If global silver output keeps declining, producers with scalable projects become structurally advantaged over the cycle

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Lots of different sectors of the economy are at risk with Ai, but one sector benefits from everything that is happening. Silver mining.

Most silver mining companies are struggling to just maintain their current level of production. Globally, silver mining output is in decline. So the key is to focus on the stocks that have potential to grow their production in the coming years.

Aya (ticker: AYASF) is doing that. Their current level of silver production is on pace for 6 million oz in 2026. Their 2nd mine Boumadine will start producing in 2030. It is estimated to produce 37 million oz per year of silver equivalent (combo of silver, gold, zinc and lead)

So even if silver and gold prices remain at the current level as today, Aya is going to grow their production revenue and profits by a factor of 6x to 7x by 2030. If silver and gold keep going up, this is a 10x stock.

Aya has the Boumadine mine permits already approved. They have the resources to build the mine without any share dilution. All they need to do is execute on the plan. This is my top pick in the silver sector. Bookmark this. I will be talking about it for the next few years.