A view of First Majestic’s Los Gatos operation in Chihuahua state. Credit: First Majestic Silver.Escalating security risks and a legacy of lengthy project approvals are increasing investor scrutiny of mining exposure to Mexico, TD Cowen says.Recent incidents linked to cartel activity — such as the late January abduction of 10 Vizsla Silver (TSX, NYSE: VZLA) workers and subsequent killing of some of them — underscore the strategic importance of Mexico’s mining industry, particularly for silver, TD Cowen mini ...

 February 24, 2026 – TheNewswire - Rockport, Ontario – New Age Metals Inc. (TSX.V: NAM | OTCQB: NMTLF | FSE: P7J) (“NAM” or the “Company”) is pleased to announce it has acquired and consolidated the Double R Gold Project through staking in the Kenora Mining District, northwestern Ontario. The Project now consists of 834 mining claims totalling 17,620 hectares (43,540 acres) in a highly prospective gold district.The acquisition is supported by the region’s established gold mineralization and favourable stru ...

I came into Coeur Mining, Inc. ( CDE ) still thinking of the Rochester turnaround story. Well, I believe that's outdated now. And this is because the company has already finished the Rochester expansion in 2024. ItMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is ...

Coeur Mining (NYSE:CDE) Conference February 24, 2026 08:00 AM ET Company ParticipantsMitch Krebs - CEONone - Company RepresentativeConference Call ParticipantsNone - AnalystModeratorAll right. Good morning, everyone. We'll kick things off here in our silver sessions this morning. Our first presenter is Coeur Mining. I do have to let you know that we are restricted on Coeur Mining at BMO Capital Markets. Coeur Mining is a diversified North America-focused precious metals producer, and we're joined today by C ...

Core Insights - The Global X - Silver Miners ETF (SIL) and the iShares Gold Trust (IAU) provide different investment approaches to precious metals, with SIL focusing on silver mining companies and IAU holding physical gold [2][8]. Cost & Size Comparison - SIL has an expense ratio of 0.65% and assets under management (AUM) of $6.7 billion, while IAU has a lower expense ratio of 0.25% and AUM of $81.2 billion [3]. - The one-year total return for SIL is 216.7%, compared to 76.64% for IAU [3]. Performance & Risk Analysis - SIL has a maximum drawdown of -24.59% over five years, while IAU has a higher maximum drawdown of -42.18% [4]. - An investment of $1,000 in SIL would grow to $2,432 over five years, whereas the same investment in IAU would grow to $2,834 [4]. Fund Structure - IAU is designed to closely mirror the price of physical gold, holding 16.07 ounces in trust as of February 20, and has been operational for 21 years [5]. - SIL holds a diversified portfolio of 39 silver mining stocks, with its largest positions in Wheaton Precious Metals, Pan American Silver, and Coeur Mining, which together account for over 40% of the fund [6]. Investment Implications - IAU serves as a direct investment in gold, making it a safer option for investors looking to gain exposure to gold without the complexities of physical ownership [9][12]. - SIL provides indirect exposure to silver prices through mining stocks, which can be influenced by individual company performance and market conditions, but comes with a higher expense ratio that may affect long-term returns [12][11].

2月23日，在贵金属市场并购浪潮汹涌的背景下，金丰来密切关注到 New Gold Inc． 即将发布的关键财 报。作为其被 Coeur Mining 以 70 亿美元收购前的最后一次独立业绩亮相，这份财报不仅是其自身年度 转型的总结，更是观察整个黄金开采行业盈利效率的窗口。金丰来认为，New Gold 本次业绩的表现将 直接定义其在合并蓝图中的价值锚点，尤其是在金价持续高位运行的支撑下，市场对其运营潜力的释放 寄予了厚望。 在运营细节层面，Rainy River 等核心矿场的生产成本控制将是重中之重。金丰来表示，合并后的新实 体计划在 2026 年产生高达 20 亿美元的自由现金流，这意味着 New Gold 必须展现出极强的"退出速 度"，以验证其资产整合的战略合理性。金丰来认为，能否持续将高企的现货金价转化为丰厚的自由现 金流，是衡量矿业管理层治理水平的唯一标准。此外，鉴于该交易预计在 2026 年上半年完成，本次财 报电话会议极可能是市场获取独立前瞻指引的最后机会。 针对具体的财务预期，分析师预测其第四季度每股收益将达到 0.27 美元，营收规模预计达 5.23 亿美 元。金丰来表示，这一营收数据较去年 ...

Core Insights - Coeur Mining, Inc. (CDE) experienced a significant increase in free cash flow in Q4 2025, rising 66% sequentially to a record $313 million, driven by higher gold and silver prices of $3,184 and $40.01 respectively [1][9] Group 1: Operational Performance - Higher production volumes and improved cost discipline, particularly at the Palmarejo mine in Mexico, Rochester in Nevada, and Kensington in Alaska, enhanced overall operating performance [2] - Operational stabilization and successful ramp-up at Rochester contributed to increased throughput rates and improved margin realization, significantly aiding cash flow growth [2] Group 2: Financial Strength - The surge in cash generation strengthened CDE's balance sheet, allowing for meaningful debt reduction, enhanced liquidity, and greater financial flexibility [3] - Sustained free cash flow at these levels could support further deleveraging, opportunistic growth investments, and enhanced shareholder returns [3] Group 3: Peer Comparison - Kinross Gold Corporation (KGC) reported attributable free cash flow of $769.4 million in Q4 2025, a 77% year-over-year increase, driven by stronger operating cash flow and a higher realized gold price of $4,144 [4] - IAMGOLD Corporation (IAG) achieved record mine-site free cash flow of $626.6 million in Q4 2025, a 701.3% year-over-year increase, supported by a higher realized gold price of $4,191 and strong operational performance [6][7] Group 4: Market Performance - CDE shares increased by 340.7% over the past year, outperforming the industry average rise of 85.3% [8] - CDE is currently trading at a forward 12-month price-to-sales ratio of 5.75X, above the industry average of 4.96X, and has a Value Score of D [11]

Coeur Mining, Inc. (NYSE:CDE) is a leading mining company with a focus on gold and silver production.Canaccord Genuity set a price target of $26 for CDE, indicating an anticipated price increase of approximately 8.06%.The company's market capitalization is approximately $15.45 billion, showcasing its significant presence in the mining sector.Coeur Mining, Inc. (NYSE:CDE) stands out in the mining industry for its exploration and production of precious metals such as gold and silver. Operating several mines a ...

Unite Group ( UTGPF ) is a UK-listed REIT that is the largest provider of Purpose Built Student Accommodation (PBSA) in the country. Its shares have declined by around 29% in the last 12 months, and I believe that thisThe Stock Orchard is a former buy-side equity analyst and portfolio manager with over 15 years of US stock market investing experience. Picks are usually long-only with no style bias. Areas of particular interest are varied and include 'value with a catalyst', steady compounders and potential ...

Industry Overview - The Zacks Mining - Non Ferrous industry is experiencing promising prospects due to rising metal prices and increasing demand for non-ferrous metals, particularly driven by the energy-transition trend [1][4] - The industry includes companies producing metals such as copper, gold, silver, cobalt, molybdenum, zinc, aluminum, and uranium, which are essential across various sectors [3] Market Dynamics - Silver prices surged by 170% in 2025, with an 8.6% increase so far this year, while gold prices are near $5,000 per ounce, reflecting a 15.3% gain this year [4] - Copper futures have risen by 24.2% over the past year, driven by high demand and expectations of tightening global supply [4] - Uranium prices recently retreated to $92 per pound after reaching a two-year high of $101.50, indicating fluctuations in supply expectations [4] Demand Drivers - The demand for non-ferrous metals is expected to remain high, particularly due to their applications in transportation, construction, and renewable energy sectors [6] - The U.S. Infrastructure Investment and Jobs Act is anticipated to drive significant demand for non-ferrous metals as infrastructure upgrades and green policies are implemented [6] Company Highlights - **Coeur Mining**: Revenues nearly doubled to $2.1 billion in 2025, with net income surging to $586 million. The company is set to acquire New Gold, creating a major North American mining entity [15] - **Southern Copper Corporation**: Reported record net sales of $13.4 billion in 2025, with plans to increase copper production to 1.6 million tons by 2033, supported by a $20.5 billion investment over the next decade [19] - **Freeport-McMoRan**: Positioned for growth with high-quality copper assets and ongoing expansions at existing operations, including a significant project in Peru [22] - **Lundin Mining**: Increased its copper mineral resources by 37% and forecasts strong production figures for 2026, aiming to become a top-ten global copper producer [24] Financial Performance - The Zacks Mining - Non Ferrous industry has outperformed the Zacks Basic Materials sector with a collective gain of 77.9% over the past year, compared to the sector's 43% [9] - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 16.95X, slightly below the S&P 500's 17.80X [10] Future Outlook - The Zacks Industry Rank for the Mining - Non Ferrous industry is 74, placing it in the top 30% of 243 Zacks industries, indicating strong near-term prospects [7]