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Silver Mines Vanishing Warns

Silver producer, with a project stated to be in Sonora.

Sonora · Mexico — as stated on the recordings

producer silver Sonora, Mexico
Mar 2026Covered
5 of 10Topics on record
1 executiveNamed on the record
Stage
Producer
Primary commodity
Silver
Jurisdiction
Sonora
Latest appearance
07 Mar 2026
On record
1 interview · 9 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 happens next
started construction, road building, camp building, clearing the land
Management-stated Glenn Jessome Mar 2026
The main open question
The company faces an 18–20-month construction timeline with no independent verification of deposit economics, permitting status, or financing.
Weighed from the statements below, not our opinion of the company.
Our reading

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 Silver Mines Vanishing Warns's own claims across 1 interview — 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 team has 30 years building silver mines and has sold four projects to majors, with the Sonora deposit profitable sub-$20 silver and no competing new mines expected until 2027.

What it rests on
Evidence: 3 moments from 1 interview
Read the full case

Management says the team has 30 years building silver mines and has sold four projects to majors, with the Sonora deposit profitable sub-$20 silver and no competing new mines expected until 2027. The company has begun site construction and will announce the EPCM contractor in weeks, positioning it to reach production in 2027–2028 when silver is designated critical by the US amid AI and EV demand.

▼ Bear case

The company faces an 18–20-month construction timeline with no independent verification of deposit economics, permitting status, or financing.

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

The company faces an 18–20-month construction timeline with no independent verification of deposit economics, permitting status, or financing. No outside investors or technical reviewers are on record; construction has only just started (land clearing, road building), and no major milestones have closed yet.

◆ Watch next

EPCM contract award announcement within weeks; construction progress and permit approvals in Sonora; financing secured and drawdowns; first production guidance reaffirmed or delayed toward 2027–2028.

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

EPCM contract award announcement within weeks; construction progress and permit approvals in Sonora; financing secured and drawdowns; first production guidance reaffirmed or delayed toward 2027–2028.

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 2 statements

Jurisdiction 1

What was actually said
region
Sonora
“Sonora, it's the top mining jurisdiction where we are in Mexico.”
Glenn Jessome· 07 Mar 2026·

Technical risk 1

What was actually said
key assumption
profitable at sub $20 silver
“Elte, which we're going to talk about later, makes money, very good money, sub $20 silver.”
Glenn Jessome· 07 Mar 2026·

Timeline 4 statements

Timeline 4

Key takeaway. Management outlined a timeline for the project in March 2026.

Read the full summary

Construction has already begun with road building, camp building and land clearing. The company expects to award the EPCM contract within the next couple of weeks. It anticipates building the mine in 18 months, possibly 20, and targeting first production in 2027 or 2028.

What was actually said
construction start
started construction, road building, camp building, clearing the land
“we've actually started what we would call construction, um road building, uh camp building, uh clearing the land.”
Glenn Jessome· 07 Mar 2026·
first production
2027, 2028
“And in 2027, 2028, um, we join that diminishing list of silver mines in the world.”
Glenn Jessome· 07 Mar 2026·
milestone
announce EPCM contract award in next couple of weeks
“the big big next thing for us in the next couple of weeks is we will announce um who the EPCM contract will be awarded to.”
Glenn Jessome· 07 Mar 2026·
Show the other 1 statement
milestone
build mine in 18 months, possibly 20
“The studies say we should be able to build this in 18 months, even if it's 20. I've been telling most people 20.”
Glenn Jessome· 07 Mar 2026·

Corporate 3 statements

Management 2

Key takeaway. Management says the team has 30 years of experience building silver mines in Mexico.

Read the full summary

The company reports the group has built four big silver mines and sold four more projects to majors over that same 30-year track record.

What was actually said
team experience
group 30 years building silver mines in Mexico
“we have amazing team over 30 years in Mexico because this group has built four big silver mines”
Glenn Jessome· 07 Mar 2026·
track record
built four big silver mines and sold four more projects to majors in 30 years
“this group has built four big silver mines in that period of time. This group has sold four more projects to majors in that time.”
Glenn Jessome· 07 Mar 2026·

Market 1

What was actually said
timing rationale
silver designated critical mineral by US, demand from AI, electric cars, solar panels, missile technology
“There will only be one more mine in the silver space that comes into production in 2027.”
Glenn Jessome· 07 Mar 2026·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
07 Mar 2026 David Lin Silver Mines Vanishing Warns CEO: $300 Price This Cycle | Glenn Jessome 9

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.

beaver creek 1
el tigre project 1
franklin templeton precious metals funds 1
jp morgan 1
mexico 1
silver 1
silver tiger metals 1
sonora 1

Questions people ask

What is Silver Mines Vanishing Warns's project and where is it?

Silver Mines Vanishing Warns is a producer silver company, with a project stated to be in Sonora, Mexico. Everything here is drawn from its executives' own interviews.

Which interviews mention Silver Mines Vanishing Warns?

We track 1 interview mentioning Silver Mines Vanishing Warns, across 1 channel (David Lin).

What are investors saying about Silver Mines Vanishing Warns?

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

What do recent interviews with Silver Mines Vanishing Warns cover?

The most-discussed topics on record are timeline, management, jurisdiction, technical risk — 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.

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