Gerardo Del Real,
Editor
May 13, 2025
Silver broke back above $34 last month.
It’s been flirting with that price for the first time in over a decade.
If you’ve been with me a while, you know I don’t need headlines to get bullish.
But when you get headlines like these, at the same time silver breaks out of a 12-year slumber?
It’s icing on the cake for what I’ve been telling you is a precious metals bull market that’s about to deliver some exceptional gains.
In the past few weeks alone, we’ve seen two major moves that confirm exactly what I’ve been saying since last year: The silver bull market is real. It’s underway. And it’s just getting started.
Pan American Just Wrote a $2.1 Billion Check
Pan American Silver is acquiring MAG Silver in a $2.1 billion deal that hands it a 44% interest in the Juanicipio mine—one of the highest-grade, lowest-cost silver operations in the world.
Why make the move now?
Because Pan American sees what I see: a window of undervalued silver assets in a world that’s about to get reintroduced to hard money.
It’s a smart buy. MAG’s share of Juanicipio alone is expected to produce 6.5 to 7.3 million ounces of silver in 2025—at an all-in sustaining cost of as low as $6/oz.
That’s margin you can’t fake. And it’s leverage you want as silver rerates higher.
But here’s the bigger signal…
When majors start writing billion-dollar checks, you know the M&A engine is revving up.
That tells me this isn’t just a trade. It’s a cycle.
Junior Silver Merger Is Quietly Reshaping the U.S. Landscape
While Pan American and MAG made the headlines, another silver deal flew under most investors’ radar…
Summa Silver and Silver47 just announced a merger to create one of the premier high-grade silver developers in the United States.
The combined company holds flagship assets in Alaska, Nevada, and New Mexico, with a total resource base of over 236 million inferred silver-equivalent ounces and 10 million indicated.
More importantly, it’s backed by serious names like Eric Sprott and Crescat Capital—and it’s trading at just $0.19 per silver-equivalent ounce.
That’s not just cheap. That’s 2008-cheap.
They’re not buying silver at a premium. They’re consolidating it while it’s still unloved by institutions.
And that’s where the real money is made.
Why Silver Now?
Because smart capital doesn’t wait for CNBC to get bullish.
They see the writing on the wall:
- Global silver supply is tightening
- Industrial demand is surging, especially from solar and AI infrastructure
- Monetary demand is returning, especially from central banks and family offices
- And junior silver equities are still trading like it’s 2016
That’s the disconnect. And that’s the opportunity.
Every time silver has made a major move—1980, 2011, and now—it’s always followed the same pattern:
Spot price moves first. Then the majors. Then the juniors.
We’re now in stage two.
The juniors are next.
My Play?
I’ve just recommended a junior silver explorer that could be next in line for this M&A wave.
It’s sitting on a past-producing district in one of the world’s most prolific silver belts…
It’s trading at a fraction of the valuation its peers command…
And it’s being run by a CEO who knows how to consolidate ground, build ounces, and position for a takeout.
I believe it has 10x potential in this cycle.
And I’m not alone.
The market’s starting to wake up.
You should too. See why this silver stock can soar so high.
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle