Mike Konnert

979 posts

Mike Konnert banner
Mike Konnert

Mike Konnert

@KonnertM

CEO and Founder of Vizsla Silver Corp (NYSE: VZLA) Co-founder and Managing Partner - Inventa Capital

Vancouver, British Columbia Katılım Ocak 2011
1.4K Takip Edilen2.4K Takipçiler
Mike Konnert retweetledi
Gecko Investor Group
Gecko Investor Group@GeckoResearch·
As ⁦@RealRickRule⁩ recently stated, "it's so good it could be a diamond mine" Fully funded for the build. Playback so quick it's paid for before the second shift go down the shaft. Well, darn close anyway. 🇺🇸 $VZLA 🇨🇦 $VZLA.TO ⁦@KonnertMnewswire.ca/news-releases/…
English
1
7
84
16K
Jamie Switzer
Jamie Switzer@jamie_switzer·
@KonnertM Congrats Mike, you’ve assembled a first class group and these results reflect that
English
1
0
1
88
Mike Konnert
Mike Konnert@KonnertM·
Incredible outcome here, thanks to the hard work of our team. The results are unlike anything I’ve seen before. Congratulations and thanks to everyone who worked tirelessly on this — in particular, the VZLA team: Simon, Fernando, and Karl, as well as Ausenco, Mining Plus, and SGS.
Vizsla Silver@VizslaSilver

📣 NEWS // VIZSLA SILVER DELIVERS POSITIVE FEASIBILITY STUDY FOR THE PANUCO PROJECT 🔗Read more: bit.ly/4p3HHJ9 Join the Panuco Project Feasibility Study Webcast: November 24, 2025 10am PT / 1pm ET. 🔗Register here: app.webinar.net/q2P8aMb4XpQ #VZLA #FeasibilityStudy #Silver #Gold #Mining #Mexico

English
6
1
19
2K
Mike Konnert
Mike Konnert@KonnertM·
Incredible to see visible gold in Targa's $TEX.C initial drill program. Congrats to the Targa and Kenorland team! @newswire/targa-announces-update-and-observations-from-opinaca" target="_blank" rel="nofollow noopener">ceo.ca/@newswire/targ…
English
0
0
3
548
Mike Konnert retweetledi
James Henry Anderson
James Henry Anderson@jameshenryand·
Daniel Ghali of TD Securities on Silver near $44 oz
English
21
91
340
117.2K
Mike Konnert retweetledi
Otavio (Tavi) Costa
Otavio (Tavi) Costa@TaviCosta·
Normally, when metals perform well for a few years, producers ramp up output to capitalize on the favorable environment. Not this time. Decades of underinvestment in the mining industry have been so severe that there are virtually no significant new mines coming online to meaningfully change the supply curve. Some think this problem is unique to silver. It’s not. While the imbalance is more acute there, other metals face the same challenge: a shortage of new supply on the horizon. This is one of the main reasons I believe this metals and mining cycle is likely to last much longer than prior ones. Lastly, in case you were wondering: When it comes to silver, Mexico is essentially the “Saudi Arabia” of the market. It accounts for about 25% of global supply — an even larger share than Saudi Arabia holds in oil. The fact that Mexican output has been in multi-year decline poses a profound challenge for the silver market.
Otavio (Tavi) Costa tweet media
English
52
154
693
45.5K
AllStreetsWolf 📈
AllStreetsWolf 📈@AllStreetsWolf·
$LUCA.V @LucaMining "When I joined we had $1M in bank & we had $18.2M in debt. Today we sit with almost $25M cash in the bank & $7.7M in debt" A $40M balance sheet improvement 👏 Generated $11.7M in FCF in Q1 2025 towards annual forecasts of $30-40M youtu.be/LTTC9cpYLc8?si…
YouTube video
YouTube
English
3
7
25
8.6K
Mike Konnert
Mike Konnert@KonnertM·
Congrats to Craig and the team at $VCU. This is a great start, with the first hole in the campaign being a discovery with 500m intersecting mineralization. The Thira target is robust and could end up being very big. @newswire/vizsla-copper-announces-new-copper-molybdenum-discovery" target="_blank" rel="nofollow noopener">ceo.ca/@newswire/vizs…
English
1
3
37
1.8K
Mike Konnert
Mike Konnert@KonnertM·
Great to see the MAG deal today. Achieving >1.5x NAV for a minority, non-operating interest highlights the premium valuations that Mexican silver producers are commanding in this market. Nearly $6 billion in silver-focused M&A has occurred in Mexico over the last 12 months alone. With Vizsla’s unique combination of high grade, scale, and peer-leading project economics, we believe a premium to this peer group is possible. We are currently trading at ~0.5x NAV, offering material upside as we advance through key derisking stages in 2025 — fully funded with over $100M in the treasury. “In addition, from a valuation perspective, the premium is similar to precedent transactions. Based on our estimates, the acquisition has an implied multiple of 1.72x P/NAV and 12.88x P/CF, compared to the average multiple of 1.8x and 13x paid for SilverCrest and Gatos Silver last year.” — CIBC Equity Research, May 2025 Vizsla is targeting 20Moz AgEq production in its first two years (per the PEA), with sub-$10/oz ASIC. At current silver prices, this supports >$400M in annual cash flow — a level that, if awarded a peer-average multiple, suggests a substantial valuation re-rate. With strong project finance interest and minimal anticipated equity dilution, we’re positioned to rapidly transition to production and capture the NAV multiple premium enjoyed by our peer group. We are now one of the last remaining high-quality, independent, single-asset silver companies in Mexico — increasing our scarcity value significantly. This is a great time to be long VZLA and VROY. $MAG, $PAAS, $VZLA, $VROY
English
2
8
98
9.9K
Mike Konnert retweetledi
Dan Sutton
Dan Sutton@DSutton1986·
Unlocking the next chapter of synthetic fuel commercialization with @InventaCapital and @KonnertM’s team. The component parts to deliver clean fuel that is both high-performance and low-cost exist today. @syntholene will not rest until their use is widespread on a global scale.
Dan Sutton tweet media
English
2
3
11
828
Mike Konnert
Mike Konnert@KonnertM·
I'm proud and excited that Inventa is backing @DSutton1986 and @syntholene. Dan has a huge vision - one that we think its achievable in the near term. This presentation is worth listening to. Syntholene is on the path to produce sustainable fuel at a lower cost than fossil fuels.
Dan Sutton@DSutton1986

The component parts to produce synthetic fuel for lower cost than fossil fuels all exist. Today. This presentation articulates the unit economics broken out in specific detail. These commercially mature reactors and components have just not yet been efficiently integrated to a low cost and high temperature energy source. This is @Syntholene's pure, singular, obsessive mission over the next 12 months. When we win, we deliver a future of infinity carbon neutral petroleum products. Forever. Thanks again to @Andercot and @hyperstition_x for hosting these seminal talks.

English
2
0
8
585