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
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!
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:
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:
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."
"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.
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..
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
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
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.
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