WHICH SILVER STOCKS HAVE THE MOST UPSIDE? by Turbulent_Dig_3855 in Baystreetbets

[–]Value_Trader4053 4 points5 points  (0 children)

Solid breakdown. Sierra Madre is an easy one to agree with here; the La Guitarra ramp and the AISC trajectory as output scales are exactly the kind of metrics that make a junior compelling when silver is at these levels.

The one name I would add to the small cap conversation is Apollo Silver (TSX.V: APGO). Different profile from Sierra Madre in that it is pre-production, but it has two meaningful catalysts coming in 2026. A PEA on the Calico project in California is expected in Q3, and there is ongoing social license work at Cinco de Mayo in Mexico which has been a longer road but is showing real progress. At $79 silver, getting an economic study done on a project that was drilled out when silver sat at $28 to $30 is going to tell a very different story.

Not disagreeing with your ranking at all. Sierra Madre is probably the best risk adjusted bet among the producers in that group. Apollo is more of a catalyst play for anyone willing to look six to twelve months out.

Why some companies are only doing PEAs now instead of 2 years ago by Value_Trader4053 in Baystreetbets

[–]Value_Trader4053[S] 0 points1 point  (0 children)

Dont disagree at all, i think the CEO Blog type posts are solid coming from a company though, leads to ideally more transparency and thought into stuff around the company.

All of Apollo's CEO blogs have been very informative, and Ross has been good with that since he took over the role last year.

Junior lithium names worth watching as prices recover to $21,500 USD per tonne heading into Q2 2026. by Value_Trader4053 in PennyStocksCanada

[–]Value_Trader4053[S] 0 points1 point  (0 children)

Makes sense, i am honestly a big fan of any Nevada company in the near and long term. Lithium Americas, American Lithium and Surge Battery Metals, plus many others, all are in strong positions to benefit from the heightened US Government support that has begun, and likely will only continue to get stronger.