For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Price · 1Y
$48.11
Thesis
Pan American Silver is one of the largest primary silver producers in the world, with a diversified Latin American asset base spanning Mexico, Peru, Bolivia, Argentina, and Brazil. The portfolio combines silver-leveraged mines with meaningful gold production that anchors cash flow through silver-price troughs.
Silver demand is increasingly industrial — solar PV, electronics, and EV electrification — layered on top of its traditional monetary role, giving the equity asymmetric exposure to both cycles.
Catalysts
- Silver price strength from solar PV and electrification demand
- Restart of La Colorada Skarn and other growth projects
- Gold price strength supporting consolidated margins
- Portfolio high-grading through divestitures and bolt-on acquisitions
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Sep 17OtherSEC
Pan American Silver files 6-K report on 2025 mineral reserves.
- Aug 13Financial resultsSEC
Pan American Silver files 6-K covering Q2 2026 results.
- Jul 9Financial resultsSEC
Pan American Silver filed 6-K on 2026-07-09 disclosing Q2 2026 results.
- Jun 1OtherSEC
6-K filing: Timmins operations update
- May 13OtherSEC
6-K filing for investor day presentation.
- May 7OtherSEC
Foreign private issuer 6-K filed (La Colorada reference).