May. 10 at 9:42 AM
$GSVRF when silver hits
$150 in july and the company prints good Q1 and Q2, signalling they will easily do 5M AgE this year, keeping AISC at
$40 or less, that brings in
$550M. AYA has PE60, Endeavour has forward PE11, Avino has PE40. So if we take conservative PE15, that is
$8.25B marketcap, or 23.5x to
$11.2 per share. it fits don durrett's numbers perfectly.
aya(clean finances) will do aboutr 6.5M AgEq this year, Avino(slow growth) 2.5M AgEq and Endeavour(some debt) 15M AgEq. so we are in the neighbourghood with PE15.
michael oliver predicts 300-500 by late summer, francis hunt/market sniper has his target a 333(without specific time frame), the contrarian david hunter sees 180 by summer. either way, i think it is very safe to assume that we will get 150 silver in a couple of months. all that we need here is for Q1 to print positive and set a trend to achieve at least 5M AgEq this year and then confirm it in Q2 with even better numbers, as synergies start to kick into higher gear.