← Back to TranscriptAgent TranscriptAgent
← All mining companies

Endeavour Silver

Silver company.

silver
Sep 2025 → Jan 2026Covered
7 of 10Topics on record
Generate Claims & Checks What management and commentators said, and what still needs independent verification 2 interviews with the company · 6 independent recordings
Primary commodity
Silver
Deposit
open pit operation and underground mine
Latest appearance
06 Jan 2026
On record
2 interviews · 15 statements · 2 executives

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

What is in the ground
600 million ounces of silver
Management-stated Jan 2026
Capital needed
feasibility study and construction decision pending for Pitheria
Management-stated Jan 2026
What happens next
43-101 technical report later in 2026
Management-stated Jan 2026
The main open question
Jordan Rusche notes negative working capital suggests another equity raise is likely, diluting shareholders.
Weighed from the statements below, not our opinion of the company.
Our reading
How outsiders read it
11 independent voices on record — 15 constructive, 3 neutral, 1 cautious
Don Durett, Clive Thompson, James Anderson, Chen Lin…
Outside voices

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from Endeavour Silver's own claims across 2 interviews — most-covered theme first.

What outside voices pick up on

6 independent voices — people who do not speak for the company — across 20 mentions.

15 constructive 3 neutral 1 cautious
  • Don Durett “Unbelievably cheap; potential 10-bagger at current prices”
  • Clive Thompson “He says it jumped 12.86% after results.”
  • James Anderson “Sold non-core Bolanitos asset to Guanajuato Silver to focus on Terranera mine and recently acquired Colpa operation in Peru.”
  • Chen Lin “He says he has call options that performed very well and are being rolled partly forward.”

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says Teranara's gold output will effectively pay for silver production—making silver "almost free"—while the company targets 30 million silver-equivalent ounces by 2030.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Management says Teranara's gold output will effectively pay for silver production—making silver "almost free"—while the company targets 30 million silver-equivalent ounces by 2030. An analyst consensus of Strong Buy with 24% average upside reflects commercial production milestone and 109% revenue growth, with Peter Schiff noting the stock remains undervalued despite historic silver price moves.

▼ Bear case

Jordan Rusche notes negative working capital suggests another equity raise is likely, diluting shareholders.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Jordan Rusche notes negative working capital suggests another equity raise is likely, diluting shareholders. A feasibility study and construction decision for the flagship Pitheria deposit remain pending mid-2026, leaving the 7–10 million annual silver ounces from that asset uncertain. Rick Rule describes the company as an inefficient producer dependent on higher metal prices to outperform.

◆ Watch next

Mid-January 2026: 2026 production guidance for Kulpa and Guia.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Mid-January 2026: 2026 production guidance for Kulpa and Guia. Mid-2026: feasibility study release and Pitheria construction decision. Late 2026: 43-101 technical report and long-term guidance. These milestones will clarify cash flow, capital needs, and the path to 30 million silver-equivalent ounces by 2030.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 5 statements

The deposit 4

Key takeaway. Management describes the deposit as a combination of an open pit operation and an underground mine, with resources of 600 million ounces of silver.

Read the full summary

The company reports an expected mine life of 15, 20, or 25 years, and points to exploration upside at the Loo high-grade gold vein at Teranara.

What was actually said
deposit type
open pit operation and underground mine
“A lot of people know it as an open pit operation where there was a feasibility study out in 2012 by our predecessor SSR mining. We've been looking at it from an underground standpoint since we acquired it in 2022.”
Unknown speaker· 06 Jan 2026·
exploration upside
Loo high-grade gold vein at Teranara
“and then hopefully also at Loo, which is a high-grade gold vein.”
Unknown speaker· 06 Jan 2026·
exploration upside
15, 20, 25 years mine life expected
“Terran is a mine with a 10-year reserve life, but ultimately with resources and potential, we expect to be there 15, 20, 25 years.”
Unknown speaker· 06 Jan 2026·
Show the other 1 statement
resource size
600 million ounces of silver
“Ptheria itself is one of the world's largest undeveloped silver deposits. There's 600 million ounces of silver defined there plus zinc plus lead.”
Unknown speaker· 06 Jan 2026·

Technical risk 1

What was actually said
key assumption
gold production will pay for silver production at Teranara
“What makes Terran special is all the gold that we produce out of Teran will effectively pay for the silver. Uh so the silver almost comes for free.”
Unknown speaker· 06 Jan 2026·

Economics 4 statements

Economics 3

Key takeaway. Management says the project's operating cost is between $125 and $130 per ton, and that all-in sustaining costs will be "single digits if not close to zero" (both stated January 2026).

Read the full summary

For its financial modeling, the company assumes a gold hedge price of $2,325 per ounce, also as of January 2026.

What was actually said
aisc
single digits if not close to zero
“you'd be all in sustaining costs in the single digits if not close to zero depending on what gold price you want to use.”
Unknown speaker· 06 Jan 2026·
operating cost
between $125 $130 per ton
“Terranara's cost profile aligning to what we expect which is somewhere between $125 $130 per ton.”
Unknown speaker· 06 Jan 2026·
price assumption
gold hedge at $2,325 per ounce
“there's about 54,000 ounces of gold that's hedged at $2,325.”
Unknown speaker· 06 Jan 2026·

Financing 1

What was actually said
capital needed
feasibility study and construction decision pending for Pitheria
“once we have that tailings permit and ultimately a feasibility study that could add anywhere from 7 to 10 million silver ounces of production a year.”
Unknown speaker· 06 Jan 2026·

Timeline 5 statements

Timeline 4

Key takeaway. Management outlined several upcoming milestones for 2026.

Read the full summary

The company expects a study to be due in mid-2026, with a 43-101 technical report following later in the year. Guidance for 2026 is expected in January, and management also noted that Teranara reached commercial production on October 1st.

What was actually said
milestone
43-101 technical report later in 2026
“and long-term guidance effectively through our 43101 uh later in the year.”
Unknown speaker· 06 Jan 2026·
milestone
2026 guidance January
“Yeah, we expect guidance actually to come out relatively shortly. We're in December. will come out mid January uh with our 2026 uh guidance”
Unknown speaker· 06 Jan 2026·
milestone
Teranara commercial production October 1st
“We announced commercial production on October 1st.”
Unknown speaker· 06 Jan 2026·
Show the other 1 statement
study due
mid 2026
“Ultimately, we'll have a feasibility study come out mid 2026.”
Unknown speaker· 06 Jan 2026·

Catalysts 1

What was actually said
upcoming result
production guidance for 2026
“Yeah, we expect guidance actually to come out relatively shortly. We're in December. will come out mid January uh with our 2026 uh guidance on Kulpa and and Guanosv as well.”
Unknown speaker· 06 Jan 2026·

Corporate 1 statement

Market 1

What was actually said
timing rationale
30 million silver equivalent ounces by 2030
“we're kind of saying our targets produce 30 million silver equivalent ounces by 2030.”
Unknown speaker· 06 Jan 2026·

Outside views 20 mentions

20 mentions by people who do not speak for the company — 15 constructive, 1 cautious, 3 neutral. These are their views, not the company's.

Don Durett
bullish
Unbelievably cheap; potential 10-bagger at current prices
The Silver Market· 21 Jul 2026·
Clive Thompson
bullish
He says it jumped 12.86% after results.
Clive Thompson· 12 May 2026·
Clive Thompson
bullish
He says it rose after results.
Clive Thompson· 09 May 2026·
Don Durett
bullish
Very cheap with high 10-bagger upside if production and costs improve.
The Silver Market· 29 Apr 2026·
Show the other 16 mentions
James Anderson
neutral
Sold non-core Bolanitos asset to Guanajuato Silver to focus on Terranera mine and recently acquired Colpa operation in Peru.
The Deep Dive· 10 Mar 2026·
Don Durett
bullish
He calls Endeavour one of the Mexican producers he wants to own despite the risks.
The Silver Market· 06 Mar 2026·
Don Durett
bullish
Has Pitarrilla as a secondary/development project that provides leverage beyond just silver price movement
The Silver Market· 04 Mar 2026·
Chen Lin
bullish
He says he has call options that performed very well and are being rolled partly forward.
Investing News· 28 Jan 2026·
Bridget Bennett
bullish
Used as an example of a silver miner participating in the precious-metals rally.
MarketBeat· 12 Jan 2026·
Chris Markoch
bullish
Used as an example of a silver miner participating in the precious-metals rally.
MarketBeat· 12 Jan 2026·
Peter Schiff
bullish
Stock barely up despite historic silver move; undervalued because market pricing in a crash that Schiff believes won't come
Metal Sense· 30 Dec 2025·
Jordan Rusche
bearish
He notes improving results but says negative working capital suggests another raise is likely.
In it to Win it· 05 Dec 2025·
Julie Gillespie
bullish
Unanimous Strong Buy from 7 analysts; average PT $10.59 implies 24% upside; commercial production at Terronera and 109% YoY revenue growth are bullish catalysts cited.
TipRanks™· 26 Nov 2025·
Peter Schiff
bullish
Down ~20% from high; Schiff views as undervalued relative to silver price.
Metal Sense· 13 Nov 2025·
Clive Thompson
bullish
Down 13%; cited as example of silver miner heavily hit in the selloff; implicitly part of the broader miner-undervaluation thesis.
Clive Thompson· 22 Oct 2025·
Clive Thompson
neutral
Mentioned as an example of silver miners in a gold ETF.
Clive Thompson· 11 Sep 2025·
Rick Rule
mixed
He describes it as an inefficient producer that can gain faster when metal prices rise.
In it to Win it· 29 Aug 2025·
Brad Langille
neutral
Mentioned historically as buyer of El Cubo mine that Langille's prior team restored and sold for $375M — part of his track record, not a current investment call.
In it to Win it· 28 Jul 2025·
Chris Markoch
bullish
Gold and silver miner with properties in Chile and US; seven analysts cover it; $6.93 price target (~43.9% upside from ~$4.60); thesis driven by silver expected to close performance gap with gold in 2025.
MarketBeat· 08 Jun 2025·
Bridget Bennett
bullish
Gold and silver miner with properties in Chile and US; seven analysts cover it; $6.93 price target (~43.9% upside from ~$4.60); thesis driven by silver expected to close performance gap with gold in 2025.
MarketBeat· 08 Jun 2025·

Sources 2 interviews

Every interview 2

DateChannelInterviewStatements
06 Jan 2026 The Deep Dive Why Silver Needs to Slow Down to Go Higher | Dan Dickson - Endeavour Silver 15
11 Sep 2025 The Deep Dive Why Silver Lags Even at $41? | Dan Dickson - Endeavor Silver Corp No claims identified

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

silver 2
gold 2
endeavour silver corp 1
guanaceví 1
minera frisco 1
pitarrilla 1
balanitos 1

Questions people ask

What is Endeavour Silver's project and where is it?

Endeavour Silver is a resource silver company. Everything here is drawn from its executives' own interviews.

Which interviews mention Endeavour Silver?

We track 2 interviews mentioning Endeavour Silver, across 1 channel (The Deep Dive).

What are investors saying about Endeavour Silver?

20 independent voices — people who do not speak for the company — are on record discussing it (15 bullish, 3 neutral, 1 cautious). Their reasoning is quoted in the outside-view section above.

What do recent interviews with Endeavour Silver cover?

The most-discussed topics on record are the deposit, timeline, economics, financing — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

Workspace Intelligence
YOUR AGENT
Investigation
Open the latest investigation, or start a new one from the left.

Notice

Loading…