Group 1: Centerra Gold Inc. (CGAU) - Centerra Gold Inc. is a metals mining company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 7.6% over the last 60 days [1] - The company offers a dividend yield of 1.2%, which is higher than the industry average of 0.0% [1] Group 2: Patria Investments Limited (PAX) - Patria Investments Limited is a private equity company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 1.6% over the last 60 days [2] - The company has a dividend yield of 3.5%, compared to the industry average of 2.6% [2]

Group 1: Centerra Gold Inc. (CGAU) - Centerra Gold Inc. is a metals mining company with a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for Centerra's current year earnings has increased by 7.6% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 12.65, significantly lower than the S&P's P/E of 25.66 [1] - Centerra Gold possesses a Value Score of B [1] Group 2: Patria Investments Limited (PAX) - Patria Investments Limited is a private equity company with a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for Patria's next year earnings has increased by 1.6% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 11.35, which is lower than the industry average of 24.60 [2] - Patria Investments possesses a Value Score of A [2]

Core Insights - Centerra Gold Inc. (CGAU) has experienced a significant stock increase of 116.2% over the past six months, outperforming the Zacks Mining-Gold industry which rose by 74.9% and the S&P 500 which saw a modest increase of 13.7% [1] - The stock surge is attributed to stronger gold prices and improved operational performance, particularly from the Mount Milligan mine and effective cost management [1] Financial Performance - In Q3 2025, Centerra Gold reported revenue of $395.2 million, marking a year-over-year increase of approximately 22%, driven by robust gold and copper output [6][7] - The company produced 81,773 ounces of gold, with contributions of 49,234 ounces from Öksüt and 32,539 ounces from Mount Milligan, alongside 13.4 million pounds of copper [7] - Higher realized prices of around $3,178 per ounce for gold and $3.73 per pound for copper contributed to improved margins [8] - Centerra Gold generated $161.7 million in cash from operating activities, resulting in free cash flow of $98.7 million, showcasing its ability to convert revenue into liquidity [10] Operational Strengths - The company maintained stable mining and processing rates at both sites, benefitting from improved ore grades at Öksüt and effective plant management at Mount Milligan [9] - The operational strengths supported year-over-year revenue growth and highlighted the resilience of Centerra Gold's production platform [9] Financial Position - At the end of Q3, Centerra Gold held a cash balance of approximately $561.8 million and an undrawn credit facility of $400 million, providing total liquidity of nearly $962 million [11] - The disciplined capital allocation approach, combined with strong cash generation, allows the company to meet operational needs while investing in long-term growth [13] Project Developments - Centerra Gold has made progress on several strategic growth projects, including a Pre-Feasibility Study for the Mount Milligan mine, extending its life to 2045 and enhancing mineral reserves [14] - The company is advancing the Goldfield project in Nevada, which has shown attractive economics, and is moving forward with the restart of the Thompson Creek mine, targeting first production in the second half of 2027 [16] Earnings Estimates - The Zacks Consensus Estimate for CGAU's fiscal 2025 earnings is currently at 99 cents per share, indicating a year-over-year growth of 39.44%, with the estimate for 2026 at $1.27 per share, implying 28.1% growth [18][19] Valuation Metrics - CGAU is trading at a forward 12-month price-to-earnings multiple of 12.19X, which is above the peer group average of 11.19X [21] - The company and Galiano Gold currently have a Value Score of A, while Royal Gold has a score of E [23]

Core Viewpoint - Dryden Gold Corp. announces significant developments including a top-up right exercise by Centerra Gold and a non-brokered private placement aimed at funding exploration activities in 2026 [1][3]. Group 1: Centerra Gold's Top-Up Right - Centerra Gold intends to exercise its 'top-up right' to maintain a 9.99% interest in Dryden Gold, subject to TSX Venture Exchange approval [1]. - This action is in accordance with the investor rights agreement dated December 17, 2024, between Dryden Gold and Centerra Gold [1]. Group 2: Private Placement Offering - Dryden Gold is conducting a non-brokered private placement of 2,350,000 charity flow-through common shares at a price of $0.425 per share, aiming for gross proceeds of $998,985 [3]. - The proceeds will be allocated to eligible resource exploration expenses qualifying under Canadian tax regulations [4]. Group 3: Exploration Plans for 2026 - The company plans to significantly expand its exploration program in 2026, with drilling estimated at 23,000 to 25,000 meters and a budget increase of 75-100% [5][6]. - The exploration efforts will focus on expanding the district-scale potential of its 70,000-hectare land package in northwest Ontario [6]. Group 4: Company Overview - Dryden Gold Corp. is focused on discovering high-grade gold mineralization and controls a strategic land position in the Dryden District of Northwestern Ontario [9]. - The property includes historic gold mines and has potential for high-grade mineralization along a 50 km strike length [9].

Core Insights - Centerra Gold Inc. will release its fourth quarter 2025 operating and financial results, along with 2026 guidance and 2025 year-end estimates for mineral reserves and resources, after market close on February 19, 2026 [1] - A conference call and webcast to discuss the results will take place on February 20, 2026, at 9:00 a.m. Eastern Time [1] Company Overview - Centerra Gold Inc. is a Canadian-based gold mining company focused on operating, developing, exploring, and acquiring gold and copper properties in North America, Türkiye, and other global markets [3] - The company operates two mines: the Mount Milligan Mine in British Columbia, Canada, and the Öksüt Mine in Türkiye [3] - Centerra also owns the Kemess Project in British Columbia, the Goldfield Project in Nevada, and operates a Molybdenum Business Unit in the United States and Canada [3] - The company's shares are traded on the Toronto Stock Exchange (TSX) under the symbol CG and on the New York Stock Exchange (NYSE) under the symbol CGAU [3]

Core Insights - The article emphasizes a versatile investment strategy suitable for various investor profiles, including dividend investors, value seekers, and those looking for growth opportunities [1]. Group 1 - The author, Alberto, possesses a Master's degree in Business Economics and has a strong managerial and economic background, which enhances his analytical capabilities [1]. - The investment strategy described is adaptable, catering to different types of stocks across all sectors, making it relevant for a wide range of investors [1].

Alberto holds a Master's degree in Business Economics. During his academic career he acquired an extensive managerial and economic background, with a solid quantitative basis. He covers all sectors and the different types of stocks. Essentially describes a useful investment strategy that fits the profile of any investor, whether they are dividend investors or interested in a value proposition or growth opportunity.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the c ...

Core Insights - Centerra Gold Inc. (CGAU) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting it is expected to outperform the market [3] Price Performance - CGAU shares have increased by 2.26% over the past week, outperforming the Zacks Mining - Gold industry, which rose by 0.39% [5] - Over the past quarter, CGAU shares have surged by 40.08%, and over the last year, they have gained 167.44%, while the S&P 500 has only increased by 4.03% and 16.96%, respectively [6] Trading Volume - The average 20-day trading volume for CGAU is 1,061,294 shares, which is a useful indicator of market interest and price movement [7] Earnings Outlook - In the past two months, four earnings estimates for CGAU have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $0.79 to $1.00 [9] - For the next fiscal year, four estimates have also moved upwards, indicating positive sentiment regarding future earnings [9] Conclusion - Given the strong momentum characteristics, positive price performance, and favorable earnings outlook, CGAU is positioned as a solid momentum pick and is recommended for investors looking for potential growth [11]

I have a bullish thesis on Centerra Gold ( CGAU ) based upon both the high commodity price environment we are currently operating within and the structural transformation of the business model. We are seeing a company that has rebuilt its cashI am an investor specializing in the consumer products sector with a focus on identifying companies that offer a unique combination of strong brand recognition, solid financials, and growth potential. I have a keen eye for consumer trends and an in-depth understanding ...

Group 1 - The core thesis on Centerra Gold (CGAU) is bullish, driven by a high commodity price environment and a structural transformation of the business model [1] - Centerra Gold has successfully rebuilt its cash position, indicating improved financial health and operational efficiency [1] Group 2 - The focus is on identifying companies in the consumer products sector that possess strong brand recognition, solid financials, and growth potential [1] - There is an emphasis on understanding consumer trends to identify profitable investment opportunities within the industry [1]