The David Lin Report Silver Breakout Not Over: 80% Upside As New Revolution Begins
Jun 24, 2025
Gary Thompson, Executive Chairman of Silver47, and Galen McNamara, its CEO, share insights on the recent merger that positions Silver47 as a premier silver player. They discuss the surge in silver prices driven by industrial demand, particularly in solar energy and battery tech. The duo delves into the dynamics between silver and gold, the impact of geopolitical factors like trade wars, and strategic growth plans for their projects in Alaska and British Columbia, emphasizing high-grade assets and sustainable practices.
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Timing of Silver Mergers
- Mergers in the silver market make sense when combining companies are more valuable to shareholders together regardless of the market cycle.
- Increased scale offers better capital access and liquidity, crucial for microcap junior resource companies.
Gold-Silver Ratio Signals Upside
- The gold-silver ratio was about 100 recently but historically hovered near 20 to 30, signaling silver is undervalued.
- If the ratio drops to 50, silver could gain around 80%, marking significant catching up in a precious metals bull market.
Industrial Demand Drives Silver
- Silver's price surge is driven by industrial demand, especially emerging technologies like solid-state silver carbon batteries.
- These innovations create a new base case for silver beyond traditional monetary uses, supporting sustained higher prices.