Company Overview - Coeur Mining (CDE) shares increased by 7% to close at $17.42, with trading volume significantly higher than usual, reflecting a 39.5% gain over the past four weeks [1][2] Market Conditions - The rise in Coeur Mining's shares is attributed to record-high gold and silver prices, driven by expectations of further U.S. Federal Reserve rate cuts, including a recent 25 basis point reduction [2] - Year-to-date, gold prices have risen by 40.4%, supported by safe-haven buying amid geopolitical tensions and strong central bank purchases, while silver demand is bolstered by industries such as solar, electric vehicles, and electronics [2] Company Performance - Coeur Mining's recent drilling results from its Las Chispas and Kensington mines indicate some of the highest grades, with expected quarterly earnings of $0.22 per share, representing an 83.3% year-over-year increase [3] - Revenue is projected to be $511.2 million, reflecting a 63.1% increase from the same quarter last year [3] Earnings Estimates - The consensus EPS estimate for Coeur Mining has been revised 4.7% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [5] - The company is currently ranked 3 (Hold) by Zacks, while another company in the same industry, United States Antimony Corporation, has a Zacks Rank of 4 (Sell) [6][7]

Core Insights - Three gold mining stocks have significantly improved their quality rankings, coinciding with gold prices reaching new highs this week [1][7] - These stocks have entered the top 10% bracket for quality, indicating their operational efficiency and financial health compared to industry peers [1][3] Quality Ranking Explanation - The quality metric used is a composite score analyzing a company's operational efficiency and financial health, based on historical profitability and fundamental strength indicators [2] - This score is expressed as a percentile, showing how a company measures up against its sector peers [2] Performance of Gold Mining Stocks - Anglogold Ashanti PLC (AU) saw its quality percentile rise from 88.68 to 91.44, a gain of 2.76 points, with a year-to-date stock gain of 165.08% and 136.60% over the year [8] - Coeur Mining Inc. (CDE) jumped from 89.21 to 91.71, posting a week-on-week boost of 2.5 percentile points, with a year-to-date increase of 158.06% and 137.04% over the year [8] - New Gold Inc. (NGD) climbed from 89.18 to 90.07, with a positive change of 0.89 percentile points, achieving a year-to-date increase of 146.56% and 116.05% over the year [8] Market Context - Gold prices have surged, with the Gold Spot price rising 0.25% to around $3,669.12 per ounce, marking a 19.93% increase over the last six months and 42.16% over the year [9] - The recent price movements have prompted increased scrutiny and interest in leading gold miners, with investors focusing on quality as a differentiator [7]

Core Insights - Alluvial Gold Research provides detailed analysis on undervalued mining companies, focusing on those with upcoming catalysts that could enhance portfolio performance [1] Group 1 - The research aims to assist investors in identifying the most undervalued miners [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts [1]

Group 1 - The company is responsible for the development of transcript-related projects [1] - The company publishes thousands of quarterly earnings calls per quarter [1] - The company is continuing to grow and expand its coverage [1]

Core Insights - Coeur Mining (NYSE: CDE) is shifting its focus from being primarily a silver miner to producing a mix of gold and silver, reflecting a broader trend in the mining industry [1] Company Overview - Coeur Mining is adapting its production strategy to include both gold and silver, which may enhance its market position and revenue potential [1] Industry Trends - The trend of diversifying production from silver to include gold is becoming increasingly common in the mining sector, indicating a strategic shift among companies to optimize their resource portfolios [1]

Core Insights - Coeur Mining, Inc. (NYSE:CDE) is recognized as one of the top silver mining stocks to invest in according to hedge funds [1][2] - Roth Capital has upgraded Coeur Mining's price target from $12 to $13 while maintaining a Buy rating, following better-than-expected Q2 2025 results [1][2] - The company's Q2 performance exceeded projections, showcasing strong operational momentum and reinforcing its balance sheet, which is expected to facilitate production expansion in the latter half of the year [1][2] Financial Performance - Coeur Mining reported a strong Q2 2025, with results surpassing Roth Capital's expectations, indicating consistent operational momentum [2] - The financial achievements have bolstered the company's balance sheet, enhancing investor confidence and financial flexibility [2] - Additional production improvements are anticipated in H2 2025, positioning the company for sustained growth [2]

Core Viewpoint - Coeur Mining, Inc. will present at the Mining Forum Americas investment conference on September 15, 2025, at 1:00 p.m. Mountain Time [1] Company Information - Coeur Mining, Inc. is a U.S.-based company that is well-diversified in the mining sector [1]

Group 1 - The gold sector experienced a significant rise, with spot gold surpassing $3,560, marking a new historical high [1] - Notable stock performances include Harmony Gold (HMY.US) up over 7%, Royal Gold (RGLD.US) up 0.34%, Coeur Mining (CDE.US) up over 3%, New Gold (NGD.US) up over 1%, DRDGOLD (DRD.US) up over 5%, and Kinross Gold (KGC.US) up over 2% [1] - According to Tavi Costa from Crescat Capital, foreign central bank gold holdings have exceeded U.S. Treasury holdings for the first time since 1996 as gold prices reach record levels [1]

Core Insights - Gold prices have reached a new all-time high, surpassing $3,500 per ounce, which has led to a significant increase in pre-market trading for gold stocks in the U.S. [1] - Silver prices have also surged, reaching $40.86 per ounce, marking a fourteen-year high [1] - Concerns regarding the overall strength of U.S. institutions, in addition to the Federal Reserve's actions, are driving increased demand for gold as a safe-haven asset [1] Company Performance - Harmony Gold (HIMY) saw a pre-market increase of over 7%, with a latest price of $13.280 and a daily increase of 5.31% [1] - Coeur Mining (CDE) experienced a pre-market rise of 4.5%, with a latest price of $13.150 and a daily increase of 4.70% [1] - New Gold (NGD) and DRDGOLD both rose over 3% in pre-market trading, with New Gold's latest price at $5.900 and a daily increase of 3.87% [1] - Other notable performers include Galiano Gold (GAU) with a pre-market increase of 3.69% and Equinox Gold (EQX) with a 3.20% rise [1]

Industry Overview - The Zacks Mining - Non Ferrous industry faces challenges due to metal price volatility, weak demand, and tariff uncertainties, alongside inflated costs, labor shortages, and supply-chain issues [1][4][5] - Despite these challenges, demand for non-ferrous metals is expected to be supported by the energy-transition trend, which may buoy the industry [1][6] Key Companies to Watch - Southern Copper Corporation (SCCO) is positioned for growth with significant copper reserves and ongoing investments exceeding $10.3 billion in Peru and $10.2 billion in Mexico [2][16] - Freeport-McMoRan Inc. (FCX) is expanding reserves and implementing new technologies, targeting an annual run rate of 300 million pounds of copper by year-end, with plans to increase to 800 million pounds in 3-5 years [2][21] - First Quantum Minerals (FQVLF) has received government approval for its Cobre Panamá mine and expects to achieve production targets of 160,000-190,000 tons of copper in 2025 [2][24] - Coeur Mining (CDE) has enhanced its position in the silver market through the acquisition of SilverCrest Metals, reporting a 79% year-over-year increase in silver production [2][28] - Centrus Energy (LEU) is pioneering High-Assay, Low-Enriched Uranium (HALEU) production, with a solid backlog of $3.6 billion in contracts and plans to expand production capacity [2][31] Market Performance - The Zacks Mining - Non Ferrous industry has underperformed compared to the Zacks Basic Materials sector and the S&P 500, with a collective loss of 7.5% over the past year [9] - The industry's current trailing 12-month EV/EBITDA ratio is 9.48X, significantly lower than the S&P 500's 17.81X and the Basic Materials sector's 13.85X [12] Future Outlook - The demand for non-ferrous metals is expected to remain high, driven by sectors such as transportation, construction, and renewable energy, particularly for metals like copper and nickel [6] - The industry is facing a potential future deficit in metal supply due to depleting resources and declining production from old mines, which may eventually bolster metal prices [4][6]