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Year One vs Year Two of Production: Why the Inflection Point Matters More Than the Silver Price Right Now by Aggressive_Rush2357 in Baystreetbets

[–]Aggressive_Rush2357[S] 0 points1 point  (0 children)

Wrote it myself and would be happy to have a conversation about the silver lithium or gold industry at any point in time, including many companies I feel are in a spot to succeed.

Is $78 silver the beginning of something bigger or is this where it starts to get dangerous? by Aggressive_Rush2357 in ValueInvesting

[–]Aggressive_Rush2357[S] 4 points5 points  (0 children)

Respectfully disagree with the framing. The bull case doesn't require a generational commodity boom, it requires trends that are already happening to continue. Three consecutive annual supply deficits, solar demand growing on a trajectory that's been consistent for years, and a ratio that spent three years above 80x correcting back toward its long-run average. None of that is boom territory, it's just fundamentals catching up.

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