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SSSSMR

Sunshine Silver Mining & Refining Company

$SSMR·$2.7B·Other Precious Metals·Basic Materials
$17.53-3.4%1Y+2.2%
Mentions · last 7 days
2026-08-22: 2 posts2026-08-23: 1 posts2026-08-24: 1 posts12
Price updated 4h ago·X counts updated 7d ago
SSSSMR
$SSMRSunshine Silver Mining & Refining Company
$17.53-3.42%12 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SSMR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellWinding up for a moveAI verdict · as of 2026-08-31

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Sunshine Silver is a pre-revenue silver-explorer with monster drill grades — real geology, but the equity is a call on future production.

Sunshine Silver Mining & Refining (SSMR) is a story-stage silver company where the news flow is genuinely exciting but the P&L is not yet a P&L.

  • Q2 2026 showed zero revenue and a $0.13 EPS loss (missed by ~86%), with $20M of operating outflow — normal for a pre-production developer but a real cash-burn cadence.
  • The July 23 drill results (multiple zones exceeding 1,000 g/t silver, including a new '10 Vein') are the kind of hits that anchor a re-rating over time if they extend at grade — bulls point to the Silver Valley's historical potential.
  • The 3.86 beta and thin analyst coverage (2 EPS analysts, 1 for revenue) tell you exactly what the setup is — a speculative silver play that will move with drill news and the underlying metal price, not on quarterly earnings.

Bottom line: the geology is doing the talking; treat the equity as a levered call on silver plus execution, not a fundamentals compounder.

Agrees with X sentimentNo direct X sample this cycle; the drill-results narrative aligns with a constructive-yet-speculative framing.

What to watch: Additional drill results and resource updates, permitting timeline, silver spot price, and any incremental funding/JV announcements.

On the calendar: Q3 2026 earnings — 2026-11-11.

Read the AI verdict + X sentiment for $SSMR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sunshine Silver Mining is developing the Sunshine Mine in Idaho, a historically significant project targeting large-scale silver production.

Industry overviewAI analysisGenerated by AI from underlying data

Where Other Precious Metals sits in its cycle right now — and what that implies for $SSMR.

Other Precious Metals · Basic Materials

Palladium and platinum face structural demand disruption from EV powertrain adoption reducing catalytic converter usage; near-term industrial demand from ICE production provides a floor. The long-term trajectory is bearish for ICE-specific metals as EV penetration rises.

What this means for $SSMR

Partial — upstream oil & gas exposure ties to commodity price cycle; Sunshine Silver Mining & Refining Co.

Industry benchmark

8-name peer basket
-8.6%YTD
+86.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-88.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-16.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.13$-0.07-85.7%
Q1 2026May 11, 2026$-0.11——
Next earningsWed, Nov 11·consensus EPS $-0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-0.12$-20.1M
Q1 FY26$0———$-0.09$-12.2M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$501K$501K – $501K-$0.31-$0.33 – -$0.281
FY27$501K$501K – $501K-$0.22-$0.23 – -$0.211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Ospraie Real Assets Fund Lp10% owner555.6K sh$7.5MBuyJun 5Michelle H ShepstonGeneral Counsel5.1K sh$68KBuyJun 5White Heather EileenCEO2.0K sh$27KBuyJun 5Lawrence P RadfordDirector2.5K sh$34KBuyJun 5Douglas GrohDirector10.0K sh$135KBuyJun 5Anna El-erianDirector40.0K sh$540K
+ 14 other (9 awards · 2 inkinds · 2 exempts · 1 inthemoney) in window

See when $SSMR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 238-K — Item 7.01: Press release / Reg FD
AI summary

Sunshine Silver Mining & Refining Company disclosed drill results from its ongoing drilling program at the Sunshine Mine in Idaho's Silver Valley via press release furnished as Exhibit 99.1. Routine exploration update for a silver mining company; specific drill intercepts and assay results are in the attached press release.

424B4Prospectus supplement (offering)Jun 5424B4
3New insider — initial holdingsJun 33
3New insider — initial holdingsJun 33
3New insider — initial holdingsJun 33
3New insider — initial holdingsJun 33
3New insider — initial holdingsJun 33
3New insider — initial holdingsJun 33
+ 18 other (7 3s · 2 13Gs · 1 earnings 8-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Sunshine Silver Mining & Refining Q2 Earnings Call Highlightsmarketbeat.com·18d agoSunshine Silver Mining & Refining Company (SSMR) Q2 2026 Earnings Call Transcriptseekingalpha.com·18d agoSunshine Silver Mining & Refining Reports Second Quarter 2026 Resultsprnewswire.com·19d agoSunshine Silver Mining & Refining Announces Second Quarter 2026 Earnings Callprnewswire.com·35d agoSunshine Silver Mining & Refining Reports Drill Results Exceeding 1,000 grams per tonne Silver from Multiple Zones including New "10 Vein"prnewswire.com·40d ago

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Voices on X · last 7 days

No standout posts about $SSMR on X in the last 7 days.

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