One Sector Is 'Firing On Both Cylinders' And Investors Are Still Underweight | Lon Shaver

Mar 10, 2026

Lon Shaver, President of Silvercorp Metals, a silver-focused miner with capital markets and project-development experience. He discusses disciplined, return-focused mining strategies. Multiple continents of acquisitions and using cash flow to fund growth. Why silver demand is driven by both industrial use and safe-haven interest. Plans to build copper-gold and near-term production projects.

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ADVICE

Prioritize Actionable DeRisked Projects

Focus on projects that are actionable and de-risked technically and permitting-wise rather than speculative early-stage assets.
Silvercorp targeted Ecuador because the lead project was already permitted and ready for construction.

INSIGHT

Supply Is Tight So Investor Psychology Will Decide Prices

Sustained silver prices depend on continued investment demand because new mine supply is limited.
Lon notes few imminent large supply additions, so investor psychology and physical/industrial demand will determine durability.

ANECDOTE

Acquisition Led To Immediate Construction In Ecuador

Silvercorp closed an acquisition in late 2024 and began construction in January 2025 on a permitted Ecuador mine.
The company also acquired a significant gold resource in Central Asia in January at an attractive price.

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Lon Shaver, President of Silvercorp Metals, explains how his company is navigating the silver boom with disciplined growth, new acquisitions across multiple continents, and a strategy built to survive the next downturn. *This video was recorded on March 3, 2026 and is sponsored by Silvercorp Metals (NYSE-A: SVM | TSX: SVM).To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW LON SHAVER AND SILVERCORP METALS:Silvercorp's X: https://x.com/SilvercorpSVMWebsite: https://silvercorpmetals.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:42 - Metals mark top?4:38 - Why silver is firing on both cylinders7:12 - New investors entering silver market9:33 - Allocating capital across projects14:31 - Building the next project and expanding beyond silver20:01 - Acquisition strategy 24:51 - Adapting to dwindling reserves30:05 - Management team history and company’s edge34:28 - Next milestones#investing #silver #economy