oroman

The Silver Wheaton Valuation Method, Part 1: Valuing Impact Silver

SLW pays the USD 3.90/Oz price plus roughly the NPV of the silver stream. This analysis is pretty useless, as noted above by several posters, as it does not consider mine lives for one. As for SLW, the future production numbers they give, are sketchy at best. Expect to be disappointed. And expect further dilution if silver does continue/become "Hot", as they will have to have pay more per oz. (less value), earlier in the development cycle (more risk).