Uploaded June 2026 | Updated September 2026, 2 weeks ago
Save $50 on your 2026 Rule Symposium online ticket using code VA50 here:
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#Silver #silverprice #mining #stockmarket
In this conversation with Mani Alkhafaji, President & Chief Corporate Development Officer of First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV), we discuss why he believes silver’s sharp pullback was healthy, why the current range may be building a stronger base for the next move higher, and what that says about the bigger silver cycle. Mani also explains why higher silver prices still have not solved the primary silver supply problem, why new mine supply remains limited, and why First Majestic is starting to see direct interest from silver consumers in a way it has not seen before.
We also get into the mint in Nevada, the company’s record Q1 financials, the restart at Jerritt Canyon, the long-term upside at Los Gatos, and the latest exploration success at Santa Elena. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter.
Chapters
0:00 Intro
0:52 Why Silver’s Pullback May Be Healthy
3:04 Why Higher Silver Still Hasn’t Fixed Supply
6:39 The Nevada Mint Update
8:33 Record Q1 Results
11:47 The Jerritt Canyon Restart
15:47 Why Los Gatos Matters Long Term
18:37 Santa Elena Keeps Growing
20:43 What Success Looks Like Next Year
Client Disclaimer
FULL DISCLOSURE: First Majestic Silver Corp. is a client of Canacom Group, the parent company of The Deep Dive. Canacom Group is currently long the equity of First Majestic Silver Corp. The author has been compensated to cover First Majestic Silver Corp. on The Deep Dive, with The Deep Dive having full editorial control. Not a recommendation to buy or sell. We may buy or sell securities in the company at any time. Always do additional research and consult a professional before purchasing a security
Catch our full suite of content below:
Website: thedeepdive.ca
Twitter: twitter.com/TheDeepDive_ca
Facebook: facebook.com/TheDeepDive.ca
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LinkedIn: https://www.linkedin.com/company/the-...
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Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets.
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TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
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Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.
Save $50 on your 2026 Rule Symposium online ticket using code VA50 here:
cvent.me/XOqdLa?via=TheDeepDive.ca
#Silver #silverprice #mining #stockmarket
In this conversation with Mani Alkhafaji, President & Chief Corporate Development Officer of First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV), we discuss why he believes silver’s sharp pullback was healthy, why the current range may be building a stronger base for the next move higher, and what that says about the bigger silver cycle. Mani also explains why higher silver prices still have not solved the primary silver supply problem, why new mine supply remains limited, and why First Majestic is starting to see direct interest from silver consumers in a way it has not seen before.
We also get into the mint in Nevada, the company’s record Q1 financials, the restart at Jerritt Canyon, the long-term upside at Los Gatos, and the latest exploration success at Santa Elena. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter.
Chapters
0:00 Intro
0:52 Why Silver’s Pullback May Be Healthy
3:04 Why Higher Silver Still Hasn’t Fixed Supply
6:39 The Nevada Mint Update
8:33 Record Q1 Results
11:47 The Jerritt Canyon Restart
15:47 Why Los Gatos Matters Long Term
18:37 Santa Elena Keeps Growing
20:43 What Success Looks Like Next Year
Client Disclaimer
FULL DISCLOSURE: First Majestic Silver Corp. is a client of Canacom Group, the parent company of The Deep Dive. Canacom Group is currently long the equity of First Majestic Silver Corp. The author has been compensated to cover First Majestic Silver Corp. on The Deep Dive, with The Deep Dive having full editorial control. Not a recommendation to buy or sell. We may buy or sell securities in the company at any time. Always do additional research and consult a professional before purchasing a security
Catch our full suite of content below:
Website: thedeepdive.ca
Twitter: twitter.com/TheDeepDive_ca
Facebook: facebook.com/TheDeepDive.ca
Instagram: instagram.com/the.deep.dive
LinkedIn: https://www.linkedin.com/company/the-...
====================================================================
Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets.
=================================================================
TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
=================================================================
Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.


![He Wasn’t Allowed to Lose Money In Mining | Warren Gilman - Queen’s Road Capital
Save $50 on your 2026 Rule Symposium online ticket using code VA50 here:
https://cvent.me/XOqdLa?via=TheDeepDive.ca
#stockmarket #goldprice #gold #silver #uranium #finance
In this conversation with Warren Gilman, Chairman & CEO of Queen’s Road Capital [TSX: QRC], we get into the three rules he was given when he managed mining investments for one of the richest men in the world, how he built a structure designed to avoid losing money on individual investments, and why that same approach became the foundation for Queen’s Road Capital.
We also break down what Warren looks for before writing a check, why orebody quality matters more than almost anything else, how Queen quality matters more than almost anything else, how’s Road uses convertible debentures to protect downside while keeping upside open, and why he remains firmly bullish on gold and silver after the recent pullback. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter.
Catch our full suite of content below:
Website: https://thedeepdive.ca/
Twitter: https://twitter.com/TheDeepDive_ca
Facebook: https://www.facebook.com/TheDeepDive.ca/
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LinkedIn: https://www.linkedin.com/company/the-...
0:00 Intro
1:20 From Mining Engineer to Lee Ka-shing
5:03 The 3 Rules That Changed Everything
12:10 The Deal That Put the Structure to the Test
17:18 What Warren Looks For Before Investing
23:04 Why Arrow Changes the Uranium Story
30:22 Why Atha Was Worth the Exception
36:27 Why Gold and Silver Still Go Higher
Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
Were upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just whats happening in the Canadian public markets.
TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses. He Wasn’t Allowed to Lose Money In Mining | Warren Gilman - Queen’s Road Capital](https://i.ytimg.com/vi/o9GQHAy-LVs/mqdefault.jpg)







