When evaluating mining companies during a commodity bull market, consider comparing a high-grade primary mine in a safe jurisdiction (like Dolly Varden's Kit Sal Valley) against a low-grade open pit mine in Mexico or similar jurisdictions
normativepending
Speaker
Sean KonunEvidence Quote
“what company do you want to be positioned in for that coming move do you want a lowgrade open pit mine in Mexico or do you want a highgrade minimal disturbance past producer in the Golden Triangle”
Source
We're Set Up for the Greatest Squeeze in the History of Silver: Shawn Khunkhun— Commodity CultureCreated: 8/12/2026, 10:00:25 PM
My Notes
Loading notes...