YouTube Kommentar Anmerkungen von Don Durrett:
Abra Silver: It almost made the list. The problem is that I don't have high confidence that they will build and operate the mine. I do own it, but my expectation is that they will sell for a small premium and disappoint shareholders.
Blackrock silver and summa silver is missing: No they are not. Those are not Top 20 stocks. Both are exploration plays, which add a lot of risk. My list all have excellent risk-reward profiles to be 5+ baggers. These two are high risk drill stories that could easily disappoint shareholders by selling early or not finding a lot more silver. Chasing drill results is not a good risk-reward strategy.
Blackrock: Blackrock is only exploration, and likely will disappoint shareholders on the upside.
Fortuna: They sold San Jose, their silver mine in Mexico. They are now a gold miner.
Kuya Silver: Kuya is a small producer, which always add extra risk. I do own it and have my fingers crossed they can grow production.
Viszla + Aya: Yes, Vizsla is in my Top 15. I don't how I missed it. Yes, I should re-rate Aya to a 4 upside. Thanks.
I-80: Good point. It's an under the radar silver developer.
Apollo Silver: It's in California. I have bad luck in California! So, it was skipped on purpose.
Andean Silver: Andean Silver (not Andean Precious Metals) looks good. I do own it. The only reason it's not on this list is because they are new, and I want to watch them execute a bit. It's a Top Pick on GSD, but not on the Top 25 or my favorites list. I created the Aussie 8 as a complement to the Mormons (Top 8 silver miners). I think both groups should be owned.