{"id":5806,"date":"2025-12-20T11:02:17","date_gmt":"2025-12-20T16:02:17","guid":{"rendered":"https:\/\/www.inflation.us\/news\/?p=5806"},"modified":"2025-12-20T11:45:29","modified_gmt":"2025-12-20T16:45:29","slug":"eric-sprotts-latest-video-what-he-said-and-what-he-didnt","status":"publish","type":"post","link":"https:\/\/www.inflation.us\/news\/articles\/eric-sprotts-latest-video-what-he-said-and-what-he-didnt\/","title":{"rendered":"Eric Sprott\u2019s Latest Video: What He Said\u2026 and What He Didn\u2019t"},"content":{"rendered":"\n\n\n
\n\n \n

\n Eric Sprott\u2019s Latest Video: What He Said\u2026 and What He Didn\u2019t\n <\/h2>\n\n

\n NIA Commentary\n <\/p>\n\n \n

\n \n <\/iframe>\n <\/div>\n\n \n

\n We just watched the new video of Eric Sprott<\/strong> discussing\n New Found Gold (TSXV: NFG)<\/strong> and\n Americas Gold and Silver (TSX: USA)<\/strong>.\n <\/p>\n\n

\n Notably, he did not<\/strong> mention\n Highlander Silver (TSX: HSLV)<\/strong> or\n Heliostar Metals (TSXV: HSTR)<\/strong>\u2014two of his\n best-performing investments<\/strong>.\n <\/p>\n\n

\n That\u2019s perfectly fine. Those companies don\u2019t need promotion. They are executing\n and performing on their own merits. Frankly, we prefer they remain\n undiscovered<\/strong><\/span>.\n <\/p>\n\n \n

\n A cleaner way to play New Found Gold:<\/strong>

\n If New Found Gold (TSXV: NFG)<\/strong> performs well,\n EarthLabs (TSXV: SPOT)<\/strong> should do even better due to its royalty\n exposure to the Queensway Project. If NFG continues to dilute, SPOT has\n far less downside risk<\/strong>.\n <\/div>\n\n \n
\n Americas Gold & Silver \u2014 without mentioning antimony<\/strong>

\n When discussing Americas Gold and Silver (TSX: USA)<\/strong>,\n Eric did not mention antimony<\/strong> \u2014 the primary driver behind its\n elevated valuation.\n <\/div>\n\n

\n NevGold (TSXV: NAU)<\/strong> controls what we believe is the\n best antimony project in the United States<\/strong> and is nearing a\n maiden U.S. antimony\u2013gold resource.\n Its market cap is roughly 1\/17th<\/strong> of USA.\n <\/p>\n\n \n

\n \n \n \n \n \n \n \n
Comparison<\/th>\n Americas Gold & Silver (TSX: USA)<\/th>\n NevGold (TSXV: NAU)<\/th>\n <\/tr>\n <\/thead>\n
Main driver<\/strong><\/td>\n Antimony exposure<\/td>\n U.S. antimony\/gold resource<\/td>\n <\/tr>\n
Valuation<\/strong><\/td>\n Priced for success<\/td>\n ~1\/17th of USA<\/td>\n <\/tr>\n
Risk \/ reward<\/strong><\/td>\n Limited upside vs risk<\/td>\n Highly asymmetric<\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/div>\n\n

\n Mathematically<\/strong>, which offers the better risk\/reward?\n <\/p>\n\n \n

\n We agree with Eric Sprott\u2019s praise of\n Discovery Silver (TSX: DSV)<\/strong> and its\n \u201ctheft of the century<\/strong>\u201d acquisition of Porcupine from\n Newmont<\/strong>. However, Eric has begun selling Discovery \u2014\n sensible given how overvalued<\/strong> it has become.\n <\/div>\n\n \n
\n Eric is also buying more Hycroft Mining (HYMC)<\/strong>. He may be right,\n and we may be wrong, especially given recent high-grade silver discoveries.\n However, we remain concerned about how much HYMC has become a\n meme stock<\/strong>.\n <\/div>\n\n \n

\n Regardless, it is always valuable to hear Eric Sprott\u2019s thoughts directly.\n We only wish he released these updates more often<\/strong>.\n <\/p>\n\n\n\n\n

Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA’s President has purchased 125,000 shares of HSLV and can buy or sell shares at any time. NIA's President has purchased 30,500 shares of SPOT in the open market and intends to buy more shares. NIA has received compensation from HSTR of US$30,000 cash for a three-month marketing contract and previously received US$30,000 cash for a three-month marketing contract which has since expired. NIA has received compensation from NAU of US$100,000 cash for a twelve-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.<\/em><\/span><\/p><\/div>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Eric Sprott\u2019s Latest Video: What He Said\u2026 and What He Didn\u2019t NIA Commentary We just watched the new video of Eric Sprott discussing New Found Gold (TSXV: NFG) and Americas Gold and Silver (TSX: USA). Notably, he did not mention Highlander Silver (TSX: HSLV) or Heliostar Metals (TSXV: HSTR)\u2014two of his best-performing investments. That\u2019s perfectly […]<\/p>\n","protected":false},"author":1,"featured_media":5807,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[143,97,9,16,140,180,201,123,17,92,217],"class_list":["post-5806","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-antimony","tag-dsv","tag-gold","tag-hslv","tag-hstr","tag-hymc","tag-nau","tag-nfg","tag-silver","tag-spot","tag-usa"],"_links":{"self":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/5806","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/comments?post=5806"}],"version-history":[{"count":3,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/5806\/revisions"}],"predecessor-version":[{"id":5810,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/5806\/revisions\/5810"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media\/5807"}],"wp:attachment":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media?parent=5806"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/categories?post=5806"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/tags?post=5806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}