Transaction log

  • Feb 18, 2020 - Bought 50 @ $23.96 (1.20% wtg, speculative)

Pan American Silver

Location: Vancouver, British Columbia

 

Profile

Industry: Gold mining

Sector: Basic materials

Theme: Inflation not dead

5-Year shareholder growth: +10.0%/year

Estimated fair value: $29

Valuation assumption: 5.0% MFCF yield

Fair value estimate history

  • Dec-24 - $25 (5.0% MFCF yield)

  • Mar-25 - $29

History
Inflation is not dead
Inflation is not dead

In fact, the reports of its death by the financial press are largely exaggerated.