Hudbay Minerals (HBM) announced that it has received the Aquifer Protection Permit for its Copper World project from the Arizona Department of Environmental Quality ("ADEQ"). The stock jumped 4% on the news as the issuance of this permit cleared the second-last step before HBM can commence the construction of the Copper World project. The Copper World project in Arizona represents Hudbay Mineral's next significant copper growth project, with an expected annual copper production capacity of 85,000 tons over ...

TORONTO, Aug. 29, 2024 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. ("Hudbay" or the "Company") (TSX, NYSE: HBM) is pleased to announce that it has received an Aquifer Protection Permit for the Copper World project ("Copper World") from the Arizona Department of Environmental Quality ("ADEQ"). The company proactively engaged with the ADEQ, ensuring a transparent and thorough permitting process by providing comprehensive and detailed information. The issuance of this permit is a key milestone in the advancement ...

l 100 Print r Monty Rakusen Applied Materials (NASDAQ:AMAT) sells equipment, services and software to the semiconductor and display markets. I think the company is well positioned in the overall semiconductor equipment market, particularly in capturing the growth in HBM, DRAM and advanced packaging. The energy-efficient computing could potentially serve as a long-term growth tailwind for Applied Materials, in my view. I am initiating a 'Buy' rating with a one-year price target of $220 per share. High-bandwi ...

财务数据和关键指标变化 - 第二季度实现了29,000吨的铜产量和59,000盎司的黄金产量,与年度产量预期一致 [10] - 预计全年铜产量将低于中值,而黄金产量将高于中值,主要由于秘鲁较低的品位和降雨影响,以及铜山过渡期的影响 [11][12] - 第二季度综合现金成本为1.14美元/磅铜,公司提高了2024年综合现金成本指引至0.90-1.10美元/磅,较之前的1.05-1.25美元/磅有所改善 [13][14] - 第二季度经营活动产生的现金流为1.39亿美元,与第一季度持平,主要受益于有效的营运资金管理 [15][16] - 调整后EBITDA为1.45亿美元,较第一季度有所下降,但过去12个月达到8.24亿美元,较去年同期大幅增加 [17] - 第二季度调整后每股收益为0美元,扣除维护资本支出和现金租赁及社区付款后,公司本季度产生约3000万美元自由现金流 [18] 各条业务线数据和关键指标变化 秘鲁业务 - 第二季度生产19,000吨铜、11,000盎司黄金、45万盎司白银和400吨钼,符合全年指引 [24][25] - 矿石开采量较上季度增加38%,符合矿山计划,为实现第四季度更高品位做准备 [24] - 康斯坦西亚选厂平均日处理量87,000吨,维持良好运营 [26] - 品位下降导致现金成本上升至1.78美元/磅,但预计全年将在指引范围内 [27] - 正在推进玛丽亚雷纳和卡巴利托项目的勘探和许可工作 [29] 曼尼托巴业务 - 第二季度生产43,000盎司黄金、2,600吨铜、8,000吨锌和21万盎司白银,符合全年指引 [31] - 新不列颠尼亚选厂持续超出预期,日处理量达到2,100吨,为提高黄金产量做好准备 [33][34] - 黄金现金成本为771美元/盎司,预计全年将在指引范围内 [37] 不列颠哥伦比亚业务 - 第二季度生产6,700吨铜、4,500盎司黄金和77,000盎司白银,符合全年指引 [38][39] - 选厂可利用率达94%,铜回收率保持在82.3%的强劲水平 [39] - 现金成本为2.67美元/磅铜,较上季度下降23%,预计将随着优化措施持续下降 [40] - 正在执行加速剥离计划和选厂优化措施,以提高产量和降低成本 [41][42][45][47] 公司战略和发展方向及行业竞争 - 公司正在推进铜世项目的许可工作,预计2024年下半年获得所需州级许可 [50][51] - 铜世项目经济性良好,初步可行性研究显示NPV为11亿美元,税后IRR为19%(假设铜价3.75美元/磅) [49] - 公司将在获得许可后启动正式的合资伙伴寻找过程,已看到潜在合作伙伴的浓厚兴趣 [52] - 公司在曼尼托巴进行了创纪录规模的勘探,发现了新的潜在矿化区,有望扩大矿山寿命 [53][54][55][59][60][61] - 公司正在评估尾矿回收利用的机会,以回收贵金属和关键矿物,并带来环境和社会效益 [64] 管理层对经营环境和未来前景的评论 - 公司稳定的营运基础持续产生自由现金流,为推进增长项目提供支持 [9] - 公司已大幅改善资产负债表,净债务与调整后EBITDA比率降至0.8倍,为推进铜世项目做好准备 [22] - 管理层对铜供需前景持乐观态度,认为铜将受益于全球脱碳趋势带来的需求增长 [66][67] 问答环节重要的提问和回答 问题1 **Orest Wowkodaw 提问** 询问2024年下半年秘鲁业务的预期品位 [68] **Andre Lauzon 回答** 预计第三季度品位将略有提高至0.35-0.4左右,第四季度将大幅提高 [69][70][71] 问题2 **Ralph Profiti 提问** 询问曼尼托巴新不列颠尼亚选厂扩产计划的情况 [75] **Andre Lauzon 回答** 公司正在进行一系列小型资本项目来提高选厂产能,而非大规模扩建,预计到年底可达到41,000吨/日的处理能力 [82][83][84] 问题3 **Dalton Baretto 提问** 询问铜世项目许可进展是否会受到11月选举的影响 [96] **Peter Kukielski 回答** 公司预计年内能够获得所需的州级许可,这个过程不太依赖美国当前的政治环境 [97][98]

业绩总结 - 2024年第二季度调整后EBITDA为1.45亿美元[3] - 2024年第二季度自由现金流为3100万美元[8] - 2023年总收入为17亿美元[32] 生产数据 - 2024年第二季度铜生产量为28.6千吨，较Q1下降17.5%[12] - 2024年第二季度黄金生产量为58.6千盎司，较Q1下降35.1%[12] - 2024年第二季度银的生产量为738.7千盎司，较Q1下降22.1%[12] - 2024年第二季度锌的生产量为8.1千吨，持平于Q1[12] - 2024年第二季度矿石开采量为385.5千吨，较Q1有所下降[17] - 2024年第二季度铜回收率为90.3%，较Q1下降[17] - 2024年第二季度银回收率为59.2%，较Q1下降[17] - 铜山矿区Q2铜回收率为82.3%，较Q1略有下降[22] - 铜山矿区Q2现金成本为每磅2.67美元，较Q1显著下降[22] 成本与财务状况 - 2024年第二季度现金及现金等价物为5.24亿美元，较2023年同期增长191.1%[15] - 截至2024年6月30日，净债务为6.32亿美元，较2023年下降46.9%[15] - 2024年现金成本指导范围已改善至每磅0.90 - 1.10美元[8] - 2024年铜生产指导范围为150千吨，现金成本为每磅0.74美元[32] - 2024年第二季度黄金现金成本为每盎司771美元，预计将实现2024年的生产和现金成本指导目标[17] 新产品与技术研发 - 新布里塔尼亚磨矿厂在Q2实现了超过预算的产量，日处理量达到1,850吨，6月创下2,100吨的月度记录[17] - 铜世界项目的年均EBITDA预计为3.72亿美元，NPV为10.1亿美元，内部收益率为19%[25] - 铜世界项目的现金成本预计为每磅1.47美元，项目生命周期为20年[25] 市场扩张与勘探 - 2024年在Cook Lake North区域完成了25平方公里的地球物理勘测[27] - 在Lalor Northwest发现了显著的铜金矿化，2024年钻探结果显示9.0米的铜品位为2.88%，黄金品位为6.27克/吨[28] - 2024年计划在Lalor Northwest进行额外钻探，使用两台钻机进行作业[28] - 2024年夏季计划将深导体钻探延伸至2400米深度[27] 负面信息 - 2024年第二季度铜的现金成本为每磅1.14美元，较Q1显著上升[12] - 2024年第二季度铜回收率和银回收率均有所下降[17]

For the quarter ended June 2024, HudBay Minerals (HBM) reported revenue of $425.52 million, up 36.3% over the same period last year. EPS came in at $0.00, compared to -$0.07 in the year-ago quarter. The reported revenue represents a surprise of -7.57% over the Zacks Consensus Estimate of $460.38 million. With the consensus EPS estimate being $0.06, the EPS surprise was -100.00%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

HudBay Minerals (HBM) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.06. This compares to loss of $0.07 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of -100%. A quarter ago, it was expected that this mining company would post earnings of $0.03 per share when it actually produced earnings of $0.16, delivering a surprise of 433.33%. Over the last four quarters, the company has surpasse ...

TORONTO, Aug. 13, 2024 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. ("Hudbay" or the "company") (TSX, NYSE: HBM) today released its second quarter 2024 financial results. All amounts are in U.S. dollars, unless otherwise noted. All production and cost amounts reflect the Copper Mountain mine on a 100% basis, with Hudbay owning a 75% interest in the mine. "The continued execution of our operational plans in the second quarter has positioned us well to achieve our 2024 production guidance, and our exposure to gol ...

In the latest trading session, HudBay Minerals (HBM) closed at $7.27, marking a +1.54% move from the previous day. The stock outperformed the S&P 500, which registered a daily gain of 0.47%. Meanwhile, the Dow gained 0.13%, and the Nasdaq, a tech-heavy index, added 0.51%. Shares of the mining company witnessed a loss of 21.92% over the previous month, trailing the performance of the Basic Materials sector with its loss of 3.94% and the S&P 500's loss of 4.45%. The investment community will be paying close a ...

Analysts on Wall Street project that HudBay Minerals (HBM) will announce quarterly earnings of $0.06 per share in its forthcoming report, representing an increase of 185.7% year over year. Revenues are projected to reach $460.38 million, increasing 47.5% from the same quarter last year. The current level reflects a downward revision of 7.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial pr ...