The prospects for the Zacks Mining - Silver industry look promising on the back of rising silver prices. Global industrial demand for silver is expected to reach record levels in 2024, driven by photovoltaics. Meanwhile, supply is expected to dip 1%. This suggests a fourth consecutive year of deficit for the silver market, which is likely to bolster prices. We suggest keeping tabs on companies like Fresnillo (FNLPF) , Hecla Mining (HL) , First Majestic Silver (AG) , MAG Silver (MAG) and Vizsla Silver (VZLA) ...

Michael McCraeMichael McCrae is leading Kitco's coverage of the mining sector. McCrae, who has both an MBA and CMA, knows how to build digital media properties. He was co-founder and publisher of MINING.com, an award-winning news site. Before coming to media, McCrae worked in IT and banking. Please reach out: mmccrae@kitco.com or (514) 670-1383. You can also follow him at @michaelmccrae.ShareDisclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc ...

Michael McCraeMichael McCrae is leading Kitco's coverage of the mining sector. McCrae, who has both an MBA and CMA, knows how to build digital media properties. He was co-founder and publisher of MINING.com, an award-winning news site. Before coming to media, McCrae worked in IT and banking. Please reach out: mmccrae@kitco.com or (514) 670-1383. You can also follow him at @michaelmccrae.ShareDisclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc ...

First Majestic Silver Corp. (AG) announced that it has entered into an agreement to acquire Gatos Silver, Inc. With this deal, AG will gain 70% interest in the high-quality and long-life Cerro Los Gatos underground mine. The deal implies a total equity value for Gatos at around $970 million.The Gatos Silver deal will solidify First Majestic’s position as an intermediate primary silver producer. The combined entity, with a pro forma market capitalization of around $3 billion, will have an enhanced production ...

Michael McCraeMichael McCrae is leading Kitco's coverage of the mining sector. McCrae, who has both an MBA and CMA, knows how to build digital media properties. He was co-founder and publisher of MINING.com, an award-winning news site. Before coming to media, McCrae worked in IT and banking. Please reach out: mmccrae@kitco.com or (514) 670-1383. You can also follow him at @michaelmccrae.ShareDisclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc ...

文章核心观点 - 公司Q2-24业绩表现不佳,收入同比下降7%,主要受到Jerritt Canyon停产和San Dimas矿山产量下降的影响 [2][3][4] - 公司持续进行股票发行,导致股东权益被稀释,自2014年以来产量增长45%但股票数量翻了一倍多 [7] - 公司整体成本居高不下,AISC维持在较高水平,利润率较低 [10][11] - Jerritt Canyon矿山前景不太乐观,需要大量投资才能达到预期产量 [13][14] - 公司在墨西哥的业务面临一定政策风险,如果发生重大改革可能会对公司产生间接影响 [16] - 公司估值较高,与同行相比缺乏多元化和增长动力 [19][20] 分组1 - 公司Q2-24产量同比下降,银产量下降20%,金产量下降13% [3][4][5] - 公司主要矿山San Dimas和La Encantada的产量均有所下降,Santa Elena矿山产量有所增加 [4][5] - 公司持续进行股票发行,导致股东权益被稀释,自2014年以来产量增长45%但股票数量翻了一倍多 [7] 分组2 - 公司整体成本居高不下,Q2-24 AISC为21.64美元/盎司,利润率较低 [10][11] - 公司Jerritt Canyon矿山前景不太乐观,需要大量投资才能达到预期产量 [13][14] - 公司在墨西哥的业务面临一定政策风险,如果发生重大改革可能会对公司产生间接影响 [16] 分组3 - 公司估值较高,与同行相比缺乏多元化和增长动力,交易价格超过2.7倍净资产值 [19][20] - 公司股价下跌80%但仍未见底,主要是由于持续的股票发稀释导致 [21][22]

Michael McCraeMichael McCrae is leading Kitco's coverage of the mining sector. McCrae, who has both an MBA and CMA, knows how to build digital media properties. He was co-founder and publisher of MINING.com, an award-winning news site. Before coming to media, McCrae worked in IT and banking. Please reach out: mmccrae@kitco.com or (514) 670-1383. You can also follow him at @michaelmccrae.ShareDisclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc ...

文章核心观点 - 公司二季度产量有所增加,但收入和现金流仍然下降[5] - 金银价格走强,但公司股价表现不佳[6] - 公司持续亏损,全包成本较高,经营状况不佳[7] - 公司现金储备充足,但仍难以盈利[8] 公司经营情况总结 - 二季度产量环比有所增加,但同比仍有下降,主要受到Jerritt Canyon矿山停产和San Dimas、La Encantada矿山产量下降的影响[5] - 金银价格走强,公司实现的平均销售价格较去年同期上涨11%,较上季度上涨17%[7] - 尽管金银价格上涨,但公司仍然亏损,全包成本较高,主要受到现金成本上升的影响[7] - 公司二季度现金及受限现金余额为2.697亿美元,资金储备充足,但仍难以实现盈利[8] 行业情况总结 - 金银价格受经济不确定性和国际局势不确定性的影响而走强,为行业带来利好[6] - 但在如此有利的价格环境下,公司仍难以实现盈利,反映了行业竞争激烈,盈利能力较弱[9]

| --- | --- | |-----------------------------------------------------|-------------------| | | | | CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS | | | FOR THE THREE AND SIX MONTHS ENDED JUNE | 30, 2024 AND 2023 | | (UNAUDITED) | | | | | | | | 925 West Georgia Street, Suite 1800, Vancouver, B.C., Canada V6C 3L2 Phone: 604.688.3033 | Fax: 604.639.8873| Toll Free: 1.866.529.2807 | Email: info@firstmajestic.com www.firstmajestic.com Management's Responsibilities over Financial Reporting The condensed inter ...

Vancouver, British Columbia--(Newsfile Corp. - August 1, 2024) - First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV) (the "Company" or "First Majestic") is pleased to announce the Company's unaudited condensed interim consolidated financial results for the second quarter ended June 30, 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 on SEDAR+ at www.sedarplus.ca and on EDG ...