Company Overview - B2Gold (NYSE: BTG) is a gold mining company that is currently valued attractively with strong expected revenue and earnings growth [1] - The stock is experiencing a new positive uptrend on the long-term monthly chart [1] Investment Strategy - The focus is on growth and momentum stocks that are reasonably priced and likely to outperform the market over the long term [1] - The investment approach emphasizes long-term quality stocks and the use of options as a strategy [1] Historical Performance - The article references a significant market recovery, noting that the S&P 500 increased by 367% and the Nasdaq by 685% from 2009 through 2019 following a recommendation to buy at the bottom of the financial crisis [1]

B2Gold (BTG) closed at $3.41 in the latest trading session, marking a -1.16% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.54%. At the same time, the Dow added 0.52%, and the tech-heavy Nasdaq gained 0.74%. Heading into today, shares of the gold, silver and copper miner had lost 6.76% over the past month, lagging the Basic Materials sector's loss of 0.05% and the S&P 500's gain of 4.2%.The upcoming earnings release of B2Gold will be of great interest to investors ...

Core Points - B2Gold Corp. will release its second quarter 2025 financial results on August 7, 2025, after North American markets close [1] - A conference call to discuss the results will be held on August 8, 2025, at 8:00 am PT / 11:00 am ET [1] Company Overview - B2Gold is an international senior gold producer based in Vancouver, Canada, founded in 2007 [3] - The company operates gold mines in Canada, Mali, Namibia, and the Philippines, along with various development and exploration projects globally [3]

Core Points - B2Gold Corp. will release its second quarter 2025 financial results on August 7, 2025, after North American markets close [1] - A conference call to discuss the results will be held on August 8, 2025, at 8:00 am PT / 11:00 am ET [1] Company Overview - B2Gold is an international senior gold producer based in Vancouver, Canada, founded in 2007 [3] - The company operates gold mines in Canada, Mali, Namibia, and the Philippines, along with various development and exploration projects globally [3]

Core Insights - B2Gold Corp. announced positive results from the Feasibility Study (FS) on its Gramalote gold project in Colombia, indicating strong project economics with significant after-tax NPV and IRR at varying gold prices [1][5][14] Feasibility Study Highlights - The Gramalote Project has an initial life of mine of 11 years, with an average processed gold grade of 1.23 g/t over the first five years and a life of project average grade of 0.96 g/t [5][9] - Estimated gold production is approximately 2.3 million ounces, with an average annual production of 227,000 ounces in the first five years and 177,000 ounces over the life of the project [5][9] - The all-in sustaining costs (AISC) are projected at $985 per gold ounce over the life of the project [5][9] Economic Metrics - At a gold price of $2,500 per ounce, the after-tax NPV is $941 million with an IRR of 22.4%, and a payback period of 3.4 years [1][14] - At the current spot gold price of approximately $3,300 per ounce, the after-tax NPV increases to $1,716 million with an IRR of 33.5%, and a payback period of 2.4 years [1][14] Project Development and Community Support - The Gramalote Project benefits from strong local community and government support, which is crucial for its development [5][6] - The project has undergone extensive drilling and engineering studies, significantly reducing risks associated with future development [4][5] Construction and Capital Costs - The estimated construction capital cost for the project is $740 million, which includes costs for mining equipment and contingencies [5][11] - The project is designed to process up to 6.0 million tonnes per annum, with a mining operation capable of moving approximately 97,000 tonnes per day [7][9] Next Steps - B2Gold plans to advance resettlement programs and work on health, safety, and environmental projects while modifying the existing permits to reflect the new project scale [24][25] - The company anticipates that the permit modification process will take approximately 12 to 18 months [5][25]

Group 1 - Royal Gold (RGLD) is currently outperforming its Basic Materials peers with a year-to-date performance increase of 27.6%, compared to the sector average gain of 12.5% [4] - The Zacks Rank for Royal Gold is 1 (Strong Buy), indicating strong analyst sentiment and an improving earnings outlook, with a consensus estimate for full-year earnings moving 11.9% higher in the past quarter [3] - Royal Gold belongs to the Mining - Gold industry, which has an average year-to-date gain of 56.2%, indicating that RGLD is slightly underperforming its industry [6] Group 2 - B2Gold (BTG) is another stock in the Basic Materials sector that has outperformed, with a year-to-date increase of 50.8% and a Zacks Rank of 2 (Buy) [4][5] - The consensus EPS estimate for B2Gold has increased by 35.1% over the past three months, reflecting positive analyst sentiment [5] - Investors in the Basic Materials sector are encouraged to monitor both Royal Gold and B2Gold for their continued strong performance [7]

Group 1 - B2Gold is a Canadian gold mining company with significant operations in Mali, The Philippines, Namibia, and Canada, expecting to produce approximately 1 million ounces of gold in 2025 at an All-In Sustaining Cost (AISC) of $1,460 - $1,520 per ounce [1] - The company has a strong focus on value investing and has researched over 1,000 companies across various sectors, including commodities and technology [1] Group 2 - The article does not provide any specific financial performance metrics or forecasts beyond the production and cost estimates for 2025 [1]

Group 1 - B2Gold Corp. announced the first gold pour at its Goose Mine, marking a significant advancement in its global portfolio with high-quality assets [1] - The Goose Mine, located in Nunavut, Canada, is B2Gold's fourth producing mine and its first operating asset in Canada [2] - Ore processing at the Goose Mine commenced on June 24, 2025, with the mill operating at approximately 50% of its nameplate capacity, aiming for full capacity by Q3 2025 [3] Group 2 - B2Gold projects gold production of 120,000 to 150,000 ounces for 2025, with an average annual production of 300,000 ounces expected from 2026 to 2031 [3] - The company has allocated $32 million of its $61 million corporate exploration budget for 2025 to the Back River Gold District, indicating significant exploration potential [4] Group 3 - In Q1 2025, B2Gold reported adjusted earnings per share of 9 cents, surpassing the Zacks Consensus Estimate of 8 cents, with revenues of $532 million compared to $461 million in the prior year [5] - Consolidated gold production for the March-end quarter was 192,752 ounces, a decrease of 10.1% year over year, but higher than the company's expectations [5] Group 4 - B2Gold's stock has increased by 39.4% over the past year, while the industry has seen a growth of 49.9% [6]

Core Insights - Aris Mining Corporation (ARMN) and B2Gold Corp. (BTG) are both international gold mining companies with operations in the Americas, focusing on emerging markets [1] - Gold prices have increased approximately 26% this year, reaching a peak of $3,500 per ounce in April 2025, driven by geopolitical tensions and central bank purchases [2] - Both companies are positioned to benefit from the favorable gold price environment, but they face challenges from rising costs [24] Aris Mining Highlights - Aris Mining has shown an 8% year-over-year increase in gold production for Q1, aiming for a full-year production guidance of 230,000 to 275,000 ounces [4][8] - The Segovia Operations in Colombia are crucial for production growth, with expansion projects expected to increase production rates significantly in the second half of 2025 [5] - The company has a strong balance sheet with a cash balance of $240 million and generated $40 million in cash flow in Q1, supporting its growth initiatives [7] - However, Aris Mining's all-in-sustaining costs (AISC) increased to $1,570 per ounce, indicating a decline in cost efficiency [8][9] B2Gold Highlights - B2Gold is on track to produce between 970,000 and 1,075,000 ounces of gold in 2025, benefiting from new projects like the Goose Project and the Gramalote Project [12][13] - The company has a solid financial position with cash and cash equivalents of $330 million and a low long-term debt-to-capitalization ratio of 11.4% [14] - B2Gold offers a dividend yield of 2.2% and has a payout ratio of 44%, indicating a commitment to returning value to shareholders [14] - The company's AISC rose to $1,533 per ounce, reflecting cost inflation pressures across its operations [15] Stock Performance and Valuation - Year-to-date, Aris Mining's stock has increased by 89.1%, while B2Gold's stock has risen by 45.9%, compared to the Zacks Mining – Gold industry's increase of 56.6% [16] - Aris Mining is trading at a forward 12-month earnings multiple of 4.44, which is a 67.2% discount to the industry average of 13.52X [19] - B2Gold is trading at a forward earnings multiple of 7.15, which is below the industry average but at a premium to Aris Mining [20] Earnings Growth Estimates - The Zacks Consensus Estimate for Aris Mining's 2025 sales and EPS indicates a year-over-year growth of 55.7% and 226.5%, respectively [21] - B2Gold's 2025 sales and EPS estimates imply year-over-year growth of 56.2% and 231.3%, respectively [22]

Core Insights - B2Gold Corp. (BTG) reached a new 52-week high of $3.83, closing at $3.77, driven by rising gold prices and strong Q1 financial results [1][10] - The company has a market capitalization of $5 billion and holds a Zacks Rank 3 (Hold) [1] Financial Performance - B2Gold reported adjusted earnings per share (EPS) of 9 cents for Q1 2025, exceeding the Zacks Consensus Estimate of 8 cents, marking a 50% year-over-year improvement [2] - Revenues for Q1 2025 were $532 million, up from $461 million in the same quarter last year [2] Production Outlook - Consolidated gold production for the March-end quarter was 192,752 ounces, a decrease of 10.1% year-over-year, but above the company's expectations [3] - B2Gold anticipates recovering lost production at Fekola in 2025 and expects a significant increase in gold production due to higher-grade ore from Fekola underground in the latter half of 2025 [3] Production Targets - The company is on track to meet total gold production expectations of 970,000-1,075,000 ounces for 2025, compared to 804,778 ounces in 2024 [4] - The Goose Project is expected to pour first gold in Q2 2025 and reach commercial production in Q3 2025, contributing 120,000-150,000 ounces of gold in 2025 [4] Strategic Initiatives - B2Gold's ongoing strategy focuses on maximizing profitable mine production, advancing development and exploration projects, and evaluating additional opportunities [5] - The company completed the 2024 Winter Ice Road campaign, facilitating the construction of the Goose Project [5] Regulatory Developments - In 2024, B2Gold reached an agreement with the Mali government regarding ownership and earnings distribution of the Fekola gold mining complex, with expedited permit issuance for Fekola Regional and underground exploitation [6] Market Conditions - Gold prices are rising due to geopolitical tensions, a depreciating U.S. dollar, potential monetary policy easing, central bank purchases, and tariff conditions [7] - Gold prices surpassed $3,500 per ounce for the first time in April 2025, nearing a record high of around $3,420 [8] Stock Performance - B2Gold's shares have decreased by 54.8% over the past year, contrasting with the industry's growth of 64.5% [9]