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.
