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David Morgan Proprietor of Silver-Investor

 #soundmoneyconf. David Morgan Proprietor of Silver-Investor.com. David Morgan Presents …. Silver Investor. Silver in the next Decade. SILVER-INVESTOR.COM. Title. SILVER-INVESTOR.COM. Silver use continues to Increase. Title. Medical Uses. This silver-imbedded implants Wound dressings

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David Morgan Proprietor of Silver-Investor

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  1. #soundmoneyconf David MorganProprietor of Silver-Investor.com

  2. David Morgan Presents … Silver Investor Silver in the next Decade SILVER-INVESTOR.COM

  3. Title SILVER-INVESTOR.COM

  4. Silver use continuesto Increase

  5. Title Medical Uses This silver-imbedded implants Wound dressings Home health (toothbrush) Silver used to coat hospital needles, catheters and breathing tubes is growing. Also: furniture, walls, floors and cabinets. SILVER-INVESTOR.COM

  6. Title Consumer Products Electronics Flat screen TV’s Cellphones, computers, Batteries Soldering (silver not lead based) Clothing Polyester Textiles • Home Appliances • Refrigerators • Washing machine • Surface areas SILVER-INVESTOR.COM

  7. Title Solar Power Concentration Silver is being used to coat mirrors that concentrate sunlight as a heat source for conventional power plants. SILVER-INVESTOR.COM

  8. Gold or Silver?

  9. Title SILVER-INVESTOR.COM

  10. Silver Supply/Demand

  11. Global Silver Supply/Demand SILVER-INVESTOR.COM

  12. Silver Mining Increase 2020

  13. Title SILVER-INVESTOR.COM

  14. Supply growth-Mining Assume a 2-3% per year (?) = 20M ounces per yearBy 2020 total supply INCREASE would be 150 million ounces(800 million ounces vs. 650 million currently)But just the Industrial demand alone is 230 million! Bottom line 230 million needed annually by 2020Mining produces 150-200 by 2020 something has got to give!

  15. Industrial Demand 2020

  16. Title Jessica Cross, VM Group – Great Britain SILVER-INVESTOR.COM

  17. Title Jessica Cross, VM Group – Great Britain SILVER-INVESTOR.COM

  18. Industrial DemandWater/Food Purification to require 100M oz by 2020Solar Applications 130 M by 2020Increase = 230M in 2020This assumes no increase in consumer electronics, electrical power distribution, maglev trains, textiles etc.

  19. Investment Demand 2020

  20. Title SILVER-INVESTOR.COM

  21. Title SILVER-INVESTOR.COM

  22. Title SILVER-INVESTOR.COM

  23. Investment Demand300M to 600M (2006 to 2010) = 14% compound growthNot growing at that rate so far in 2010 Assume 100M in investment demand per year over the next decade (conservative)Bottom line mining increase is 20-30 million ounces per year but investment demand is at least three times greater!

  24. ConclusionSomething has got to give!Investment 100M annually and increasing?Industrial 230M increase by 2020Total Increase 330M in 2020Mining Increase 200 M in 2020(Deficit of ~130M)Will we go back into a silver deficit before 2020Silver has more favorable dynamics than GOLDThis was understood by Warren Buffet, George Soros, Bill Gates, and some of our consulting clients.

  25. Where are we now?

  26. Title SILVER-INVESTOR.COM

  27. Title GOLD/SILVER -VS- 50 HISTORICAL BUBBLES SILVER-INVESTOR.COM

  28. Title The Ultimate Black Swan Indicator SILVER-INVESTOR.COM

  29. Books -- Books –for further reference SILVER-INVESTOR.COM

  30. WWW.SILVER-INVESTOR.COM VISIT THE SILVER INVESTOR WEBSITE Visit the Silver Investor Web Site www.silver-investor.com www.silver-investor.com

  31. #soundmoneyconf David MorganProprietor of Silver-Investor.com

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