the sector, positioning silver for significant future developments.
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INSIGHT

Silver-Gold Ratio Reversion

  • Silver's recent price surge reflects a reversion of the gold-to-silver ratio towards its historical mean.
  • This mean reversion signals significant leverage and potential explosive upside for silver compared to gold.
INSIGHT

Silver Beta Kick Starting Now

  • Silver's historically higher volatility (beta) compared to gold has yet to fully activate in this bull cycle.
  • Recent silver price jumps indicate the beta effect is kicking in, signaling silver's imminent outperformance over gold.
INSIGHT

Growing Interest From Generalist Funds

  • Generalist investment funds have recently entered the silver mining sector, increasing capital and interest.
  • This shift signals broadening appeal beyond traditional resource investors toward silver exposure.
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