The Deep Dive, Released on 2/26/24

In this interview, Keith Neumeyer, CEO of First Majestic, discusses various topics related to Institutional Investor sentiment in Precious Metals. The conversation covers Stanley Druckenmiller’s recent stock purchases in gold producer names, the sentiment with silver, and potential factors that might influence the trading pattern. The discussion then shifts to First Majestic, exploring the company’s 2024 production guide, cash cost, and sustaining cost for mining projects. Keith addresses the challenges companies face when costs exceed the spot price of silver and talks about tough decisions. The conversation also touches on shareholder considerations for 2024.

Keith Neumeyer is the president and CEO of First Majestic Silver, one of the largest primary silver mining companies in the world. He’s also the founder and chairman of First Mining Finance. Both companies are traded on the Canadian and U.S. stock exchanges.

  Keith Neumeyer, precious metals, silver