- As expected a year ago, Silvercorp has been an outperforming silver miner due to its low production costs and strong reserve growth.
- Growing China-related geopolitical tensions are a risk for Silvercorp due to its significant exposure to the country.
- The fundamental outlook for silver is not as rosy as before as inflation expectations show signals of reversal.
- After seeing strong returns on Silvercorp, I now believe investors should look to other cheaper silver miners like Endeavour or Hecla.
For further details see:
Silvercorp Is No Longer The Silver Mining Leader It Was