In this conversation with James Anderson, Chairman and CEO of Guanajuato Silver Company (TSXV: GSVR), we discuss the recent pullback in silver, why he still believes the bigger bull case remains intact, and how the current price environment affects a producing mining company trying to plan conservatively while staying exposed to upside.
James also shares his view that the silver supply deficit has not been fixed, why the current correction may still have further to go, and what the AI bubble could mean for broader equity markets.
We also get into the integration of Bolanitos, the latest Q1 financials, how Guanajuato is thinking about cost metrics and capital allocation, the status of the gold loan, and where the company sees its next phase of growth as it continues consolidating the district.
