Silver Price Explosion: How Long Can It Last? | Joaquin Marias

Watch on YouTube ↗  |  September 09, 2025 at 21:00  |  29:51  |  The David Lin Report
Speakers
Joaquin Marias — CEO, Argenta Silver
David Lin — Founder & Host, The David Lin Report / ex-Anchor, Kitco News

Summary

David Lin interviews Joaquin Marias, CEO of Argenta Silver, about silver's 13-year high near $40/oz, the structural supply-demand deficit, and Argenta's pure silver project in northern Argentina. Marias explains the El Quevar project's high-grade resource, existing infrastructure, exploration potential, financing position, and long-term backers. The interview is sponsored and focuses on why Argenta could offer leveraged exposure to higher silver prices.

  • Silver is near $40/oz, a 13-year high, with a large supply-demand deficit cited as a key price driver.
  • Joaquin Marias presents Argenta Silver as a pure silver play with full leverage to silver prices.
  • El Quevar has about 50 million ounces of high-grade silver resource, 90% indicated, plus extensive infrastructure.
  • Only about 1-3% of the 57,000-hectare property has been thoroughly explored, leaving major exploration upside.
  • Argenta plans 12,000-15,000 meters of drilling in the 2025-26 season for resource expansion and new targets.
  • The company reports C$24 million in treasury after a C$15 million bought deal and C$2.5 million pro-rata investment from Eduardo Stein.
  • Billionaire backers Frank Giustra and Eduardo Stein are described as long-term supportive shareholders.
  • The interview is sponsored and centers on Argenta's growth plan rather than a broad silver mining basket.
Ideas
Joaquin Marias CEO, Argenta Silver 2:16
Silver deficit drives higher prices
Marias argues that silver faces a large structural supply-demand deficit, saying the industry would need to mine at least five El Quevar-sized deposits per year to fill the gap; he views this deficit as one of the most important drivers of silver prices, which are already at a 13-year high near $40/oz.
Joaquin Marias CEO, Argenta Silver 5:05
Pure silver play with huge exploration upside
Argenta Silver is a pure silver play in northern Argentina, giving full leverage to silver without lead/zinc/gold dilution. Its El Quevar project is the third-largest undeveloped silver asset in Argentina, with about 50 million ounces of high-grade silver resource (90% indicated), extensive existing infrastructure (roads, railroad, gas pipeline, camp) that avoids hundreds of millions of development capex, and only about 1-3% of the 57,000-hectare property thoroughly explored. Management has C$24 million in treasury after a C$15 million bought deal plus C$2.5 million pro-rata from largest shareholder Eduardo Stein, long-term billionaire backers Frank Giustra and Eduardo Stein, and plans 12,000-15,000 meters of drilling in the 2025-26 season to expand resources and explore new targets, targeting at least 25% resource growth and eventually 250 million ounces.
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This The David Lin Report video, published September 09, 2025, features Joaquin Marias discussing SILVER, AGAG.V. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Joaquin Marias  · Tickers: SILVER, AGAG.V