Long Thesis on First Majestic Silver Corp. (AG) – Target: $6.50
Long Thesis on First Majestic Silver Corp. (AG) – Target: $6.50
Why Long?
Silver Market Strength: Expected Fed rate cuts and a weaker USD could drive silver prices higher.
Industrial Demand: Growth in green energy (solar, EVs) supports long-term silver demand.
Operational Recovery: Improved production efficiency and cost-cutting at key mines enhance profitability.
Earnings Catalyst: Potential beat on Q1 results due to higher silver prices and cost optimizations.
Conclusion
AG is positioned for a rebound with strong macro and operational tailwinds, targeting $6.50 in the near term.
Why Long?
Silver Market Strength: Expected Fed rate cuts and a weaker USD could drive silver prices higher.
Industrial Demand: Growth in green energy (solar, EVs) supports long-term silver demand.
Operational Recovery: Improved production efficiency and cost-cutting at key mines enhance profitability.
Earnings Catalyst: Potential beat on Q1 results due to higher silver prices and cost optimizations.
Conclusion
AG is positioned for a rebound with strong macro and operational tailwinds, targeting $6.50 in the near term.
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Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.