By David Stein
The podcast currently has 15 episodes available.
Episode 14 (recorded June 2020): Exploration can be a huge wealth creator or waste of money, and in this episode we discuss how mineral exploration is important for mature mining companies. Mineral exploration can generate growth from existing mines, help with planning (i.e. optimizing) operations, and replace reserves.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Sponsorships: off for this episode
Episode 13 (recorded April 2020): Valuation Part 3: In this final episode of our valuation series we discuss what price multiples really mean and how to think about them when comparing stocks. Starting with P/E multiples, we walk through why they are important and the factors that the market prices into multiples. We also discuss P/Cash Flow, EV/EBITDA, P/NAV and P/metal-in-the-ground covering all the valuation metrics mentioned on Episodes 11 and 12.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 12 (recorded April 2020): Valuation Part 2: We discuss how investors can value mining companies (any commodity) using net asset value (NAV) and metal-in-the-ground techniques. For NAV (per share) we go over the strengths and pitfalls of this very popular but controversial valuation method - best suited to pre-production companies as well as the why not all "ounces" are created equal in gold-in-the-ground valuations. Note: We have decided to present Valuation Part 3 on price multiples, since it is a very big and interesting topic, worth covering on its own.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 11 (recorded April 2020): Valuation Part 1: We discuss how investors can value mining companies (any commodity) using cash flow and earnings reports and compare them to one another. In this episode we focus on Cash Flow Per Share and EV/EBIDTA which are useful for true mining companies, and in our next episode we will discuss how you can value pre-production companies. We also discuss why P/E tends not to be useful for evaluating the mining industry.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 10 (recorded live on March 26th 2020): In our first-ever live webcast we take live questions from our viewers/listeners dealing with topics such as how silver typically performs relative to gold and copper, the record-breaking silver:gold ratio, taking Kuya Silver public, the COVID-19 impact in Peru, and more...
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 10 (recorded live on March 26th 2020): In our first-ever live webcast we discuss how silver has been performing amidst the COVID-19 crisis and stock market meltdown. We discuss how this crisis compares to other markets in history and we take questions live from our viewers. The Q&A portion will be on a separate podcast released at the same time.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 9 (recorded March 2020): We look at how gold and silver have performed during recent market crises, Sept 2001 (Terrorism) and Oct 2008 (Credit Crisis) and discuss the similarities and differences today. COVID-19 is the catalyst for the next market crisis and gold and silver have an important role to play in your portfolio.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 8 (recorded February 2020): There are thousands of uses for silver metal, and in this episode we talk about the importance of silver demand , investment demand, and industrial demand, and walk you through some of the many uses of this incredible metal!
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Episode 7 (recorded January 2020): Terry Lynch is the Silver Show's first ever guest! We discuss Save Canadian Mining's lobbying initiatives to make trading stocks, especially in small/micro-cap companies more fair - not just for Canadians but all investors. We also discuss the importance of the mining sector to Canada and the industry's financing challenges.
www.savecanadianmining.com
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Terry Lynch is also the CEO of Chilean Metals (TSXV-CMX), for more information:
www.chileanmetals.com
Sponsorships: off for this episode
Episode 6 (recorded December 2019): You hear about tax-loss selling being the reason that certain stocks trade down at the end of the year, and that may be the case. David goes into why this occurs and what to look for in this episode.
Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru
Kuya's website/investor portal www.kuyasilver.com
Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.
www.aerecuracapital.com
Sponsorships: off for this episode
The podcast currently has 15 episodes available.