Silver

[Mr Cashflow]

Looking for opinions on or even better, experiences with things like silver market,  silver stocks,  and ETF's etc. Right now I'm not holding but thought about getting some great ideas from experienced investors and traders.

Will the silver plunge continue or rebound strongly?

[Basil]

I hold a very small portfolio allocation to Silver I purchased just over a decade ago at $US18 an ounce.

I think the long run bull case for Silver is compelling based on industrial demand from amoung others, solar panel, semi conductor and solid state battery manufacturers.

Its worth noting that prior to the parabolic move in Silver over the last year, (it was only $US31 an ounce on 31 January 2025) that the price had not moved much in the previous decade.

Demand is outstripping supply and has been for years therefore over the long run the price is highly likely to increase. In the short run it's anyone's guess which way the price will move but I think a lot of leveraged positions got burned on Friday and there may have been a lot of forced liquidations of positions.. Disc: Approx 1% portfolio allocation to Silver.

[Otago K]

Looking for opinions on or even better, experiences with things like silver market,  silver stocks,  and ETF's etc. Right now I'm not holding but thought about getting some great ideas from experienced investors and traders.

Will the silver plunge continue or rebound strongly?

I'm not in anyway expert in the matter, but perhaps just adding to the above Basil post, the commentary I have seen has very much spoken of a current excess demand to supply out to a few years projection, and also the generally long lead time to access more supply. Suggested the supply is very much constrained.
I do however remain skeptical that the market perhaps came to the boil so rapidly that Mr Market could have gotten ahead of itself though such that the pricing is more than enough???.

[Basil]

In light of the demand supply imbalance, (CEO of Hecka, largest Silver producer in America reckons we are 200m ounces per annum short in suuply), Its worth looking at the Gold Silver ratio over the longest possible timeframe. Suggest you Google or ask AI about the history of the gold silver price ratio which apparently goes right back to Egyptian times when the ratio of gold to Silver was 2.5 to 1. A meaningful further pull back in the price of silver would see me interested in doubling my portfolio iallocation

[Shareguy]

I had a moderate size position in Silver 1 kg Perth mint bars and coins that I sold on the first day of lock down. Thought I had done pretty well, seems not. Apart from looking at it a couple of times it gave me no real enjoyment sitting in its dusty safe place.


I still have a large NZ pre decimal coin collection where the silver coins are 50 percent Silver from 1933 to 1946. Might be time for me to sell it...

[Basil]

https://www.sciencedaily.com/releases/2026/01/260118064641.htm#google_vignette

If as I have been reading from several sources, Silver is the solution to the issue of dendrite formation in solid state batteries and it has been reported that Panasonic who are among the leaders in this field and are collaborating with Toyota, each 100 kw/hr solid state battery may need a whole kilo of silver, up from 25 grams of silver in the average EV now, then we're off to the races in a huge way with the price of silver.
Solar panels and data centers are other huge growth area's for the industrial demand for Silver.
CNBC article on Silver Oct 2025  https://www.bing.com/videos/riverview/relatedvideo?q=cnbc+article+on+silver&mid=F91213794769F73E5C56F91213794769F73E5C56&FORM=VIRE