Tuesday, October 27, 2026

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PAN AMERICAN SILVER'S LA COLORADA will be the largest silver
mine in the world!!

Monday, October 19, 2026

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Pan American Silver (PAAS) currently trades around $44.43 (as of the Oct 19, 2026 close), with a market cap of roughly $18.5 billion.

At this price the stock appears modestly to moderately undervalued on several measures: trailing P/E is about 13.1–13.2x (forward P/E ~10x), EV/EBITDA ~8.3x, and price-to-book ~2.5x, while independent fair-value estimates (e.g., multi-model intrinsic value ~$50) and analyst consensus targets (averaging ~$60–61, with some higher NAV/DCF views near $64) imply roughly 15–37% upside; the stock also sits well below its 52-week high of ~$70 amid solid free-cash-flow generation, low net debt, and expected production growth.

Saturday, October 10, 2026

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I only own one oil and gas stock, and came about it by chance,
when I saw it barely above its 52 week low:

Pine Cliff Energy Ltd. 

engages in the acquisition, exploration, development, and production of natural gas and crude oil in the Western Canadian Sedimentary Basin. It owns working interest production in the Sundre, Ghost Pine, and Viking areas of Central Alberta, as well as in Caroline Alberta, Southern Alberta, Southern Saskatchewan, and Edson in Western Central Alberta. The company was incorporated in 2004 and is headquartered in Calgary, Canada.

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Clive Thomson and Guest on Precious Metals:

https://youtu.be/wCcDEvzKSrw?si=AvdKFUfbkpM3zxUO

google.com, pub-9167550837393990, DIRECT, f08c47fec0942fa0 PAN AMERICAN SILVER'S LA COLORADA will be the largest silver mine in the worl...