About this video

• Video Title: Chen Lin Discusses his Favorite Silver Stocks and More!
• Channel: Jay Taylor Media
• Speakers: Jay Taylor, Chen Lin
• Duration: 00:36:23

Overview

This video features a discussion between Jay Taylor and Chen Lin, focusing on the current state and future prospects of silver, gold, and related mining stocks. They explore the factors driving the price of silver, including market dynamics, industrial demand, and geopolitical influences. The conversation also touches upon specific companies in the mining and biotechnology sectors, with Chen Lin sharing his insights and investment perspectives.

Key takeaways

• Silver Price Surge: Silver has broken through a 50-year trading range, hitting multi-decade highs. This is attributed to a combination of factors including a "squeeze" on paper shorts due to a lack of physical silver, increased industrial demand (especially from solar panels), and a potential shift in its status as a critical metal by governments.
• Investment in Physical Silver: The importance of owning physical silver is emphasized, with a recommendation for PSLV (Sprott Physical Silver Trust) over SLV due to concerns about underlying physical backing.
• Gold vs. Silver Performance: Historically, gold leads in the first half of a bull market, with silver outperforming in the second half, often culminating in a significant spike for silver.
• Critical Metals and China's Role: Both the US and China are recognizing silver as a critical metal, with China implementing export controls starting in 2026, which could further impact supply and price.
• Specific Stock Discussions: Several companies are discussed, including:
  • Hemlo Mining Corp: Chen Lin sees potential due to its net asset value and free cash flow, despite a past reverse split.
  • Seracusa: A company in Peru with critical metals, whose development is influenced by governmental approvals and potential US government involvement.
  • Alaska Silver: Showing promise with recent exploration efforts, potentially uncovering a significant new deposit.
  • First Majestic: While previously bullish, Chen Lin expresses caution due to the company issuing a convertible bond, which he views as a potential shift in direction.
  • Silverco: Seen as exciting, with strong backing and potential for growth towards becoming a major silver producer.
  • NerveGen: A biotechnology company with a potentially revolutionary drug for spinal cord repair, seen as a high-risk, high-reward investment with comparisons to Eli Lilly.
• 2026 Outlook: The year 2026 is anticipated to be exciting for silver, particularly if China monetizes silver further, potentially leading to multi-decade highs for the metal.
• Currency Devaluation: The rise in precious metal prices is also seen as a consequence of global currencies self-destructing rather than solely an increase in the metals' intrinsic value.

NerveGen is a biotechnology company focused on developing a drug to repair spinal cord injuries and potentially address other nerve damage issues. Here's what's discussed about it in the transcript:

• Revolutionary Product: The drug is described as potentially revolutionary, with comparisons made to the next Eli Lilly if successful.
• Potential Applications: Besides spinal cord repair, it may also be effective for conditions like MS and Alzheimer's due to its ability to repair nerve damage.
• Trial Results and Stock Performance: Initial trial results led to a spike in the stock price, which then came down. This pullback is attributed to the stock being heavily shorted by Wall Street.
• Management Changes: The former CEO was let go, and a new CEO, from the founder's family, took over. This change was reportedly driven by the founder's dissatisfaction with the stock's performance.
• Regulatory and Funding Plans: The new management plans to seek a NASDAQ listing and conduct Phase 3 trials, which will likely require significant fundraising. They have had meetings with the FDA, implying a need for these further trials.
• Media Attention: The company has gained attention through appearances on Fox News, which coincided with a significant stock run.
• Investor Sentiment: Chen Lin holds a position in NerveGen, considering it a high-risk, high-reward investment where patience is key. He acknowledges selling some shares during the recent run but retains the rest.
• Patient Testimonials: The drug's effectiveness is supported by patient testimonials and videos, showing individuals with paralysis regaining mobility, which Chen Lin has personally observed.