As of Sept. 10, 2025, three stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to ...

As of Sept. 10, 2025, three stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to ...

IAMGOLD Achieves TSX30 Ranking as a Top Performer on the Toronto Stock ExchangeSeptember 09, 2025 7:30 AM EDT | Source: IAMGOLD CorporationToronto, Ontario--(Newsfile Corp. - September 9, 2025) - IAMGOLD Corporation (NYSE: IAG) (TSX: IMG) ("IAMGOLD" or the "Company") is pleased to announce that it has been named to the 2025 TSX30, an annual ranking of the top-performing companies on the Toronto Stock Exchange (TSX) over a three-year period, based on dividend-adjusted share price appreciation. ...

Group 1 - IAMGOLD derives 44% of its production from Burkina Faso, which raises concerns about the company's exposure to this region [1] - The significant reliance on Burkina Faso for production could pose risks to IAMGOLD's overall performance [1] Group 2 - Mountain Valley Value Investments focuses on identifying undervalued companies with strong growth potential across various sectors [2] - The investment philosophy emphasizes long-term value and disciplined research to uncover opportunities for strong returns [2] - The firm aims to provide actionable investment ideas that withstand the test of time [2]

Key Takeaways B2Gold posted Q2 revenues of $692M, up 40%, with output rising 12.3% to 229,454 ounces.IAMGOLDs Q2 sales rose 51% to $581M, though earnings fell 19% on higher financing costs.BTG's dividend yield and return on equity surpass IAG, giving it an edge despite its stronger YTD gains.B2Gold Corp (BTG) and IAMGOLD (IAG) are both Canada-based gold producers that have carved out strong positions within the global mining industry. Vancouver, Canada-based B2Gold has operating gold mines in Mali (Fekola), ...

Group 1 - IAMGOLD Corp. is focusing on Canada and large-scale production targets to transform into a mid-tier gold champion [1] - The company is nearing completion of its repositioning and is set to significantly increase output [1] - IAMGOLD aims to enter a strong free cash flow cycle while advancing new growth initiatives for long-term value creation [1]

Core Viewpoint - IAG has demonstrated strong financial performance in Q2, with significant revenue growth and profitability, but faces challenges in the North American market that may impact future performance [4][10][12]. Financial Performance - Total revenue increased by 6.8% to €8.86 billion, driven by a 4.9% rise in passenger revenue to €7.77 billion and a 9.9% increase in cargo revenue to €311 million [5]. - EBIT surged by 35.4% to €1.68 billion, exceeding consensus estimates, primarily due to lower fuel costs, with fuel CASK down 12.7% to 1.99¢ [8]. - Pre-tax profit rose by 33.0% to €1.51 billion, and EPS increased by 27.6% to 23.6¢ [8]. Passenger and Cargo Dynamics - Passenger growth was impacted by a 0.8% decline in passenger numbers to 31,624k, leading to a load factor decrease of 1.3% to 85.4% [6]. - The growth in passenger revenue was supported by a combination of capacity expansion and yield improvement, although the growth rate in RASK slowed to 2.6% [6][7]. North American Market Concerns - The North American market showed its first contraction in RPK in nearly three years, with passenger numbers down 1.6% to 3,655k, raising concerns about overcapacity and potential downward pressure on ticket prices [10][11]. - Management noted a stabilization in NA ticket yields and flat capacity expectations for Q3, which may help preserve yields [12]. Future Outlook - The company anticipates a rebound in yields in other regions, particularly Iberia, driven by strong demand between Spain and LATAM [14]. - The introduction of a new revenue management system is expected to enhance yield management and customer spending [17]. - Despite current challenges, the company remains optimistic about long-term growth, projecting a price target of 470p, close to its historical high [18].

Financial Data and Key Metrics Changes - IAMGOLD reported revenues from continuing operations of $580.9 million from sales of 182,000 ounces at an average realized price of $3,182 per ounce, compared to a spot price of $3,302 per ounce [19] - Adjusted EBITDA reached a record $276.4 million, up from $191 million in the previous year [19] - The company ended the second quarter with $223.8 million in cash and cash equivalents and net debt of $1 billion [15] Business Line Data and Key Metrics Changes - IAMGOLD produced 173,000 ounces of gold in Q2, with Cote contributing 96,000 ounces, Westwood 29,000 ounces, and Essakane 77,000 ounces [8][27][31] - Cash costs for Q2 were reported at $15.56 per ounce, with all-in sustaining costs at $2,041 per ounce [8] - The company expects a stronger second half of the year, with production guidance of 735,000 to 820,000 ounces of gold [9] Market Data and Key Metrics Changes - The average gold price during the quarter was $3,100 per ounce, impacting the company's revenue and cost structure [5] - IAMGOLD's interest in Essakane was adjusted from 90% to 85% due to changes in the Burkina Faso Mining Code, affecting production guidance [15][33] Company Strategy and Development Direction - IAMGOLD is focused on stabilizing and optimizing the Cote mine, with plans to unlock expansion potential targeting over 20 million ounces of measured and indicated resources [5][25] - The company aims to responsibly deleverage its balance sheet and is prioritizing repayment of high-cost debt [16][18] - Future growth is expected from the Nelligan and Monster Lake projects in Quebec, which have significant gold resources [34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving production guidance for the year, citing improvements at the Cote mine and expected increases in grades at other operations [9][30] - The company acknowledged challenges related to rising costs due to higher royalties and currency fluctuations but remains optimistic about cash flow generation [10][32] Other Important Information - IAMGOLD's total recordable injury frequency rate continued to trend below prior year levels, reflecting a commitment to safety [7] - The company released its 2024 sustainability report, marking 18 years of commitment to responsible mining practices [7] Q&A Session Summary Question: Cost increase at Cote and strip ratio for the second half - Management indicated a strip ratio closer to 2.5 for the second half, with expectations of reduced rehandling as operations transition to a direct feed strategy [38][40] Question: Processing costs evolution with upcoming shutdowns - Management expects temporary increases in processing costs during maintenance shutdowns but anticipates stabilization and potential reductions in 2026 [43][46] Question: New agreement at Essakane and potential divestment - The new agreement allows for efficient cash flow movement, and while divestment is not currently a focus, the company sees Essakane as a strategic asset for cash flow generation [63][68]

Financial Performance - The company reported attributable gold production of 173,000 ounces in Q2 2025[22], and 334,000 ounces year-to-date[23] - The average realized gold price was $3,182 per ounce[24] - The company's cash costs were $1,556 per ounce and AISC was $2,041 per ounce[22] - H1 2025 adjusted EBITDA reached $480.9 million[22] - The company maintains a strong balance sheet with a liquidity position of $616.5 million, including $223.8 million in cash and equivalents[22] Operational Highlights - Côté Gold achieved 100% nameplate throughput of 36,000 tonnes per day in June 2025[22, 24] - Essakane declared a dividend of $855 million during Q2 2025, with IAMGOLD's attributable portion being $680 million net of taxes[31] - Westwood produced 29,000 ounces of gold in Q2 2025[24] - Essakane produced 77,000 attributable ounces in Q2 2025[24] Guidance and Outlook - The company anticipates 2025 attributable gold production of 735,000 to 820,000 ounces at an AISC of $1,830 to $1,930 per ounce[22] - Côté Gold is expected to produce 250,000 to 280,000 attributable ounces in 2025[30] - Westwood is expected to produce 125,000 to 140,000 ounces in 2025[30] - Essakane is expected to produce 360,000 to 400,000 ounces in 2025[30]

Core Viewpoint - IAMGOLD Corporation is experiencing a transformative period with improved operations and significant cash flow generation potential, particularly from its Canadian portfolio, following the successful ramp-up of Côté Gold to nameplate capacity [2][4]. Financial Performance - In Q2 2025, IAMGOLD produced 173,000 ounces of gold, with year-to-date production reaching 334,000 ounces. The company reported revenues of $580.9 million from gold sales at an average realized price of $3,182 per ounce [6][12]. - Adjusted EBITDA for Q2 2025 was $276.4 million, with net earnings attributable to equity holders at $78.7 million, translating to $0.14 per share [8][14]. - The company has revised its annual cash cost guidance to $1,375 to $1,475 per ounce sold, and all-in sustaining costs (AISC) to $1,830 to $1,930 per ounce sold due to increased royalties and operational costs [3][21]. Production and Operations - Côté Gold achieved a significant milestone by operating at 100% nameplate throughput capacity of 36,000 tonnes per day for over thirty consecutive days, producing 67,000 attributable ounces in Q2 2025 [6][39]. - The company expects higher production in the second half of 2025, with total attributable production forecasted between 735,000 to 820,000 ounces for the full year [16][50]. Cost Management - IAMGOLD's cost of sales per ounce sold was $1,561 in Q2 2025, with cash costs at $1,556 and AISC at $2,041 [8][12]. - The company anticipates that costs will decline as mining operations transition to a bulk mining plan, which is expected to reduce rehandling and improve operational efficiencies [25][54]. Capital Expenditures - Total capital expenditures for 2025 are expected to be $335 million, with $310 million categorized as sustaining capital, reflecting investments in plant improvements and operational efficiency [23][55]. - The company has increased its sustaining capital expenditures guidance to $130 million due to non-recurring plant improvements [55]. Exploration and Growth - IAMGOLD plans to continue its exploration activities, with a focus on the Gosselin zone and infill drilling at the Côté zone, aiming to increase resource confidence and convert Inferred Resources to Indicated Resources [56][58]. - The exploration budget for 2025 is approximately $38 million, with significant spending planned at Côté Gold [27]. Health and Safety - The company reported a total recordable injuries frequency rate (TRIFR) of 0.41 for Q2 2025, indicating improved safety performance compared to the previous year [31]. Environmental and Social Governance - IAMGOLD released its 2024 Sustainability Report, highlighting its commitment to environmental, social, and governance (ESG) standards [30]. - The company is actively working on initiatives to enhance its relationships with Indigenous communities and promote equity, diversity, and inclusion within its workforce [34][35].