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Arian Silver Corp Share Chat (AGQ)



Share Price: 25.00Bid: 24.00Ask: 26.00Change: 0.00 (0.00%)No Movement on Arian
Spread: 2.00Spread as %: 8.33%Open: 25.00High: 25.00Low: 25.00Yesterday’s Close: 25.00



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BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
Dupont
Thu 16:26
One of the worlds single biggest silver consumers, Dupont, advising India on 100GW solar target:

http://www.dupont.com/products-and-services/solar-photovoltaic-materials/articles/workshop-improving-quality-infrastructure-of-solar-projects.html

Dupont produces the popular Solomet silver metallisation paste for solar panels and it looks like they are trying to get a bigger chunk of the pie:

http://www.dupont.com/content/dam/assets/products-and-services/solar-photovoltaic-materials/assets/DEC-Aditya-Birla-Case-Study.pdf

I doubt they would be able to shovel too much paste on their own due to the over companies involved (Hareon recently moved in) but as an example 2800000 ounces per GW of Solomet paste *100GW = 280000000 ounces of silver

Industrial silver off-take starting to surge in India: http://www.hindustantimes.com/business-news/gold-prices-slips-on-global-cues-silver-surges/article1-1374759.aspx
 
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
View Thread (3)
RE: Apple
Tue 22:58
0.012 ounces of silver in the iPhone 5. I'm not sure about the iPhone 6 so say 90000000 * 0.012 = 1080000 ounces . The question is, how much more silver per iPhone would a silver nanowire display add.. An interesting tidbit for the gold bugs: according to RBC Capital Markets 75 million units of iPhone 6 contained around 66000 ounces of gold. Thats over half the total gold eagle sales for the bumper month of July!
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
View Thread (3)
RE: Apple
Tue 21:27
Looks like it's just an apple/t-mobile tie up announcement today. In any case I've been looking through the silver nanowire rumours and realised the feature called 'force touch' would only be possible with agNW. Silver nanowire is currently implemented in the apple watch and macbook trackpad to enable this. It's quite a big deal for industrial demand if true because mass production of agNW displays would likely replace indium tin oxide in flat panel TV's. I haven't had time to do the math on silver requirements yet after digging this up:

http://appleinsider.com/articles/15/07/08/apple-orders-up-90-million-iphone-6s-units-with-force-touch-for-2015---report
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
View Thread (3)
Apple
Tue 17:10
We have an Apple product launch later and it's worth mentioning that there is about a 30% chance they may switch to a silver nanowire (agNW) display on the iPhone (as oppose to IDO). Consensus is that this tech is going to wait for the iPad pro next year (it is already being used in the apple watch though). Lets see, here is the original iPad rumour out of Korea:

http://english.etnews.com/20150511200001

This may not sound like a big deal but it's worth mentioning that they sold 74 million iPhones in the first quarter this year..

http://www.statista.com/statistics/263401/global-apple-iphone-sales-since-3rd-quarter-2007/
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
View Thread (3)
RE: Come on Silver Institute
Tue 16:44
Well done silver institute:

https://www.silverinstitute.org/site/2015/07/28/upticks-in-silver-demand-seen-in-first-half-of-2015/

On solar - they got a mention in for India and China's "aggressive solar installation plans":

"In the renewable energy industry sector, the demand for silver by solar panel producers is expected to increase 8 percent to 65 million ounces this year. The rise reflects increased solar cell production and a higher number of installations. The increase is due to the U.S., which had a 76 percent increase in solar installations in the first quarter of 2015 when compared to last year. China and India both have aggressive solar installation plans and are expected help drive this projected growth as well."

On supply:

"Additionally, the silver market is expected to be in a deficit of 57.7 million ounces in 2015, as supply contracts and physical demand grows. This would mark the third consecutive year that the market is in a physical deficit. When the market experiences an annual shortfall from mine supply, users must drawdown on above ground stocks, thereby tightening available supply."

Nice one if any of you lot contacted them - The article is already being covered my Marketwatch and will no doubt get some more coverage rolling.
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
View Thread (2)
RE: beefeyrouter
Tue 16:14
Regarding the best/worse case scenario, it as all depends on how high silver eventually goes. Can you really put a number on silver the way PV energy is going? At a very high level, if the silver that is mined as a by-product (the majority) drops off in combination with the majority of silver demand coming from the industrial sector (watching photovoltaic) picking up then you have a supply problem. If the minority of silver that is mined by the silver majors drops off and the minority of demand coming from the investment side picks up.. you get the idea. With regards to a buyout right now, again sorry not to be more specific, I'd need to look at the most recent deal - First Majestic/Silvercrest in detail but I don't think I'll have time to do it this week. That been said it would be pretty difficult to make an accurate prediction. In short - UP lol Note that we may even get a bidding war for Silvercrest..
callerone
Posts: 90
Off Topic
Opinion:No Opinion
Price:25.00
View Thread (2)
beefeyrouter
Tue 07:26
beefeyrouter i know you have not got a crystal ball but what are your best case and worse estimates regarding future share price of arian, eventually this rise in silver will have to happen due to future demand for solar, also last question if a big company came into day and puts a offer in for arian what share price rise could we expect.thanks in advance
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
View Thread (2)
RE: Solar wars heat up!
Mon 21:57
Just read this stat with regards to Hilary Clintons solar plans "It’s a lot of solar panels – if laid out end to end, they would stretch around 820,000 kilometres; more than twice the distance to the Moon." - If anyone has ever known a better investment opportunity than this right now then I want to know about it! silver to the moon just got a whole new meaning
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
First Majestic buys Silvercrest
Mon 17:23
First Majestic gets the Mexican epithermal silver veins of Silvercrest - Silvercrest +20% today. Unsurprisingly, FM paying attention to the the recent news regarding the big players shutting down projects and struck. Absolutely no point spending all that money on exploration when you can just get guaranteed assets outright. Silvercrest wasn't exactly a tiny company so imagine what would happen to a junior. The majors are watching - expect more.

http://business.financialpost.com/investing/trading-desk/takeover-battle-possible-for-silvercrest-mines
BeefeyRouter
Posts: 307
Observation
Opinion:No Opinion
Price:25.00
View Thread (2)
Solar wars heat up!
Mon 16:37
Following the 200GW Chinese solar rumour at the weekend:

Hilary Clinton:

http://fusion.net/story/173140/hillary-clinton-proposes-installing-half-a-billion-solar-panels-across-america-by-2020/

Obama Administration:

http://www.wsj.com/articles/companies-to-pledge-140-billion-in-efforts-to-cut-carbon-emissions-1437950378

The window is starting to close before photovoltaic goes exponential





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