off the top of my head
pure plays
CCU - 51Moz resource, exploration upside and production late this year/early next year. my favourite
AYN - producing now, unsure of costs/reserves
ARD - production a way off
SLV - don't know too much about them.
noticed jpmorgan are significant holders of both CCU and AYN. not sure how i feel about this or if it matters.
silver exposure
TRY - producing dore bullion. paying dividends. can borrow against them with comsec margin lending (last time i checked)
DML - silver content in their ?botswana copper projects
CJO - 200Moz in mexico. also got an iron ore deposit
ETPMAG - etf tracking silver in AUD but slight discount due to holding fees being deducted from each share periodically, hence not the best for long term.
i once would have said BSM due to their gold+silver tailings project but they seem to be running into money and tech troubles. id steer clear for now.
then you've gotta get some physical. i have personally stuck with 1oz silver eagles (i find it ironic and amusing that they come from america, given that...well...its america) but any aussie or canadian or other well-known producer is good. then on top of the 1oz coins i'd look at larger bars, perhaps 10 or 100oz.
ebay is good for coins, i use the seller 'perthbullion' or just search '1oz silver' and list from most expensive down.
i am going 50/50 bullion and stocks. i don't buy much into the 'wake up one day and stocks are zero' comments. i mean i understand the possibility but think that warning bells should have been going off quite some time before an event like that happens.
get on board!
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