Скачать или смотреть People Don’t Want Cash. They Want Physical Silver. Glenn Jessome - Silver Tiger

In this conversation with Glenn Jessome, CEO of Silver Tiger Metals Inc. (TSXV: SLVR), we step back from daily price noise and look at what is really happening in the silver market. Glenn explains why today’s silver prices were never part of the original model, how rising physical delivery demands are changing market dynamics, and why supply constraints are becoming structural rather than cyclical.

The discussion also covers the growing disconnect between silver prices and mining equities, what shrinking numbers of primary silver mines mean for future supply, and how jurisdictional and permitting cycles are quietly shifting again. Glenn shares a blunt view on capital allocation, dilution versus survival, and why execution matters more than sentiment at this stage of the cycle.

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Writers: Jordan Lutz & Steve Hyland
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00:00 Introduction
00:49 Silver Prices Nobody Expected To See
02:51 Why Physical Delivery Is Suddenly Being Demanded
04:05 The Shrinking Number Of Primary Silver Mines
04:57 Silver Is Up, Mining Stocks Are Not, Why The Gap Exists
06:13 Has Mexico Quietly Reopened For Mining
09:00 What It Takes To Actually Build A Mine
11:55 Dilution Versus Survival In A Bull Market
16:48 The Lassonde Curve And The So Called Lull
19:00 What Today’s Prices Do To Project Economics
23:23 What A Successful 2026 Looks Like For Silver