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The Salt of The Earth—Is Much More Valuable Than You Think

THE SALT OF THE EARTH
IS MORE VALUABLE THAN YOU THINK

 

It is time to get BULLISH on commodities.

Pick a commodity and it is moving higher.  Grain prices are soaring.   Nickel, copper, oil and silver—all higher.

Investors are seeing upticks in so many commodities— now back to above just prior to pre-pandemic highs. 

The charts on commodities look incredible—clearly showing breakouts.

Closely watched Goldman Sachs commodity guru just told a conference that a large institutional client of his told him that corn is the new bitcoin…..clearly animal spirits are returning to commodities.

Currie and Goldman just pounded the table on commodities.  He said that commodities now have all the signs of structural bull market. 

More accurately what Currie is predicting is —— “A long lasting bull market for virtually every commodity……”

Those are his words not mine, but I understand the reasoning behind it and agree with it.

Currie and I aren’t alone. 

The legendary Stan Druckenmiller just revealed that he has built a huge position in commodities and recently told CNBC to “buckle up” because things are about to get really, really wild.

The setup for commodities is perfect.  Years of underinvestment exacerbated by:

  1. COVID,
  2. dollar weakness,
  3. massive Government spending plans,
  4. interest rates at zero and
  5. the trillions of dollars of coming infrastructure build out for the great energy transition.

This commodity trade is about the fundamentals of supply and demand…

Currie said, “every single commodity market with the exception of wheat is in a deficit today“.  Great trades are built on fundamentals.  Those trades become epic when the momentum crowd eventually jumps on-board.

The commodity trade is also about a world awash in money….

From Druckenmiller “The longer the Fed tries to keep rates suppressed so that they’ll have stimulus in the pipeline, the more I win on my commodities.

Institutional investors are realizing that commodities could be the next moonshot momentum trade.  Just watch out for how exciting this gets when that reddit crowd jumps on the commodity train.

The timing is right for commodities–and creates a huge opportunity for ground floor investors who can find undiscovered commodity stories that will provide the full leverage to a long bullish commodity run.
Our job as investors is simple. 

Find an asset and stock that has not been discovered.  Get in for pennies on the dollar and then wait.  As the money keeps flowing into the commodity sector these are the kinds of stocks that benefit the most.

I believe I have found exactly the kind of ground floor commodity stock that will be a big winner in 2021.  It is completely under the radar.

The company has a very cheap valuation, an incredibly LARGE and HIGH GRADE resource—in Canada—and a North American market that is begging for its product.

The underlying asset provides a huge resource base—over 50 years supply—so we are talking long term predictable cash flows for decades.

My favorite part is the team involved.  It’s a Grade A; a top-tier team in their industry.

 

A Permanent, Unassailable, Competitive Advantage –
We Call That A Moat Folks!!

 
This company has a surprising commodity that investors don’t think about: SALT.  Everyone thinks gold is sexy but there are a lot more millionaires from industrial commodities than gold miners.

You may think salt is boring.  But truckloads of free cash flow—for decades!!!—is not boring.  It’s VERY lucrative.

And it’s certainly not boring  if you get in on the ground floor like we can with this stock.  I’m always looking to get in early and get in cheap.  And because NOBODY knows about salt, I can do that. (And tomorrow you can too!)

It’s rare when you can make a ground-floor investment—

  1. on an asset ready to go into production
  2. That has such a large resource it will produce for over 50 years
  3. Recession proof, demand driven by winter

That is one heckuva annuity!!!

NOBODY KNOWS that North America imports salt from Egypt and Chile.  Those places are a long way away and costly to ship from. 

It is more than 5,600 nautical kilometers from the Port of Alexandria in Egypt to the East Coast of the United States.  That is a 25 day journey by sea…..with the meter running the entire way.

Chile is no better since it is on the wrong side of the continent to get to the East Coast in the USA.  Total nautical miles again rings in at over 5,600 and also takes almost 25 days by sea.

NOBODY KNOWS that the USA imports EIGHT MILLION TONS a year from overseas—that’s worth $464 MILLION EVERY YEAR at $58/ton

NOBODY KNOWS that while we have lots of salt—around the Great Lakes mostly—we don’t have nearly enough.  North America still runs a HUGE salt deficit—about 8 – 10 million tons per year.

Putting a local, very large and very high-grade (95%+) salt deposit into production is like picking up $100 bills on the sidewalk.

Salt’s transportation is a major portion of a buyer’s all-in purchase cost.  That means you want to keep your logistics short. A local salt mine gives you HUGE advantages.   

That is why I’m so hot and bothered for this specific stock.

Every buyer wants the best product at the cheapest price—for salt, that means buying local—LOCATION, LOCATION, LOCATION.  Logistics is everything. 

Being close to market is a huge, permanent, competitive advantage.

If North America imports TEN MILLION tons of salt per year–well, at US$58/ton, that’s a $580 million annual market opportunity there for the taking.

If that salt could be purchased locally it would be.  Salt can’t be sourced from Egypt cheaper than it can from here. UNTIL NOW!!!

There is a gaping market opportunity in the North American market for a new domestic supplier……and the salt company that I just found could fill most of that. What major mineral company doesn’t want a 50 year supply of an incredibly high grade resource that almost every single person in North America uses almost every day?

(I bet that recently snow-covered Texas wishes they had had a lot more salt!!!)

I’m telling you—pay attention to the company name I’m giving you tomorrow, because after you read all about it, I’m sure you’ll agree with me that it won’t be around for long.

The location here is perfect —— the company has a huge salt deposit located near the heavily populated northeast coast of the United States, exactly where snow removal gives salt a premium market year, after year, after year.

That means very low transportation costs and that permanent cost advantage.

Off-the-radar hardly describers investor attention to salt.  But that’s what makes this sector so lucrative for investors—there is a huge mis-pricing until it gets discovered.  

Because of my high quality audience—YOU—this team called me first. I always want to be FIRST to tell a new story.  All the other promoters come in later.

And this is a unique story, with first-mover advantage.  It’s not a “Me-Too” story.
 

You Can Always Tell The Quality Of An Asset
By The People Involved

 
Not only is this a great commodities bull market, and this an undiscovered gem of a story (large resource, high-grade 95% NaCl!!!)—this company has a board member who has spent decades running some of the largest salt operations on the planet. 

And they are putting their own money on the line here.  When they get paid by the stock going up…. that tells me that they believe that they are looking at something special.

This salt  company has some of the most successful people in the sector, and a very large and very high grade resource in an undersupplied market.  These people didn’t come to this project to pull down a nice little salary.  They are involved to make a boatload from building a very valuable company.

We have a chance right now to get in on the ground floor with them. 

I’ve done a deep dive on this team and their project.  I like everything that I see.  Tomorrow I’m going to give you the specifics, including:

1 – The background and track record of the team involved.
2 – The exact location of the project, which is perfectly located to supply the east coast of the United States and take the place of salt being sourced from the far side of the world.
3 – The potential value of this asset—its ability to deliver predictable cash flows for decades.
4 – The catalysts that are coming in the next few weeks and months that make the timing of owning this stock perfect.

What I know is this.  The market loves a fresh story.

This stock is not another gold or copper play that has a nice-looking punt. 

This company is different.  Who has ever invested in a salt project before?  Institutional investors who like predictable 50-year cash flows and the added bonus of take-out potential will be giving this a look. 

Plus it’s environmentally friendly–no chemical processing, no toxic tailings, no dilution, and has simple,  straightforward mining methods. (Yes, salt is green 😉)

More important though are the facts.

The North American salt market is permanently undersupplied.  This company has a huge, high-grade resource right next door to the biggest source of North American salt demand.

Location is everything for a low value commodity supplier——and you can’t beat the location of this project.
Good share structure.  Commodities are starting to rock.

Tomorrow you get the name of the company, the ticker of the stock and everything you ever wanted to know about the North American salt business!!

Sources:

  1. https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/120820-goldman-sachs-currie-predicts-long-lasting-bull-market-for-virtually-all-commodities
  2. https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/120820-goldman-sachs-currie-predicts-long-lasting-bull-market-for-virtually-all-commodities
  3. https://www.cnbc.com/2021/02/05/druckenmiller-says-this-is-the-wildest-cocktail-of-market-forces-hes-ever-seen-what-hes-buying.html

 
 
Keith Schaefer

The Salt of The Earth—Is Much More Valuable Than You Think

THE SALT OF THE EARTH
IS MORE VALUABLE THAN YOU THINK

 

It is time to get BULLISH on commodities.

Pick a commodity and it is moving higher.  Grain prices are soaring.   Nickel, copper, oil and silver—all higher.

Investors are seeing upticks in so many commodities— now back to above just prior to pre-pandemic highs. 

The charts on commodities look incredible—clearly showing breakouts.

Closely watched Goldman Sachs commodity guru just told a conference that a large institutional client of his told him that corn is the new bitcoin…..clearly animal spirits are returning to commodities.

Currie and Goldman just pounded the table on commodities.  He said that commodities now have all the signs of structural bull market. 

More accurately what Currie is predicting is —— “A long lasting bull market for virtually every commodity……”

Those are his words not mine, but I understand the reasoning behind it and agree with it.

Currie and I aren’t alone. 

The legendary Stan Druckenmiller just revealed that he has built a huge position in commodities and recently told CNBC to “buckle up” because things are about to get really, really wild.

The setup for commodities is perfect.  Years of underinvestment exacerbated by:

  1. COVID,
  2. dollar weakness,
  3. massive Government spending plans,
  4. interest rates at zero and
  5. the trillions of dollars of coming infrastructure build out for the great energy transition.

This commodity trade is about the fundamentals of supply and demand…

Currie said, “every single commodity market with the exception of wheat is in a deficit today“.  Great trades are built on fundamentals.  Those trades become epic when the momentum crowd eventually jumps on-board.

The commodity trade is also about a world awash in money….

From Druckenmiller “The longer the Fed tries to keep rates suppressed so that they’ll have stimulus in the pipeline, the more I win on my commodities.

Institutional investors are realizing that commodities could be the next moonshot momentum trade.  Just watch out for how exciting this gets when that reddit crowd jumps on the commodity train.

The timing is right for commodities–and creates a huge opportunity for ground floor investors who can find undiscovered commodity stories that will provide the full leverage to a long bullish commodity run.
Our job as investors is simple. 

Find an asset and stock that has not been discovered.  Get in for pennies on the dollar and then wait.  As the money keeps flowing into the commodity sector these are the kinds of stocks that benefit the most.

I believe I have found exactly the kind of ground floor commodity stock that will be a big winner in 2021.  It is completely under the radar.

The company has a very cheap valuation, an incredibly LARGE and HIGH GRADE resource—in Canada—and a North American market that is begging for its product.

The underlying asset provides a huge resource base—over 50 years supply—so we are talking long term predictable cash flows for decades.

My favorite part is the team involved.  It’s a Grade A; a top-tier team in their industry.

 

A Permanent, Unassailable, Competitive Advantage –
We Call That A Moat Folks!!

 
This company has a surprising commodity that investors don’t think about: SALT.  Everyone thinks gold is sexy but there are a lot more millionaires from industrial commodities than gold miners.

You may think salt is boring.  But truckloads of free cash flow—for decades!!!—is not boring.  It’s VERY lucrative.

And it’s certainly not boring  if you get in on the ground floor like we can with this stock.  I’m always looking to get in early and get in cheap.  And because NOBODY knows about salt, I can do that. (And tomorrow you can too!)

It’s rare when you can make a ground-floor investment—

  1. on an asset ready to go into production
  2. That has such a large resource it will produce for over 50 years
  3. Recession proof, demand driven by winter

That is one heckuva annuity!!!

NOBODY KNOWS that North America imports salt from Egypt and Chile.  Those places are a long way away and costly to ship from. 

It is more than 5,600 nautical kilometers from the Port of Alexandria in Egypt to the East Coast of the United States.  That is a 25 day journey by sea…..with the meter running the entire way.

Chile is no better since it is on the wrong side of the continent to get to the East Coast in the USA.  Total nautical miles again rings in at over 5,600 and also takes almost 25 days by sea.

NOBODY KNOWS that the USA imports EIGHT MILLION TONS a year from overseas—that’s worth $464 MILLION EVERY YEAR at $58/ton

NOBODY KNOWS that while we have lots of salt—around the Great Lakes mostly—we don’t have nearly enough.  North America still runs a HUGE salt deficit—about 8 – 10 million tons per year.

Putting a local, very large and very high-grade (95%+) salt deposit into production is like picking up $100 bills on the sidewalk.

Salt’s transportation is a major portion of a buyer’s all-in purchase cost.  That means you want to keep your logistics short. A local salt mine gives you HUGE advantages.   

That is why I’m so hot and bothered for this specific stock.

Every buyer wants the best product at the cheapest price—for salt, that means buying local—LOCATION, LOCATION, LOCATION.  Logistics is everything. 

Being close to market is a huge, permanent, competitive advantage.

If North America imports TEN MILLION tons of salt per year–well, at US$58/ton, that’s a $580 million annual market opportunity there for the taking.

If that salt could be purchased locally it would be.  Salt can’t be sourced from Egypt cheaper than it can from here. UNTIL NOW!!!

There is a gaping market opportunity in the North American market for a new domestic supplier……and the salt company that I just found could fill most of that. What major mineral company doesn’t want a 50 year supply of an incredibly high grade resource that almost every single person in North America uses almost every day?

(I bet that recently snow-covered Texas wishes they had had a lot more salt!!!)

I’m telling you—pay attention to the company name I’m giving you tomorrow, because after you read all about it, I’m sure you’ll agree with me that it won’t be around for long.

The location here is perfect —— the company has a huge salt deposit located near the heavily populated northeast coast of the United States, exactly where snow removal gives salt a premium market year, after year, after year.

That means very low transportation costs and that permanent cost advantage.

Off-the-radar hardly describers investor attention to salt.  But that’s what makes this sector so lucrative for investors—there is a huge mis-pricing until it gets discovered.  

Because of my high quality audience—YOU—this team called me first. I always want to be FIRST to tell a new story.  All the other promoters come in later.

And this is a unique story, with first-mover advantage.  It’s not a “Me-Too” story.
 

You Can Always Tell The Quality Of An Asset
By The People Involved

 
Not only is this a great commodities bull market, and this an undiscovered gem of a story (large resource, high-grade 95% NaCl!!!)—this company has a board member who has spent decades running some of the largest salt operations on the planet. 

And they are putting their own money on the line here.  When they get paid by the stock going up…. that tells me that they believe that they are looking at something special.

This salt  company has some of the most successful people in the sector, and a very large and very high grade resource in an undersupplied market.  These people didn’t come to this project to pull down a nice little salary.  They are involved to make a boatload from building a very valuable company.

We have a chance right now to get in on the ground floor with them. 

I’ve done a deep dive on this team and their project.  I like everything that I see.  Tomorrow I’m going to give you the specifics, including:

1 – The background and track record of the team involved.
2 – The exact location of the project, which is perfectly located to supply the east coast of the United States and take the place of salt being sourced from the far side of the world.
3 – The potential value of this asset—its ability to deliver predictable cash flows for decades.
4 – The catalysts that are coming in the next few weeks and months that make the timing of owning this stock perfect.

What I know is this.  The market loves a fresh story.

This stock is not another gold or copper play that has a nice-looking punt. 

This company is different.  Who has ever invested in a salt project before?  Institutional investors who like predictable 50-year cash flows and the added bonus of take-out potential will be giving this a look. 

Plus it’s environmentally friendly–no chemical processing, no toxic tailings, no dilution, and has simple,  straightforward mining methods. (Yes, salt is green 😉)

More important though are the facts.

The North American salt market is permanently undersupplied.  This company has a huge, high-grade resource right next door to the biggest source of North American salt demand.

Location is everything for a low value commodity supplier——and you can’t beat the location of this project.
Good share structure.  Commodities are starting to rock.

Tomorrow you get the name of the company, the ticker of the stock and everything you ever wanted to know about the North American salt business!!

Sources:

  1. https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/120820-goldman-sachs-currie-predicts-long-lasting-bull-market-for-virtually-all-commodities
  2. https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/120820-goldman-sachs-currie-predicts-long-lasting-bull-market-for-virtually-all-commodities
  3. https://www.cnbc.com/2021/02/05/druckenmiller-says-this-is-the-wildest-cocktail-of-market-forces-hes-ever-seen-what-hes-buying.html

 
 
Keith Schaefer

ZACATECAS SILVER–ZAC-TSXV–IPO’S TODAY WITH PERFECT TIMING

ZACATECAS SILVER (ZAC-TSXv) IS THE SILVER STOCK WITH PERFECT TIMING

 
 
Zacatecas Silver (ZAC-TSXv) is Bryan Slusarchuk’s only silver play—and he has impeccable timing for YOU. 
 
Just at the exact right time—when silver demand for The New Energy Economy is all but guaranteeing a bull market in silver for years—he and Chairman James Hutton are bringing a tightly structured silver play (52 M shares, no warrants!) in Zacatecas Mexico, one of the most prolific silver districts in the world.
 
In fact, Zacatecas has mined 10% of all the silver ever mined in the history of the world.  Elephant country doesn’t do this district justice.
 
AND…the good news for YOU and other investors is that Zacatecas Silver was funded last fall as a private company—before investor sentiment sent silver stocks soaring.  It was priced for a market with no silver euphoria like there is today.
 
ZAC-TSXv is coming to trade with: 
1. $9 million cash
2. Famed silver investor Eric Sprott owning 2 million shares
3. The Top Mining Management Team in the junior sector
4. Five distinct vein systems including 
a. Panuco—with a historical inferred resource of over 19 million ounces silver equivalent and is open along strike and at depth
b. El Cristo—2.5 km strike length and up to 600 m width
c. Muleros—3 km ++ strike length 
 
Drills will start turning quickly.  All that blue-sky potential will (God willing!) quickly turn into a bigger resource—if the drill hits good holes!
 
As I told you yesterday, you and your portfolio already know and love this team.  President and CEO is Bryan Slusarchuk——who I can already thank for two GREAT gold plays–K92 Mining (KNT-TSX / KNTNF-OTC; 50 cents – $8+) and Fosterville South (FSX-TSXv FSXLF-OTC; 40 cents – $5+).  Both were big winners right out of the gate for my subscribers and readers.
 
Now he brings us Zacatecas Silver at this best possible moment—as a paradigm shift is happening for silver—as solar panel driven demand for the metal goes ballistic and the market wants to profit from that by playing in the junior silver sector.  By the way, K92 CEO John Lewins—the man responsible for creating nearly $2 BILLION in market cap there—is on the board here.
 
So Slusarchuk has assembled a team of top-tier, proven junior mining execs.  And he has been kept the share structure tight–just 52 million shares outstanding, no warrants and $9 million already in the kitty; that’s enough cash for two full years. 
 
That tight share structure creates WONDERFUL leverage for investors. That’s what helped drive Fosterville South from 40 cents – $5 in three months, starting just 11 months ago.
 
Slusarchuk, Hutton et al have built VERY successful juniors before.  You KNOW them now if you have been reading my stories for the last year.  Successful people are the first, second, third and last box I check out of several.  I have that in spades here.
 
Management and employees own whopping 35% of the shares outstanding.  I always want teams that have real skin-in-the-game.  That checks another important box for me.
 
It also means that I know that they are in this to get rich with me as a shareholder, not off of me with big salaries.
 
Having The Biggest Name in the silver market—Eric Sprott—invested is always a big validation.  Sprott was a ground floor investor in Slusarchuk’s Fosterville South too—which soared out of the gate.
 
People and share structure are key to the success of any junior mining company—but you also better have a world class asset.
 
1
  
 
ZAC-TSXv has a 78.2 square kilometer land position in the legendary Zacatecas silver region—which has historically produced more than 6.2 BILLION ounces of silver over 500 years. 
 
More than 10% of the silver ever produced in the recorded history of the world has been produced here!!! 
 
This is the Beverly Hills of silver mailing addresses……
 
The company is surrounded by giant silver mines.  The Fresnillo Silver Mine and the Peñasquito Polymetallic Mine are two of the biggest in the world. After 500 years the Zacatecas Mining District still accounts for 21 percent of Mexico’s gold mining production and 53% of silver.
 
Zacatecas Silver’s property is contiguous with Pan American Silver (PAAS-NYSE; US$27).  Dotting the area around it are and MAG Silver Corp (MAG-NYSE/TSX; US$21), and Endeavor Silver (EDR-TSX; $8) ….plus Penoles which has 25 kilometers of the world renowned Fresnillo Mine.
 
  

The Resource And The Exploration Target

 
The Panuco target has a historic inferred silver resource over 19 million ounces—and is just one of five main areas of interest on the property.
 
2
 
 
 
There is a lot of organic upside here, through further drilling and metallurgy. Previous teams here only modelled a 62% resource recovery, which is based on the nearby Veta Grande mill. 
 
The veteran geologist here (“Dr. NO”) is Chris Wilson.  Wilson told me that since nobody in the last 20 years has bothered to do any metallurgy on this ground, there is great potential to increase the recovery factor. 
 
He took me through all the granular details on these assets, and he and his team are convinced there is major potential to increase the resource at Panuco.
 
The nearby El Cristo Vein System—which is the northwest extension of the 200 million ounce Veta Grande vein system—is also being drilled in the near term.
 
Wilson showed me multiple veins that were up to 3 km long over an area that is up to 600 meters wide—and it only has eight drill holes in it.  He explained to me how he thinks a huge “zone of dilation” has opened up underground at this property, which could have been filled with mineralized fluids. 
 
He says they’re going to test that high priority target as fast as they can.
 
Every red line in the graphic below represents a vein—if this exploration target was in Canada it would be a stand alone junior by itself with a ton of institutional interest.  Instead, it is just one of Zacatecas Silver’s five  main targets.
 
3
 
El Cristo, Panuco and Muleros all have 2.5km + strike lengths and exploration could prove them out even longer. Given the zip code, all of these leads are compelling.
 

Micro, Macro, Exploration and A Resource Base…

 
 
As always, I guarantee nothing in the mining sector.  Junior mining stocks aren’t for widows and grandmas. 
 
They are for guys and gals like us who live for junior mining speculation, where 10-baggers like Fosterville South can happen in months or even weeks.
 
But as a three-decade junior mining capital markets guy this is as close to investment nirvana as it gets.  This company was funded when silver interest was much lower.
 
We have the perfect macro set-up.  Silver is now a key metal in the global De-Carbonization effort.  Do not underestimate how important that is. Silver demand is about to explode higher as solar panels blanket the world.
 
Inflation is good for precious metals, and silver is somewhat replacing gold as the metal of choice.
 
We also have the perfect micro set-up.  This is a top team.  They have an incredible shareholder base, including Eric Sprott.  There is huge insider ownership and the share structure is tight.  Cashed up with all the money they need for the next two years.
 
Then we have the blue-sky exploration potential.  ZAC-TSXV has SEVERAL 2.5 km+ veins to explore & delineate. This is one of the few places in the world where you can poke just a few drill holes that build high-grade, high-value silver companies. 
 
And there is lots of M&A potential very near to them. This is a team who knows how to use their stock as currency.
 
Investors get a known silver resource—surrounded by other vein systems—which are surrounded by other major silver producers—and enough cash in the treasury to drill non-stop for over a year if they choose.
 
But I think the best thing of all is—this high-grade team funded these high quality properties when interest in primary silver plays wasn’t exciting.  Now it is VERY exciting.
 
The market is now HUNGRY for junior silver stocks.  It should be.  Silver is heading into a big-time bull market and this company’s stock has excellent leverage to silver.
 
We rode the leverage of juniors to great times last year with gold.  Now it is silver’s turn, and I can’t imagine a better way to do it than Zacatecas Silver.
 
 
 
 
Zacatecas Silver management has reviewed and sponsored this article. The information in this newsletter does not constitute an offer to sell or a solicitation of an offer to buy any securities of a corporation or entity, including U.S. Traded Securities or U.S. Quoted Securities, in the United States or to U.S. Persons. Securities may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and applicable U.S. state securities laws or pursuant to an exemption therefrom. Any public offering of securities in the United States may only be made by means of a prospectus containing detailed information about the corporation or entity and its management as well as financial statements. No securities regulatory authority in the United States has either approved or disapproved of the contents of any newsletter.
 
Keith Schaefer is not registered with the United States Securities and Exchange Commission (the “SEC”): as a “broker-dealer” under the Exchange Act, as an “investment adviser” under the Investment Advisers Act of 1940, or in any other capacity. He is also not registered with any state securities commission or authority as a broker-dealer or investment advisor or in any other capacity.

This is NOT Your Regular Silver Rally

THIS IS NOT YOUR REGULAR SILVER RALLY

Some investment trends smack you right in the face.

This is one of them…….and you are quickly going to understand why.

The Netherlands, one of the leading nations in the transition to renewable energy, recently commissioned a study through the Dutch Ministry of Infrastructure and Water Management.

The study aimed to assess the future availability of the critical raw materials required in making the Dutch transition to solar and wind power.

Six critical metals were identified by the Dutch.

Today we are focusing on one of them———SILVER.

What the Dutch study revealed about silver blew my socks off.

It revealed that—for just The Netherlands to make it’s planned transition to renewables—would create demand for silver that would be two and a half times today’s ENTIRE GLOBAL SILVER PRODUCTION!!!

Re-read that sentence. Let that sink in for a moment.

The Netherlands.  Home to 18 million people.  Representing 0.22% of the total human beings on the planet———the silver demand from this tiny country that has fewer people than some cities, by itself is going disrupt the global silver market with its renewables effort.

Wow, wow, wow, wow….

My first thought was…how have I never heard this before?

My second thought was how do I get some serious leverage to silver prices going higher?

Silver demand in the Netherlands study is all about solar panels.  Silver is the most conductive metal, superior to aluminum, copper and gold.  Every solar panel uses silver.  That is why silver is an essential metal in the renewable transition.

The Netherlands has roughly 8 million private households——so that is what those solar panels driving silver demand will be attached to.

Now consider this…US President Joe Biden wants to install 500 MILLON SOLAR PANELS over the next five years.   With an average house requiring roughly 30 solar panels that means Biden wants to slap solar panels on 16.6 million American homes——which is more than twice as many homes as the entire Netherlands has.

If the tiny Netherlands study showed that their solar panel silver demand was 2.5 times total production…….then just imagine what Biden and every other government that has a Green Recovery Plan coming out of COVID are going to do for silver prices.

 

A Paradigm Shifter For Silver……

 
Every once in a while, you come across a no-brainer moment—and this HAS TO BE a no-brainer moment for silver.  That Netherlands study is just mind-blowing.

Solar panel demand was already starting to be disruptive to the silver market. In 2019 solar panel demand used 11.8% of global silver mine production——that is a double from the 6.1% of silver production that solar panels consumed in 2015. 

How many houses across the planet are going to have solar panels installed over the next five years as trillions of dollars of Government green subsidies are rolled out?

Meanwhile, silver production has declined every year in the past four years and in 2020 is expected to be 10% below the 2015 level——demand is up, supply is down.  I swear I can hear the screws tightening and starting to squeeze the price of silver higher. 

Silver is now attracting all the speculative fervor in precious metals. The crazy Netherlands study conclusion makes it so painfully obvious that the growth in silver demand is about to start increasing exponentially.  This is an investment trend that is as PLAIN AS THE NOSE ON YOUR FACE….

You and I have figured that out.  The market is figuring it out too.  With the leverage to this silver squeeze being with the junior producers that is where the market is starting to look. 

 
 
There is now a big appetite for junior silver stocks—which is absolutely perfect. Why? Because I’ve spent three decades getting to know every good junior mining team on the planet.

It just so happens that I know just the silver junior for this moment in time. 

You dear reader know this team too——and you love them, because we have made some major money with this group multiple times.  I am convinced that with this silver market we are about to again.

Silver is already hotter than gold now. There couldn’t be a better time to bring a well-structured silver company to trade—especially if it’s by a team that knows how to use their stock as currency to do M&A.

That is what this team, one of the Top Mining Teams—is now doing—with an amazing land package in Zacatecas Mexico, one of the most prolific silver districts in the world. 

The location of the asset is right in the middle of the country. There are many historical showings, it is a former producer, and there’s a mill nearby.

But most importantly—silver market has gone crazy…and this company raised its cash last fall as a private company.  So the stock price is going to have some serious catch up to do here!
 

You Could Launch Five Separate Juniors
With These Assets

Sometimes these deals seem to come fast and furious.  The truth is that they all take a lot of work and patience to get to this point.

This team has spent a long time looking at silver assets.  In fact, when they were doing so it was with their contrarian instincts—because silver was very much out of favor at the time.  You can see in the long-term price chart that silver has been dead for five years before now surging back to life in 2020.

 
 
For their contrarian silver hunt, they brought in a PhD geologist based out of London, an ex-Ivanhoe man who they put in charge to vet silver assets.  I know the man, he is a technical specialist, and brutally honest.

His nickname amongst the team quickly became “DR. NO”, because he seemed to take real pleasure in ruthlessly picking apart the assets that came across his desk and tossing them aside because he didn’t think they would work.  Hey—that is what you need in this business.  When you are building a company you only get one shot.

You don’t want a yes man in that role.   I’ll be taking the same Dr. No approach when my daughters start bringing young men home for me to meet!!

Finally…after months and months of repeated no, no, no,….the group put this Zacatecas, Mexican asset in front of Dr. No and he didn’t just say yes——he said that the asset looked amazing.

I was lucky enough to have Dr. No walk me through the project via Zoom and I understand the excitement. 

The main vein that extends onto the property comes from the Veta Grande—one of the most famous silver veins in Mexico—more accurately one of the most famous silver plays in the world.

For hundreds of years, Veta Grande has been one of those magical, mysterious endowments of silver that created so much wealth of the Zacatecas region.   The roads to this area throughout Mexico became known as the silver paths because of all of the silver going out from the Zacatecas to other parts of Mexico.

The private financing for this stock last fall attracted big names.  The world’s biggest silver name is a major shareholder.  You know of whom I speak, and I can tell you that when this world famous silver investor researches a project and invests his own money, the entire mining world pays attention.

My opinion—and you get that for free—is that the silver bulls in the market are going to be buying this stock all day long.  The last financing was done several months ago and since that time the silver price has rocketed up.
 

Do Not Miss My E-Mail Tomorrow!!!

 
Tomorrow I’m giving you this stock and it is a SILVER BULL SPECIAL.

The exact right stock, at the exact right time.

The Market is recognizing silver as a cornerstone metal for renewable energy and De-Carbonization. Silver is now ESG-friendly.  Huge industrial demand is meeting a declining USD.  The silver chart is already showing that’s a power combination.  In fact, if this is one of the most bullish charts I see anywhere:

 
 

Geologically, there are dozens of known silver veins on the property.  A mining team that’s used to creating BIG valuations in their pubco’s controls the asset.  And this is all happening when a major breakout bull-run in silver has never held more potential   This is the stuff I dream of at night!

The people involved, the management group is Grade A.  They are known to us and known to the market.

They are as credible and successful as you can get.  We already love them because they have made us tons of money. 

Institutions love them too—because one of their two big winners in the last 24 months went from 50 cents – $8/share and became one of the most profitable mines on earth, and the other went from 40 cents – $5 in five months.

The shareholder register speaks volumes about the quality of the deal.  The smartest, most influential in the business are in love with this one.

The timing…….I’ll admit is 100% luck.  These guys just happened to bring this silver deal public at perhaps the most bullish moment in the history of silver demand. That wasn’t planned.  But the way it happened–that they purchased these silver assets months and months ago when the rest of the world was paying no attention at all to silver–has set us up very well.

Tomorrow—you get all of the details you need.   I’m thrilled to be able to bring a silver deal of this quality to you.  Especially right now with the silver sector booming…

 
Keith Schaefer

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