Episodes

On this week's Stansberry Investor Hour, Dan and Corey welcome Benoit La Salle to the show. Benoit is the president and CEO of Aya Gold & Silver (AYA.TO). He has more than 25 years of experience developing and operating responsible mining companies in West Africa.

Benoit kicks things off by describing Aya's first-mover advantage in Morocco, why the country is destined to become a top mining jurisdiction, and how mining in Saudi Arabia differs from Morocco. He also explains why he's so excited about silver today. While the metal is in high demand as an industrial asset (such as for making solar panels and AI chips), it's not yet fully appreciated as a financial asset. But Benoit believes a shift is inevitable – and already underway – which will cause silver's price to soar...

I think people will stop shorting it and playing around with it because the financial demand is really going to pick up speed and will make it very hard to buy silver. We're seeing it. We're producing quite a lot this year, and people are calling, trying to sign long-term agreements with us on silver supply. So I'm very, very bullish on the silver price.

Next, Benoit delves into the specifics of Aya's mines in Morocco, including those that aren't yet in production. He shares that Aya is spinning off its Amizmiz Gold Project to a new gold-mining company called Mx2, of which Aya owns 42%. Mx2 is set to go public later this year. Benoit also covers all the advantages of Morocco's low cost of drilling and exploration, the other industry that's booming in Morocco, and why Morocco has such cheap energy...

Twenty years ago, they decided to start building their solar and wind capacity... The Atlantic [Ocean] brings the wind, and you go on the plateaus and you put solar panels there. Currently, the grid is 33% green.

Finally, Benoit explains how he first got involved in mining after an encounter with the president of Burkina Faso, why the upside potential in Aya's stock price is still fantastic, and how momentum in silver investing has temporarily slowed since President Donald Trump took office. Further, he breaks down Aya's balance sheet and makes his macroeconomic case for precious metals...

We're reshuffling the planet right now. It's happening... The world is being divided by power... And at the end, the only thing that will have value will be gold and silver.