AVM.ASX: Mexico Silver Boom & Victoria Gold - Is a Rerate Near?
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In this episode, AVM CEO Adam McKinnon explains how Advanced Metals (ASX: AVM) is positioning for growth as a copper and critical minerals explorer with a growing Mexican portfolio and a Victorian gold project. The company pursues a two-path strategy: strong North American silver-gold assets alongside high-grade Australian targets, with a focus on low-cost exploration and value-add through strategic deals. Key highlights include the Guadalupe Icalvo (GYC) project in Chihuahua, Mexico, which sits alongside Yiquibo and Gabalanes to deliver about 100 million ounces of silver equivalent (well over a million ounces of gold equivalent). GYC has 816,000 oz gold equivalent and 60.6 million oz silver equivalent in the resource, acquired from Endeavour Silver on favourable terms, and complements the portfolio's growth potential as metal prices move. In Australia, Myrtleford and Beaufort in Victoria hold high-grade potential, with early drill results at Myrtleford including 160 g/t intervals and standout shows at Happy Valley. The company plans further drilling along strike to expand the footprint. Adam also covers capital management, the value proposition versus peers (AVM trading at around 12 cents per ounce of silver equivalent) and the near-term catalysts investors should watch for, including revised resource numbers and drill results from Victoria and Mexico. As the story unfolds, AVM’s agile approach and active in-ground programme could reshape how the market weights its assets. Stay with us as AVM advances its Mexico and Victoria plays and shares more drill news and milestones. Timestamps: 00:01 Intro and AVM overview 00:29 CEO introduction 02:15 Mexico strategy and core projects 04:38 Guadalupe Icalvo (GYC) acquisition 05:38 Portfolio impact: 100Moz AgEq in MX 08:12 Victorian gold projects: Myrtleford & Beaufort 09:15 Happy Valley results 11:01 Near-term catalysts and drilling plans 12:36 Valuation and potential rerate 13:46 Final message Keep watching AVM's progress and milestones as it advances its Mexico and Victoria plays and shares more drill news. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/advance-metals-hits-high-grade-silver-gold-yoquivo-project-mexico https://smallcaps.com.au/advance-metals-earn-in-deal-guadalupe-y-calvo-gold-silver-project https://smallcaps.com.au/advance-metals-visible-high-grade-gold-zones-happy-valley-prospect https://smallcaps.com.au/advance-metals-ultra-high-grade-gold-myrtleford-happy-valley https://smallcaps.com.au/advance-metals-multiple-visible-gold-zones-myrtleford-project 🔎 More on this company: https://smallcaps.com.au/stocks/asx-avm/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/