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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Clause de non-responsabilité
Les informations et les publications ne sont pas destinées à être, et ne constituent pas, des conseils ou des recommandations en matière de finance, d'investissement, de trading ou d'autres types de conseils fournis ou approuvés par TradingView. Pour en savoir plus, consultez les Conditions d'utilisation.