Company Overview - Coeur Mining, Inc. is a U.S.-based, well-diversified, growing precious metals producer with five wholly-owned operations including the Las Chispas silver-gold mine in Sonora, Mexico, the Palmarejo gold-silver complex in Chihuahua, Mexico, the Rochester silver-gold mine in Nevada, the Kensington gold mine in Alaska, and the Wharf gold mine in South Dakota [1][1][1] - The company also wholly-owns the Silvertip polymetallic critical minerals exploration project in British Columbia [1] Upcoming Events - The Chairman, President, and CEO of Coeur, Mitchell J. Krebs, will present at the BMO Capital Markets Global Metals, Mining & Critical Minerals Conference on February 24, 2026, at 7:00 a.m. Central Time [1][1] - Presentation materials will be available on the company's website, and a webcast of the presentation will be accessible through a provided link [1][1] - Additionally, Krebs will present at TD Cowen's 17th Annual Global Mining Conference on January 29, 2026, at 2:20 p.m. Eastern Time [1][1] Financial Reporting - Coeur Mining will report its fourth quarter and full-year 2025 operational and financial results after the New York Stock Exchange closes on February 18, 2026 [1][1] - A conference call to discuss these results will be hosted on February 19, 2026, at 11:00 a.m. Eastern Time [1][1] Exploration Update - Coeur provided an update on its 2025 exploration program at the Palmarejo gold-silver complex, marking its largest exploration campaign since 2012 with approximately 68,000 meters of diamond drilling across a 300 km² land package, of which only 3% has been explored to date [1][1]

Group 1: Stock Performance - Coeur Mining stock has shown volatility, rising significantly last week and into Monday, but experiencing fluctuations throughout the week, including a 7.1% increase today [1] - The stock's performance is closely tied to gold and silver prices, which have seen recent increases [5][6] Group 2: Commodity Prices - Gold prices reached an all-time high of $5,419.80 per ounce on January 28, then fell to nearly $4,500 in early February, before fluctuating around the $5,000 mark, currently at $5,015 per ounce [5] - Silver prices peaked at $116.58 per ounce on January 28, dropped to $66, and are now approaching $78 after a modest increase of 0.7% today [6] Group 3: Financial Outlook - Analysts at RBC Capital have raised Coeur's price target to $26, citing the company's acquisition of New Gold and strong near-term free cash flow [7] - Coeur Mining has generated nearly $370 million in free cash flow over the last 12 months, supporting 90% of its reported $409 million in net earnings, with expectations of over $2.3 billion in free cash flow this year [7]

Core Insights - Coeur Mining, Inc. (CDE) is expected to report fourth-quarter 2025 results on February 18, with anticipated earnings of 42 cents per share, reflecting a 282% year-over-year increase [1][2][8] - The company's performance is driven by operational momentum from the Las Chispas and Rochester mines, disciplined cost control, and higher realized gold and silver prices [1][8] Earnings Expectations - The Zacks Consensus Estimate for fourth-quarter earnings has increased over the past 30 days, with the current estimate at 42 cents per share [2] - CDE has beaten the Zacks Consensus Estimate for earnings in two of the last four quarters, with an average earnings surprise of approximately 107% [4] Operational Performance - CDE's production is expected to benefit from record output across key assets, including Las Chispas, Palmarejo, Rochester, Kensington, and Wharf, contributing to robust volumes of gold and silver [10] - The company has implemented several operational improvements, such as smoother mine sequencing and better mill throughput, which are likely to enhance margins and cash flow [11][12] Financial Metrics - CDE's adjusted costs applicable to sales were reported at $1,215 per ounce for gold and $14.95 per ounce for silver, supporting healthy spreads relative to realized prices [12] - The company is currently trading at a forward 12-month sales multiple of 5.00, which is approximately a 6% discount compared to the industry average of 5.03X [17] Stock Performance - CDE's shares have increased by 216.8% over the past year, significantly outperforming the Zacks Mining – Non Ferrous industry's increase of 76.6% and the S&P 500's rise of 14% [14] - The stock's performance is also favorable compared to peers such as Lundin Mining Corporation, Southern Copper Corporation, and Freeport-McMoRan, which have seen increases of 196.5%, 103.4%, and 57.2%, respectively [14] Investment Thesis - Coeur Mining is positioned for stronger earnings momentum in Q4 2025 due to consistent production, higher precious metal prices, and improved operational efficiency [20][22] - The successful ramp-up of key projects and improved scale efficiencies are expected to lower unit costs and expand margins, enhancing financial flexibility [22]

Core Insights - Coeur Mining (CDE) is positioned for rapid growth in 2026 due to the successful completion of an acquisition [1] Company Overview - Coeur Mining is highlighted as an interesting player in the gold mining sector [1] - The company is expected to leverage its acquisition to enhance its market position and growth potential [1]

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Core Insights - Coeur Mining, Inc. (CDE) is trading at a forward 12-month price-to-sales multiple of 5.5X, which is above the industry average of 5.13X [1] - CDE has experienced a significant stock price increase of 229.9% over the past year, outperforming the Zacks Mining-Non Ferrous industry's increase of 94.3% and the S&P 500's rise of 17.4% [3] Financial Performance - In Q3 2025, CDE's revenue rose by 77% to $555 million, driven by balanced output across five North American mines [6][11] - The company generated $237.7 million in operating cash flow during Q3, more than doubling its cash on hand to $266.3 million and reducing net leverage to 0.1X [12][13] - CDE repaid over $228 million of debt in the first nine months of 2025, bringing total debt down to $363.5 million [13] Operational Highlights - CDE's diversified North American portfolio includes five mines, with revenue contributions of approximately 23% from Palmarejo, 22% from Kensington, 20% from Rochester, 18% from Wharf, and 17% from Las Chispas [10][11] - The company is executing a significant exploration program with a commitment of $67-$77 million aimed at extending mine lives and improving grades [17] Growth Drivers - The Rochester silver-gold mine is a key growth engine, with recent expansions increasing throughput capacity [15] - The acquisition of Las Chispas has added a high-grade, low-cost asset to CDE's portfolio, enhancing production and cash flow [16] Earnings Estimates - The Zacks Consensus Estimate for CDE's fiscal 2025 earnings is currently at 91 cents per share, indicating a year-over-year growth of 406% [20] - For 2026, the estimate is pegged at $1.89 per share, reflecting a year-over-year increase of 107.14% [20] Investment Outlook - CDE's strong revenue growth, solid cash generation, and improved balance sheet position it as a favorable investment opportunity for those seeking exposure to precious metals [21]

Market Performance - US stock market closed higher with technology stocks leading the gains, as the Dow Jones Industrial Average reached a new all-time high [1][16] - The Dow Jones increased by 20.20 points, or 0.04%, closing at 50,135.87 points; the Nasdaq rose by 207.46 points, or 0.90%, to 23,238.67 points; and the S&P 500 gained 32.51 points, or 0.47%, ending at 6,964.82 points [3][18] Technology Sector - Major technology stocks saw significant increases, with Microsoft rising over 3%, Nvidia and Facebook up more than 2%, and Tesla increasing by over 1% [7][22] - Alphabet Inc. plans to issue $20 billion in bonds, exceeding previous expectations of $15 billion, and will also issue bonds in Switzerland and the UK for the first time [9][23] - The bond issuance attracted over $100 billion in subscriptions, marking one of the strongest demand cases in corporate bond issuance history [9][24] - Microsoft, Amazon, Meta, Oracle, and Alphabet are planning to invest over $600 billion in capital expenditures by 2026 [9][24] Commodities - Oil prices increased, with Brent crude oil futures rising by $0.99, or 1.45%, to $69.04 per barrel, and West Texas Intermediate (WTI) crude oil futures up by $0.81, or 1.27%, to $64.36 per barrel [11][26] - Gold prices rebounded above $5,000, with spot gold rising by 2.01% to $5,064.10 per ounce, and COMEX gold futures increasing by 2.04% to $5,081.50 per ounce [11][26] - Gold mining stocks performed strongly, with significant gains for companies such as Coeur Mining, Pan American Silver, and Kinross Gold [11][27] Space Industry - SpaceX, led by Elon Musk, is shifting its focus to building a "self-sustaining city" on the Moon, aiming for completion within a decade, while still planning to establish a city on Mars in the future [29][30] - SpaceX's acquisition of AI company xAI is expected to support its plans for establishing data centers in space, with a potential IPO in June 2024 aiming to raise up to $50 billion [30]

Group 1: Company Performance - Coeur Mining's stock increased by 7.2% as of 2:30 p.m. ET on Monday, recovering from a period of stagnation and trading below its January highs [1] - If Coeur maintains its current gains, it will return to trading levels seen a couple of weeks ago on January 21 [1] - Coeur Mining produces gold, silver, zinc, and lead, and its stock price is positively correlated with the rising prices of gold and silver [4] Group 2: Market Trends - Gold prices experienced a significant sell-off after reaching an all-time high of $5,419.80 per ounce on January 28, but have recently surpassed the psychological barrier of $5,000, gaining approximately 2.3% to approach $5,080 per ounce [3] - Silver prices have shown even stronger performance, increasing by 7.3% to close in on $83.50 per ounce [3] Group 3: Future Earnings Potential - Coeur Mining's stock is currently priced near 30 times trailing earnings, with projections indicating that 2025 earnings could be quadruple those of 2024, and analysts expect profits to double again in 2026 [5] - The stock is trading at about 13 times this year's estimated earnings, suggesting potential for further growth as gold prices continue to rise [5]

Earnings Overview - More than half of the S&P 500 companies have reported Q4 earnings, with 79% of the 293 companies beating expectations [1] - S&P earnings growth is projected to increase by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [1] - Excluding the Magnificent Seven technology stocks, Q4 earnings are expected to rise by +4.6% [1] Economic Indicators - The Q4 employment cost index is expected to rise by 0.8% [2] - December retail sales are anticipated to increase by +0.4% month-over-month [2] - January nonfarm payrolls are expected to rise by +69,000, with the unemployment rate remaining at 4.4% [2] - January average hourly earnings are projected to increase by +0.3% month-over-month and +3.7% year-over-year [2] - Initial weekly unemployment claims are expected to decrease by -7,000 to 224,000 [2] - January CPI is expected to rise by +2.5% year-over-year [2] Market Movements - The S&P 500 Index is up +0.46%, the Dow Jones is up +0.09%, and the Nasdaq 100 is up +0.61% [6] - Overseas markets are also showing positive movements, with the Euro Stoxx 50 up +0.66% and Japan's Nikkei Stock 225 up +3.89% [7] Sector Performance - Chip makers and AI-infrastructure stocks have rebounded, with Nvidia up more than +3% and AMD, Broadcom, and Western Digital up more than +2% [12] - Mining stocks are performing well, with gold prices up more than +1% and silver prices up more than +6% [13] - AppLovin is up more than +13% after positive client performance news [13] - Oracle is up more than +9% following an upgrade to buy from neutral [14] Company-Specific News - Dynatrace reported Q3 revenue of $515.5 million, exceeding consensus estimates, and raised its full-year revenue forecast [15] - Kyndryl Holdings is down more than -54% after reporting lower-than-expected Q3 revenue and cutting its profit estimate [16] - Hims & Hers Health is down more than -23% after halting sales of a new product [17] - Monday.com is down more than -21% after forecasting lower Q4 revenue [17]

Core Viewpoint - Ascentage Pharma has received investigational new drug (IND) application clearance for its novel BTK-targeted protein degrader, APG-3288, from the China Center for Drug Evaluation (CDE), following similar clearance from the U.S. FDA, marking a significant milestone in its clinical development for patients with relapsed/refractory hematologic malignancies [1][6]. Group 1: Drug Development and Clinical Trials - APG-3288 is set to enter a multicenter, open-label Phase I study to evaluate its safety, tolerability, pharmacokinetic profile, and preliminary efficacy in patients with relapsed/refractory hematologic malignancies [2]. - The IND clearance for APG-3288 enhances Ascentage Pharma's pipeline in hematologic malignancies, complementing existing products like Olverembatinib and Lisaftoclax, which have already been approved in China [5]. Group 2: Mechanism of Action and Innovation - APG-3288 utilizes Ascentage Pharma's proprietary PROTAC technology to induce the degradation of BTK, overcoming resistance associated with conventional BTK inhibitors by blocking the BCR-BTK signaling axis at its source [4]. - The drug is designed to provide a novel therapeutic strategy by inducing rapid and sustained degradation of both wild-type BTK and multiple BTK mutants, addressing the urgent clinical need for new treatment options in B-cell malignancies [3][4]. Group 3: Company Background and Strategy - Ascentage Pharma is a global biopharmaceutical company focused on developing innovative therapies for cancer, with a strong presence in hematologic malignancies and a diverse pipeline of drug candidates [8]. - The company has established partnerships with leading biotechnology and pharmaceutical firms, enhancing its research and development capabilities and expanding its global reach [11].