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The Market Online
3 days ago
- Automotive
- The Market Online
Gold and silver rally in 2025 – Panic buying ahead! Silver North, BYD, and VW in the fast lane!
Silver has long since ceased to be gold's little brother! Over the past 12 months, silver has clearly outperformed its big brother, rising 38% compared to a 27% increase in gold. This is due to several factors. Firstly, there are only around 240 active silver mines worldwide, compared to 1,350 gold mines. In recent years, silver has established itself as an industrial metal, as it is in high demand in high-tech, e-mobility, defense, and medical applications. This means that less and less of the coveted metal is left for the investment market, and physical stocks on the futures markets are also declining steadily. The time has therefore come to allocate some of your portfolio to silver, the little brother of gold, which has performed well. Silver explorers and developers offer the greatest leverage. Here are a few ideas. This article is disseminated in partnership with Apaton Finance GmbH. It is intended to inform investors and should not be taken as a recommendation or financial advice. Silver plays a central role in the production of electric vehicles (EVs), primarily because of its excellent electrical conductivity, which is the best of all metals. Today, an average electric vehicle contains about 25 to 50 grams of silver, and premium and high-performance models can contain up to 80 grams. The demand for silver is thus significantly higher than for combustion engines, which require around 15 to 28 grams. Much of the silver in EVs is found in electrical contacts, switches, relays, and control units, but primarily in power electronics and inverter modules that regulate the flow of electricity between the battery and the motor. Battery management systems and integrated control units also rely on silver-based contacts to minimize heat generation and maximize efficiency. With the increasing digitalization of EVs, such as through autonomous driving, infotainment systems, or driver assistance functions, the demand for silver-containing circuit boards and sensors is also rising. The trend toward electromobility, therefore, has a direct impact on industrial demand for silver. According to estimates by the Silver Institute, silver demand in the transportation sector alone is expected to double by 2030. This makes silver not just a precious metal or traditional raw material, but a strategic metal of the future. Silver North – A sought-after commodity from the Yukon There is plenty of silver in the Yukon region of North America. Savvy investors looking for returns are turning their attention to Silver North's (TSXV:SNAG) Tim and Haldane projects. The Haldane project borders Hecla Mining's property and is considered underexplored. So far, only 27 drill holes have been completed, but some of these have shown very high silver grades of over 300 grams per tonne. The Tim property, located 72 km west of Watson Lake and 19 km from Coeur Mining's Silvertip mine, is easily accessible by road and has anomalous silver-lead-zinc values. It is considered promising for so-called CRD deposits, such as those found at the Silvertip site. In 2024, Coeur Mining, as a partner, carried out an initial six-part drilling program, the results of which are still pending. Under an option agreement, Coeur can gradually secure up to 80% of Tim's capital in exchange for its extensive geological and technical expertise. Thanks to its robust infrastructure, the current upturn in industrial activity, and the general sentiment toward silver, Silver North is currently attracting considerable attention. This is reflected in SNAG's share price, which has doubled since April 2025. The reason for this is a robust shareholder structure and good access to the capital market. With the prospect of approximately CAD 2.6 million in new equity, the sails are set for the second half of the year. With a market value of only CAD 13 million, investors should not hesitate for long. BYD – Sales of electric models are stalling Despite a stock market rally, Chinese electric vehicle manufacturer BYD is in trouble. Over 340,000 vehicles are sitting unsold in warehouses, mainly in Europe. A rarely aggressive expansion policy led to overproduction, and now BYD is forcing sales with massive price cuts, dragging the entire industry into ruinous competition. Dealers are offering high discounts on so-called 'zero-kilometer' vehicles with registered previous owners, new branches are already closing, and production lines are being cut back across the group. Analysts are now sounding the alarm because, despite all the euphoria surrounding the market leader, the scenario is increasingly reminiscent of the Evergrande real estate disaster. Although the Company is not officially reporting any losses, hidden debts to suppliers are weighing on its results. In addition, the low capacity utilization of many Chinese manufacturers, averaging less than 50%, makes a market shakeout likely. This could present an opportunity for European automakers: those who focus on quality, sustainability, and safety should benefit from the weakness. BYD shares have fallen by around 25% since their high, bringing the market capitalization back to well below EUR 100 billion. If BYD achieves its ambitious growth targets, the 2026 P/E ratio would be very low at 11, but the risks remain considerable. A comeback or the next big Chinese disaster? Perhaps it is the VW Group that will bring BYD to its knees. Volkswagen reported a significant decline in net profit to EUR 2.29 billion in Q2 2025, down by nearly a third compared with the previous year. The main reasons were massive US tariffs of EUR 1.2 billion, sales declines in the US, and weak results for the premium brands Audi and Porsche. Audi lost two-thirds of its operating profit, while Porsche earned almost 90% less in the car business than in 2024. The operating margin fell dramatically to 4.7%, with only a 3% decline in sales and a slight increase in deliveries. The impact of tariffs is fully transparent here, with demand for expensive models falling. High restructuring costs and lower-margin electric vehicles were additional burdens. Audi now plans to cut 7,500 jobs, and Porsche at least 1,900. Across the group, approximately 35,000 jobs are expected to be cut by 2030, with 4,000 having already been implemented. Nevertheless, CEO Oliver Blume sees progress in the electric vehicle business: VW was able to expand its market share in Europe to 28%, and full order books are making management cautiously optimistic. VW shares regained the EUR 100 mark on Friday. This could be the starting signal for an extensive turnaround rally! As a reminder, VW has a 2025 P/E ratio of 3.8 and pays a dividend of almost 6%. Silver North has performed very well over the last three months, rising by over 60%. While VW is slowly reaching positive territory, BYD continues to consolidate. Source: LSEG as of July 27, 2025 Gold and silver have recently shown signs of a breakout. This is expected to boost Silver North's projects in the Yukon and is likely to lead to further gains for the stock. While BYD is currently experiencing a structural crisis, VW is slowly making its way back up. Conflict of interest Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as 'Relevant Persons') currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a 'Transaction'). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company. In this respect, there is a concrete conflict of interest in the reporting on the companies. In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual this reason, there is also a concrete conflict of interest. The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies. Risk notice Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such. The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user. The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use. Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here .
The Market Online
17-07-2025
- Business
- The Market Online
Silver becomes a defense metal: Silver North, Rheinmetall, Siemens Healthineers
US President Donald Trump's ultimatum to Russia is less than four days old, and it is already clear that it will go unanswered. Russia is continuing its attacks on Ukraine and shows no signs of backing down. At the same time, the defense industry is continually striking new deals, expanding capacity, and investing in innovation. Many of these innovations require silver. We explain the surge in demand for this precious and industrial metal and highlight investment opportunities. This article is disseminated in partnership with Apaton Finance GmbH. It is intended to inform investors and should not be taken as a recommendation or financial advice. Silver with a supply deficit: Now comes the arms shock Silver has always occupied an intermediate position between precious and industrial metals. Cheaper than gold, silver is used in PV modules and medical technology devices. Siemens Healthineers relies on silver primarily for electronic imaging systems such as X-ray tubes, MRI coils, and laboratory equipment. With an aging population and growing demand for precision medicine, the medical technology sector is expanding, which indirectly supports demand for silver. Studies show that silver helps reduce the number of post-operative infections in medicine thanks to its germicidal properties. In 2024, silver demand was significantly higher than supply at around 1.17 billion ounces, resulting in a deficit of around 130 million ounces. This was primarily driven by the photovoltaic and electronics industries: an estimated 220 million ounces of silver were needed for solar modules in 2024, compared to only around 90 million ounces in 2021, according to LBBW. The state bank LBBW expects the price of silver to reach USD 30 by the end of 2025. However, the figures for 2024 barely take into account the boom in defense spending. A Tomahawk missile contains up to 500 ounces of silver Many modern weapon systems contain extensive electronics: radar stations, drones, and missiles require particularly pure silver due to extreme requirements. A Tomahawk missile can contain up to 500 ounces of silver. The German defense contractor Rheinmetall also relies on silver. Its Electronic Solutions division, which specializes in communications, sensor technology, air defense, and IT systems, is particularly dependent on the precious metal. Silver North: Pure silver company with projects in the Yukon The existing supply deficit and continued dynamic demand from the defense industry are driving interest in new silver projects. The Canadian company Silver North(TSXV:SNAG) focuses on silver projects in the Yukon. The Haldane project is located in the immediate vicinity of Hecla Mining's mine projects and is considered underexplored – only 27 drill holes have been completed to date. However, these have yielded some outstanding results. Examples include 311 g/t silver over a distance of 8.72 m or 151 g/t over 7.6 m. At the Tim project, Silver North benefits from its collaboration with Coeur Mining, which is bearing the exploration costs. As both projects have been inadequately explored to date, comprehensive drilling results are expected in the coming months. Given the already promising starting position, the chances are good that the Company will identify relevant deposits. As a pure silver company with industrial partnerships and a robust shareholder structure, Silver North could become a sought-after investment target. This is all the more true if the rising demand for silver from the defense sector is also reflected in official silver market data. In June, Silver North's management itself held around 25% of the shares, with funds and wealthy individuals remaining important anchor shareholders. Around 53% of the shares are held by private investors. With a market capitalization of around CAD 13 million, the Company is moderately valued. Silver North recently expanded a CAD 2.1 million capital increase by an additional CAD 500,000 to carry out further exploration activities. Silver North's stock reacted favorably to the capital increase. The importance of silver in the defense industry is also increasingly coming into focus for the market. The stock recently reached a new intraday high. Conflict of interest Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as 'Relevant Persons') may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a 'Transaction'). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company. In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships. For this reason, there is a concrete conflict of interest. The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies. Risk notice Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such. The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user. The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use. Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here.
The Market Online
14-07-2025
- Business
- The Market Online
An exploration company focused on uncovering high grade silver in Canada's North
Silver North Resources Ltd., a junior exploration company focused on uncovering high grade silver in Canada's North. With two key assets, the Haldane Silver Project in the historic Keno Hill district and the Tim Project near the Yukon, British Columbia border, the company is pushing forward with a clear exploration strategy. Joining me to uncover all of it is Jason Weber, President and CEO at Silver North. The following is a transcription of the above video, and The Market Online has edited it for clarity Lyndsay: Now, let's actually start with the big picture here. For those new to Silver North, what's the company's core focus and really how do your flagship projects, Haldane and Tim, align with that strategy? Jason: As you might guess from the name Silver North, we're focused on silver largely in the northern part of North America. But really, I think what one of the key tenets to what we do is the fact that we want to be looking in districts that are the established high grade mineralization, long lived mines and the Keno District in the Yukon, where our Haldane project is, exemplifies this really well. That's over a hundred year old district. Some of the highest grade silver mines in North America have been located in the Keno District. So, that fits our strategy extremely well. But the other part of that is identifying new districts that have the potential to be long high grade mines, long lived high grade mines. And our Tim Project, I think is a great example of that. We're about 19 kilometers north of what was the previously operating Silvertip mine and Coeur, our partner on that project has on our Tim Project, has stepped back from mining at Silvertip to take a more district scale approach. And the work that they've done has started to outline a high grade, potentially high grade silver district that stretches into the Yukon and could be a long, large high grade scenario for mines in this part of the world. So, we've got the established district at Keno with Haldane and then this newly emerging district in the Silvertip area of Southern Yukon, Northern BC. Lyndsay: Let's dive into that Tim Project just a little bit further. Your May update reviewed the 2024 drill results. What did you learn from that campaign and how is that shaping your approach the upcoming season? Jason: I think really key to this is the fact that when you look at these emerging districts, you've got an idea and an exploration thesis that you're operating under. And this program at Tim that Coeur conducted last year really kind of solidified that thesis, showed that there was a CRD carbonate replacement deposit style system active at Tim. The results, we didn't get high grade silver intercepts in in the drilling. We did hit some silver, but we saw lots of other geological indications indicative of these systems. And that's really important because we always use the needle in the haystack analogy, but at least we know we're in the haystack now, and we can start to look for the needle. And that's an important piece of the puzzle. And I think Coeur has the luxury of looking at the whole district and can say, okay we don't need to see high grade mineralization right off the bat. What we need to see is evidence that the system's active, and then we can start narrowing down. So, a real systems based approach that really sets the stage for now trying to vector, in our subsequent programs, vector where the high grade silver mineralization might be. Lyndsay: All of that sounds like just so much already going on for you. ldane Project. Now that sits on a prolific silver belt. So what's the latest from that project even further that we mentioned before? And are you likely to see new drill targets or a shift in exploration strategy heading into the rest of 2025? Jason: I think we had a real game changer intersection last year at what we call our main fault target, which was a target that hadn't been successfully drilled in the past. Other groups had tried to test at depth a structure that you can see on surface, had some silver mineralization on surface, a few meters of over 200 grams silver, which is for where we are, that's on surface. Those are quite good numbers. They were never able to actually test the structure at depth. And we were the first ones able to do that in our program last year, and highlighted what looks to be now just under a 30 meter wide zone with three high grade veins in it. And it showed stronger mineralization both in the veins, but also in between the veins in the altered areas, we saw more evidence of mineralization than we did in the first hole. So, for us, really what this shows is that we have a nice wide structural zone here. It's got three veins with some really nice high grade mineralization. We've got an intersection of 1.83 meters true width of over a thousand grams silver. And really interestingly for us, this intersection also came with some gold, I think it was about 3.9 grams per ton gold, which is quite high for what we see. We're generally half a gram gold or less. So, a nice precious metal rich intersection that we think we can build on. So, the strategy for us going forward is to step out along strike and also down dip on those two discovery holes and see how big we can extend this zone. Lyndsay: You recently actually also secured funding through a charity flow through private placement. So give us a story behind that raise and how those funds are being deployed across your portfolio. Jason: The charity flow-thru are a really good one for junior exploration companies operating in Canada because we can raise money at a significant premium to our current share price. So, right now, this financing's in the $0.21 offering. We're trading at $0.15 right now. So, it really allows us to minimize dilution. So that's obviously a fantastic thing for our shareholders. And of the $2.1 million we're raising, $2 million will go to Haldane and basically, that program I just outlined for you. With about a $100 thousand going to a very early stage prospect that we call Veronica, that is adjacent to our Tim property in the Silvertip area. And so this is a first pass program just to see if the same CRD characteristics are present at Veronica. We've got some really nice soil geochemical anomalies, high silver soil anomalies that have never been followed up. So that's the plan this year. Use that a $100 thousand dollars to follow up at that property and see if we can identify the characteristics of a CRD system there to advance future work and hopefully drilling. Lyndsay: Now, Jason, let's just pause here for a second because I'm reading that you also were awarded a Yukon Mineral Exploration Program grant. That's huge news. So how meaningful is that support to your broader exploration plans, especially in a market where capital is tight for juniors? Jason: On approximately a $100 thousand dollar program the grant assuming that all our expenditures qualify, which they should without a problem that we'd get about $30 thousand back from the Yukon government. It's a great program because it really allows, you know, some of the toughest capital to raise is that early stage grassroots exploration. It's not very exciting. You're talking about soil geochemical anomalies and prospecting. It's not drill intersections that can really drive the market. So, those are some of the hardest funds to raise. So, the significance for us is the support from the Yukon government. It's a bit of a stamp of approval on what you're doing. You've got a concept they have reviewed it, said, yes, I think this concept makes sense and you go out, spend the money and once you hit a certain set of criteria and mostly on the reporting side then you're eligible to get $30 thousand back. So for us it's a great way to get targets, early stage targets tested or at least advanced so that we can move them towards drilling. Lyndsay: Well, Jason, Silver North has so much positive action flowing through you right now. Thank you for coming on and just sharing that with us and sitting down with us. Be sure to come back and give us some updates soon. You can find Silver North Resources on the Venture Exchange under the tick symbol and on their website at Join the discussion: Find out what everybody's saying about this stock on the Silver North Resources investor discussion forum, and check out the rest of Stockhouse's stock forums and message boards. The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here
