TSE:PAAS

Pan American Silver (PAAS.TO)

71.04
-1.54 (2.12%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
133 watching
0
Investor Insights
star iconSep 6, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Pan American Silver (PAAS-T) stands out as a formidable player in the silver market, particularly as bull markets mature, often leading to silver's outperformance. Experts highlight its status as an institutional favorite due to its top-tier operational efficiency and world-class cost structure, significantly enhanced by the recent acquisition of MAG Silver. With strong cash flow growth seen in the precious metals sector, expectations for rising silver and gold prices bolster confidence in the company's future performance. Positioned in favorable jurisdictions like Mexico and Peru, Pan American Silver serves as a classic hedge against inflation, making it a compelling option for investors concerned about economic risks. While growth in output across Latin America is promising, potential sensitivity to commodity price swings remains a consideration.

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Consensus
Bullish
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Valuation
Fair Value
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WPM
TOP PICK

Nice solid balance sheet with about $380 million net cash. One of the largest silver producers with about 25,000,000 ounces a year. Not much growth in the short term, but they do have a project Navidad in Argentina, one of the world’s largest undeveloped silver mines. Unfortunately, Argentina is not a place you want to build but it sounds like winds of change may be coming. Yield of 4.46%.

TOP PICK

Lot of cash on the books. One of the largest primary silver producers. You get 4.5% dividend. He loves getting paid to wait for the market to turn around. Geographically diversified. Brought down costs and when silver price goes up, this will do well.

TOP PICK

Dozen projects, nice diversification. Lots of cash on the balance sheet. Last week they increased dividend to north of 3%.

DON'T BUY
Likes the pure gold rather than the silver companies. It is an economic metal as well as a monetary metal. Historically, once we enter a bull market for gold and gold equities, silver will lag in the early stages and then catch on near the end. This is a little early in the cycle.
DON'T BUY
Stock came off when they announced the acquisition of Mine Finders. Great balance sheet. Drawback is their massive mine in Argentina, which is a company maker. If they bring this online, it will be very substantial production. The drawback is that costs in Argentina are spiralling and completely out of control. Also, Argentina has been known to have political and financial problems.
DON'T BUY
We are at a stop level here. If it would probably go down to $25 range if it continues down, or up to $30 if it turns around. Would prefer silver bullion to this stock or some better names.
HOLD
Silver stocks are dropping but the commodity keeps going up. People are getting more concerned with mining input costs. The disparity has been overdone to some extent.
BUY
Bullish on silver. One of the key reasons why base metals are going up is the sovereign debt issues and the printing of money both in the US and Europe. Good entry point. Stock had a correction and has formed a nice base.
BUY
(Market Call Minute) If you like silver, it’s a play on silver so he would buy it.
DON'T BUY
Silver is going to be an under performer to gold.
COMMENT
Large and liquid so you can get in and out easily. Trouble with playing silver stocks is that sometimes they trade like silver but other times they trade like stocks. In the latter case, they could be going down while silver prices are rising.
BUY
This is one of the “go to” stocks. It's always expensive because it is a “go to” stock. It has wonderful sponsorship. If the silver price does what he believes it will do this one will participate on the upside.
BUY
Likes silver more then gold. Huge physical shortage of silver. Had the breakout over the last couple of weeks. He mentions Pan am silver,Silver Wheaton and Bear Creek. He likes Pan American best.
DON'T BUY
The model price is $30.52. It's above its model price by about 3% or 4%.
BUY
The model price is $29.90, a 28% positive differential. Had a good spike down.
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