Andean Silver on the March in Chile - Tim Laneyrie (ASX:ASL)

Silver is hot and Andean Silver (ASX: ASL) is one of the few ASX listed companies offering substantial exposure to the metal. The company already has a sizable resource and drilling results show that it is poised for substantial growth. This is against a backdrop of extensive M&A action in the silver space and more-and-more of the North American institutions are coming on the Andean register.

 

Tim Laneyrie, Chief executive Officer at Andean Silver is a geologist with 19 years’ industry experience. His most recent position was in business development at Northern Star (ASX:NSE), where he conducted evaluations on potential project acquisitions and asset divestments, notably the Saracen/Northern Star merger and Super Pit acquisition. He has also held senior positions with Saracen Minerals.

 

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INSIGHTS FROM THE EPISODE:

• Significant Resource Growth and Drilling Success Since acquiring the Cerro Bayo project 18 months ago, Andean has grown its silver equivalent resource by 340%, reaching 111Moz. Ongoing drilling, including brownfields and new vein discoveries, points to substantial upside and continuous growth potential.

 

• North American Interest and M&A Potential There's growing corporate interest from North American silver companies looking to acquire permitted assets with infrastructure. Andean is on their radar, with major institutions increasingly taking positions on the register and building internal valuation models.

 

• Undervalued Relative to Global Peers Andean believes its current market cap (~A$165M) significantly undervalues the resource. Applying average North American deal metrics (~US$1.50–$14/oz), the project could justify a valuation of ~$340M+, especially considering its existing mill and permits.

 

• Silver and Gold Combo Driving Appeal The project contains both silver (47Moz) and gold (nearly 800koz), making it a highly attractive dual-commodity asset at a time when both metals are performing strongly. Analysts have set target prices near $3/share, nearly triple the current share price.

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RESOURCES

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