Recorded on August 10 2026 at NRS Studios
TSXV: IPT | OTCQB: ISVLF | FRA: IKL
IMPACT Silver President and CEO Fred Davidson and Vice President Finance and Investor Relations Jerry Huang join Steve Yang to break down the company’s operating and growth strategy across Mexico. The discussion covers the Royal Mines of Zacualpan, the Guadalupe Production Centre, the high-grade Kena vein, the Noche Buena-Carlos Pacheco mine, the Plomosas zinc-lead-silver project, and the Capire VMS asset. Davidson explains how higher silver prices, stronger grades, and increased throughput contributed to IMPACT’s Q1 2026 performance, while Huang discusses the company’s silver exposure, institutional support, and capital structure. They also examine the temporary suspension and geological reassessment at Plomosas, infrastructure and permitting considerations in Mexico, and the company’s approach to evaluating additional acquisition opportunities. IMPACT reported Q1 2026 revenue of C$31.2 million and net income of C$11.3 million, with approximately C$49.3 million in cash and GICs at quarter end and no long-term debt. The interview closes with the case for IMPACT as a producing silver company with operating history, exploration upside, and leverage to the silver price. #Millettian
KEY TOPICS
Silver production and silver price leverage
Royal Mines of Zacualpan and Guadalupe
Kena vein grades and mill throughput
Noche Buena-Carlos Pacheco exploration
Plomosas suspension and mine-plan reset
Capire restart potential
Mexico infrastructure and permitting
Q1 2026 financial performance
Cash position and balance sheet
Institutional ownership and Sprott discussion
Acquisition strategy and exploration upside
IMPACT SILVER
https://impactsilver.com/
HOST STEVE YANG | NATURAL RESOURCE STOCKS
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CHAPTERS
00:00 Pure silver leverage cold open 00:56 Fred Davidson and Jerry Huang 01:39 Tickers and IMPACT Silver website 02:10 Zacualpan, Plomosas and Capire 04:23 Royal Mines of Zacualpan 05:20 Kena vein and silver grades 06:46 Q1 performance and silver leverage 08:36 Noche Buena-Carlos Pacheco results 10:31 Plomosas suspension and geology reset 12:54 Mexico permitting discussion 14:29 Power, water and infrastructure 15:42 Community and Mexican operating team 18:08 Fred Davidson’s mining background 20:15 Share structure and insider ownership 21:46 Institutional and strategic investors 24:10 Cash position and growth strategy 26:23 Why investors focus on IMPACT Silver 28:42 Production history and exploration upside 29:42 Closing
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