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To: sixty2nds who wrote (10213)9/28/2025 11:02:36 AM
From: Sun Tzu  Read Replies (2) | Respond to of 10550
 
The real complexity in silver is not predicting the demand, which like predictions for any commodity is not worth the paper it's written on, but in predicting the supply.

The vast majority of silver is produced as a byproduct of Cu, Pb, Zn production. This means that when the base metals pick up silver production rises whether or not there's a demand for it. And that complicates the inventory picture.

However, this complication also provides opportunity. The core rule to buy when blood runs on the streets is valid for everything, and more so for the commodities.

I agree with you on agri commodities.

Out of curiosity, since you have researched Cu, what do you think of Ivanho (IVPAF) and southern copper?