Q: Please provide your thoughts on this company. Would you invest in this at this time or, do you have a more promising selection in the silver category?
5i Research Answer:
ASM, after big gains, now has a market cap of more than $1B. It has a strong balance sheet and revenue is ramping up. It is profitable, with EPS expected to rise 50% in 2026. Cash flow is growing and of course the sector is also doing well. The last quarter was good and there has been some insider buying this year (insiders at 5.1%). Momentum is good and it has been getting broker upgrades. We do prefer larger silver companies, but for its size it looks quite promising and not that expensive relative to peers.