The David Lin Report Silver 'Breaking Wide Open': CEO Doubles Down On $300 Call | Jim McDonald
Feb 5, 2026
Jim McDonald, CEO of Kootenay Silver and seasoned silver-market forecaster, discusses why silver blew past $100 and where it could go next. He covers structural supply deficits, industrial demand limits, Mexico-focused exploration and a 50,000m Columba drill program. He also explains financing, project prioritization, and scenarios that could push silver much higher.
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Less Above‑Ground Stock Means Bigger Moves
- Earlier cycles had ample above-ground stock that capped rallies by re-entering the market.
- That buffer is weaker today, so price moves can be larger and less easily softened.
Prioritize High‑Grade, Low‑Cost Deposits
- Focus on deposits with high grade and width to deliver low production costs before committing capital.
- Prioritize economic studies to convert ounces into value and trigger market re-rating.
Use Fast PEAs To Prove Economic Ounces
- Do PEAs first on deposits that require no additional work to show economics quickly.
- Use positive PEA results to accelerate pre‑feasibility and re‑rate company value.