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Torex Gold Resources Inc. (TXG $68.27)
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Coeur Mining Inc. (CDE $24.08)
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Triple Flag Precious Metals Corp. (TFPM $50.70)
CDE EPS of 35c missed estimates of 36c; revenue of $674.7M matched estimates. Revenue more than doubled, and income tripled. Cash flow rose more than 5-fold. For 2026, production guidance was OK, but the low end of guidance was below current estimates.
TXG EPS of $1.76 beat estimates of $1.51; revenue of $465M beat estimates by 4%. EBITDA of $281.5M beat estimates by 13%. Earnings rose more than 100% on higher metals prices. Sales rose 58%. Free cash flow was $165M. We consider these results solid.
TFPM EPS of 33c beat estimates of 31c; revenue of $118.9M matched estimates. EBITDA of $101M beat by 7%. Its long term outlook of 140,000+ ounces looks good. It remains debt free with $1B in available liquidity. We remain quite comfortable with the company overall.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in CDE.