🇺🇸 SECFIRST MAJESTIC SILVER CORPDoubao · 实盘可交易 · 做多市场:美股▼ 亏 -7.25% · 已结算把握 5/10
北京时间·🕒 发布 19:20:06·⟳ 抓取 19:20:39 +33s·⚡ 决策 10-13 19:23:48 +3m09s·14.3 天前
First Majestic与墨西哥就PEM历史税务争议达成和解框架,NAFTA仲裁暂停至2026年底
一手SEC披露确认和解框架和仲裁暂停,属直接降低长期法律风险的新增正面事实;但最终条款缺失,适合小仓在开盘涨幅受控时参与。
📄 原文FIRST MAJESTIC SILVER CORP↗ 原文
----- form6k.htm ----- 6-K 1 form6k.htm FORM 6-K First Majestic Silver Corp.: Form 6-K - Filed by newsfilecorp.com UNIT…
▼ 亏 -7.25%入场 10-13 盘前首笔 @16.98 → 离场 10-14 常规开盘 @15.77
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑墨税务仲裁达成和解框架,法律折价缓和且盘前仅小涨
怎么买 开盘买入 不高于昨收 +3%(超上限不成交)
怎么卖 止盈 +4%(半仓)/+8%(清仓) · 止损 -5% · 时间止损 5日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 AG.US First Majestic Silver Corp.
5 个交易日均已收盘,数据完整 · 美股含盘前盘后(灰底:美东 04:00 至收盘后 4 小时)
- 发布 10-13 19:20 北京(美东 10-13 07:20)
- 抓取 10-13 19:20 北京(美东 10-13 07:20)
- 决策 10-13 19:23 北京(美东 10-13 07:23)
- 入场 10-13 19:24 北京(美东 10-13 07:24) · 盘前首笔 @16.98
- 离场 10-14 21:30 北京(美东 10-14 09:30) · 常规开盘 @15.77
时间轴只含交易时段(午休、隔夜已压缩);横轴为北京时间,悬停看当地时间;蓝虚线 = 纸面入场价;建仓日图红线在昨收上方、绿线在下方
成交明细 · 纸面
做多 AG.US First Majestic Silver Corp.
| 收益状态 | -7.25% 已平仓 |
|---|---|
| 进场成交 | 2026-10-13 · 盘前首笔 · 10-13 19:24 北京 · @16.9819 |
| 离场成交 | 2026-10-14 · 常规开盘 · @15.77 |
| 毛收益 | -7.14% |
| 成本 | +0.12% |
| 净收益 | -7.25% |
| 计入收益 | -7.25% |
| 建仓日 | 2026-10-13 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 02:50
研究档案
结论摘要
First Majestic与墨西哥就长期PEM税务争议达成原则性和解框架并获得仲裁庭暂停令,降低长期诉讼和资产折价。因和解金额、现金回收及最终签署仍未落定,且缺少高质量同类价格先例,仅以小仓、限涨幅参与。
消息传播链
- 公司通过SEC法定披露宣布与墨西哥达成原则性和解框架,仲裁庭暂停程序至2026-12-31。市场反应:截至美东07:20后盘前报价约17.16美元,较前收盘16.99美元高约1%,盘前成交量约2.49万股,反应温和。
关键理由
- 这是围绕PEM税务争议多年的NAFTA仲裁首次出现双方同意的和解框架和正式暂停程序,方向性改善公司墨西哥资产的法律不确定性。
- 公开披露显示PEM约1.241亿美元银行账户资金被冻结;若最终和解带来部分现金解冻或负债上限明确,对约83.8亿美元市值公司兼具资金和估值折价改善意义。
主要风险
- 公告仅为原则性框架,未披露金额、责任和现金释放条款,年底谈判破裂则仲裁恢复。
- 银价和黄金价格的宏观波动可能压倒单一法律事件,造成短线收益与事件脱钩。
反向证据
- 做多前查反向 · 来源 web · 日期 2025-10-31 · 影响 weakens
发现2025年墨西哥最高法院相关不利罚款报道,提示和解前国内税务争议曾恶化;该旧风险被本次和解框架部分缓和但未正式解除。
检索:First Majestic PEM Mexico Supreme Court tax ruling fine arbitration adverse 2025 2026 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-10-13 · 影响 weakens
未发现公司或墨西哥官方在公告后否认框架;但公司公告本身明确若年底未能最终成交,将恢复仲裁。
检索:First Majestic settlement framework denied no final agreement Mexico NAFTA arbitration resumes 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索服务连接失败,未取得额外研报或反方纪要;该失败不作为事实证据。
检索:First Majestic Mexico tax NAFTA arbitration PEM restricted cash settlement
先例如何影响了这次决策
对本次决策的影响:先例不足使置信度降至5、仓位降为small,入场涨幅上限设为3%,止盈采用保守的4%/8%。
方向:未检索到可核验首发链接、同主体且同为墨西哥税务仲裁和解框架阶段的足量价格先例;本案方向只能依据一手事件事实和盘前初步反应判断。
涨幅量级:缺少高相似aligned先例,不能可靠校准涨幅区间,因此采用小仓、保守止盈和严格限涨幅,而不是按大型和解胜诉事件定价。
形态:未发现足以证明同类事件必然见光死的可靠样本;本次盘前仅约1%的涨幅也不支持“已被大幅抢跑”的结论。
工具执行结果 · 成功 16 · 降级 0 · 失败 2 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 11 ms
{"result": "search_processed_events:agent query=`first majestic nafta arbitration mexico settlement primero empresa minera | first majestic silver apa arbitration suspension mexico tax pem`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续 - web_search 成功 doubao_search · 1,694 ms
豆包搜索结果(原始查询:First Majestic Primero Empresa Minera legacy tax issue Mexico amount NAFTA arbitration claim;API SearchType:web) - stock_quote 成功 stock_tools HTTP · 921 ms
{ - web_search 成功 doubao_search · 2,409 ms
豆包搜索结果(原始查询:First Majestic Mexico tax dispute amount $ million Primero APA 2025 contingencies;API SearchType:web) - web_search 成功 doubao_search · 1,736 ms
豆包搜索结果(原始查询:mining company Mexico tax settlement arbitration agreed framework stock reaction First Majestic October 13 2026;API SearchType:web) - web_search 成功 doubao_search · 750 ms
web_search「site:sec.gov/Archives/edgar/data/1308648 2026 First Majestic NAFTA APA Claim restricted cash 124.1 contingencies」无结果。 - web_search 成功 doubao_search · 1,797 ms
豆包搜索结果(原始查询:First Majestic NAFTA arbitration claim damages amount Mexico Primero tax $260 million;API SearchType:web) - web_search 成功 doubao_search · 1,718 ms
豆包搜索结果(原始查询:Mexico mining arbitration settlement framework stocks First Majestic Almaden Minerals investor reaction settlement;API SearchType:web) - kb_search 失败 stock_tools HTTP · 54 ms
kb_search 服务暂不可用;这不是一条知识库命中。 - web_search 成功 doubao_search · 1,818 ms
豆包搜索结果(原始查询:First Majestic 2026 NAFTA APA Claim $124.1 million restricted cash tax assessments total amount;API SearchType:web) - web_search 成功 doubao_search · 2,366 ms
豆包搜索结果(原始查询:First Majestic 2025 annual report APA arbitration damages claimed Mexico NAFTA Primero Empresa Minera fine amount;API SearchType:web) - web_search 成功 doubao_search · 526 ms
web_search「site:sec.gov/Archives/edgar/data/1308648 2026 "NAFTA APA Claim" "restricted cash"」无结果。 - web_search 成功 doubao_search · 976 ms
豆包搜索结果(原始查询:"First Majestic" "settlement framework" Mexico arbitration stock;API SearchType:web) - web_search 成功 doubao_search · 971 ms
豆包搜索结果(原始查询:"Primero Empresa Minera" "$124.1 million" First Majestic tax assessment;API SearchType:web) - web_search 成功 doubao_search · 1,712 ms
豆包搜索结果(原始查询:"First Majestic" "PEM" "tax assessments" million Mexico bank accounts;API SearchType:web) - web_search 成功 doubao_search · 1,250 ms
豆包搜索结果(原始查询:"ARB/21/14" First Majestic amount claimed damages Mexico;API SearchType:web) - web_search 成功 doubao_search · 1,807 ms
豆包搜索结果(原始查询:"First Majestic" "NAFTA" "million" "damages" Primero;API SearchType:web) - validate_order 失败 stock_tools HTTP · 5 ms
Error executing tool validate_order: 1 validation error for validate_orderArguments
原文全文
展开原文 · 8,955 字
----- form6k.htm -----
6-K
1
form6k.htm
FORM 6-K
First Majestic Silver Corp.: Form 6-K - Filed by newsfilecorp.com
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of:
October 2026
Commission File Number:
001-34984
FIRST MAJESTIC SILVER CORP.
(Translation of registrant's name into English)
Suite 1800 - 925 West Georgia Street
Vancouver, British Columbia V6C 3L2
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F [ ] Form 40-F [ X ]
DOCUMENTS FILED AS PART OF THIS FORM 6-K
Exhibit
Description
99.1
News Release dated October 13, 2026
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
FIRST MAJESTIC SILVER CORP.
(Registrant)
/s/ Samir Patel
Samir Patel
General Counsel & Corporate Secretary
October 13, 2026
----- exhibit99-1.htm -----
EX-99.1
2
exhibit99-1.htm
EXHIBIT 99.1
First Majestic Silver Corp.: Exhibit 99.1 - Filed by newsfilecorp.com
NEWS RELEASE
New York - AG
October 13, 2026
Toronto - AG
Frankfurt - FMV
First Majestic Announces Temporary Suspension of NAFTA Arbitration Proceedings as Settlement Framework Agreed to with Mexico
Vancouver, BC, Canada - First Majestic Silver Corp. (NYSE:AG) (TSX:AG) (FSE:FMV) (the "Company" or "First Majestic") announces that it has agreed to suspend its NAFTA arbitration proceedings (the "APA Arbitration") against the Government of Mexico pursuant to Chapter 11 of the North American Free Trade Agreement in respect of the legacy tax issue concerning First Majestic's subsidiary, Primero Empresa Minera, S.A. de C.V. ("PEM"). Details regarding the history of this legacy tax issue are set out in First Majestic's continuous disclosure documents available on SEDAR+.
First Majestic and Mexico have been involved in discussions and negotiations to settle PEM's legacy tax issue for the past several years, with significant progress at reaching a settlement having been made this year. With First Majestic and Mexico having agreed in principle to a framework to settle the tax issue, the parties have requested that the tribunal overseeing the APA Arbitration temporarily suspend proceedings whilst they work to finalize and implement the settlement. Accordingly, the tribunal has issued an order temporarily suspending the proceedings until December 31, 2026.
The negotiations to date have been constructive and cordial, and First Majestic remains optimistic that a settlement will be finalized by the end of 2026. If additional time is required to conclude the settlement, the parties can request the tribunal to extend the term of the temporary suspension into the first quarter of 2027. In the event a final settlement cannot be concluded by the end of 2026 and the parties do not believe that additional time will result in the conclusion of a settlement, First Majestic will request that the tribunal lift the suspension and the APA Arbitration proceedings will re-commence.
ABOUT FIRST MAJESTIC
First Majestic is a publicly traded mining company focused on silver and gold production in Mexico and the United States. The Company presently owns and operates four producing underground mines in Mexico: the Santa Elena Silver/Gold Mine, the Los Gatos Silver Mine (the Company holds a 70% interest in the Los Gatos Joint Venture that owns and operates the mine), the San Dimas Silver/Gold Mine, and La Encantada Silver Mine, as well as a portfolio of development and exploration assets, including the Jerritt Canyon Gold Mine, which the Company is currently in the process of re-starting.
1
First Majestic is proud to own and operate its own minting facility, First Mint, LLC, and to offer a portion of its silver production for sale to the public. Bars, ingots, coins and medallions are available for purchase online at
www.firstmint.com
, at some of the lowest premiums available.
For further information, contact
info@firstmajestic.com
,
visit our website at
www.firstmajestic.com
or call our toll free number 1.866.529.2807.
FIRST MAJESTIC SILVER CORP.
"signed"
Keith Neumeyer, CEO
2
Cautionary Note Regarding Forward Looking Statements
This news release contains "forward‐looking information" and "forward-looking statements" under applicable Canadian and U.S. securities laws (collectively, "forward‐looking statements"). These statements relate to future events or the Company's future performance, business prospects or opportunities that are based on forecasts of future results, estimates of amounts not yet determinable and assumptions of management made in light of management's experience and perception of historical trends, current conditions and expected future developments. Forward-looking statements in this news release include, but are not limited to, statements with respect to: First Majestic and the Government of Mexico concluding the settlement of PEM's legacy tax issue prior to the end of 2026; First Majestic requesting an extension to the temporary suspension of the APA Arbitration proceedings; and First Majestic requesting that the tribunal lift the suspension of the APA Arbitration proceedings. Assumptions may prove to be incorrect and actual results and future events may differ materially from those anticipated. Consequently, guidance cannot be guaranteed. As such, investors are cautioned not to place undue reliance upon guidance and forward-looking statements as there can be no assurance that the plans, assumptions or expectations upon which they are placed will occur. All statements other than statements of historical fact may be forward‐looking statements. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives or future events or performance (often, but not always, using words or phrases such as "seek", "anticipate", "plan", "continue", "estimate", "expect", "may", "will", "project", "predict", "forecast", "potential", "target", "intend", "could", "might", "should", "believe" and similar expressions) are not statements of historical fact and may be "forward‐looking statements".
Actual results may vary from forward-looking statements. Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to materially differ from those expressed or implied by such forward-looking statements, including but not limited to: the duration and effects of global health crises, such as pandemics, on our operations and workforce, and the effects on global economies and society; general economic conditions including inflation risks; actual results of exploration activities; conclusions of economic evaluations; changes in project parameters as plans continue to be refined; commodity prices; variations in ore reserves, grade or recovery rates; actual performance of plant, equipment or processes relative to specifications and expectations; accidents; labour relations; social and labour unrest; relations with local communities; changes in national or local governments; changes in applicable legislation, rules or regulations and the application and enforcement thereof; delays in obtaining approvals or financing or in the completion of development or construction activities; exchange rate fluctuations; requirements for additional capital; government regulation; environmental risks; reclamation expenses; outcomes of pending litigation; limitations on insurance coverage as well as those factors discussed in the section entitled " Risk Factors" in the Company's most recent Annual Information Form for the year ended December 31, 2025 filed with the Canadian securities regulatory authorities under the Company's SEDAR+ profile at www.sedarplus.ca, and in the Company's Annual Report on Form 40-F for the year ended December 31, 2025 filed with the United States Securities and Exchange Commission on EDGAR at www.sec.gov/edgar. Although First Majestic has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated or intended.
The Company believes that the expectations reflected in these forward‐looking statements are reasonable, but no assurance can be given that these expectations will prove to be correct and such forward‐looking statements included herein should not be unduly relied upon. These statements speak only as of the date hereof. The Company does not intend, and does not assume any obligation, to update these forward-looking statements, except as required by applicable laws.
3
6-K
1
form6k.htm
FORM 6-K
First Majestic Silver Corp.: Form 6-K - Filed by newsfilecorp.com
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of:
October 2026
Commission File Number:
001-34984
FIRST MAJESTIC SILVER CORP.
(Translation of registrant's name into English)
Suite 1800 - 925 West Georgia Street
Vancouver, British Columbia V6C 3L2
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F [ ] Form 40-F [ X ]
DOCUMENTS FILED AS PART OF THIS FORM 6-K
Exhibit
Description
99.1
News Release dated October 13, 2026
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
FIRST MAJESTIC SILVER CORP.
(Registrant)
/s/ Samir Patel
Samir Patel
General Counsel & Corporate Secretary
October 13, 2026
----- exhibit99-1.htm -----
EX-99.1
2
exhibit99-1.htm
EXHIBIT 99.1
First Majestic Silver Corp.: Exhibit 99.1 - Filed by newsfilecorp.com
NEWS RELEASE
New York - AG
October 13, 2026
Toronto - AG
Frankfurt - FMV
First Majestic Announces Temporary Suspension of NAFTA Arbitration Proceedings as Settlement Framework Agreed to with Mexico
Vancouver, BC, Canada - First Majestic Silver Corp. (NYSE:AG) (TSX:AG) (FSE:FMV) (the "Company" or "First Majestic") announces that it has agreed to suspend its NAFTA arbitration proceedings (the "APA Arbitration") against the Government of Mexico pursuant to Chapter 11 of the North American Free Trade Agreement in respect of the legacy tax issue concerning First Majestic's subsidiary, Primero Empresa Minera, S.A. de C.V. ("PEM"). Details regarding the history of this legacy tax issue are set out in First Majestic's continuous disclosure documents available on SEDAR+.
First Majestic and Mexico have been involved in discussions and negotiations to settle PEM's legacy tax issue for the past several years, with significant progress at reaching a settlement having been made this year. With First Majestic and Mexico having agreed in principle to a framework to settle the tax issue, the parties have requested that the tribunal overseeing the APA Arbitration temporarily suspend proceedings whilst they work to finalize and implement the settlement. Accordingly, the tribunal has issued an order temporarily suspending the proceedings until December 31, 2026.
The negotiations to date have been constructive and cordial, and First Majestic remains optimistic that a settlement will be finalized by the end of 2026. If additional time is required to conclude the settlement, the parties can request the tribunal to extend the term of the temporary suspension into the first quarter of 2027. In the event a final settlement cannot be concluded by the end of 2026 and the parties do not believe that additional time will result in the conclusion of a settlement, First Majestic will request that the tribunal lift the suspension and the APA Arbitration proceedings will re-commence.
ABOUT FIRST MAJESTIC
First Majestic is a publicly traded mining company focused on silver and gold production in Mexico and the United States. The Company presently owns and operates four producing underground mines in Mexico: the Santa Elena Silver/Gold Mine, the Los Gatos Silver Mine (the Company holds a 70% interest in the Los Gatos Joint Venture that owns and operates the mine), the San Dimas Silver/Gold Mine, and La Encantada Silver Mine, as well as a portfolio of development and exploration assets, including the Jerritt Canyon Gold Mine, which the Company is currently in the process of re-starting.
1
First Majestic is proud to own and operate its own minting facility, First Mint, LLC, and to offer a portion of its silver production for sale to the public. Bars, ingots, coins and medallions are available for purchase online at
www.firstmint.com
, at some of the lowest premiums available.
For further information, contact
info@firstmajestic.com
,
visit our website at
www.firstmajestic.com
or call our toll free number 1.866.529.2807.
FIRST MAJESTIC SILVER CORP.
"signed"
Keith Neumeyer, CEO
2
Cautionary Note Regarding Forward Looking Statements
This news release contains "forward‐looking information" and "forward-looking statements" under applicable Canadian and U.S. securities laws (collectively, "forward‐looking statements"). These statements relate to future events or the Company's future performance, business prospects or opportunities that are based on forecasts of future results, estimates of amounts not yet determinable and assumptions of management made in light of management's experience and perception of historical trends, current conditions and expected future developments. Forward-looking statements in this news release include, but are not limited to, statements with respect to: First Majestic and the Government of Mexico concluding the settlement of PEM's legacy tax issue prior to the end of 2026; First Majestic requesting an extension to the temporary suspension of the APA Arbitration proceedings; and First Majestic requesting that the tribunal lift the suspension of the APA Arbitration proceedings. Assumptions may prove to be incorrect and actual results and future events may differ materially from those anticipated. Consequently, guidance cannot be guaranteed. As such, investors are cautioned not to place undue reliance upon guidance and forward-looking statements as there can be no assurance that the plans, assumptions or expectations upon which they are placed will occur. All statements other than statements of historical fact may be forward‐looking statements. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives or future events or performance (often, but not always, using words or phrases such as "seek", "anticipate", "plan", "continue", "estimate", "expect", "may", "will", "project", "predict", "forecast", "potential", "target", "intend", "could", "might", "should", "believe" and similar expressions) are not statements of historical fact and may be "forward‐looking statements".
Actual results may vary from forward-looking statements. Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to materially differ from those expressed or implied by such forward-looking statements, including but not limited to: the duration and effects of global health crises, such as pandemics, on our operations and workforce, and the effects on global economies and society; general economic conditions including inflation risks; actual results of exploration activities; conclusions of economic evaluations; changes in project parameters as plans continue to be refined; commodity prices; variations in ore reserves, grade or recovery rates; actual performance of plant, equipment or processes relative to specifications and expectations; accidents; labour relations; social and labour unrest; relations with local communities; changes in national or local governments; changes in applicable legislation, rules or regulations and the application and enforcement thereof; delays in obtaining approvals or financing or in the completion of development or construction activities; exchange rate fluctuations; requirements for additional capital; government regulation; environmental risks; reclamation expenses; outcomes of pending litigation; limitations on insurance coverage as well as those factors discussed in the section entitled " Risk Factors" in the Company's most recent Annual Information Form for the year ended December 31, 2025 filed with the Canadian securities regulatory authorities under the Company's SEDAR+ profile at www.sedarplus.ca, and in the Company's Annual Report on Form 40-F for the year ended December 31, 2025 filed with the United States Securities and Exchange Commission on EDGAR at www.sec.gov/edgar. Although First Majestic has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated or intended.
The Company believes that the expectations reflected in these forward‐looking statements are reasonable, but no assurance can be given that these expectations will prove to be correct and such forward‐looking statements included herein should not be unduly relied upon. These statements speak only as of the date hereof. The Company does not intend, and does not assume any obligation, to update these forward-looking statements, except as required by applicable laws.
3
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a9fe0ab9c8· 2026-10-13 19:23 · doubao / doubao-seed-evolving-latest-version · 策略包2226518bfdee当前