[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@WVerily](/creator/twitter/WVerily) "🎯ASX Silver junior Boab Metals released a new presentation today showing spot project NPV of $689M. Market Capitalisation is $53M at 19c per share. That disparity is a clear buying opportunity. If you buy right a major component determining future returns is secured in that act. Markets mispricing real value is a gift"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947463444690833821) 2025-07-22 01:07:21 UTC 5174 followers, XXX engagements "ASX Silver junior Advance Metals announces gold focused acquisition in Mexico"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947458988012146867) 2025-07-22 00:49:39 UTC 5168 followers, XXX engagements "@deepfriedWA Now see what happens when the silver price rises to $100USD per ounce (all other prices remain the same). $BML's return is XXXX times initial investment and $SVL is XXXX times. Full details of the methodology used in contained in these posts -"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1925736104734425193) 2025-05-23 02:10:40 UTC 5168 followers, XXX engagements "@AAGresearch Has some interesting work on lead including the drying up of supply side mining. It's seen as boring but provides amazing economics to a silver endowed mine. I have looked at the economics of $AGMR $SSV $POL and $BML. All have excellent profitability per silver ounce assisted by the lead credits. $BML has the best entry price today so provides the best forecast investment multiples. Lead provides the 2.2M ounces per annum of silver production with a NEGATIVE AISC. I have not yet seen better than that"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947452898037928092) 2025-07-22 00:25:27 UTC 5174 followers, XXX engagements "Silver $XXXXX USD Ounce SFE Shanghai Futures Exchange ATH 😍😍😍"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947573288747606147) 2025-07-22 08:23:50 UTC 5167 followers, XXX engagements "ASX Silver Developers updated entry price chart based on EV/Ag Ounce. You will find the legend in the below post"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947585403827196283) 2025-07-22 09:11:59 UTC 5164 followers, XXX engagements "@Spec_punter Noted. Did you see that @realTimHack picked up some $GRL"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947472398326108239) 2025-07-22 01:42:56 UTC 5164 followers, XX engagements "@bozkaschi If you like $POL in ASX you may like $BML - its next cab off the rank to production forecast to produce 2.1M oz silver per annum plus lead with outstanding economics - see here"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947979486097793088) 2025-07-23 11:17:55 UTC 5174 followers, XXX engagements "Thanks @Contrarian_WA I have updated my chart for the January 2025 acquisition. I get 28c and 22c. See below. Note - I cannot see their current cash position - do you know it I agree on the comparison ASL is way more expensive as an entry for a lower Ag resource. Not sure why this is Note that my model computes the AgEq based on current commodity prices so will be slightly different on any given day to the MRE's that are at a fixed point in time. Please check for me and then I will repost my graphs showing the corrected AVM"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1943913625934344559) 2025-07-12 06:01:39 UTC 5165 followers, XX engagements "For those who understand the power of numbers here is a comparison of each of the ASX Listed silver developers who have issued Feasibility Studies. The chart shows the potential investment multiples when you invest in the company's shares at today's share price and compare that to the fully diluted future share price (for Capex funding) based on the company released production models all running for XX years and discounted at the same rate of 5%. All using current commodity prices. All numbers in AUD. The best potential return is in $BML Boab Metals at XX times followed by $AGMR Silver"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1943491996343242882) 2025-07-11 02:06:14 UTC 5174 followers, 3352 engagements "ASX Silver Juniors $WCE and $SS1 both in a trading halt pending capital raises. Both off the back of recent strong announcements. Silver price is surging too. One wonders if they looked at the overall commodity market signals before they halted. 🧐"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947456557924684085) 2025-07-22 00:40:00 UTC 5175 followers, XXX engagements "A few days ago when Silver Mountain $AGMR share price was 72c the potential investment multiple using first dated future prices was 50X yesterday $AGMR had a potential 28X. Over night $AGMR share price rose XX% reducing the potential multiple to 23X. Why am I highlighting this Because buy price is fundamental to ultimate returns. Buy right. Now having said that the price of silver just closed over $39USD. Adjusting the silver price to $XXXXXX takes the potential multiple back up to 25.7X. Buy where the market ignores value. Have multiple potential investments you can choose to enter. Set buy"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1943820508530885032) 2025-07-11 23:51:38 UTC 5174 followers, 6725 engagements "For those of you who remain to be convinced this is what happens when the silver price is $1000 USD per ounce. All other prices remain at spot today - $BML's return is XXX times and the silver only producer $SVL is XXX times. There is a massive difference and fantastic margin for error"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1925736899685061114) 2025-05-23 02:13:50 UTC 5169 followers, XXX engagements "@groundrisk This is what I have for $ARD in terms of resources and share structure. Please edit and return if possible. Note that the Ag Eq numbers are computations based on commodity prices and these vary daily and will differ because $ARD would have used historical prices for their MRE"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1943857622630998317) 2025-07-12 02:19:07 UTC 5169 followers, XXX engagements "@PeterLBrandt Remember $BML Peter The polymetal miner with a large silver endowment. It has the best economics of the Silver developer juniors on the ASX and as of Friday has not started its real move. It ran 12X in 2020"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1944474025440444456) 2025-07-13 19:08:28 UTC 5167 followers, XXX engagements "🎯ASX SILVER Juniors. With Feasibility Studies and near-term production. Using commodity prices of today my valuations show that $BML provides the best leverage to the Silver price if shares acquired today. Why I have compared the valuations of $SVL $POL and $BML using their DFS or Optimised Feasibility Study in the case of $SVL. For $BML and $SVL assumed that XX% of forecast CAPEX will be funded by equity raised at a share price that reflects about $1.00USD EV for each Silver ounce only that equates to 40c per share for $BML and 20c per share for $SVL. For $POL my understanding is it has"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1905560336541122788) 2025-03-28 09:59:22 UTC 5168 followers, 2248 engagements "@TheApeOfGoldST @Silver__Santa If you had decent parcel in $DEF and could put about half that again into either $DEF or $AUX.v I am in Australia so I have to go via a broker's broker to do it. If AUX.v how would you frame your order I have two choices. Buy on open or buy up to a limit if using the limit what limit It will be Thursday trade for Canada so any ideas Appreciate it"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1937781370006495390) 2025-06-25 07:54:15 UTC 5169 followers, XXX engagements "$AG at XX July was XXXX% of float down a bit from previous"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1948438615479955830) 2025-07-24 17:42:20 UTC 5175 followers, XXX engagements "ASX Silver Junior @BML has the more powerful leverage of your investment today than $AGMR Silver Mountain (even though $AGMR is itself excellent) and $POL and $SVL as its closest Aussie peers. Here is the numerical proof. @Silver__Santa @MakeGoldGreat @VinE1982 @realTimHack"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1943559537363181636) 2025-07-11 06:34:37 UTC 5172 followers, 2359 engagements "🎯ASX Silver Juniors. Good volumes in $RDM and $MMA today. $GRL has announced a trading halt pending assays. $ARD had a good run up on assays released earlier in the week. $POL in trading halt pending CR. $BML marking time for next run. Most advanced and de-risked Developer after $POL and on target to be next to mine. Here is an updated entry price table based on EV/Ag Ounce. Details on how to read it are in the attached post. $HYMC on US Exchange deposit in Nevada is shown for comparison"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1887724516190920920) 2025-02-07 04:46:11 UTC 5170 followers, 1796 engagements "@PhiPho @MakeGoldGreat @CalebFiedor @TheApeOfGoldST @Silver__Santa Have you looked into who its custodian for physical silver is Also have you checked the % backing by physical Is it near XXX% or closer to XX% and therfore only fractional"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947524375533785578) 2025-07-22 05:09:29 UTC 5169 followers, XX engagements "🚀ASX Silver Juniors. Both $ARD and $AVM have returned very high grade Gold Au results on recent drilling. Gold Rush. $AVM's are fully assayed. $ARD are rock chip samples only. Here is $AVM's"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1906479803643146625) 2025-03-30 22:53:00 UTC 5168 followers, XXX engagements "@au_engineer Yes. International Investors can access the ASX through platforms such as Interactive Brokers"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1948163719617511682) 2025-07-23 23:30:00 UTC 5168 followers, XX engagements "You have to understand the economics. Every Silver ounce is mined for free. Not one cent except for small royalties is spent from the silver revenue. This together with the entry price makes the investment thesis excellent. Compare this to $SVL Silver Mines limited - a largely exclusive silver developer forecast to mine about 3-4M ounces of silver per annum. $POL is shown two as these three Silver Developers are the only ones in Australia with RESERVES and mine plans. At todays prices for commodities $BML provides XXXX times return on investment $SVL XXX times"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1925734478493753538) 2025-05-23 02:04:12 UTC 5168 followers, XXX engagements "ASX Silver junior Mithril with project in Mexico raises $XXXX M for exploration. Why do these companies keep giving away options to brokers on top of huge fees"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1948539721191465167) 2025-07-25 00:24:06 UTC 5174 followers, XXX engagements "Short Interest. Just checking in on some short interest in the silver junior space. $HYMC has increased to over XX% of shares on issue. Big rise in the month of June. (I do not have July data yet available). I suspect if I look at $Ag we will see the same. What will happen when these shorts are squeezed"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1948436919509295119) 2025-07-24 17:35:36 UTC 5175 followers, XXX engagements "🎯🎯🎯For ASX Investors $BML is the next $AGMR and the next $POL. When the crowd comes you want to be in already. Of all the ASX Juniors in 2020 $BML responded the best to the rise in the silver price then rising 12X. It will do so again. Bonus - since 2020 $BML's flagship Sorby Hills Project in Western Australia have been significantly de-risked and is nearest to production of its ASX peers. (Once the overhang from the recent private placement at 16c is cleared it will run hard)"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1943822874286207162) 2025-07-12 00:01:02 UTC 5174 followers, XXX engagements "When silver gets to $XXX USD Oz then $AGMR catches up to $BML and just overtakes. But this is without any other metals increasing in value one iota. If those metal prices increase say by XX% (low I believe) it takes a silver price of $XXX USD Oz for $AGMR to catch up. All very interesting. Both are stellar and worth holding but as always DYODD on all features and benefits of each company and project"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1943569103987577057) 2025-07-11 07:12:38 UTC 5174 followers, XXX engagements "⛏📊🎯Know what you are and know why you buy hold and sell. Stock selectors are less concerned with timing the market cycle than they are with searching for differences between PRICE and VALUE. Traders and investors generally agree that share prices tend to track the value of their underlying companies over time and that share prices can diverge from value over the short to medium term. Contradictory approaches undertaken by traders and investors can confuse people. - Investors attempt to identify mis-pricing and use it as their opportunity to buy or sell - they seek enterprise value. -"  [@WVerily](/creator/x/WVerily) on [X](/post/tweet/1947495773459124392) 2025-07-22 03:15:49 UTC 5168 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@WVerily
"🎯ASX Silver junior Boab Metals released a new presentation today showing spot project NPV of $689M. Market Capitalisation is $53M at 19c per share. That disparity is a clear buying opportunity. If you buy right a major component determining future returns is secured in that act. Markets mispricing real value is a gift"
@WVerily on X 2025-07-22 01:07:21 UTC 5174 followers, XXX engagements
"ASX Silver junior Advance Metals announces gold focused acquisition in Mexico" @WVerily on X 2025-07-22 00:49:39 UTC 5168 followers, XXX engagements
"@deepfriedWA Now see what happens when the silver price rises to $100USD per ounce (all other prices remain the same). $BML's return is XXXX times initial investment and $SVL is XXXX times. Full details of the methodology used in contained in these posts -" @WVerily on X 2025-05-23 02:10:40 UTC 5168 followers, XXX engagements
"@AAGresearch Has some interesting work on lead including the drying up of supply side mining. It's seen as boring but provides amazing economics to a silver endowed mine. I have looked at the economics of $AGMR $SSV $POL and $BML. All have excellent profitability per silver ounce assisted by the lead credits. $BML has the best entry price today so provides the best forecast investment multiples. Lead provides the 2.2M ounces per annum of silver production with a NEGATIVE AISC. I have not yet seen better than that" @WVerily on X 2025-07-22 00:25:27 UTC 5174 followers, XXX engagements
"Silver $XXXXX USD Ounce SFE Shanghai Futures Exchange ATH 😍😍😍" @WVerily on X 2025-07-22 08:23:50 UTC 5167 followers, XXX engagements
"ASX Silver Developers updated entry price chart based on EV/Ag Ounce. You will find the legend in the below post" @WVerily on X 2025-07-22 09:11:59 UTC 5164 followers, XXX engagements
"@Spec_punter Noted. Did you see that @realTimHack picked up some $GRL" @WVerily on X 2025-07-22 01:42:56 UTC 5164 followers, XX engagements
"@bozkaschi If you like $POL in ASX you may like $BML - its next cab off the rank to production forecast to produce 2.1M oz silver per annum plus lead with outstanding economics - see here" @WVerily on X 2025-07-23 11:17:55 UTC 5174 followers, XXX engagements
"Thanks @Contrarian_WA I have updated my chart for the January 2025 acquisition. I get 28c and 22c. See below. Note - I cannot see their current cash position - do you know it I agree on the comparison ASL is way more expensive as an entry for a lower Ag resource. Not sure why this is Note that my model computes the AgEq based on current commodity prices so will be slightly different on any given day to the MRE's that are at a fixed point in time. Please check for me and then I will repost my graphs showing the corrected AVM" @WVerily on X 2025-07-12 06:01:39 UTC 5165 followers, XX engagements
"For those who understand the power of numbers here is a comparison of each of the ASX Listed silver developers who have issued Feasibility Studies. The chart shows the potential investment multiples when you invest in the company's shares at today's share price and compare that to the fully diluted future share price (for Capex funding) based on the company released production models all running for XX years and discounted at the same rate of 5%. All using current commodity prices. All numbers in AUD. The best potential return is in $BML Boab Metals at XX times followed by $AGMR Silver" @WVerily on X 2025-07-11 02:06:14 UTC 5174 followers, 3352 engagements
"ASX Silver Juniors $WCE and $SS1 both in a trading halt pending capital raises. Both off the back of recent strong announcements. Silver price is surging too. One wonders if they looked at the overall commodity market signals before they halted. 🧐" @WVerily on X 2025-07-22 00:40:00 UTC 5175 followers, XXX engagements
"A few days ago when Silver Mountain $AGMR share price was 72c the potential investment multiple using first dated future prices was 50X yesterday $AGMR had a potential 28X. Over night $AGMR share price rose XX% reducing the potential multiple to 23X. Why am I highlighting this Because buy price is fundamental to ultimate returns. Buy right. Now having said that the price of silver just closed over $39USD. Adjusting the silver price to $XXXXXX takes the potential multiple back up to 25.7X. Buy where the market ignores value. Have multiple potential investments you can choose to enter. Set buy" @WVerily on X 2025-07-11 23:51:38 UTC 5174 followers, 6725 engagements
"For those of you who remain to be convinced this is what happens when the silver price is $1000 USD per ounce. All other prices remain at spot today - $BML's return is XXX times and the silver only producer $SVL is XXX times. There is a massive difference and fantastic margin for error" @WVerily on X 2025-05-23 02:13:50 UTC 5169 followers, XXX engagements
"@groundrisk This is what I have for $ARD in terms of resources and share structure. Please edit and return if possible. Note that the Ag Eq numbers are computations based on commodity prices and these vary daily and will differ because $ARD would have used historical prices for their MRE" @WVerily on X 2025-07-12 02:19:07 UTC 5169 followers, XXX engagements
"@PeterLBrandt Remember $BML Peter The polymetal miner with a large silver endowment. It has the best economics of the Silver developer juniors on the ASX and as of Friday has not started its real move. It ran 12X in 2020" @WVerily on X 2025-07-13 19:08:28 UTC 5167 followers, XXX engagements
"🎯ASX SILVER Juniors. With Feasibility Studies and near-term production. Using commodity prices of today my valuations show that $BML provides the best leverage to the Silver price if shares acquired today. Why I have compared the valuations of $SVL $POL and $BML using their DFS or Optimised Feasibility Study in the case of $SVL. For $BML and $SVL assumed that XX% of forecast CAPEX will be funded by equity raised at a share price that reflects about $1.00USD EV for each Silver ounce only that equates to 40c per share for $BML and 20c per share for $SVL. For $POL my understanding is it has" @WVerily on X 2025-03-28 09:59:22 UTC 5168 followers, 2248 engagements
"@TheApeOfGoldST @Silver__Santa If you had decent parcel in $DEF and could put about half that again into either $DEF or $AUX.v I am in Australia so I have to go via a broker's broker to do it. If AUX.v how would you frame your order I have two choices. Buy on open or buy up to a limit if using the limit what limit It will be Thursday trade for Canada so any ideas Appreciate it" @WVerily on X 2025-06-25 07:54:15 UTC 5169 followers, XXX engagements
"$AG at XX July was XXXX% of float down a bit from previous" @WVerily on X 2025-07-24 17:42:20 UTC 5175 followers, XXX engagements
"ASX Silver Junior @BML has the more powerful leverage of your investment today than $AGMR Silver Mountain (even though $AGMR is itself excellent) and $POL and $SVL as its closest Aussie peers. Here is the numerical proof. @Silver__Santa @MakeGoldGreat @VinE1982 @realTimHack" @WVerily on X 2025-07-11 06:34:37 UTC 5172 followers, 2359 engagements
"🎯ASX Silver Juniors. Good volumes in $RDM and $MMA today. $GRL has announced a trading halt pending assays. $ARD had a good run up on assays released earlier in the week. $POL in trading halt pending CR. $BML marking time for next run. Most advanced and de-risked Developer after $POL and on target to be next to mine. Here is an updated entry price table based on EV/Ag Ounce. Details on how to read it are in the attached post. $HYMC on US Exchange deposit in Nevada is shown for comparison" @WVerily on X 2025-02-07 04:46:11 UTC 5170 followers, 1796 engagements
"@PhiPho @MakeGoldGreat @CalebFiedor @TheApeOfGoldST @Silver__Santa Have you looked into who its custodian for physical silver is Also have you checked the % backing by physical Is it near XXX% or closer to XX% and therfore only fractional" @WVerily on X 2025-07-22 05:09:29 UTC 5169 followers, XX engagements
"🚀ASX Silver Juniors. Both $ARD and $AVM have returned very high grade Gold Au results on recent drilling. Gold Rush. $AVM's are fully assayed. $ARD are rock chip samples only. Here is $AVM's" @WVerily on X 2025-03-30 22:53:00 UTC 5168 followers, XXX engagements
"@au_engineer Yes. International Investors can access the ASX through platforms such as Interactive Brokers" @WVerily on X 2025-07-23 23:30:00 UTC 5168 followers, XX engagements
"You have to understand the economics. Every Silver ounce is mined for free. Not one cent except for small royalties is spent from the silver revenue. This together with the entry price makes the investment thesis excellent. Compare this to $SVL Silver Mines limited - a largely exclusive silver developer forecast to mine about 3-4M ounces of silver per annum. $POL is shown two as these three Silver Developers are the only ones in Australia with RESERVES and mine plans. At todays prices for commodities $BML provides XXXX times return on investment $SVL XXX times" @WVerily on X 2025-05-23 02:04:12 UTC 5168 followers, XXX engagements
"ASX Silver junior Mithril with project in Mexico raises $XXXX M for exploration. Why do these companies keep giving away options to brokers on top of huge fees" @WVerily on X 2025-07-25 00:24:06 UTC 5174 followers, XXX engagements
"Short Interest. Just checking in on some short interest in the silver junior space. $HYMC has increased to over XX% of shares on issue. Big rise in the month of June. (I do not have July data yet available). I suspect if I look at $Ag we will see the same. What will happen when these shorts are squeezed" @WVerily on X 2025-07-24 17:35:36 UTC 5175 followers, XXX engagements
"🎯🎯🎯For ASX Investors $BML is the next $AGMR and the next $POL. When the crowd comes you want to be in already. Of all the ASX Juniors in 2020 $BML responded the best to the rise in the silver price then rising 12X. It will do so again. Bonus - since 2020 $BML's flagship Sorby Hills Project in Western Australia have been significantly de-risked and is nearest to production of its ASX peers. (Once the overhang from the recent private placement at 16c is cleared it will run hard)" @WVerily on X 2025-07-12 00:01:02 UTC 5174 followers, XXX engagements
"When silver gets to $XXX USD Oz then $AGMR catches up to $BML and just overtakes. But this is without any other metals increasing in value one iota. If those metal prices increase say by XX% (low I believe) it takes a silver price of $XXX USD Oz for $AGMR to catch up. All very interesting. Both are stellar and worth holding but as always DYODD on all features and benefits of each company and project" @WVerily on X 2025-07-11 07:12:38 UTC 5174 followers, XXX engagements
"⛏📊🎯Know what you are and know why you buy hold and sell. Stock selectors are less concerned with timing the market cycle than they are with searching for differences between PRICE and VALUE. Traders and investors generally agree that share prices tend to track the value of their underlying companies over time and that share prices can diverge from value over the short to medium term. Contradictory approaches undertaken by traders and investors can confuse people. - Investors attempt to identify mis-pricing and use it as their opportunity to buy or sell - they seek enterprise value. -" @WVerily on X 2025-07-22 03:15:49 UTC 5168 followers, XXX engagements