Scottbilly56
191 posts

Scottbilly56
@Scottbilly56
$GSVR.V https://t.co/rqKc6GO6L8 https://t.co/af6ZWeXND4 https://t.co/qClSwtpHp0 https://t.co/dUr9LOgnPw























Guanajuato Silver - $GSVR.v If gold and silver manage to average ~$3,700 and ~$50 in 2026: → Estimate per AgEq oz: - Revenue/oz ≈ $125–155 -Cost/AISC ≈ $25 → Margin/oz ≈ $100–130 Total margin: 2.9–3.2 M × $100–130 ≈ $290–415 M Not all the operating margin becomes free cash so we’ll use two conversion assumptions: Conservative: 45–55% of operating margin Moderate: 60–70% conversion Conservative FCF: ~$290–415 M × 50% ≈ $145–210 M Moderate FCF: ~$290–415 M × 65% ≈ $190–270 M Even a base case re‑rating suggests $1.20–$1.80+ if those prices in gold and silver sustain, which is pretty reasonable I have been building a position at 0.60/0.50 but if we get a dip to 0.40c/0.30c Im max buying $GSVR.v Sustain lower prices in gold and silver even suggest nice upside.... imagine much higher prices in the future









