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To: LoneClone who wrote (311196)

9/3/2025 8:48:33 PM

From: koan

Read Replies (1) | Respond to of 312621

I see it differently LC.

First the fundamentals are totally different in that this time it is fundamentals driving the price and not speculation.

Tons of fundamentals.

First a five year deficit and not much chance of increasing production that much, so not much elasticity there i.e. an increase in price is not going to produce that much more mining.

Secondly, the uses for silver are also not that elastic i.e. price does not affect use all that much as it cannot be easily substituted, and it is often used in very small quantities.

Third, most of the scrap silver has already been melted down, just as most of the easy silver deposits have been mined.

Forth, we have not only a worldwide increase in green energy, but a huge increase in military build up and technology all of which use silver.

Fifth, the world is in turmoil monetarily, with few safe havens for wealth. The 80 year reign of the US bonds and dollar as the safe havens is gone, and with a 37 trillion debt increasing by around 300 billion a month, and no interest by the Republicans to do anything, and even less in other nations to help us, all of who are pissed at us. So silver is a good safe haven just like gold is.

Sixth, the gold silver ratio, IMO given the above should be more like 40 to 1 than 87 to 1 as it is now, and if gold hits $4,000 that would be $100 silver.

And last, speculation which cannot be quantified, but with us looking at the above and four more years of fear, it could become wild riding on the back of the above.

JMO

cheers

To: koan who wrote (311192)	9/3/2025 6:53:24 PM
From: LoneClone	of 311198

The rise in the price of silver will indeed increase one kind of investor demand. But it will also cause a rise in people selling scrap silver, increasing supply, and will decrease industrial demand, which is the primary driver of the PoS. It does look like silver will take out the old $50 high before long. Will the fall in price after the peak be as precipitous as after the last few peaks? As always calling silver is much harder than calling gold because of the greater complexity of the silver market.