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I favor streamers e.g.
over miners; they have lots of cash miners need;long term contract locks look attractive
how can you value miners (without contracts) if what they dig up is not related to supply in futures contracts? serious question
wow. just read
seems like a strictly superior strategy. probably means i'm still missing something.
You chose a good article for a "101" on streamers; valuations made by experts who assess drill results before investing $$;
has 24 employees, handling stream of 43m+ equiv silver oz by 2015 @ cost $4.04/oz -- profit margins good even w/ >silver drop
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