I came into Coeur Mining, Inc. ( CDE ) still thinking of the Rochester turnaround story. Well, I believe that's outdated now. And this is because the company has already finished the Rochester expansion in 2024. ItMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is ...

Coeur Mining (NYSE:CDE) Conference February 24, 2026 08:00 AM ET Company ParticipantsMitch Krebs - CEONone - Company RepresentativeConference Call ParticipantsNone - AnalystModeratorAll right. Good morning, everyone. We'll kick things off here in our silver sessions this morning. Our first presenter is Coeur Mining. I do have to let you know that we are restricted on Coeur Mining at BMO Capital Markets. Coeur Mining is a diversified North America-focused precious metals producer, and we're joined today by C ...

Core Insights - Coeur Mining, Inc. (CDE) experienced a significant increase in free cash flow in Q4 2025, rising 66% sequentially to a record $313 million, driven by higher gold and silver prices of $3,184 and $40.01 respectively [1][9] Group 1: Operational Performance - Higher production volumes and improved cost discipline, particularly at the Palmarejo mine in Mexico, Rochester in Nevada, and Kensington in Alaska, enhanced overall operating performance [2] - Operational stabilization and successful ramp-up at Rochester contributed to increased throughput rates and improved margin realization, significantly aiding cash flow growth [2] Group 2: Financial Strength - The surge in cash generation strengthened CDE's balance sheet, allowing for meaningful debt reduction, enhanced liquidity, and greater financial flexibility [3] - Sustained free cash flow at these levels could support further deleveraging, opportunistic growth investments, and enhanced shareholder returns [3] Group 3: Peer Comparison - Kinross Gold Corporation (KGC) reported attributable free cash flow of $769.4 million in Q4 2025, a 77% year-over-year increase, driven by stronger operating cash flow and a higher realized gold price of $4,144 [4] - IAMGOLD Corporation (IAG) achieved record mine-site free cash flow of $626.6 million in Q4 2025, a 701.3% year-over-year increase, supported by a higher realized gold price of $4,191 and strong operational performance [6][7] Group 4: Market Performance - CDE shares increased by 340.7% over the past year, outperforming the industry average rise of 85.3% [8] - CDE is currently trading at a forward 12-month price-to-sales ratio of 5.75X, above the industry average of 4.96X, and has a Value Score of D [11]

Coeur Mining, Inc. (NYSE:CDE) is a leading mining company with a focus on gold and silver production.Canaccord Genuity set a price target of $26 for CDE, indicating an anticipated price increase of approximately 8.06%.The company's market capitalization is approximately $15.45 billion, showcasing its significant presence in the mining sector.Coeur Mining, Inc. (NYSE:CDE) stands out in the mining industry for its exploration and production of precious metals such as gold and silver. Operating several mines a ...

Unite Group ( UTGPF ) is a UK-listed REIT that is the largest provider of Purpose Built Student Accommodation (PBSA) in the country. Its shares have declined by around 29% in the last 12 months, and I believe that thisThe Stock Orchard is a former buy-side equity analyst and portfolio manager with over 15 years of US stock market investing experience. Picks are usually long-only with no style bias. Areas of particular interest are varied and include 'value with a catalyst', steady compounders and potential ...

Industry Overview - The Zacks Mining - Non Ferrous industry is experiencing promising prospects due to rising metal prices and increasing demand for non-ferrous metals, particularly driven by the energy-transition trend [1][4] - The industry includes companies producing metals such as copper, gold, silver, cobalt, molybdenum, zinc, aluminum, and uranium, which are essential across various sectors [3] Market Dynamics - Silver prices surged by 170% in 2025, with an 8.6% increase so far this year, while gold prices are near $5,000 per ounce, reflecting a 15.3% gain this year [4] - Copper futures have risen by 24.2% over the past year, driven by high demand and expectations of tightening global supply [4] - Uranium prices recently retreated to $92 per pound after reaching a two-year high of $101.50, indicating fluctuations in supply expectations [4] Demand Drivers - The demand for non-ferrous metals is expected to remain high, particularly due to their applications in transportation, construction, and renewable energy sectors [6] - The U.S. Infrastructure Investment and Jobs Act is anticipated to drive significant demand for non-ferrous metals as infrastructure upgrades and green policies are implemented [6] Company Highlights - **Coeur Mining**: Revenues nearly doubled to $2.1 billion in 2025, with net income surging to $586 million. The company is set to acquire New Gold, creating a major North American mining entity [15] - **Southern Copper Corporation**: Reported record net sales of $13.4 billion in 2025, with plans to increase copper production to 1.6 million tons by 2033, supported by a $20.5 billion investment over the next decade [19] - **Freeport-McMoRan**: Positioned for growth with high-quality copper assets and ongoing expansions at existing operations, including a significant project in Peru [22] - **Lundin Mining**: Increased its copper mineral resources by 37% and forecasts strong production figures for 2026, aiming to become a top-ten global copper producer [24] Financial Performance - The Zacks Mining - Non Ferrous industry has outperformed the Zacks Basic Materials sector with a collective gain of 77.9% over the past year, compared to the sector's 43% [9] - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 16.95X, slightly below the S&P 500's 17.80X [10] Future Outlook - The Zacks Industry Rank for the Mining - Non Ferrous industry is 74, placing it in the top 30% of 243 Zacks industries, indicating strong near-term prospects [7]

On the exploration front, and our year-end reserves and resources that we issued yesterday, it is really gratifying to see the success of our sustained exploration investments and how they continue to drive up our overall ROIC and extend our mine lives, which Slide 16 does a good job of highlighting. The Wharf reserve and inferred resource increases and the near doubling of its mine life to 12 years was especially eye-popping, and the Palmarejo results that drove a five-year extension to its mine life were ...

Core Insights - Coeur Mining's stock increased by 7.7% after reporting Q4 earnings that exceeded analyst expectations, with earnings of $0.34 per share and sales of $678.8 million compared to forecasts of $0.32 per share and $617.1 million in sales [1][2] Financial Performance - Revenue from gold sales constituted 63% of Coeur's Q4 sales, while silver sales made up the remainder, with quarterly sales increasing by 121% [2] - For the full year, Coeur achieved revenue of $2.1 billion, marking a 96% year-over-year increase [2] - GAAP profit for Q4 was $0.29 per share, a 93% increase year-over-year, and full-year profit reached $0.95 per share, up 533% [3] Production Outlook - Coeur plans to produce between 390,000 and 460,000 ounces of gold in 2026, representing a production growth of approximately 1.4% at the midpoint, and between 18.2 million and 21.3 million ounces of silver, with production expected to increase by more than 10% [4] - The company's profit expectations for 2026 will largely depend on market prices for gold and silver rather than production growth alone [5]

Coeur Mining (NYSE:CDE) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Company ParticipantsAoife McGrath - SVP of ExplorationBrian MacArthur - Managing DirectorJosh Wolfson - Managing Director and Head of Global Mining ResearchMick Routledge - EVP and COOMitchell Krebs - President and CEOTom Whelan - CFOWayne Lam - Director of Mining ResearchConference Call ParticipantsJoseph Reagor - Managing Director and Senior Research AnalystOperatorGood day, and welcome to the Coeur Mining fourth quarter 2025 fina ...

Coeur Mining (NYSE:CDE) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Company ParticipantsAoife McGrath - SVP of ExplorationBrian MacArthur - Managing DirectorJosh Wolfson - Managing Director and Head of Global Mining ResearchMick Routledge - EVP and COOMitchell Krebs - President and CEOTom Whelan - CFOWayne Lam - Director of Mining ResearchConference Call ParticipantsJoseph Reagor - Managing Director and Senior Research AnalystOperatorGood day, and welcome to the Coeur Mining fourth quarter 2025 fina ...