SVM, TSX: SVM, NYSE American: SVM
Recorded on October 8, 2025. #Millettian
Silvercorp is a profitable silver producer operating for nearly two decades in China’s Ying Mining District, with additional production from GC and diversification initiatives in Ecuador. President Lon Shaver explains how a long-tenured local team, integrated domestic supply chain, and disciplined capital allocation underpin margins and growth. We also cover the El Domo open-pit copper project and the Condor gold project in Ecuador, plus incubation exposure via New Pacific in Bolivia.
What We Discuss
Why China works for SVM: predictable processes, local relationships, and fast, low-capex expansions.
Capital structure discipline: 218 M shares outstanding; cash on hand and a single convertible debenture.
Silver vs gold vs copper: where management sees the best value creation in 2025.
El Domo build path, Condor optionality, and how incubation adds silver torque.
Company Links
Website: https://silvercorpmetals.com/
Investor Relations: investor@silvercorp.ca
| +1 604-669-9397 | 1-888-224-1881
Host & Channel Links
Natural Resource Stocks — Official Channel
Website: https://www.NaturalResourceStocks.net
YouTube: https://www.youtube.com/@NaturalResourceStocks
X (Twitter): https://twitter.com/NRS_Stocks
LinkedIn: https://www.linkedin.com/company/natural-resource-stocks/
Andy Millette – Host
Website: https://www.NaturalResourceStocks.net
X (Twitter): https://twitter.com/AndyMillette
LinkedIn: https://www.linkedin.com/in/andymillette/
Steve Yang – Co-Host
X (Twitter): https://twitter.com/SteveYang_Market
LinkedIn: https://www.linkedin.com/in/steveyang88/
Timestamps
00:00 Meet Silvercorp: from geo-led origins to producer
05:44 China in practice: regulation, relationships, predictability
08:12 Capex edge: Ying mill expansion under US$7 M
09:25 Portfolio: Ying, GC, plus Ecuador growth path
12:28 Metals mix: silver, gold, copper — where value lies
14:36 Share count, cash, convert, capital allocation
16:24 How to follow SVM: tickers and contact
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