Natural Resource Stocks

Silver, Gold, Copper: Where Silvercorp Finds Value


Listen Later

Silvercorp is a profitable silver producer operating for nearly two decades in China’s Ying Mining District, with additional production from GC and diversification initiatives in Ecuador. President Lon Shaver explains how a long-tenured local team, integrated domestic supply chain, and disciplined capital allocation underpin margins and growth. We also cover the El Domo open-pit copper project and the Condor gold project in Ecuador, plus incubation exposure via New Pacific in Bolivia. What We Discuss Why China works for SVM: predictable processes, local relationships, and fast, low-capex expansions. Capital structure discipline: 218 M shares outstanding; cash on hand and a single…
...more
View all episodesView all episodes
Download on the App Store

Natural Resource StocksBy Natural Resource Stocks