Key Takeaways CDE posted Q3 2025 revenue of about $555M, up 77% year over year, driven by higher prices and volumes. CDE doubled cash to $266.3M, generated $237.7M in operating cash flow and cut debt by over $228M. CDE is ramping its Rochester expansion, integrating Las Chispas and funding a $67-$77M exploration program. Coeur Mining, Inc. (CDE) has gained 235.7% over the past year compared with the Zacks Mining-Non Ferrous industry’s 85.9% increase and the S&P 500’s 20% rise. Among its peers, Southern Copp ...

Coeur Mining, Inc. (NYSE:CDE) is one of the 10 Best Precious Metal Stocks to Buy After the U.S. Venezuela Mission. In the last year, Coeur Mining, Inc. (NYSE:CDE) shares have spiked over 215% as of January 9. Six out of eight analysts still remain bullish on CDE shares with a consensus Buy rating. The stock has a median price target of $22.50, representing an upside potential of over 14%. On December 15, TheFly reported that Roth Capital raised the price target on Coeur Mining, Inc. (NYSE:CDE) from $20 ...

Core Viewpoint - New Gold Inc.'s Board of Directors recommends shareholders vote "FOR" the acquisition by Coeur Mining, Inc., supported by a favorable recommendation from Institutional Shareholder Services Inc. (ISS) [1][2] Transaction Details - Under the transaction terms, New Gold shareholders will receive 0.4959 shares of Coeur common stock for each New Gold common share held [2] - Post-transaction, Coeur and New Gold shareholders will own approximately 62% and 38% of the combined company, respectively [2] - ISS highlighted the strategic soundness of the arrangement, citing expected operational synergies, a stronger balance sheet, and improved liquidity [2] Meeting and Voting Information - The special meeting for shareholder approval will take place on January 27, 2026, at 11:00 a.m. (Eastern Time) [3] - The meeting will be held in person and virtually, with details provided for accessing the live webcast [3] - Eligible shareholders have received a Circular and proxy forms, which can also be accessed online [4] Shareholder Engagement - Shareholders are encouraged to submit their votes before the deadline of January 23, 2026, at 11:00 a.m. (Eastern Time) [5] - For assistance with voting, shareholders can contact Kingsdale Advisors for more information [5] Company Overview - New Gold is a Canadian-focused intermediate mining company with two core producing assets: the New Afton copper-gold mine and the Rainy River gold mine [6][7] - The company's vision is to be the most valued intermediate gold and copper producer through profitable and responsible mining [7]

Group 1 - Gold concept stocks experienced a broad rally, with AngloGold Ashanti (AU.US) rising over 2%, and Coeur Mining (CDE.US), Harmony Gold (HMY.US), and Barrick Mining (B.US) increasing by more than 1% [1] - On January 13, spot gold reached a historic high of $4,631.34 per ounce, according to the World Gold Council [1] - The World Gold Council indicated that gold is not yet overbought from a technical perspective, and only a price breakthrough of $4,770 per ounce would signal a significant overbought condition [1] Group 2 - State Street Global Advisors reported that based on recent price momentum and geopolitical dynamics, the probability of spot gold surpassing $5,000 per ounce this year has exceeded 30% [1]

Core Insights - Coeur Mining Inc. (NYSE:CDE) has shown significant stock performance, increasing by as much as 8.19% to $22.07 during intra-day trading, ultimately closing up by 5.93% at $21.61, driven by investor interest in safer assets amid geopolitical tensions and macroeconomic concerns [1][2] - The stock's rally is attributed to rising gold and silver prices, with gold reaching $4,629 and silver climbing to $86.12, enhancing profit margin prospects for mining companies [2][3] - Coeur Mining is planning to acquire New Gold Inc., which has also contributed to its stock performance as both companies benefit from the surge in precious metal prices [1][4] Company Developments - Coeur Mining is scheduled to hold a virtual special stockholders' meeting on January 27, 2026, to seek approval for increasing its authorized capital stock from 900 million to 1.3 billion shares and for issuing shares to New Gold shareholders as part of the acquisition [4]

Core Insights - The article highlights the importance of a comprehensive and fundamental approach to analyzing the stock market, emphasizing the unique insights gained from a background in political economics [1]. Group 1 - The individual discussed has over a decade of experience in studying the stock market, which contributes to a deep understanding of macroeconomic impacts on assets [1]. - The focus is on identifying hidden investment opportunities through thorough data analysis [1].

Core Insights - Coeur Mining (CDE) shares have increased by 262.85%, significantly outperforming the S&P 500, which rose by 26.28%, driven by soaring Silver and Gold prices [1] Company Performance - The substantial rise in Coeur Mining's stock price indicates strong market performance and investor confidence in the company's prospects [1] Market Context - The increase in precious metal prices has exceeded previous expectations, suggesting a favorable environment for mining companies [1]

Core Insights - Coeur Mining (CDE) shares have increased by 262.85%, significantly outperforming the S&P 500, which rose by 26.28%, driven by soaring Silver and Gold prices [1] Company Performance - The substantial rise in Coeur Mining's stock price indicates strong market performance and investor confidence in the company's prospects [1] Market Context - The increase in precious metal prices has exceeded previous expectations, suggesting a favorable environment for mining companies [1]

Core Viewpoint - The precious metals market is experiencing a liquidity shock triggered by the rebalancing of the Bloomberg Commodity Index, leading to significant declines in gold and silver prices and related mining stocks [1] Group 1: Market Performance - Gold and silver stocks opened lower, with Hecla Mining (HL.US) down over 5%, First Majestic Silver (AG.US) and Endeavour Silver (EXK.US) down over 4%, and Coeur Mining (CDE.US), Pan American Silver (PAAS.US), and Gold Fields (GFI.US) down over 2% [1] - Spot silver fell over 4% to $74.48, while spot gold decreased by 0.5% to $4,433.37 [1] Group 2: Index Rebalancing Impact - The current adjustment in the precious metals market is directly linked to the annual weight rebalancing of the Bloomberg Commodity Index, which started on January 8 and will continue until January 14 [1] - Gold's weight in the index was reduced from 20.4% to 14.9%, and silver's weight was significantly cut from 9.6% to 3.94%, forcing passive funds tracking the index to make mechanical position adjustments [1] Group 3: Analyst Insights - Deutsche Bank analyst Michael Hsueh noted that the rebalancing is unfavorable for precious metals but beneficial for crude oil [1] - Silver is expected to face the largest selling pressure from the rebalancing, followed by aluminum and gold [1] - Hsueh estimates that a sale of 2.4 million ounces of gold could lead to a price drop of 2.5%-3.0%, depending on the sensitivity model and time window used for ETFs [1]

Core Viewpoint - The precious metals market is experiencing a liquidity shock triggered by the rebalancing of the Bloomberg Commodity Index, leading to significant declines in gold and silver prices and related mining stocks [1] Group 1: Market Performance - Gold and silver stocks opened lower, with Hecla Mining (HL.US) down over 5%, First Majestic Silver (AG.US) and Endeavour Silver (EXK.US) down over 4%, and other companies like Coeur Mining (CDE.US), Pan American Silver (PAAS.US), and Gold Fields (GFI.US) down over 2% [1] - Spot silver fell over 4% to $74.48, while spot gold decreased by 0.5% to $4,433.37 [1] Group 2: Index Rebalancing Impact - The current adjustment in the precious metals market is directly linked to the annual weight rebalancing of the Bloomberg Commodity Index, which started on January 8 and will continue until January 14 [1] - The weight of gold in the index has been reduced from 20.4% to 14.9%, while silver's weight has been significantly cut from 9.6% to 3.94%, forcing passive funds tracking the index to make mechanical position adjustments [1] Group 3: Analyst Insights - Deutsche Bank analyst Michael Hsueh noted that the rebalancing is unfavorable for precious metals but beneficial for oil [1] - Silver is expected to face the largest selling pressure from the rebalancing, followed by aluminum and gold [1] - Hsueh estimates that a sale of 2.4 million ounces of gold could lead to a price drop of 2.5%-3.0%, depending on the sensitivity model of the ETFs used and the time window considered [1]