ivr 87% svl 67% - the rest are base metal dominant - though that’s often a good thing
silver primaries can be difficult to get high recoveries with - and our generally low grade silver deposits often are far more investable if they have natural income de-risking
ivr is the only resource capable of being high graded to get through a silver price bear period
I’d take myl or pmy over say svl every day of the week. It simply far more economic. High grade + 10yr lom is the good stuff
mkr is interesting but I haven’t found a resource other than stockpiles of unspecified condition.
could be like hotels - 3rd owner is the one who finally turns a profit
cobar at least is historically a silver zone
am long cde in na - hl and cde IMO are the 2 nags to riches stories there - both have hidden operating capacity a king silver cycle will bring online
technically both act as silvers even though both are now more gold than silver
