Added to YB: 2025-07-09
Pitch date: 2025-07-04
PAASF [neutral]
Pan American Silver Corp.
+77.16%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Pan American Silver Corp. engages in the exploration, mine development, extraction, processing, refining, and reclamation of mines in Canada, Mexico, Peru, Bolivia, Argentina, Chile, and Brazil.
Market Cap
CAD 18.7B
Pitch Price
CAD 38.62
Price Target
1.05 (-98%)
Dividend
1.27%
EV/EBITDA
13.65
P/E
25.59
EV/Sales
5.73
Sector
Metals and Mining
Category
special_situation
Weird Shit Investing 2025 - Pan American Silver CVRs
PAASF: CVRs offer 4.2x return potential if Escobal silver mine in Guatemala reopens before 2029. Currently trades at steep discount due to Xinka opposition. If reopened, CVR converts to PAAS shares worth $5.50 vs current $28.50. Court challenges and potential international lawsuit likely needed as Xinka rejected mine in May 2025.
Read full article (2 min)