The Silver Show
The Silver Show
David Stein
The Silver Show discusses silver, gold, mining and markets in a fun and educational way. Hosted by David Stein, CFA, MSc., Managing Partner of Aerecura Capital and Founder and President of Kuya Silver
The Silver Show Podcast Episode 14: Mineral Exploration For Mining Companies
Episode 14 (recorded June 2020): Exploration can be a huge wealth creator or waste of money, and in this episode we discuss how mineral exploration is important for mature mining companies. Mineral exploration can generate growth from existing mines, help with planning (i.e. optimizing) operations, and replace reserves. Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com Sponsorships: off for this episode
Jun 1, 2020
10 min
The Silver Show Podcast Episode 13: Valuing Metals/Mining Companies - What Price Multiples Really Mean
Episode 13 (recorded April 2020): Valuation Part 3: In this final episode of our valuation series we discuss what price multiples really mean and how to think about them when comparing stocks. Starting with P/E multiples, we walk through why they are important and the factors that the market prices into multiples. We also discuss P/Cash Flow, EV/EBITDA, P/NAV and P/metal-in-the-ground covering all the valuation metrics mentioned on Episodes 11 and 12. Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com
Apr 29, 2020
13 min
The Silver Show Podcast Episode 12: Valuing Exploration Companies - Net Asset Value (NAV) and Metal-In-The-Ground
Episode 12 (recorded April 2020): Valuation Part 2: We discuss how investors can value mining companies (any commodity) using net asset value (NAV) and metal-in-the-ground techniques. For NAV (per share) we go over the strengths and pitfalls of this very popular but controversial valuation method - best suited to pre-production companies as well as the why not all "ounces" are created equal in gold-in-the-ground valuations. Note: We have decided to present Valuation Part 3 on price multiples, since it is a very big and interesting topic, worth covering on its own.  Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com
Apr 21, 2020
14 min
The Silver Show Podcast Episode 11: Valuing Mining Companies - Cash Flow and Earnings
Episode 11 (recorded April 2020): Valuation Part 1: We discuss how investors can value mining companies (any commodity) using cash flow and earnings reports and compare them to one another. In this episode we focus on Cash Flow Per Share and EV/EBIDTA which are useful for true mining companies, and in our next episode we will discuss how you can value pre-production companies. We also discuss why P/E tends not to be useful for evaluating the mining industry. Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com
Apr 16, 2020
11 min
The Silver Show Podcast Episode 10 (Part 2): Silver In Crisis Live Webcast Q&A
Episode 10 (recorded live on March 26th 2020): In our first-ever live webcast we take live questions from our viewers/listeners dealing with topics such as how silver typically performs relative to gold and copper, the record-breaking silver:gold ratio, taking Kuya Silver public, the COVID-19 impact in Peru, and more... Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com
Mar 31, 2020
31 min
The Silver Show Podcast Episode 10 (Part 1): Silver In Crisis Live Webcast
Episode 10 (recorded live on March 26th 2020): In our first-ever live webcast we discuss how silver has been performing amidst the COVID-19 crisis and stock market meltdown. We discuss how this crisis compares to other markets in history and we take questions live from our viewers. The Q&A portion will be on a separate podcast released at the same time. Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com
Mar 31, 2020
15 min
The Silver Show Podcast Episode 9: Silver and Gold in Times of Crisis!
Episode 9 (recorded March 2020): We look at how gold and silver have performed during recent market crises, Sept 2001 (Terrorism) and Oct 2008 (Credit Crisis) and discuss the similarities and differences today. COVID-19 is the catalyst for the next market crisis and gold and silver have an important role to play in your portfolio. Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com
Mar 12, 2020
12 min
The Silver Show Podcast Episode 8 - The Many Uses of Silver
Episode 8 (recorded February 2020): There are thousands of uses for silver metal, and in this episode we talk about the importance of silver demand , investment demand, and industrial demand, and walk you through some of the many uses of this incredible metal! Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com
Feb 16, 2020
12 min
The Silver Show Podcast Episode 7 - In Conversation: With Terry Lynch, founder of SaveCanadianMining
Episode 7 (recorded January 2020): Terry Lynch is the Silver Show's first ever guest! We discuss Save Canadian Mining's lobbying initiatives to make trading stocks, especially in small/micro-cap companies more fair - not just for Canadians but all investors. We also discuss the importance of the mining sector to Canada and the industry's financing challenges. www.savecanadianmining.com Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com Terry Lynch is also the CEO of Chilean Metals (TSXV-CMX), for more information: www.chileanmetals.com Sponsorships: off for this episode
Jan 8, 2020
14 min
The Silver Show Podcast Episode 6 - Is Tax-Loss Selling Really A Thing?
Episode 6 (recorded December 2019): You hear about tax-loss selling being the reason that certain stocks trade down at the end of the year, and that may be the case. David goes into why this occurs and what to look for in this episode. Brought to you by Kuya Silver, expanding the high-grade Bethania Silver mine in Peru Kuya's website/investor portal www.kuyasilver.com Latest Kuya news and Social Media www.linktr.ee/kuyasilvercorp Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information. www.aerecuracapital.com Sponsorships: off for this episode
Dec 17, 2019
9 min
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