15 episodes

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 David Stein

    • Investing

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

    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

    • 10 min
    The Silver Show Podcast Episode 13: Valuing Metals/Mining Companies - What Price Multiples Really Mean

    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

    • 13 min
    The Silver Show Podcast Episode 12: Valuing Exploration Companies - Net Asset Value (NAV) and Metal-In-The-Ground

    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

    • 14 min
    The Silver Show Podcast Episode 11: Valuing Mining Companies - Cash Flow and Earnings

    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

    • 11 min
    The Silver Show Podcast Episode 10 (Part 2): Silver In Crisis Live Webcast Q&A

    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

    • 31 min
    The Silver Show Podcast Episode 10 (Part 1): Silver In Crisis Live Webcast

    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

    • 15 min

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