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Physical Bullion? This Pure-Play Silver Monster Under $30 Is a Screaming Buy

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moneyvests
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Physical Bullion? This Pure-Play Silver Monster Under $30 Is a Screaming Buy


Quick Read

  • AG surged 232% in a year yet still trades at $19.45, with silver margins expanding fourfold to $52 per ounce in Q1 2026.

  • CEO Keith Neumeyer’s record $477 million Q1 revenue quarter sits alongside $1 billion in contested Mexican tax disputes that limit aggressive position sizing.

  • Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and First Majestic Silver didn’t make the cut. Grab the names FREE today.

Silver crossed deep into record territory this year, and the stocks levered to it have finally started catching up. With bullion prices still elevated and Wall Street’s analyst desks scrambling to update models, single-digit and low-double-digit miners are quietly becoming some of the most interesting risk/reward setups in the market. For retail investors scanning headlines, a sub-$30 silver name with rising production, expanding margins, and a physical-bullion subsidiary is the kind of asymmetric opportunity that does not show up often.

With that in mind, here is one pure-play silver miner trading well under $30 that looks compelling on the operational and commodity tailwinds.

First Majestic Silver (NYSE: AG)

First Majestic Silver (NYSE:AG) is a pure-play silver miner with four operating mines in Mexico (Santa Elena, San Dimas, La Encantada, and Los Gatos) plus the First Mint bullion subsidiary that stamps physical silver products.

Shares closed at $19.45 on May 22, 2026, sitting comfortably below the $30 ceiling despite a 232.03% one-year gain. The stock has cooled 6.9% over the past month, which gives a retail investor a more reasonable entry into a name that has clearly broken out structurally.

Fundamentals back up the move. The company sports a forward P/E of 18, an operating margin of 49.5%, and TTM revenue of $1.49 billion. Wall Street’s consensus target sits at $26.88, with one Strong Buy, three Buy, one Hold, and one Strong Sell rating logged.

The bull case is straightforward. Per custom analysis, piling into physical bullion coins or low-leverage ETFs leaves returns on the table when a high-efficiency producer can pull metal out of the ground for significantly less than spot. First Majestic is exactly that. Management told investors on the Q1 2026 call that the average realized silver price hit $86.35 per ounce, while CEO Keith Neumeyer said margins expanded almost fourfold from $13/ounce in Q1 2025 to $52/ounce in Q1 2026. Q1 2026 revenue came in at a record $477 million, up 95% year-over-year, with $224 million in free cash flow and a treasury north of $1.1 billion.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and First Majestic Silver didn’t make the cut. Grab the names FREE today.

The $1.05 billion Gatos Silver acquisition closed in January 2025 added the Los Gatos mine, which contributed $108.74 million in Q3 2025 revenue alone. Production scale jumped 96% YoY to 3.9 million silver ounces in Q3 2025, and management raised 2025 guidance to 30.6 to 32.6 million AgEq ounces. The First Mint subsidiary, now ISO 9001 certified for IRA-eligible products, sold 266,583 ounces in Q3 2025 and posted a record quarter in Q1 2026.

The key risk is real and worth flagging. First Majestic has more than $1.01 billion in claimed Mexican SAT tax reassessments across multiple subsidiaries, with $113.4 million in restricted cash already frozen and a $230 million convertible debenture maturing in January 2027. Customer concentration is also high, with six customers accounting for 95% of sales. The operational story still holds, though these factors cap how aggressively a conservative investor should size the position.

Tangible margin of safety, leverage to a rising metal, and a physical bullion arm in one ticker under $30 is a rare combination.

The Bottom Line

First Majestic’s setup is compelling because of margin expansion, production growth, and a fortress balance sheet. The sub-$30 share price simply adds an accessible entry point. Run the numbers against your own portfolio, weigh the Mexican tax overhang, and decide if pure-play silver leverage belongs in your mix.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and First Majestic Silver didn’t make the cut. Grab the names FREE today.



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Why is Lighter [LIT] up today? U.S. licensing plans, perps inflows & more…

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moneyvests
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Why is Lighter [LIT] up today? U.S. licensing plans, perps inflows & more...


Lighter [LIT], the decentralized perpetuals trading protocol, climbed 19% to a new high of $1.62.

The move came as investors reacted to growing discussion around the protocol’s plans for the U.S. market. Interest also appeared to strengthen across derivatives and spot markets.

Why is LIT rallying?

The rally followed comments from Lighter founder and CEO Will Price, who confirmed the protocol’s interest in entering the U.S. perpetuals market.

Speaking during an interview on Bankless, Price said Lighter is pursuing regulatory licensing. He added that the LIT token is issued through the firm’s Delaware C-corp and that the company maintains a presence in Washington.

Price cited the size of the U.S. market as the primary motivation.

The main reason is the size of the U.S. market and our desire to participate in it.

He acknowledged that neither the SEC nor the CFTC has finalized how the sector will be regulated. Even so, Price expects industry participants to contribute to future policy discussions.

According to Price, the onshore perpetuals market represents a roughly $100 billion opportunity. He argued that blockchain-based protocols could compete effectively regardless of the eventual regulatory requirements.

Are traders betting on more upside?

Market activity increased following the interview.

Data showed $63.8 million flowing into LIT perpetual markets. Funding Rates stood at 0.0325%, suggesting that long positions remained dominant.

Lighters LIT earning data.
Source: DeFiLlama

At the same time, protocol earnings continued climbing. Earnings data showed cumulative earnings reaching $50.4 million.

The figure represents gross profit after accounting for incentives. Rising earnings suggested stronger protocol revenue generation during the period.

Net income allocated to token holders reached $19.05 million.

LIT on-chain data points to an upside swing

On-chain data shows a strong chance that LIT swings to the upside, with a rebound likely to take hold in the near term.

At the moment, the spot market data points to a structural setup that raises the odds of a longer-run LIT rally.

LIT spot exchange netflow.LIT spot exchange netflow.
Source: CoinGlass

According to CoinGlass Netflow data, investors accumulated approximately $6.17 million worth of Lighter [LIT] between the 30th of May and the 2nd of June.

Sustained inflows during that period suggested buyers continued adding exposure despite the token’s sharp advance.

Combined with positive Funding Rates and growing perpetual market participation, the accumulation trend may support bullish sentiment in the near term.

Final Summary

 



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ETF flows, not Strategy’s sale, remain key bitcoin driver: Citi

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moneyvests
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ETF flows, not Strategy's sale, remain key bitcoin driver: Citi

Strategy’s (MSTR) recent bitcoin BTC$66,694.02 sale has had an outsized impact on market sentiment, but Wall Street bank Citi says spot bitcoin exchange-traded fund (ETF) flows are the primary driver of BTC prices.

Markets were rattled after Strategy disclosed the sale of a small portion of its bitcoin holdings, marking a rare departure from Executive Chairman Michael Saylor’s long-standing “buy and hold” approach. The largest cryptocurrency has slumped 9% since Sunday and earlier Wednesday dropped to the lowest since March.

The sale should not have been a surprise, the bank said. Executive Chairman Michael Saylor mentioned plans to dispose of certain tax-disadvantaged bitcoin holdings as part of a portfolio optimization effort during its first-quarter earnings call. A bigger issue is the lack of investor demand.

“Recent flows have been negative, and the chances for the passage of a U.S. market structure bill (a potential catalyst for renewed investor interest in our view) are diminishing,” analyst Alex Saunders wrote in the Tuesday report.

Saunders said spot bitcoin exchange-traded fund (ETF) flows remain the primary driver of BTC prices, estimating they account for about 45% of weekly return variation. The ETFs have experienced a record 11 straight days of net outflows, which, he said, signals a broader lack of investor demand for the cryptocurrency.

The report also warned that the chances of a U.S. crypto market structure bill passing this year appeared to be declining, reducing the likelihood of a near-term catalyst for fresh investor inflows.

Combined with bitcoin’s underperformance relative to equities, the fading legislative outlook is likely to keep sentiment muted absent regulatory progress or renewed concerns about fiscal sustainability, the report added.

Read more: Bitcoin faces outsized quantum threat as computing breakthroughs accelerate, Citi says

UPDATE (June 3, 14:10 UTC): Adds BTC performance this week, ETF outflow streak record)



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Henkell Freixenet in talks to buy majority of Maison Pommery

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moneyvests
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Henkell Freixenet in talks to buy majority of Maison Pommery


Henkell Freixenet is in talks to acquire a majority stake in French Champagne producer Maison Pommery & Associés.

A statement from Maison Pommery yesterday (2 June) confirmed it had started talks with Henkell International, a subsidiary of Henkell Freixenet.

The talks, which will go on for two months, are over “a proposed strategic combination” that would see Henkell Freixenet take a majority stake in the French wine group.

Maison Pommery said the “proposed partnership between two family-owned groups would create a global player in sparkling wine”.

The group’s board has formed an ad hoc committee made up mostly of independent directors to monitor the talks. It added that there is no guarantee that the talks will bring about a deal.

The talks are subject to due diligence, final contracts, consultations, and regulatory approvals, Maison Pommery added.

The group also noted that it “will continue its activities in the ordinary course of business”.

Henkell Freixenet declined to comment further on the news when approached by Just Drinks, “due to confidentiality considerations”.

Maison Pommery operates in France’s Champagne, Provence, Camargue regions, as well as the Douro Valley in Portugal.

In the group’s results for last year, issued in March, Maison Pommery, formerly called Vranken-Pommery Monopole, saw consolidated revenue drop 3.6% to €293.2m ($340.4m).

Net income surged 3752% to €31.9m, attributed to the disposal of Heidsieck & Co Monopole last year to Lanson-BCC.

Operating income also jumped 83% to €64.1m, driven by a €44.3m net capital gain from the Heidsieck & Co Monopole sale as well as “controlled business activity in a challenging 2025 market environment”.

However, by the end of last year the group had also booked net financial debt of €754.4m, a €3.9m reduction on the year prior.

Meanwhile, Henkell Freixenet recorded 2025 net revenue of €1.25bn, up 0.5% year-over-year. Western Europe led the surge, accounting for 32% of total sales.

Growth was driven by Prosecco, Crémant, Aperitivo, and non-alcoholic segments despite a market that the German company described as “challenging”.

“Henkell Freixenet in talks to buy majority of Maison Pommery” was originally created and published by Just Drinks, a GlobalData owned brand.

 


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Bitcoin falls to lowest Power Law valuation zone since FTX collapse

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moneyvests
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Bitcoin falls to lowest Power Law valuation zone since FTX collapse

After briefly falling below $66,000 on Wednesday, bitcoin BTC$66,946.93 is trading near the bottom of the Power Law corridor, a level that has historically come shortly before rebounds in the price of the largest cryptocurrency.

The model, popularized by physicist Giovanni Santostasi and refined by Porkopolis Economics, plots bitcoin’s price against time on a logarithmic scale and suggests that growth slows naturally as the network matures. It has tracked bitcoin’s price trajectory for more than a decade.

Unlike traditional cycle-based models that focus on the rate at which new bitcoin is created — it’s cut by 50% roughly every four years — the Power Law argues that bitcoin follows a long-term mathematical trend similar to patterns observed in nature, where growth decelerates over time.

According to checkonchain data, the Power Law Oscillator shows that when measured against the model, bitcoin has been more expensive than it is today for roughly 95.6% of its trading history.

Previous visits to these levels have coincided with periods of extreme market stress, including the March 2020 pandemic-driven selloff and the collapse of crypto exchange FTX in November 2022. Both events pushed bitcoin toward the lower edge of the model before significant recoveries followed.

While the Power Law offers no guarantee the floor will hold again, long-term investors view the current reading as a sign that bitcoin is trading near one of its deepest historical discounts relative to trend.



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What Smart People Are Saying About CBS News Firing Scott Pelley

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moneyvests
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What Smart People Are Saying About CBS News Firing Scott Pelley


Scott Pelley, the veteran “60 Minutes” correspondent, was fired from CBS News on Tuesday.

It comes after Pelley condemned the broadcaster’s editor in chief, Bari Weiss, at a heated staff meeting on Monday, according to audio obtained by Status and The New York Times.

He accused her of “murdering” the iconic program. “She was brought in to kill it, and she’s doing exactly that,” Pelley said in the recording.

A day later, the show’s executive producer, Nick Bilton, wrote to Pelley to inform him that he had been terminated.

“Your antipathy to the future of the show has come through loud and clear,” Bilton wrote in a lengthy memo seen by Business Insider’s James Faris.

Here’s what smart people in media and politics are saying about the decision and its impact on “60 Minutes.”

Megyn Kelly, host of “The Megyn Kelly Show”

Megyn Kelly said Bilton’s memo was too long.

Gary Gershoff/Getty Images

The former Fox News anchor criticized the length and tone of Bilton’s memo to Pelley.

“‘Dear Mr. Pelley: You’re fired, effective immediately’ would have been far more impactful and less needy,” Kelly wrote in an X post on Tuesday evening.

Ashlee Vance, science and tech journalist and Elon Musk biographer


Ashlee Vance attends HBO's

Ashlee Vance said that “everything is going to be just fine,” at CBS.

John Lamparski/Getty Images

Ashlee Vance, the former Bloomberg reporter known for his biography of Elon Musk, was unconcerned about Pelley’s departure.

“The heart and soul of 60 Minutes has been feeling dated for 20 years,” he said on X. “Everything is going to be just fine and likely better.”

T. Becket Adams, columnist and media critic

T. Becket Adams, who writes for publications including The Hill, suggested it was “almost weird” when star journalists face repercussions for their actions.

“Rare when management in media acts the way normal people expect it to,” he said in an X post.

“No manager would tolerate this type of behavior at a Walmart all-hands meeting, yet we’ve become accustomed to rank unprofessionalism in journalism.”

John Jackson, commentator and military veteran

John Jackson is a commentator and military veteran who says he fought in Ukraine.

In an X post, he said he admired Pelley and praised the importance of his reporting on Izium, a Ukrainian city on the front lines of the war with Russia.

“I like to think after seeing Ukrainians and their resolve, it was even harder to bend the knee to Trump and sacrifice his principles,” Jackson wrote.

Katie Miller, host of “The Katie Miller Podcast”


Katie Miller at the 2026 White House Correspondents' Association Dinner held at the Washington Hilton on April 25, 2026 in Washington, D.C.

Katie Miller has led comms for Mike Pence and the Department of Government Efficiency.

Kristina Bumphrey/Variety via Getty Images

Katie Miller worked as Mike Pence’s communications director during his vice presidency and for the Department of Government Efficiency.

“Scott Pelley greatly overplayed his hand,” she said in an X post.

“There isn’t a market for his type of $5 million a year biased journalism. This is what happens when you work to become the story instead of report on it.”

Mitchell Jackson, founder of BCC Communications

“60 Minutes viewers are boomers who like their consistent Sunday evening programming,” said Mitchell Jackson, a public relations consultant and strategist, known for representing divisive figures such as Candace Owens.

“This will impact ratings.”

“Bari Weiss and company cannot manage — or handle PR. Firing him for cause promises a monthslong fight,” he added, calling the situation a “mess.”

Tim Miller, host of “The Bulwark” Podcast

Tim Miller, who was prominent in Jeb Bush’s 2016 presidential campaign, said on X that “60 Minutes” doesn’t “really have another Pelley in the pipeline talent-wise.”

“Survival on reputation and ticking clock nostalgia has its limits,” said Miller, who now works for anti-Trump site The Bulwark.

Miller said the show can only have so many “mid” interviews with the likes of Benjamin Netanyahu and Pete Hegseth, “before it turns into a Sunday morning show.”

The Bulwark is a news and politics website that is often critical of President Donald Trump.





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Why ONDO Finance’s 22% rebound doesn’t confirm a trend reversal yet

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moneyvests
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Why ONDO Finance's 22% rebound doesn't confirm a trend reversal yet


Towards the end of May, Ondo Finance [ONDO] token prices plunged 24.59% in just under six days, from $0.452 to $0.341. Since this plunge, the altcoin has witnessed a miniature resurgence.

It has gained 22.6% in four days and was up 18% in the previous 24 hours as of writing. The resurgence came from a technically important spot and has cleared another key short-term resistance as well.

Like other altcoins showing strength against Bitcoin [BTC] and the broader crypto market, Ondo Finance now faces a key question: is this move sustainable?

The price action charts can help them navigate the ONDO markets in the coming days and weeks.

The higher timeframe downtrend was still in place

Ondo 1-week Chart
Source: ONDO/USD on TradingView

The weekly chart showed a coin far from its all-time high of $2.14 from December 2024. Despite Bitcoin setting new highs in 2025, most altcoins were unable to follow, and the Ondo Finance token was among them.

This weakness was compounded by the October crash, which drove the price below  the $0.60-$0.70 former demand zone. The recovery in recent weeks has not challenged this area.

Ondo 1-day ChartOndo 1-day Chart
Source: ONDO/USD on TradingView

ONDO has not even breached the lower high set at $0.47 during the January 2026 relief rally. However, the buyers showed an obstinacy at the $0.33 support level in May that gives some hope to the bullish market participants.

Though the swing structure remained bearish on the weekly and daily charts, this obstinacy could be the light at the end of the tunnel.

Ondo traders’ call to action: Respect the range

Ondo 4-hour ChartOndo 4-hour Chart
Source: ONDO/USD on TradingView

Yes, the $0.33 level has been defended over the past month. However, the established range between $0.33 and $0.45 from the second week of May has not been dismantled yet.

ONDO has climbed back above the mid-range resistance at $0.396, and the OBV made new local highs. The RSI was pushing higher, too, reflecting bullish momentum recently.

Traders can use a retest of the $0.39 mid-range level to go long. Invalidation of this idea would be a drop back below the $0.375 short-term support.

On the higher timeframes, investors will want to see the $0.47 level reclaimed. A move beyond the $0.60-$0.70 supply zone would be a strong sign of an ONDO resurgence.

Until these scenarios come about, traders and holders can use rallies to take profits and await retracements or even the long-term bearish trend’s continuation.

Final Summary

  • The Ondo short-term price trends were worth a closer examination as profitable trading opportunities.
  • Despite the uptick in demand recently, unless key higher timeframe levels are reclaimed, holders would do well to use the rallies to take profits.



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