A recent interview had him saying along the lines : "if the company name has 'Silver' in it, I probably have it." He's not relying on getting all his picks right, but just a few of them to be multi-baggers will work!
However, he also said, there are so many silver juniors/explorers that are so way undervalued, that the imminent rise in POS will have a huge effect on a lot of them.. (or something to that effect) (which is why I don't get into arguments with posters regarding which silver explorers are best)
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