Endeavour Silver

Azione

ISIN: CA29258Y1034

Ticker: EDR

CA29258Y1034

EDR

Price

Discussione su EDR

Messaggi

Jesus

@monttero_

1Mes·

Why Copper isn’t an Immediate Kill Switch for Silver

The most common pushback against the bullish silver thesis is: “Don’t worry, solar will just switch from silver to copper.” How plausible is that?

Alexander Campbell (ex Head of Commodities at Bridgewater) frames it this way:

🔻Demand destruction threshold

• He puts the “break-even / where demand destruction even begins” around $134/oz (not a price target, but the level where the squeeze starts to bite).

⏳ The bottleneck is time (not money)

• Rough math: ~300 factories worldwide, ~1.5 years to convert each to copper plating, and ~60 factories/year parallel capacity --> ~4 years minimum to reach 50% copper adoption.

💸 Even if economics scream “do it”…

• Around $125/oz, payback drops below 1 year, but “deciding tomorrow” still doesn’t compress the industrial timeline (physics/operations > incentives)

🛠️ Not plug-and-play

• Switching to copper isn’t a simple input swap; it requires process/design changes, manufacturing workflow changes, and retraining/qualification.

🔁 The mix effect (PERC → TOPCon → HJT)

• While copper is discussed, the tech mix shift can increase silver intensity on average (he cites ~13.5 mg/W in 2025 vs ~15.2 mg/W in 2030).

✅ Bottom line

Copper may be the long-term “end state”, but it’s unlikely to be an immediate kill switch. Silver can move faster than the PV supply chain can retool.

https://www.campbellramble.ai/p/10-silver-days-of-christmas

$SSLN (+8,42%)
$SILG (+5,49%)
$PHAG (+7,97%)
$XAD6 (+7,98%)
$SIVR (+5%)
$SLV (+5%)
$SIL (+6,76%)
$SILJ
$PAAS (+6,68%)
$AG (-1,2%)
$EDR (+8,74%)
$SVM (+8,59%)
$MAG
$HL (+8,28%)
$SAMG
$AYA (+8,54%)

www.campbellramble.ai10 Silver Days of Christmas

Tenbagger2024

@Tenbagger2024

1Mes·

Raw materials special

Hello my dears,

The statement from COPILOT was.

" Stock up on raw materials "

So today I took a deep dive into the world of mines and commodities.

Anyone who knows me knows that as a long-term investor I tend to look at quality and longevity.

That's why I looked at the shares according to three different criteria

Long-term historical performance
Forward P/E ratio
Earnings growth 2027 (I think investors will be interested in this next year)

I have marked these points YELLOW to find favorites.

I am still in the discovery phase for copper.

My dears,

What do you think of my selection process and my favorites? And what are your favorites in this sector?

@Multibagger
@Dividendenopi

(P.S. since it is very difficult to present the figures here at getquin in a reasonable way, I have done this for you today in a Word Doc. Hope you can read it well)

FAVORITES:

Gold

Eldorado Gold $ELD (+5,19%) Low P/E ratio with high earnings growth

Equinox Gold $EQX (+5,83%)

Equinox Silver

Endeavour Silver $EDR (+8,74%) Low P/E ratio and high earnings growth

Various commodities

K92 Mining $KNT (+2,77%) Low P/E ratio, growth, good in quality and growth check

+ 3

25 Commenti

Chris@Multibagger

1Mes

$EDR as you know, I recently bought it myself as a silver pick.
In the gold sector, I would rather bet on $EQX. They haven't done so well yet. The increase is even higher as they were negative this year.

•

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Chris

@Multibagger

1Mes·

I also struck in the commodities sector!

With $EDR (+8,74%) I opted for a very promising mining stock that was about to be revalued after major problems in recent years. They only had 2 old mines left, which were no longer yielding so much and where production was very expensive. In the meantime, 2 new mines with great potential have gone into production, so profits should multiply. However, it is not a short-term trade, but in my view an opportunity to profit leveraged from the development of the silver price, without the risk of a knockout and even if the silver price moves sideways for the time being.

18.12

Endeavour Silver

Acquistato a 7,95 €

14 Commenti

Tenbagger2024@Tenbagger2024

1Mes

Do you now see a good entry point at $MP? And what do you think of $DR0

•

Visualizza tutti 4 ulteriori risposte

Jesus

@monttero_

1Mes·

🚫NO SILVER LEFT🚫

Rising industrial demand, rigid supply and a market in continuous deficit since 2020.

⚡ The photovoltaic boom isn’t slowing down: total silver demand is expected to reach between 48,000 and 54,000 tonnes per year, with the solar sector alone accounting for up to 40% of global consumption.

⚒️ On the supply side, 72% of silver is produced as a byproduct, and any new primary mine takes nearly a decade to come online. Supply elasticity is almost zero.

Even after factoring in more recycling and lower silver intensity per solar cell, the model shows that by 2030, supply would cover at best 70% of demand — leaving a gap that someone will have to fill… or that prices will eventually correct for.

https://www.sciencedirect.com/science/article/abs/pii/S0921344925004392

$SSLN (+8,42%)
$SILG (+5,49%)
$PHAG (+7,97%)
$XAD6 (+7,98%)
$SIVR (+5%)
$SLV (+5%)
$SIL (+6,76%)
$SILJ
$PAAS (+6,68%)
$AG (-1,2%)
$EDR (+8,74%)
$SVM (+8,59%)
$MAG
$HL (+8,28%)
$SAMG
$AYA (+8,54%)

2 Commenti

NichtRelevant@NichtRelevant

1Mes

Good point. Silver should also go up because gold has become ridiculously expensive.

You seem to look into mining companies. What makes minimg companies better that a direct investment in silver?

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