Silver Storm Mining, is a re-rating underway?

SVRS.V (update): Thesis: San Diego (100%-owned, ~75% Ag, Durango MX) is a forgotten hidden asset valued near zero within SVRS's ~C$412M EV; author pegs it at C$327M (peer EV/oz avg haircut 33%; had ~C$100M standalone value at end of 2020 when Ag was 1/3 today's price). Catalyst: La Parrilla restart ramping (first pour ~2mo ago, 3.0M AgEq oz run-rate by 1Q/27) refocuses attention on San Diego next yr; potential strategic farm-out (upfront cash + multi-yr free-carry, GROK NPV(5%) ~C$150M) as reportedly 10-15M AgEq oz project. Validation: Eric Sprott (already 11.6%) topping up in C$15M raise at C$0.50 + half warrant C$0.70. Risks: pre-PEA stage, dilution, strategic deal timing uncertain/may never happen. Author's price target implied re-rate = C$100s of millions incremental EV.

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