Group 1 - Franco-Nevada (FNV) has returned 43.1% year-to-date, significantly outperforming the Basic Materials sector, which has returned an average of 6.8% [4] - The Zacks Consensus Estimate for FNV's full-year earnings has increased by 11.6% over the past 90 days, indicating improved analyst sentiment [4] - Franco-Nevada holds a Zacks Rank of 1 (Strong Buy), suggesting a favorable outlook for the stock [3] Group 2 - Franco-Nevada is part of the Mining - Gold industry, which consists of 39 companies and is currently ranked 14 in the Zacks Industry Rank [6] - The Mining - Gold industry has an average year-to-date return of 46.4%, indicating that FNV is slightly underperforming its industry [6] - Coeur Mining (CDE), another stock in the Basic Materials sector, has returned 42.3% year-to-date and has a Zacks Rank of 2 (Buy) [5]

From a technical perspective, Coeur Mining, Inc. (CDE) is looking like an interesting pick, as it just reached a key level of support. CDE's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common mo ...

Core Insights - Silver North Resources Ltd. has reported successful results from the 2024 drilling campaign at the Tim Project, confirming the presence of a Carbonate Replacement Deposit (CRD) style system [2][6] - Coeur Silvertip Holdings, Ltd. is executing and funding the exploration under an option agreement, which allows Coeur to earn an initial 51% interest in the Tim Project, potentially increasing to 80% [1][8] - The best drill intercept from the 2024 program returned 3.39 meters of 52.8 g/t silver, 0.28 g/t gold, 0.11% lead, and 0.27% zinc [2][5] Exploration Details - The 2024 drilling program involved 2,250 meters of drilling across six holes, primarily targeting the Wolf Fault [3][6] - The program confirmed the presence of permissive host rocks, including the Rosella Formation Limestones, which are conducive to deposit formation [2][6] - Coeur plans to conduct follow-up drilling based on the 2024 drilling and geophysical data to identify potentially productive areas within the Tim CRD system [3][8] Financial and Operational Terms - Coeur is required to complete a minimum of $3.55 million in exploration expenditures and make cash payments totaling $275,000 to Silver North by December 31, 2026, to earn the initial 51% interest [8] - Coeur can increase its interest to 80% by making additional cash payments of $100,000 per year in 2027 and 2028, completing a positive feasibility study, and notifying Silver North of its intention to develop a mine by December 16, 2028 [8] Notable Drill Results - Five out of six holes successfully tested the Wolf Fault or its splays, with intersections ranging from approximately 0.5 to over 6.0 meters, showing anomalous silver, lead, zinc, and pathfinder elements [5][6] - TIM24-Pad01-001 intersected a massive pyrrhotite interval with blebs of scheelite and anomalous results for silver, gold, lead, zinc, bismuth, tellurium, and tungsten [5][6] Company Overview - Silver North's primary assets include the 100% owned Haldane Silver Project and the Tim Project, which is under option to Coeur Mining, Inc. [10] - The company is listed on the TSX Venture Exchange under the symbol "SNAG" and trades on the OTCQB market in the United States under the symbol "TARSF" [11]

Coeur Mining (CDE) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a cha ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

Investors might want to bet on Coeur Mining (CDE) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this silver mining company, should get reflected in its stock price. After all, empirical research shows a strong correlation be ...

Financial Data and Key Metrics Changes - The company reported revenue of $360 million, adjusted EBITDA of $149 million, net income of $33 million, and free cash flow of $18 million for the first quarter [19][18] - Adjusted EBITDA margin increased to 41%, essentially doubling from the prior year [19] - The company eliminated nearly $130 million of debt and metal prepay facilities during the quarter, positioning itself for further debt reductions [4][24] Business Line Data and Key Metrics Changes - Las Chispas produced 714,000 ounces of silver and over 7,000 ounces of gold during the partial quarter, with cash costs per ounce for gold and silver at $744 and $8.38 respectively [9][10] - Palmarejo saw gold production up 2% and silver production up 9% compared to the previous quarter, driven by productivity improvements [10] - Kensington's gold production increased by 6% compared to the first quarter of the previous year, indicating a return to positive free cash flow [11] Market Data and Key Metrics Changes - The company anticipates generating average free cash flow of $75 million to $100 million per quarter for the remainder of 2025 based on updated forecast pricing of $2,900 for gold and $32 for silver [20] - The average realized gold price was 41% higher than the same quarter last year, while the average realized silver price was 36% higher [36] Company Strategy and Development Direction - The company is focused on generating per share value for shareholders while strengthening the balance sheet and reinvesting in business opportunities [6] - The integration of Las Chispas is proceeding smoothly, with a focus on maintaining a steady mine life and exploring nearby areas [5][13] - The company aims to achieve a net debt to EBITDA ratio close to zero by the end of the year [4][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year guidance and highlighted the positive changes in the company's financial health [4][24] - The company is committed to a predictable operational model moving forward, focusing on delivering strong cash flows [18][48] - Management acknowledged the importance of maintaining a strong safety culture, having been recognized as the safest mining company among peers in the U.S. [8] Other Important Information - The company published its 2024 responsibility report, emphasizing its commitment to integrity and respect [7] - The exploration investment for 2025 is expected to total between $77 million and $93 million, with a focus on expansion and scout drilling [13] Q&A Session Summary Question: When will the benefits of increased tonnage at Rochester be seen in silver recoveries? - Management indicated that improvements in crusher availability and throughput would lead to better recoveries over time [28][29] Question: What drove stronger performance at Wharf this quarter? - Management attributed the performance to timing and grade profile adjustments, expecting to meet full-year guidance [33][34] Question: Are there any impacts from lower labor costs in Mexico? - Management noted that while labor costs are stable, they expect overall benefits from increased employment at Las Chispas [36][37] Question: How long will it take to work through the extra stockpile at Las Chispas? - The company expects the stockpile to decrease over the next year as new tons are mined and processed [44][45] Question: What is the company's approach to M&A going forward? - Management indicated a focus on delivering current operations and cash flows before considering further acquisitions or divestitures [48][49] Question: What key metrics should be monitored at Rochester? - Management suggested monitoring crusher runtime and availability as key indicators of operational success [59][62]

Coeur Mining (CDE) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Speaker0 Good day, and welcome to the Core Mining First Quarter twenty twenty five Financial Results Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this conference is being recorded. I would now like to turn the conference over to Mr. Kraft, President and CEO. Please go ahead. Speaker1 Good morning, everyone, and thanks for joining our cal ...

2025 First Quarter Earnings 11:00 a.m. ET, May 8, 2025 NYSE: CDE NYSE: CDE JC 2016 1 Cautionary Statements This presentation contains forward-looking statements within the meaning of securities legislation in the United States and Canada, including statements involving strategic priorities and company strategies, growth, anticipated production, costs and expenses, exploration and development efforts, operations, expectations and initiatives at Las Chispas, Palmarejo, Rochester, Kensington, Wharf and Silvert ...

Coeur Mining (CDE) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to loss of $0.05 per share a year ago. These figures are adjusted for non-recurring items. While Coeur Mining has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings ou ...