NEWP New Pacific Metals Corp. : Bullish and Bearish Analyst Opinions

The NPV for Silver Sand as of the preliminary feasibility study in 2024 is $740 million and Carangas is $51 million based on $24 silver. If you adjust that for today's silver, you simply multiply it by three or four times, putting the value over two billion. The market is currently discounting NEWP's valuation due to historical nationalization and permitting risks in Bolivia. However, the recent election of a center-right government desperate for US dollars and foreign investment drastically reduces this jurisdictional risk. As the company secures environmental licenses and advances toward its 2030 production goal, the stock price will re-rate to reflect the current $80-$100 silver price environment rather than the outdated $24 baseline. LONG. The company offers a high-leverage call option on silver with a massive valuation gap waiting to be closed by successful permitting milestones. Permitting delays, local community opposition, or a reversion to anti-mining political policies in Bolivia could stall the project indefinitely.