Stock price when the opinion was issued
They had operational problems in Mexico, but they remain a major silver and gold producer. They just took over the Latin American operations of Yamana in tandem with Agnico; this will double their gold production. They have a warrant to reopen a mine in Guatemala, and might reopen. Gold and silver is the place to be.
Prefers silver to gold right now, and this is a name he likes. In addition to its being a safe haven, you get the added benefit of industrial demand with EVs and electronics.