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Lon Shaver

Type: Miner Tracked appearances: 4
Validated speaker AI and electrification demand

runs a producing silver company

Analyzed appearances 4
Latest appearance 2026-06-17 16:14
Most seen on Triangle Investor

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Speaker snapshot

Research profile

Profile notes are still being inferred from transcripts.

Economic vision

runs a producing silver company

Reliability notes

  • Admin-validated speaker with linked X / Twitter profile.
  • Preview built from 4 analyzed appearances.
  • Latest tracked appearance: 2026-06-17 16:14.
  • Most often seen on Triangle Investor.
Follow Lon Shaver's thesis
See how their view has moved across 4 analysed appearances — or generate the full brief.

Mining company record (6)

6 transcript-backed statements from 1 appearance, covering country, aisc, first production and other company claims. These reflect management's own framing and have not been independently verified.

1 appearance · 6 statements · 4 themes · latest 17 Jun 2026 · Silvercorp Metals
What management keeps saying the 4 most-stated themes
country
China
Stated once
aisc
just a bit over $14 US per ounce of silver net of byproduct credits
Stated once
first production
mid 2027
Stated once
resource size
over 6 million ounces
Stated once
Key questions that remain
  • Is the resource figure supported by a current NI 43-101 / JORC technical report — and is it measured, indicated or inferred?
  • Is the stated grade a reserve grade, a resource grade, or a single drill intercept?
  • Which study do these economics come from — PEA, pre-feasibility or feasibility?
  • What metal price and discount rate underpin the NPV and IRR?
Explore the underlying statements
resource size
over 6 million ounces
we think gives us exposure to and control of over 6 million ounces uh that can be brought into production on a stage basis
17 Jun 2026 ·

Every claim above was said by Lon Shaver in the interview it is dated to, and carries their own words. Nothing is added from filings, and nothing has been checked against them. Transcripts are automated — clearly mis-heard words are corrected for readability, never figures, dates or the speaker's own hedges. Not financial advice: an executive discussing their own company has an interest in it.

Themes and assets

AI and electrification demand 1 China valuation discount 1 Gold/silver ratio skepticism 1 industrial demand 1 operating efficiency 1 safe-haven demand 1 silver earnings leverage 1 silver market 1

Most discussed assets

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