In this conversation with Keith Neumeyer, CEO, First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV), we talk through what a rapidly rising silver market actually means for producers and equity investors when prices move faster than fundamentals can adjust. Keith explains why extreme momentum can be just as challenging as low prices, why miners need time and stability to convert strong metals prices into real results, and why share prices can lag even in powerful silver markets.
The discussion covers capital flows, ETF behavior, the continued dominance of tech in institutional portfolios, and why generalist investors are only beginning to reexamine mining. Keith also outlines First Majestic’s operational progress, balance sheet strength, integration work, and how management is thinking about discipline, liquidity, and long term value creation as the cycle evolves.
If you want a grounded perspective on silver, mining equities, and how this market actually works beyond price charts, share this with someone who values experience, context, and clear thinking over excitement.
