'Explosive Upside' Just Starting; CEO Called Silver's Price Boom, Here's Next Target | Jim McDonald

Summary

Jim McDonald, CEO of Kootenay Silver, tells David Lin that silver's breakout above $37 is the start of a gold-to-silver ratio mean-reversion cycle that could give silver explosive upside versus gold. He cites central-bank silver buying, fiat-currency and debt concerns, industrial demand, physical tightness, and supply constraints, and says generalist institutional money is beginning to enter silver miners. McDonald also presents Kootenay Silver's four deposits, new 54 million ounce inferred resource, planned 50,000 meter drill program, undervaluation versus peers, and M&A potential. The video is sponsored by Kootenay Silver and was recorded on June 20, 2025.

• Silver has broken out above $37 and Jim McDonald sees the move as the beginning of a mean-reversion cycle in the gold-to-silver ratio.
• He expects silver's higher beta to kick in, with the ratio potentially moving from around 90 toward 60 or lower and silver eventually breaking through $40.
• Catalysts include central-bank silver buying by Russia, fiat-currency and debt concerns, industrial demand, physical tightness, and supply constraints.
• Generalist institutional funds are entering silver miners from producers down toward explorers, while silver producers enjoy strong margins and cash generation.
• Quality silver deposits are scarce, supporting M&A interest, and McDonald argues silver exposure is attractive before silver exceeds $50.
• Kootenay Silver has four deposits, over 400 million ounces of silver resources, and a new 54 million ounce inferred resource at 282 g/t.
• Kootenay plans 50,000 meters of drilling to expand the new discovery and sees itself undervalued versus peers on silver-equivalent ounces.
• The interview also covers Kootenay's 24-year access agreement, local community relations in Mexico, and a hypothetical $100 silver scenario.