← Back to TranscriptAgent TranscriptAgent
← All mining companies

Magma Silver

Silver explorer, with a project stated to be in Peru.

NonePeru — as stated on the recordings

explorer silver NonePeru
Jan 2026 → Feb 2026Covered
10 of 10Topics on record
4Figures tracked over time
1 executiveNamed on the record
Generate Claims & Checks What management and commentators said, and what still needs independent verification 3 interviews with the company
Stage
Explorer
Primary commodity
Silver
Jurisdiction
Peru
Deposit
open pit shell operation with light crush and leaching
Latest appearance
13 Feb 2026
On record
3 interviews · 30 statements · 1 executive

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
around 70 million ounces of silver and a million ounces of gold
Management-stated Stephen Barley Feb 2026
Money on hand
$5 million Canadian dollars
Management-stated Stephen Barley Feb 2026
What happens next
drilling program starting in March
Management-stated Stephen Barley Feb 2026
The main open question
Management's case rests on assumptions not yet proven: operating costs of $35–$40 per metric ton are speculative, the grade assumption of 1 g gold and 2 oz silver per metric ton is unvalidated, and the company has only drilled in one…
Weighed from the statements below, not our opinion of the company.
Our reading

How the stated figures have moved

The same figure, as management put it on the earliest and the latest recording we hold. A difference may be a genuine update, a different measure of the same thing (total against indicated), or a mis-heard number — both quotes are here, and both recordings are one click away.

Cash position ● Broadly unchanged 2 statements on record
21 Jan 2026
$5 million Canadian in the bank
“We're still around $5 million Canadian in the bank.”
13 Feb 2026
$5 million Canadian dollars
“We raised $5 million Canadian dollars in October.”
Financing ≠ Different basis One statement qualifies the figure and the other does not (financing, needed) 2 statements on record
21 Jan 2026
All of 2026 programs fully funded, no additional financing needed
“All of our programs for 2026, including the drilling and additional exploration work, fully funded.”
13 Feb 2026
Fully funded for 2026
“We're fully funded for 2026. We're fully funded for all the planned work programs and drill programs that we have coming.”
Ownership ≠ Different measure Stated in percent, then in money — not the same quantity 2 statements on record
21 Jan 2026
Eric Sprott owns 13.4% of the company
“Eric Sprott who now owns 13.4% of the company.”
13 Feb 2026
Eric Sprott took a million dollars of the financing (a fifth of the total)
“Eric Sprott took a million dollars of that who as you know is a very prolific investor in the silver and gold space.”
Shares outstanding ≠ Different basis One statement qualifies the figure and the other does not (diluted) 2 statements on record
21 Jan 2026
about 80 million shares
“We only have about 80 million shares out at this point in time.”
13 Feb 2026
about 110, 111 million shares fully diluted, about 80 million basic
“Fully diluted about 110, 111 million shares, about 80 million of basic.”

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 Magma Silver's own claims across 3 interviews — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

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 the company holds a near-surface, easily mined open-pit heap-leach deposit with 70 million ounces of silver and 1 million ounces of gold in Peru, supported by $10 million already spent by majors (Newmont, Anglo Gold) who…

What it rests on
Evidence: 3 moments from 2 interviews
Read the full case

Management says the company holds a near-surface, easily mined open-pit heap-leach deposit with 70 million ounces of silver and 1 million ounces of gold in Peru, supported by $10 million already spent by majors (Newmont, Anglo Gold) who found it economical at $20 silver and $1,200 gold. With only 80 million shares outstanding, $5 million in hand, fully funded through 2026, and Eric Sprott now owning 13.4%, the company is positioned for low-cost, high-margin production if drill results confirm the grade comparability to El Alamo Dorado.

▼ Bear case

Management's case rests on assumptions not yet proven: operating costs of $35–$40 per metric ton are speculative, the grade assumption of 1 g gold and 2 oz silver per metric ton is unvalidated, and the company has only drilled in one…

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

Management's case rests on assumptions not yet proven: operating costs of $35–$40 per metric ton are speculative, the grade assumption of 1 g gold and 2 oz silver per metric ton is unvalidated, and the company has only drilled in one direction (speculation that Newmont "didn't drill in the exact right direction" is unproven). With $5 million Canadian in the bank, the company is not capitalized to move to production, and community agreements—critical in Peru—are only anticipated in 30–60 days. No independent view is on record.

◆ Watch next

Drilling program starting late February–early March on the Yaurimena side, with initial assay results due by May.

What it rests on
Evidence: 3 moments from 2 interviews
Read the full case

Drilling program starting late February–early March on the Yaurimena side, with initial assay results due by May. Announcement of fresh community agreements within 30–60 days is material for Peru operations. These two catalysts will either validate the grade and feasibility or reveal whether the speculative assumptions hold.

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 11 statements

The deposit 6

Key takeaway. Management describes the Magma Silver deposit as a near-surface, easily mined open-pit operation that would use light crushing and leaching (Feb 2026).

Read the full summary

The company reports a resource of around 70 million ounces of silver and a million ounces of gold, with exploration upside from three distinct zones that were not previously grouped together (Feb 2026). Earlier statements note that $10 million US has already been spent by Newmont, Anglo Gold, Bear Creek, and Rio Silver, and that a Newmont 2011 report concluded economical mining operations at $20 silver and $1,200 gold (Jan 2026). The company also claims the grade is comparable to the El Alamo Dorado project in Mexico from the early 2000s (Jan 2026).

What was actually said
deposit type
open pit shell operation with light crush and leaching
“We're looking at an open pit shell operation. We're looking at maybe a light crush of the of the rock we blast. And then uh it's going to be thrown onto a pad and leached.”
Stephen Barley· 13 Feb 2026·
exploration upside
three distinct zones that weren't together previously
“The project is now all together. So, there's three distinct zones that weren't together previously.”
Stephen Barley· 13 Feb 2026·
resource size
around 70 million ounces of silver and a million ounces of gold
“we are targeting a million ounces of gold and around 70 million ounces of silver.”
Stephen Barley· 13 Feb 2026·
Show the other 3 statements
deposit type
near surface, two surface, easily mined open pit
“This is a near surface, two surface, easily mined open pit, crush it, put it on a pile and heap leach.”
Stephen Barley· 21 Jan 2026·
exploration upside
$10 million US already spent by Newmont, Anglo Gold, Bear Creek, and Rio Silver; Newmont 2011 report concluded economical mining operations at $20 silver and $1,200 gold
“probably the one of the bigger things was the fact that 10,000 or $10 million US had already been spent on this project by Newmont, Anglo Gold, Bear Creek, and Rio Silver. Newmont concluded this was going to be a very successful, economical mining operations in a report from 2011 at $20 silver and $1,200 gold.”
Stephen Barley· 21 Jan 2026·
exploration upside
grade comparable to El Alamo Dorado project in Mexico from early 2000s
“Had a lot of comparable to a project called El Alamo Dorado in Mexico back in the early 2000s that was mined by Pan American Silver.”
Stephen Barley· 21 Jan 2026·

Jurisdiction 3

Key takeaway. Management states that the company operates in Peru.

Read the full summary

As of January 2026, the company reported anticipating fresh community agreements within 30-60 days.

What was actually said
country
Peru
“We're also in a great country in Peru.”
Stephen Barley· 13 Feb 2026·
community agreement
fresh community agreements anticipated within 30-60 days
“We fully anticipate that we will be announcing fresh community agreements in the next 30 60 days which is very important in Peru cuz the community must be supportive of your project.”
Stephen Barley· 21 Jan 2026·
country
Peru
“Peru is one of the top three mining jurisdictions in South America.”
Stephen Barley· 21 Jan 2026·

Technical risk 2

Key takeaway. In a February 2026 interview, Magma Silver's management acknowledged technical risk but said the company may improve on Newmont's numbers by drilling in a different direction.

Read the full summary

A key assumption behind that view is an operating cost of $35 to $40 per metric ton, which management cited for the project.

What was actually said
key assumption
operating cost of $35 to $40 per metric ton
“We're we're we are speculating it'll be $35 to $40 per metric ton.”
Stephen Barley· 13 Feb 2026·
stated risk
may improve on Newmont numbers by drilling in a different direction
“my uh technical people think that maybe Newmont didn't drill in the exact right direction.”
Stephen Barley· 13 Feb 2026·

Economics 6 statements

Economics 2

Key takeaway. Management of Magma Silver outlined project economics based on a price assumption of $344 US per metric ton of gross value for material containing 1 g gold and 2 oz silver per metric ton, as of January 2026.

Read the full summary

The company reports expected operating costs in the range of $35 to $40 US per metric ton for the same period.

What was actually said
operating cost
$35 to $40 per US per metric ton
“We're estimating our cost $35 to $40 per US per metric ton for the foreseeable future.”
Stephen Barley· 21 Jan 2026·
price assumption
gross value of $344 US per metric ton with 1 g gold and 2 oz silver per metric ton
“If we have 1 g of gold, which is very low for us, if we have 2 oz silver per metric ton, that comes out to $344 US per metric ton gross value.”
Stephen Barley· 21 Jan 2026·

Financing 4

Key takeaway. Magma Silver's management states that the company is fully funded for 2026.

Read the full summary

The CEO reported in January 2026 that all of the year's programs are fully funded with no additional financing needed, and that the company has $5 million Canadian in the bank. Management reiterated in February 2026 that the company is fully funded for the year and maintains a cash position of $5 million Canadian.

What was actually said
cash position
$5 million Canadian dollars
“We raised $5 million Canadian dollars in October.”
Stephen Barley· 13 Feb 2026·
financing status
Fully funded for 2026
“We're fully funded for 2026. We're fully funded for all the planned work programs and drill programs that we have coming.”
Stephen Barley· 13 Feb 2026·
cash position
$5 million Canadian in the bank
“We're still around $5 million Canadian in the bank.”
Stephen Barley· 21 Jan 2026·
Show the other 1 statement
financing status
All of 2026 programs fully funded, no additional financing needed
“All of our programs for 2026, including the drilling and additional exploration work, fully funded.”
Stephen Barley· 21 Jan 2026·

Timeline 6 statements

Timeline 4

Key takeaway. Management provided a staged timeline across two recent updates.

Read the full summary

In January 2026, the company said it had obtained full permits for the Yaurimena side and anticipated drilling to begin in late February or early March, adding that fresh community agreements were expected in the next 30 to 60 days. The following month, the company revised the drilling start to March and stated that initial drill results would be out by May 2026.

What was actually said
milestone
drilling program starting in March
“we have our drilling program starting in March.”
Stephen Barley· 13 Feb 2026·
upcoming result
initial drill results out latest May
“I would think we would have the initial drill results results out latest May.”
Stephen Barley· 13 Feb 2026·
milestone
fresh community agreements anticipated next 30-60 days; assays from sampling and trenching during 2026
“We fully anticipate that we will be announcing fresh community agreements in the next 30 60 days. We will be developing and doing all the surface prep work on the other side of the project the Nina Bambas main north and south. That'll be happening all throughout the year. We're going to have assays from sampling from trenching while we're building towards drilling permits on that side.”
Stephen Barley· 21 Jan 2026·
Show the other 1 statement
permit timing
full permits obtained for Yaurimena side; drilling anticipated late February early March
“We have the full permits for one of part of our project the Yaurimena side. We anticipate drilling there starting late February early March.”
Stephen Barley· 21 Jan 2026·

Catalysts 2

Key takeaway. Management says they expect to announce fresh community agreements within the next 30 to 60 days (as of January 2026).

Read the full summary

They also report upcoming drilling results from the Yaurimena side, along with assays from sampling and trenching at Nina Bambas, also expected in January 2026.

What was actually said
upcoming decision
fresh community agreements announcement within 30-60 days
“We fully anticipate that we will be announcing fresh community agreements in the next 30 60 days which is very important in Peru cuz the community must be supportive of your project.”
Stephen Barley· 21 Jan 2026·
upcoming result
drilling results from Yaurimena side; assays from sampling and trenching at Nina Bambas
“We anticipate drilling there starting late February early March. We're going to have assays from sampling from trenching while we're building towards drilling permits on that side.”
Stephen Barley· 21 Jan 2026·

Corporate 7 statements

Management 2

Key takeaway. Management at Magma Silver highlights the team's deep experience in mining and finance.

Read the full summary

According to the company, Jeff Reader brings over 30 years of experience in Peru, Michael Thompson has over 30 years in corporate finance, and Kevin Torudag has a 30-plus-year relationship with the CEO and a track record of successfully taking projects from inception through to sale (January 2026). The CEO, with 40-plus years of market experience and 25 years in senior management (CEO/chairman) on projects in Argentina, the United States, and Central Africa, rounds out a leadership team the company describes as seasoned in the sector (January 2026).

What was actually said
team experience
Jeff Reader: 30+ years in Peru; Michael Thompson: 30+ years in corporate finance; Kevin Torudag: 30+ year relationship with CEO, successful taking projects from inception through to sale
“Jeff Reader, over 30 years in Peru. Michael Thompson, who has been very successful in the corporate finance side for over 30 years. Kevin Torudag from Montreal, um we have a 30-plus year relationship. He's been very successful in taking projects from inception through to sale.”
Stephen Barley· 21 Jan 2026·
track record
CEO with 40+ years market experience, 25 years in senior management (CEO/chairman) on projects in Argentina, United States, Central Africa
“I've been around the markets for over 40 years. I started as a securities and corporate finance lawyer. For the last 25 years, I've been involved in senior management, usually as a CEO or chairman, with projects in Argentina, with projects in the United States, projects in Central Africa.”
Stephen Barley· 21 Jan 2026·

Share structure 4

Key takeaway. Management discusses Magma Silver's share structure across two dates.

Read the full summary

In January 2026, the company reported about 80 million shares outstanding and said Eric Sprott owns 13.4% of the company. By February 2026, management stated shares outstanding were about 80 million basic and about 110–111 million fully diluted, and noted that Eric Sprott took a million dollars of the financing, representing a fifth of the total.

What was actually said
insider stake
Eric Sprott took a million dollars of the financing (a fifth of the total)
“Eric Sprott took a million dollars of that who as you know is a very prolific investor in the silver and gold space.”
Stephen Barley· 13 Feb 2026·
shares outstanding
about 110, 111 million shares fully diluted, about 80 million basic
“Fully diluted about 110, 111 million shares, about 80 million of basic.”
Stephen Barley· 13 Feb 2026·
insider stake
Eric Sprott owns 13.4% of the company
“Eric Sprott who now owns 13.4% of the company.”
Stephen Barley· 21 Jan 2026·
Show the other 1 statement
shares outstanding
about 80 million shares
“We only have about 80 million shares out at this point in time.”
Stephen Barley· 21 Jan 2026·

Market 1

What was actually said
cost curve position
extremely low cost of production via open pit, heap leach operations
“One of the features of Magma Silver is the fact that we will probably have an extremely low cost of production. This is a near surface, two surface, easily mined open pit, crush it, put it on a pile and heap leach. It There's It's probably the simplest extraction methods and processing methods there are in the mining industry, which costs a lot less than say an underground operation.”
Stephen Barley· 21 Jan 2026·

Sources 3 interviews

Every interview 3

DateChannelInterviewStatements
13 Feb 2026 Natural Resource Stocks Magma Silver Buys Newmont Data and Sets Drill Plan at Niñobamba 12
21 Jan 2026 Natural Resource Stocks Magma Silver MGMA What The 2026 Plan Looks Like From Here 18
06 Jan 2026 Natural Resource Stocks Drill Permit Secured: The Setup Most Juniors Don’t Have 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 3
gold 3
newmont 2
bhp 2
eric sprott 2
teck 1
bear creek 1
peru 1

Questions people ask

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

Magma Silver is a explorer silver company, with a project stated to be in Peru. Everything here is drawn from its executives' own interviews.

Which interviews mention Magma Silver?

We track 3 interviews mentioning Magma Silver, across 1 channel (Natural Resource Stocks).

What are investors saying about Magma Silver?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with Magma Silver cover?

The most-discussed topics on record are the deposit, financing, timeline, share structure — 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…