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.
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