aggregating silver dialogue forked off of main Manus watch & brief for future reference
Message 35374625
Q: Re the silver processed but not mined by China, are the silver concentrates bought and paid for or on toll processing? Message 35375528
Q: China, if am reading you correctly, is in effect doing a rare-earths protocol in broad daylight, but to silver, borne on being large-enough miner, efficient-enough trader, transparent-enough exchange, certain-enough user, insensitive-enough to silver pricing, in collaboration with global-south Peru, Mexico, and Bolivia, yes?
Q: Please review this piece of JPM note and comment / critique as you might in context of our metals gold, silver, platinum, copper metalsandminers.substack.com <<P/E 24 = Dead Money: Why J.P. Morgan's 35-Year Chart Shows the Great Rotation From the S&P 500 to the Metals and Miners is the Play in 2026!>> - why JPM so pessimistic, why only for '2026', and not for '2026 - 2032' ? Message 35375498
(The answer by Manus is detailed and covers 25 years of history w/r to biz models development of China silver, but below serves purpose for now …) |
