Key Takeaways SSRM signs $1.5B deal to sell Copler, shifting portfolio toward Americas-focused operations.SSRM faces early-2026 cost pressure as care-and-maintenance runs $35-40M per quarter with H1 cost peak.SSRM to allocate $1.5B Copler proceeds across buybacks, reinvestment, and growthSSR Mining (SSRM) is moving to simplify its story. A definitive agreement to monetize its majority interest in the suspended Çöpler mine would remove a persistent cost overhang and sharpen the company’s focus on its America ...

Key Takeaways SSRM expects production to skew to 2H 2026 as volumes rise, costs normalize, boosting FCF.SSRM faces early-2026 pressure as sustaining capital is 60-70% H1 and costs peak before easing.SSRM valuation and $26 price target reflect balanced risk/reward tied to execution and Turkiye timing.SSR Mining (SSRM) is setting up for a distinctly back-half weighted 2026. Management expects production to skew to the second half, with unit costs normalizing as volumes ramp. That creates a clearer line of sig ...

Key Takeaways SSR Mining Inc. (SSRM) is shaping up as a story about timing. The company's operational improvements are expected to show up more clearly later in 2026 as volumes rise and unit costs normalize. That setup matters because near-term cash flow can look tight even when the bigger picture is improving. For investors, the key is separating temporary pressure from the parts of the portfolio that can re-accelerate in the back half. SSRM's Setup and Why 2026 is Back Half Weighted Zacks Investment Resea ...

Following a sharp dip before $4,100 per ounce on March 23, gold rebounded dramatically, surging past $4,500 per ounce this morning after President Donald Trump extended an ongoing pause in U.S. attacks on Iran's energy facilities by 10 days to April 6. This nearly 10% rally in gold in a matter of days sent gold stocks higher too, with shares of SSR Mining (NASDAQ: SSRM) surging 17.5% in the week through 11 a.m. ET Friday. However, there's a reason why SSR Mining is among this week's top-performing gold s ...

SSR Mining (NASDAQ: SSRM) stock jumped 8.5% through 11:30 a.m. ET Friday after UBS analyst George Eadie raised his price target to $42 and urged investors to buy the stock on recent weakness. Priced under $27 per share today, the analyst is forecasting more than a 56% profit for new investors within a year. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both ...

Precious metals miner SSR Mining (NASDAQ: SSRM) was surely worth its weight in gold, silver, zinc, etc. to many investors on Wednesday. They cheered the company's update of an asset sale, sending the shares up by almost 7% across the day's trading. 1.5 billion reasons to like SSR In a tersely worded press release, SSR said it has signed a definitive agreement to sell its 80% holding in the Çöpler mine, along with related assets, located in Turkey. The purchaser is Cengiz Holding, a sprawling industrial c ...

Core Viewpoint - Gold prices have surged recently, creating investment opportunities in gold mining stocks, particularly SSR Mining, which is considered undervalued given the current market conditions. Group 1: Gold Market Dynamics - Gold prices have reached over $5,500 per ounce, although they have cooled slightly since then. Rising geopolitical tensions and government spending suggest that prices could remain elevated [1] - Demand for gold hit a record high, exceeding 5,000 tonnes last year, driven by investors and central banks [2] Group 2: SSR Mining's Production and Financials - SSR Mining has increased its mineral reserves by 34% since 2020, now totaling 11 million gold equivalent ounces. The company projects a 10% increase in production this year, expecting to produce between 450,000 to 535,000 gold equivalent ounces [3] - The company earned $1.65 per share last year, with a current valuation of around 16.1 times those earnings. Analysts project a forward EPS of $4.46 by 2026, resulting in a forward valuation of just 6 times earnings [5] Group 3: Valuation and Market Sentiment - Mining stocks offer leveraged exposure to gold prices, as profit margins can expand disproportionately with rising gold prices. This could lead to a sector-wide rerating if high gold prices are perceived as sustainable [4][6] - SSR Mining's recent sale of its 80% stake in the Çöpler mine for $1.5 billion will strengthen its balance sheet and reduce exposure to emerging markets [7] - The sale is expected to provide a significant cash influx, allowing the company to fund share buybacks, dividends, or expansion projects. A $300 million share buyback program has been approved [8] Group 4: Future Projections - Analysts project a 57% surge in SSR Mining's revenue to $2.56 billion, along with a 140% increase in earnings per share. The stock has recently pulled back 20%, making it an attractive investment opportunity at a low valuation [10]

Core Viewpoint - SSR Mining's stock has recently declined due to a pullback in silver prices, despite the company being a significant player in both gold and silver production [1][5]. Company Overview - SSR Mining is the third largest gold producer in the U.S., with gold accounting for approximately 70% of its revenues in 2025, while silver contributed 24% of revenues last year [2]. - The company has been leveraging high gold and silver prices to fund future projects, with around $1 billion in liquidity available for development [9]. Market Trends - Silver had been outperforming gold prior to the recent pullback, and even after the decline, silver prices remain higher than gold's over the past year [4]. - SSR Mining's stock price has been more closely correlated with silver prices than gold prices, indicating the company's significant exposure to silver [5]. Investment Considerations - Investors should consider buying SSR Mining only if they believe silver prices will rebound, as the stock's performance is heavily influenced by silver's volatility [7]. - Despite SSR Mining's strong fundamentals and future projects, current market sentiment may overshadow these positives, making caution advisable for potential investors [8].

SSR Mining (NASDAQ: SSRM) is a gold-heavy producer, but also produces significant amounts of silver. SSR Mining is the third-largest gold producer in the U.S., and owns the largest silver mine in Argentina. In 2025, its Puna mine in Argentina accounted for 28% of the company's total revenue. SSR Mining's stock price, therefore, is highly sensitive to the volatility in the prices of both the precious metals, gold and silver. That pretty much explains why the stock fell today, dropping over 6% as of 1:30 p.m ...

Core Insights - The analyst has over a decade of experience in researching various industries, including commodities and technology, which aids in providing valuable content for readers [1] Group 1: Company Focus - The analyst has a preference for covering metals and mining stocks but is also comfortable with other sectors such as consumer discretionary, consumer staples, REITs, and utilities [1] Group 2: Research Methodology - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1]