Keith Neumeyer, CEO of First Majestic Silver Interview @ 2022 BMO Global Metals & Mining Conference - YouTube
If you are talking about Keith Neumeyer and First Majestic - this is only a few days ago and he talks about the war, etc.
Big supply chain problems as a result of war - per KM. Demand for Ag very strong (much higher than production) including in weapons (cruise missiles need 15 Kg of Ag - I was surprised at this). Always great to listen to.
Note he said paper silver trades at 1 billion ozs a day but production is 800m ozs a year! He says USD30 Ag this year!
KN also says the big cos might move into strategic metals and Ag is one so mining cos might also become part of these trillion dollar cos.
Very nice new interviewer too!
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