Die besten Gold-/Silberminen auf der Welt

Man braucht zwei Dinge, um das große Ganze zu verstehen und sich selbst einen übergeordneten Plan zu machen, wann man kauft und verkauft und wann man an der Seitenlinie steht: einen Zykliker und einen guten Elliot-Waver.

Hier ist der Zykliker mit seinem Fahrplan, sowohl für mittelfristige als auch langfristige Entwicklungen, und welche Kurse ihr bei Gold und Silber erwarten könnt.

Gary Savage: We Could See $3200 Gold and $40 Silver by April

0:00 - Introduction
0:40 - The Bigger Picture
3:00 - Eight Year Cycle
6:00 - Gold & Market Volatility
9:20 - Momentum & Gold Outlook
13:00 - Silver Possibilities
15:30 - Timing Assessment
19:00 - Gold/Silver Ratio Uses
23:40 - Monitoring the Miners
26:40 - Human Nature & BIAS
30:00 - Fundamentals & Sentiment
34:45 - Tops, Debt, & Fed Policy
39:30 - Silver Opportunity
43:00 - Wrap Up

https://www.youtube.com/watch?v=x9G-RvZ-_tk  

buy the dip  

Vassago: Coeur Mining will SilverCrest Metals übernehmen   06.10.24 10:33 #6

• in einem 1,7 Mrd. $ All Share Deal
  je SilverCrest Aktie bietet Coeur 1,6022 eigene Anteile
  
  
• das Kernasset von SilverCrest ist die Las Chispas Mine in Mexiko
  die Übernahme soll im 1.Quartal 2025 abgeschlossen werden
  
  
• CDE Aktionäre sollen 63% SilverCrest Aktionäre 37% am kombinierten Unternehmen halten
  das anfängliche Premium wurde mit 22% ausgewiesen
  
  
• Kurse vor der Übernahme:
  CDE 7,08$*1,6022 = 11,34$ (Bewertungspreis SilverCrest)
  SIL.TO 12,59C$ = 9,27$
  11,34$/9,27$ = 22%
  
  
• Kurse nach dem Übernahmeangebot:
  CDE 6,41$ (-9%)*1,6022 = 10,27$
  SIL.TO 13,81C$ = 10,17$
  

https://www.miningweekly.com/article/...lvercrest-for-17bn-2024-10-04

Dieses Übernahmeangebot reiht sich m.M.n. in die Offerten der jüngsten Vergangenheit ein - gute Produzenten werden von größeren mäßigen Produzenten zu sehr überschaubaren Aufschlägen übernommen. Für Coeur liegen die Vorteile auf der Hand: die saubere Bilanz von SilverCrest, der Cash-Flow, die niedrigeren AISC + aktuell 10 Moz SE Produktion p.a. Aber wo liegen die Vorteile für SilverCrest? 22% Premium auf dem Papier? Denn real waren es bisher nur maximal 14% (bei perfektem Trading 14,37C$/12,59C$)! Die Verwässerung ist auch nicht ohne, zu den rund 400 Mio. CDE Aktien dürften nochmal rund 240 Mio. neue Aktien hinzukommen, sodass sich die Anzahl der Anteile um ca. 60% erhöhen dürfte. Die Strafgebühren, sollte sich eine Partei von dem Deal zurückziehen wollen, sind mit 100 Mio. $ für CDE bzw. 60 Mio. $ für SilverCrest ebenfalls ziemlich saftig.

 

mit Hudbay Minerals heute über 15% im Minus, obwohl alle Zahlen im Bereich der Erwartung lagen oder darüber, vor allem eine sehr hohe Goldproduktion mit günstigem AISC. Die Nettoschulden wurden im Gj 2024 halbiert (von 1,1 Mrd auf 525 Mio$
https://www.globenewswire.com/news-release/2025/...nual-Guidance.html

Verstehe das wer wolle, ich bin raus per SL

 

Der adjustierte Gewinn je Aktie lag unter den Konsensschätzungen. Das reicht schon um eine Aktie auf Talfahrt zu schicken.

https://www.rttnews.com/3514081/...ance-stock-drop-in-pre-market.aspx

 

SSR kraftvoll, insbesondere an der Nasdaq. Nach dem 0,5er  Retracement stabil über die 10$ gegangen. Bei uns etwas weiter zurückgekommen nach dem nicht ganz so erfolgreich verlaufenen Geschäftsjahr aber dennoch positive Stimmung.

Hier der Link zum Transkript des Earnings Call:

https://www.insidermonkey.com/blog/...rnings-call-transcript-1457374/  

AngloGold Ashanti delivers nine-fold increase in 2024 free cash flow* to $942m versus prior year; Adjusted EBITDA* +93% year-on-year and H2 dividend growth of 263% to 69 US cents per share; total cash costs* +4% for FY 2024, below group inflation

https://www.juniorminingnetwork.com/...024-below-group-inflation.html  

SilverCrest transaction completed creating leading global silver company; second consecutive quarter of strong net income, adjusted EBITDA and free cash flow; provides full-year 2025 guidance

CHICAGO / Feb 19, 2025 / Business Wire / Coeur Mining, Inc. (“Coeur” or the “Company”) (NYSE: CDE) today reported fourth quarter 2024 financial results, including revenue of $305 million and cash flow from operating activities of $64 million. The Company reported GAAP net income from continuing operations of $38 million, or $0.08 per share. On an adjusted basis1, Coeur reported EBITDA of $116 million, cash flow from operating activities before changes in working capital of $79 million and net income from continuing operations of $45 million, or $0.11 per share.

For the full year, Coeur reported revenue of $1.1 billion, cash flow from operating activities of $174 million and GAAP net income from continuing operations of $59 million, or $0.15 per share. On an adjusted basis1, the Company reported EBITDA of $339 million, cash flow from operating activities before changes in working capital of $162 million and net income from continuing operations of $70 million, or $0.18 per share.

Key Highlights

Strong full-year 2024 production and cost results – 2024 full-year production of 341,582 ounces of gold and 11.4 million ounces of silver represented year-over-year increases of 8% and 11%, respectively, and fell solidly within the 2024 guidance ranges. Full-year 2024 costs applicable to sales per ounce declined year-over-year by 11% for gold and 9% for silver
Second consecutive quarter of positive free cash flow and further EBITDA growth – Fourth quarter free cash flow of $16 million brought total second half free cash flow to $85 million. Fourth quarter adjusted EBITDA of $116 million resulted in full-year 2024 adjusted EBITDA1 of $339 million compared to $142 million in 2023
Strong fourth quarter results from Rochester – Rochester’s silver and gold production increased by 34% and 63%, respectively, quarter-over-quarter to 1.6 million ounces of silver and 15,752 ounces of gold, bringing the full-year totals to 4.4 million silver ounces and 39,203 gold ounces. Tons placed in the fourth quarter totaled 8.2 million tons, exceeding the 7.0 - 8.0 million tons target. Fourth quarter free cash flow of $12 million represented the first positive free cash flow quarter since the fourth quarter of 2019
Further debt reductions – Coeur repaid an additional $30 million of the revolving credit facility (“RCF”)2 during the quarter, reducing the outstanding balance by 29%, or $80 million since mid-year to $195 million. The Company’s net debt to adjusted EBITDA ratio declined to 1.6x at year-end compared to 3.4x at year-end 2023
SilverCrest transaction now closed – Coeur’s $1.58 billion acquisition of SilverCrest Metals Inc. (“SilverCrest”) closed on February 14, 2025, which adds the high-grade, low-cost Las Chispas silver and gold operation in Sonora, Mexico to the Company’s portfolio of North American assets and creates a leading global silver company
Robust expected 2025 production growth positions Coeur for record results – 2025 production guidance ranges of 380,000 - 440,000 ounces of gold and 16.7 - 20.3 million ounces of silver represent expected year-over-year increases of 20% and 62%, respectively3. These ranges reflect the expected benefit of the recently acquired Las Chispas operation and the first full-year of production from the newly expanded Rochester operation totaling 7.0 - 8.3 million silver ounces and 60,000 - 75,000 gold ounces, representing year-over-year expected increases of 75% and 72%, respectively3

https://www.juniorminingnetwork.com/...nd-full-year-2024-results.html  

Coeur hat die Gewinnerwartungen von 0,14$ verfehlt. Im 4.Quartal lag der bereinigte Gewinn bei 0,11$ je Aktie.  

Pan American Silver Reports Audited Financial Results for 2024, Including Record Revenue, Cash Flow From Operations and Free Cash Flow
Company provides 2025 Operating Outlook

All amounts expressed in U.S. dollars unless otherwise indicated. Tabular amounts are in millions of U.S. dollars and thousands of shares, options and warrants, except per share amounts, unless otherwise noted.

VANCOUVER, British Columbia / Feb 19, 2025 / Business Wire / Pan American Silver Corp. (NYSE: PAAS) (TSX: PAAS) ("Pan American" or the "Company") provides fourth quarter ("Q4 2024") financial results and audited financial results for the year ended December 31, 2024 ("FY 2024"), and its outlook for production, costs and expenditures in 2025 (the "2025 Operating Outlook"). Pan American will host a conference call and webcast to discuss the 2024 financial results and the 2025 Operating Outlook on February 20, 2025; details provided further in this news release.

"Pan American generated record free cash flow of $196.2 million in Q4 and $445.1 million in 2024, reflecting strong metal prices, expanding margins, and solid operating performance, highlighted by strong silver and record annual gold production," said Michael Steinmann, President and Chief Executive Officer. "We are well positioned to continue generating robust operating margins in 2025, by prioritizing safe, sustainable operations and efficient cost management. We are in a strong financial position with $1.6 billion of total available liquidity to provide solid shareholder returns through dividends and opportunistic share buybacks, while pursuing our strategic initiatives."

Q4 2024 and FY 2024 HIGHLIGHTS:

Silver production was 6.0 million ounces in Q4 2024 and 21.1 million ounces in FY 2024. Annual silver production was within the 2024 Guidance.
Gold production was 224.2 thousand ounces in Q4 2024 and a record 892.5 thousand ounces in FY 2024. Gold production in Q4 2024 excludes December production from the La Arena mine (the sale of the mine was completed on December 2, 2024). Annual gold production was within the 2024 Guidance.
Record revenue of $815.1 million and $2.8 billion in Q4 2024 and FY 2024, respectively.
Net earnings of $107.8 million, or $0.30 basic earnings per share, in Q4 2024. FY 2024 net earnings of $112.7 million, or $0.31 basic earnings per share.
Adjusted earnings of $126.9 million, or $0.35 basic adjusted earnings per share, in Q4 2024. FY 2024 adjusted earnings of $286.7 million, or $0.79 basic adjusted earnings per share.
Record cash flow generated from operating activities of $274.1 million and $724.1 million in Q4 2024 and FY 2024, respectively.
Record free cash flow of $196.2 million and $445.1 million in Q4 2024 and FY 2024, respectively.
Silver Segment Cash Costs were $14.06 and $14.30 per ounce in Q4 2024 and FY 2024, respectively. Silver Segment all-in sustaining costs ("AISC") excluding net realizable value ("NRV") inventory adjustments were $19.88 and $18.98 per ounce in Q4 2024 and FY 2024, respectively. FY 2024 Silver Segment Cash Costs and AISC were slightly above the 2024 Guidance ranges.
Gold Segment Cash Costs were $1,223 and $1,203 per ounce in Q4 2024 and FY 2024, respectively. Gold Segment AISC excluding NRV inventory adjustments were $1,521 and $1,501 per ounce in Q4 2024 and FY 2024, respectively. FY 2024 Gold Segment Cash Costs and AISC were within the 2024 Guidance ranges.
Capital expenditures totaled $372.4 million in 2024, comprised of $279.0 million of sustaining capital and $93.4 million of project capital.
As at December 31, 2024, the Company had working capital of $1,033.4 million, inclusive of cash and short-term investments of $887.3 million, and $750.0 million available under its revolving Credit Facility. Total debt of $803.3 million was related to two senior notes, construction and other loans, and leases.
A cash dividend of $0.10 per common share has been declared, payable on or about March 14, 2025, to holders of record of Pan American’s common shares as of the close on March 3, 2025. The dividends are eligible dividends for Canadian income tax purposes.
Under the Company's Normal Course Issuer Bid ("NCIB"), for the year ended December 31, 2024, 1,720,366 common shares were repurchased for cancellation at an average price of $14.16 per share for a total consideration of $24.3 million. In January 2025, 909,012 common shares were repurchased for cancellation under the NCIB at an average price of $22.00 per share for a total consideration of $20.0 million.

https://www.juniorminingnetwork.com/...ations-and-free-cash-flow.html


 

B2Gold Reports Q4 and Full Year 2024 Results; Achieved 2024 Total Gold Production and Consolidated Cost Guidance; Goose Project Remains On Track for First Gold in Q2 2025 and Total Capital Estimate Remains at C$1,540 Million; Q1 2025 Dividend of US$0.02

https://www.juniorminingnetwork.com/...s-0-02-per-share-declared.html  

hier sind einige interessante Werte benamt:

https://stockhead.com.au/resources/...sign%2520of%2520coming%2520down  

extrem wichtig und ich gehe von 3% heute aus ;)

Meine noch in den Kinderschuhen steckenden Elliot-Wellen-Fähigkeiten haben es gestern schon gesehen.

https://x.com/bozkaschi/status/1892506820066914602  

Mike Pettingell, von Vizsla Silver und CEO von Vizsla Royalties

https://youtu.be/_9r8th7txyA  

Here are some of my earnings notes for the week. Nobody has missed badly on costs.

First Majestic Silver (2/13/2025: Guidance for 2025. 30M oz AGEQ at $19 AGEQ).

Hecla Mining (2/14/2025: Q4 Results. 3.8M oz AG. 35K oz AU. Net Income $11M. Guidance for 2025. 16M oz AG at $16 AISC, 125K oz AU at $1850 AISC. $27M cash. $509 debt. At $3.3K gold and $50 silver, their FCF jumps to $450M, and they should their share price should jump to around $18).

Westgold Resources (2/17/2025: Fiscal 2025 guidance. 345K oz at $1550 AISC. Runrate increases to 400K oz H2 2025 with lower costs).

SSR Mining (2/18/2025: Q4 results. 124K oz at $1850 AISC. That includes Copler cleanup costs. Without Copler it was $1550 AISC. Copler appears to be cleaned up. They plan to no longer use heap leach at Copler. They do not provide guidance on the capex for a restart once they get their permit back. They have $388M in cash and no debt).

Anglogold Ashanti (2/19/2025: 2024 results 942M FCF at 2.6M oz at $1600 AISC. Q4 AISC was $1650. No guidance for 2025, but the AISC will like be around $1700 at 2.6M oz).

Pan American Silver (2/19/2025: Q4 Results. 6M oz AG at $19 AISC, 224K oz AU at $1500 AISC. Q4 FCF at $196M. That’s around an $800M FCF runrate for 2025 at current gold/silver prices. Guidance for 2025 is 20M oz of AG at $17 AISC. 750K oz AU at $1575 AISC).

B2Gold (2/19/2025: 2024 Results. 800K oz at $1500 AISC. Q4 Results. 180K oz at $1700 AISC. Guidance for 2025. 1M oz at $1500 AISC. Goose first pour in Q2 2025. Cash $337M).

Calibre Mining (2/19/2024: Q4 Results 75K oz at $1450 AISC. Plus, Valentine Lake reaches first poor in Q2 and full production by Q4. That will take them to 500K oz/year).

Torex Gold (2/19/2024: Results for 2024: 450K oz at $1150 AISC. Media Luna first pour expected in Q1 2025. No guidance yet for 2025 production or AISC. I’m expecting a production increase with both mines running, but it won’t last very many months as the transition production to Media Luna).

OceanaGold (2/19/2024: Q4 Results. 150K oz at $1500 AISC).

New Gold (2/19/2024: Q4 Results. 80K oz at $1000 AISC. Their costs are supposed to remain low the next three years, although maybe not this low, which is stunning for a Canadian producer).

Coeur Mining (2/19/2024: 2024 results. 341K oz AU. 11M oz AG. They had a $70M net profit. After the Silvercrest and Rochester expansion, guidance for 2025 is 400K oz AU, 18M oz AG. We don’t have cost guidance, but my guess is $1400 AISC for gold and $20 AISC for silver. That would be a $600M runrate at current gold/silver prices. We will now more after Q1).

Equinox Gold (2/20/2024: Q4 results. 214K oz at $1650 AISC. Guidance for 2025. 675K oz at $1500 AISC).  

First Majestic Silver Announces Record Free Cash Flow for Q4 2024, FY 2024 Financial Results and Quarterly Dividend Payment

Financial Results & Earnings   Silver   Mexico  Follow  TSX: AG  Website
Mr. Keith Neumeyer reports:
Vancouver, British Columbia--(Newsfile Corp. - February 20, 2025) - First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV) (the "Company" or "First Majestic") is pleased to announce the Company's audited consolidated financial results for the fourth quarter ended December 31, 2024. The full version of the financial statements and the accompanying management's discussion and analysis can be viewed on the Company's website at www.firstmajestic.com or under the Company's profile on SEDAR+ at www.sedarplus.ca and on EDGAR at www.sec.gov/edgar. All amounts are in U.S. dollars unless stated otherwise.

FOURTH QUARTER HIGHLIGHTS

Record Free Cash Flow (+119% Q/Q): The Company realized $68.4 million in free cash flow in the fourth quarter, compared to $31.3 million in the previous quarter. The improvement in free cash flow was driven by improved silver equivalent ("AgEq") production, higher realized silver prices and lower costs during the quarter.

Strengthened Cash Position (+19% Q/Q): At the end of the year, the Company had a cash and restricted cash balance of $308.3 million consisting of $202.2 million cash and cash equivalents and $106.1 million of restricted cash. The Company also ended the year with a strong liquidity position of $364.2 million consisting of $224.5 million in working capital and $139.6 million of available, undrawn revolving credit facility.

Increased Revenue (+18% Q/Q): In the fourth quarter, the Company generated revenues of $172.3 million, up 18% compared to the third quarter of 2024.

Improved Mine Operating Earnings (+69% Q/Q): The Company realized mine operating earnings of $48.2 million compared to $28.5 million in the previous quarter.

Increased Earnings Before Income Tax, Depreciation and Amortization ("EBITDA") (+68% Q/Q): EBITDA for the quarter was $62.0 million compared to $36.9 million in the previous quarter.

Improved Cash Cost (-9% Q/Q): Consolidated cash cost of $13.82 per AgEq ounce for the quarter represented a 9% improvement from $15.17 per AgEq ounce in the previous quarter.

Decreased All-in Sustaining Cost ("AISC") (-3% Q/Q): Consolidated AISC in the fourth quarter was $20.34 per AgEq ounce, representing a 3% decrease from $21.03 per AgEq ounce in the previous quarter.

Record Quarterly Sales at First Mint (+237% Q/Q): First Mint, LLC, the Company's 100%-owned minting facility, set a new record for quarterly sales of $9.1 million compared to $2.7 million in the previous quarter.

Purchased Common Shares: The Company purchased and cancelled an aggregate of 50,000 common shares at an average price of CAD$7.81 per share during the quarter.

Fourth Quarter Dividend: The Company declared a cash dividend of $0.0057 per common share for the fourth quarter of 2024 for shareholders of record as of the close of business on February 28, 2025, to be paid out on or about March 14, 2025.

https://www.juniorminingnetwork.com/...uarterly-dividend-payment.html  

Trotzdem ein Verlust von 0.34 Cent pro Aktie (ca. 100 Mio.) für 2024! Und das bei steigenden Edelmetallpreisen!  

TORONTO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Highlander Silver Corp. (CSE: HSLV; “Highlander Silver” or the “Company”) is pleased to announce that due to strong institutional investor demand, it has entered into an agreement with Ventum Financial Corp. as lead underwriter and sole bookrunner, on behalf of a syndicate of underwriters (collectively, the “Underwriters”), to increase the size of the previously announced bought deal private placement from $25,000,080 to $28,000,000 (the “Offering”).

Pursuant to the amended terms, the Offering will consist of 20,000,000 common shares (the “Shares”) of the Company at a price of $1.40 per Share (the “Offering Price”) for aggregate gross proceeds of $28,000,000, excluding any additional proceeds raised from the exercise of the Underwriters’ Option (defined below).

The Company intends to use the net proceeds from the Offering to fund the advancement of exploration activities at the Company’s San Luis gold-silver project in Peru, as well as for working capital and general corporate purposes.

The Company has agreed to grant the Underwriters an option (the “Underwriters’ Option”) which will allow the Underwriters to purchase up to an additional 15% of the Shares, on the same terms as the Offering. The Underwriters’ Option may be exercised in whole or in part up to 48 hours prior to the closing date of the Offering (as defined below).

The Offering is scheduled to close on March 11, 2025 (the “Closing Date”), or such other date as the Company and the Underwriters may agree and is subject to certain conditions including, but not limited to, the receipt of all necessary regulatory approvals, including the approval of the Canadian Securities Exchange.

The Shares (including any Shares issued pursuant to the Underwriters’ Option) will be offered on a private placement basis pursuant to exemptions from prospectus requirements under applicable securities laws, in all provinces of Canada, except Québec, and will be subject to a statutory hold period of four months and one day from the Closing Date.

This news release does not constitute an offer to sell or a solicitation of an offer to sell any of the securities in the United States. The securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the “U.S. Securities Act”) or any state securities laws and may not be offered or sold within the United States unless registered under the U.S. Securities Act and applicable state securities laws or an exemption from such registration is available.

About Highlander Silver

Highlander Silver is advancing a portfolio of silver exploration and development assets in the Americas, including the bonanza grade San Luis gold-silver project that is located adjacent to the Pierina mine in Central Peru. Highlander Silver is backed by the Augusta Group, which boasts an exceptional track record of value creation totaling over $4.5B in exit transactions, and supported by strategic shareholders, the Lundin Family and Eric Sprott. The Company is listed on the Canadian Securities Exchange.  

https://x.com/golddiscovery1/status/1892567812180148537?s=46  

soeben veröffentlicht. Für das Panuco Project weist die MRE per 9.9.2024
M+I 222.362.000 Silber Aequivalent Unzen und
Inferred  138.711.000 AgEg aus.
Produktionsstart 2H 2027 als underground mine.
Die noch ausstehenden Genehmigungen werden in diesem Jahr erwartet.  

https://...Report-including-update-MRE-for-Vizsla-Silver-25-02-20.pdf

über 300 Seiten.....  

https://www.investing.com/news/stock-market-news/...on-prices-3881686
(Reuters) -Newmont beat analysts' estimate for fourth-quarter profit on Thursday, as the world's biggest gold miner benefited from a rally in bullion prices and higher production.

Average price of gold has been rising over the past few quarters and hit multiple all-time highs during the October to December period, as uncertainties surrounding the U.S. presidential election and the Middle East tensions fueled demand for the safe-haven asset.

Newmont's quarterly gold production increased 9.2% over the year earlier to 1.90 million ounces, while price was up 31.9% at $2,643 per ounce.

All-in-sustaining-costs for gold, an industry metric reflecting total expenses, were down 1.5% at $1,463 per ounce, also aiding the company's earnings.

Newmont now expects gold production of about 5.9 million ounces in the current year, above Wall Street estimate of 5.87 million ounces.

After buying Australia-based Newcrest for $17.14 billion, Newmont announced in February 2024 that it would divest non-core assets and trim its workforce to cut debt, which was at $5.31 billion as of December 31.

Late last year, the company said it would sell its Eleonore mine in Canada to UK-based miner Dhilmar Ltd for $795 million and sell its Musselwhite Gold Mine in Ontario to Orla Mining in a deal valued at $850 million.

Last month, Gold miner Discovery (NASDAQ:WBD) Silver said it would acquire Newmont's stake in Porcupine Operations in Ontario, Canada, for $425 million.

On an adjusted basis, Newmont earned $1.40 per share for the quarter ended December 31, compared with analysts' average estimate of $1.08 per share, according to data compiled by LSEG.  

der Verlust bei First Majestic ist nicht operativ entstanden ! EPS + 0,03$ die haben den Turnaround geschafft speziell mit den Gatos zahlen die einfließen werden.

Net loss for the quarter includes non-cash foreign exchange loss of $3.1 million (EPS of ($0.01)) and non-cash deferred income tax expense of $18.3 million (EPS of ($0.06)
non-operative

https://x.com/bozkaschi/status/...9?s=46&t=luJBTDwxNH0u_oaa7JzNtA  

Lundin sehr gute Zahlen vorgelegt und die Dividende erhöht. AISC von 875 US Dollar.

Eldorado Gold AISC 1226 US Dollar und ansonsten gute Zahlen. Deutliche Verbesserung!

Centerra Gold AISC von 1296 US Dollar Q4 und 1148 US Dollar im Jahre 24.
Net Earnings Verlust wegen Abschreibungen in Höhe von ca 250 Mio US Dollar.
7 cad Cents Dividende

Iamgold sehr beeindruckend wie ich finde. Sie waren schon fast Tod gewesen und ein Dauerpstient und Übernahmekandidat. Der Turnaround ist geschafft worden. Sehr gute Zahlen!
Attributable gold production for the year was 667,000 ounces, the mid-point of the Company's increased production guidance of 625,000 to 715,000 ounces. Fourth quarter attributable production was 177,000 ounces.

Côté produced 124,000 attributable ounces (199,000 ounces on a 100% basis) during its initial nine months of operation and 62,000 attributable ounces (96,000 ounces on a 100% basis) in the fourth quarter as it continued to ramp up to nameplate capacity, close to the bottom end of the attributable production guidance range of 130,000 to 175,000 ounces (220,000 to 290,000 ounces at 100%).

Westwood produced 134,000 ounces for the full year and 35,000 ounces in the fourth quarter, exceeding the top end of the production guidance range of 115,000 to 130,000 ounces.

Essakane produced 409,000 attributable ounces for the full year and 80,000 attributable ounces in the fourth quarter, achieving the top end of the attributable production guidance range of 380,000 to 410,000 ounces.

Revenues for the year were a record of $1,633.0 million from sales of 699,000 ounces at an average realized gold price1 of $2,330 per ounce and $469.9 million from sales of 185,000 ounces at an average realized gold price of $2,525 per ounce for the quarter.

Cost of sales per ounce sold, excluding Côté1, was $1,181 for the year, at the low end of cost guidance of $1,175 to $1,275 and $1,397 for the fourth quarter. Including Côté, cost of sales per ounce sold was $1,156 for the year and $1,298 for the fourth quarter.

Cash cost1 per ounce sold, excluding Côté, was $1,176 for the year, at the low end of guidance range of $1,175 to $1,275 and $1,393 for the fourth quarter. Including Côté, cash cost1 per ounce sold was $1,152 for the year and $1,294 for the fourth quarter.

AISC1 per ounce sold, excluding Côté, was $1,725 for the year, trending toward the low end of guidance range of $1,700 to $1,825 and $2,071 for the fourth quarter. Including Côté, AISC1 per ounce sold was $1,716 for the year and $1,949 for the fourth quarter.

Net earnings and adjusted net earnings per share attributable to equity holders1 of $1.52 and $0.55 for the year, respectively; for the fourth quarter, net earnings and adjusted net earnings per share attributable to equity holders1 of $0.15 and $0.10, respectively. The 2024 net earnings were adjusted for a $455.5 million gain on the reversal of the previously recorded impairment at Westwood.

Net cash from operating activities was $486.0 million for the year and $102.6 million for the fourth quarter. Net cash from operating activities, before movements in working capital and non-current ore stockpiles1, was $600.4 million for the year and $127.2 million for the fourth quarter.

Earnings before interest, income taxes, depreciation and amortization ("EBITDA")1 was $1,323.0 million for the year ($259.5 million for the fourth quarter) and adjusted EBITDA1 was $780.6 million for the year ($215.4 million for the fourth quarter). The 2024 EBITDA was adjusted for a $455.5 million gain on the reversal of the previously recorded impairment at Westwood.

Mine-site free cash flow1, excluding Côté Gold, was $344.9 million for the year and $61.3 million for the fourth quarter. The mine-site free cash flow from Côté Gold was $40.2 million for the initial five months of commercial operations and $16.9 million during the fourth quarter.

The Company has available liquidity1 of $767.0 million, mainly comprised of cash and cash equivalents of $347.5 million and the available balance of the revolving credit facility ("Credit Facility") of $418.5 million as at December 31, 2024.

In health and safety, for the year ended December 31, 2024, the Company reported a TRIFR (total recordable injuries frequency rate) of 0.63, an improved trend since last year and third successive year of improvement.

Outlook for 2025

Attributable gold production of 735,000 to 820,000 ounces, driven by the ramp-up of Côté to nameplate production later in the year and continued strong production levels from Essakane and Westwood.

Production at Côté in its first full year, on a 100% basis, is expected to be between 360,000 to 400,000 ounces for the year (250,000 to 280,000 ounces on an attributable basis).

Cash cost1 guidance of $1,200 to $1,350 per ounce sold and AISC1 guidance of $1,625 to $1,800 per ounce sold. Costs are expected to be lower in the second half of the year as Côté progresses towards nameplate production.

Mineral Reserves and Resources

Proven and Probable ("P&P") Mineral Reserves (100% basis) total 10.7 million ounces of gold in 296 million tonnes ("Mt") at 1.12 grams per tonne gold ("g/t Au") (8.2 million ounces attributable). P&P Mineral Reserves decreased 3%, or 367,000 ounces, from the year prior. P&P Mineral Reserves at Essakane increased 5% net of depletion, offset by a 4% decrease at Côté due to depletion.

Measured and Indicated ("M&I") Mineral Resources (100% basis) increased 3% to 26.7 million ounces of gold in 846 Mt at 0.98 g/t Au (21.2 million ounces attributable). Inferred Mineral Resources (100% basis) increased 27% to a total of 12.8 million ounces (11.4 million ounces attributable).

Updated Mineral Resources for the 100%-owned Nelligan Project of 3.1 million Indicated gold ounces in 102.8 million tonnes ("Mt") at 0.95 grams per tonne gold ("g/t Au"), and 5.2 million Inferred ounces (166.4 Mt at 0.96 g/t Au). This represents a 56% increase in Indicated ounces, or 1.1 million ounces, with an accompanying 13% increase in grade; as well as a 33% increase in Inferred ounces, or 1.3 million ounces, with a similar 14% increase in grade. Nelligan mineralization remains open along strike and at depth.

Corporate

On December 2, 2024, the Company announced the return of its ownership in Côté to a 70% interest effective November 30, 2024, following the repurchase of the 9.7% interest of the Côté Gold Mine for $377.7 million. The interest that was transferred to Sumitomo Metal Mining Co. Ltd. ("Sumitomo" or "SMM") as part of the JV funding and amending agreement entered into on December 19, 2022.

On December 23, 2024, the Company announced that it executed an amendment to its secured revolving credit facility ("Credit Facility"). Under the amendment, the term has been extended to four years with a new maturity date of December 20, 2028, and the Credit Facility size has been increased from $425 million to $650 million. The Credit Facility will be available for general working capital purposes and provides flexibility as the Company looks to lower the cost of its debt and improve its capital structure in 2025.

On December 23, 2024, the Company announced that it closed the sale of its 100% interest in the Karita Gold Project ("Karita") and associated exploration assets in Guinea (together, the "Guinea Assets") for gross cash proceeds of $35.5 million. The sale of the Guinea Assets is part of the previously announced transactions with Managem (see news release dated December 20, 2022).

During the second half of 2024, the Company delivered 75,000 ounces into the 2022 gold prepay arrangements (37,500 ounces in the fourth quarter), and a further 12,500 ounces during January 2025, reducing the outstanding balance of all prepay arrangements to 62,500 ounces as at January 31, 2025.

On November 26, 2024, the Company received an updated credit rating from Standard and Poor's which upgraded the corporate credit rating from B- to B with a stable outlook. On January 13, 2025, the Company received an updated credit rating from Moody's which upgraded the corporate credit rating from B3 to B2 with a stable outlook.

Newmont gute Zahlen und AISC unter 1500 US Dollar gedrückt allerdings ist die AISC Guidance für 25 bei
1620 bzw 1630 Pro Unze. Das ist schon eine ordentliche Steigerung. Allerdings verdienen die jetzt aktuell ca 1300 US Dollar Bruttomargin pro Feinunze.
 

weltweit Einbruch der Verkaufszahlen, Demonstrationen in den USA wg des politischen Engagements von Musk:

https://www.proactiveinvestors.com.au/companies/...sales-1066652.html