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Orla Mining (ORLA) Q2 2025 Earnings Call August 12, 2025 10:00 AM ET Company ParticipantsAndrew Bradbury - VP - IR & Corporate DevelopmentJason Simpson - President & CEOAndrew Cormier - COOEtienne Morin - CFOSylvain Guerard - SVP - ExplorationSilvana Costa - Chief Sustainability OfficerWayne Lam - Director - Mining ResearchOperatorGood morning, ladies and gentlemen, and welcome to the Orla Mining's Conference Call for the Second Quarter twenty twenty five Results. My name is Eric, and I'll be your conferenc ...

Financial Data and Key Metrics Changes - The company reported a record revenue of approximately $264 million for the quarter, driven by the sale of 79,000 ounces of gold at a realized price of $3,251 per ounce [14] - Net income for the quarter was $48 million, or $0.15 per share, with adjusted net earnings of $64 million, or $0.20 per share [14] - Cash flow from operating activities before changes in noncash working capital was $103 million, or $0.32 per share [15] - Consolidated cash costs were $10.65 per ounce sold, while all-in sustaining costs totaled $14.21 per ounce sold [14] Business Line Data and Key Metrics Changes - At Camino Rojo, nearly 2 million tonnes of ore were mined, with a total production of 25,145 ounces of gold for the quarter [10][11] - Musselwhite recorded its first full quarter of production, mining 303,000 tonnes of ore and producing nearly 53,000 ounces of gold at a mill head grade of 5.52 grams per tonne [12] Market Data and Key Metrics Changes - The company revised its guidance for gold production at Camino Rojo to 95,000 to 105,000 ounces, down from the initial guidance of 110,000 to 120,000 ounces due to a material movement event [7][8] - The consolidated guidance for 2025 is now expected to be in the range of 265,000 to 285,000 ounces of gold, with cash costs of $900 to $1,100 per ounce sold [9] Company Strategy and Development Direction - The company continues to advance exploration programs in Canada, the United States, and Mexico, with a focus on the Camino Rojo underground resource and Zone 22 discovery [4][5] - The company is preparing for the construction of the South Railroad project, with expectations for a Notice of Intent in the coming weeks and construction to start in 2026 [13] Management's Comments on Operating Environment and Future Outlook - Management expressed pride in the team's response to the material movement event, emphasizing the importance of safety and operational discipline [9] - The company remains optimistic about the permitting process in Mexico and anticipates a positive resolution late this year [22][36] Other Important Information - The company is set to publish its 2024 sustainability report, highlighting progress in environmental performance and community engagement [20][21] - The company is reviewing potential criminal activity and regional security risks affecting the Camino Rojo mine, but this has not impacted operations [25] Q&A Session Summary Question: Details on stockpile drawdown at Camino Rojo and modifications to the mine plan - Management confirmed that low-grade stockpile stacking will continue throughout the year, and the material movement on the North Wall will be addressed with an action plan already underway [29][30] Question: Clarification on the 9 million tonnes to be removed and permitting timeline - The 9 million tonnes can be placed onto the pad immediately under Mexican legislation, and the larger layback permit is progressing positively [32][36] Question: Cost and grade profile expectations at Musselwhite - Management expects improvements in operating costs over time and is confident in the grade profile, with fluctuations being normal in underground mining [39][41]

Cautionary disclaimers Growing, multi-asset producer Camino Rojo, May 2025 FORWARD LOOKING STATEMENTS ARE MADE IN THIS PRESENTATION Q2 SECOND QUARTER 2025 UPDATE This presentation contains forward-looking statements and information within the meaning of Canadian securities law and United States securities laws, rules and legislation, including the provisions for "safe harbor" under the United States Private Securities Litigation Reform Act of 1995 (collectively, "forward-looking statements"). All statements ...

Core Insights - Orla Mining (NYSE: ORLA) is characterized as a stable investment that focuses on running mines and generating cash flow without aggressive marketing or trending activities [1] - The company's Camino Rojo project has emerged as a strong performer in the heap-leach mining sector, indicating its operational efficiency and potential for growth [1] Company Overview - Orla Mining operates with a strategy that emphasizes fundamental momentum, technical chart structure, and sentiment analysis to identify high-potential investment opportunities [1] - The company has a public buy record showcasing a 69% win rate with an average gain of approximately 10%, and its top performer has achieved a gain of 47% [1]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Orla Mining Ltd. (ORLA) - ORLA currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [3] Performance Metrics - Over the past week, ORLA shares increased by 5.11%, outperforming the Zacks Mining - Gold industry, which rose by 2.97% [5] - In a longer timeframe, ORLA's monthly price change is 16.61%, compared to the industry's 11.52% [5] - Over the last quarter, ORLA shares have risen by 17.75%, and over the past year, they have gained 171.32%, while the S&P 500 only increased by 4.46% and 13.71%, respectively [6] Trading Volume - ORLA's average 20-day trading volume is 1,029,121 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, four earnings estimates for ORLA have been revised upwards, with no downward revisions, boosting the consensus estimate from $0.44 to $0.71 [9] - For the next fiscal year, four estimates have also moved upwards without any downward revisions [9] Conclusion - Considering the strong performance metrics and positive earnings outlook, ORLA is positioned as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for near-term investment [11]

Core Points - Orla Mining is facing protests from Mexican miners' union Los Mineros and United Steelworkers (USW) over alleged violence and intimidation against workers at its Camino Rojo mine in Mexico [1] - The protests are scheduled for June 10, 2025, outside Orla Mining's Vancouver offices [1] Group 1: Allegations and Complaints - Since spring 2024, Los Mineros has accused Orla Mining of pressuring workers to decertify their union and join a pro-employer union [1] - A complaint regarding the company's interference in workers' rights was accepted by the U.S. Department of Labor under the CUSMA Rapid Response Mechanism and is now proceeding to international arbitration [2] - An armed assailant attempted to enter the home of Jaime Pulido, the local leader of Los Mineros, indicating a dangerous environment linked to cartel activity at the mine [3] Group 2: Legal Actions and Investigations - The USW filed a complaint with the Canadian government regarding Orla Mining's interference in workers' rights and the hazardous conditions at the mine, which is currently under investigation [4] - Despite the intimidation, a union election was held in November 2024, resulting in the company union winning and displacing Los Mineros, who have since filed legal appeals [4] Group 3: Support and Advocacy - The USW expresses strong support for Los Mineros and emphasizes the importance of respecting labor and human rights in Canadian mining operations [5]

Core Viewpoint - Orla Mining Ltd. (ORLA) shows potential as a strong investment opportunity due to significant revisions in earnings estimates, indicating an improving earnings outlook and a positive trend in stock performance [1][8]. Earnings Estimate Revisions - Analysts have shown growing optimism regarding Orla Mining's earnings prospects, reflected in upward revisions of earnings estimates, which typically correlate with stock price movements [2]. - For the current quarter, the earnings estimate is projected at $0.24 per share, representing a remarkable increase of +242.86% compared to the previous year [5]. - The Zacks Consensus Estimate for the current quarter has risen by 41.18% over the last 30 days, with one estimate moving higher and no negative revisions [5]. - For the full year, the expected earnings are $0.71 per share, indicating a change of +184% from the prior year, with three estimates moving up and no negative revisions in the past month [6]. Zacks Rank and Performance - Orla Mining currently holds a Zacks Rank 2 (Buy), which is based on favorable estimate revisions and is associated with significant outperformance compared to the S&P 500 [7]. - Historically, Zacks Rank 1 (Strong Buy) and Rank 2 (Buy) stocks have shown an average annual return of +25% since 2008, suggesting a strong potential for Orla Mining's stock [3][7]. Recent Stock Performance - The stock has gained 15.3% over the past four weeks, driven by solid estimate revisions and positive earnings growth prospects, making it a candidate for portfolio addition [8].

Core Viewpoint - The article highlights Orla Mining Ltd. (ORLA) as a promising growth stock, supported by strong earnings and cash flow growth, along with positive earnings estimate revisions, making it a solid choice for growth investors [2][10]. Earnings Growth - Orla Mining has a historical EPS growth rate of 76.9%, with projected EPS growth of 185% this year, significantly outperforming the industry average of 40.2% [5]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 58.9%, surpassing the industry average of 10.7%. Over the past 3-5 years, the annualized cash flow growth rate has been 49.7%, compared to the industry average of 15.6% [6][7]. Earnings Estimate Revisions - The current-year earnings estimates for Orla Mining have increased by 47.7% over the past month, indicating a positive trend in earnings estimate revisions [9]. Overall Assessment - Orla Mining has achieved a Growth Score of A and holds a Zacks Rank 2, suggesting it is a potential outperformer and a strong candidate for growth investors [10][11].

Company Performance - Orla Mining Ltd. has returned approximately 88.5% since the beginning of the calendar year, significantly outperforming the Basic Materials sector, which has gained an average of 6.5% [4] - The Zacks Consensus Estimate for Orla Mining's full-year earnings has increased by 56.3% over the past 90 days, indicating improved analyst sentiment and earnings outlook [3] Industry Context - Orla Mining Ltd. is part of the Mining - Gold industry, which consists of 39 companies and currently ranks 13 in the Zacks Industry Rank. This industry has seen an average gain of 47.5% so far this year, suggesting that Orla is performing well within its industry [6] - Another company in the Basic Materials sector, Royal Gold, has also shown strong performance with a year-to-date return of 37% and a consensus EPS estimate increase of 14.8% over the past three months [4][5] Sector Ranking - The Basic Materials sector, which includes 232 individual stocks, currently holds a Zacks Sector Rank of 4, indicating its relative performance compared to other sectors [2] - Orla Mining Ltd. has a Zacks Rank of 2 (Buy), suggesting it is positioned to potentially outperform the broader market in the near term [3]