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IAMGOLD(IAG) - 2023 Q3 - Earnings Call Transcript
2023-11-11 02:23
财务数据和关键指标变化 - 第三季度公司实现收入2.245亿美元,销售116,000盎司黄金,平均实现价格为1,937美元/盎司 [17] - 第三季度经调整EBITDA为5,780万美元,每股亏损0.01美元 [17] - 截至第三季度末,公司现金及等价物为5.489亿美元,加上未提取的信用额度,总流动性约为10亿美元 [17] 各条业务线数据和关键指标变化 Essakane - 第三季度Essakane矿山实现黄金产量84,000盎司,同比下降 [21] - 现金成本为1,370美元/盎司,较上季度增加约100美元/盎司,主要受到安全局势影响导致燃料价格上涨、运输和营地成本上升以及当地货币贬值导致劳动力成本上升 [22] - 全包成本为1,798美元/盎司,反映了较高的生产成本和扩大的资本支出计划 [23] Westwood - 第三季度Westwood实现黄金产量25,000盎司,同比增加 [24] - 现金成本为1,506美元/盎司,较上季度大幅下降,主要得益于地下开采量的增加 [25] - 全包成本为2,138美元/盎司,仍高于现货价格,因为持续的资本支出计划包括开发和修复工作以支持2024-2025年的生产计划 [25] Cote Gold - 截至9月底,Cote Gold项目已经完成2.54亿美元,剩余4.25亿美元需要投入 [28] - 项目进度已达90.6%,建设进度约92%,预计将于2024年第一季度实现首次投产 [30][35] 公司战略和发展方向及行业竞争 - Cote Gold项目对公司至关重要,将提高公司的产量基础、降低成本,为公司奠定强大的现金流基础和增长机会 [8] - 公司短期目标是确保Cote Gold顺利投产并实现稳定可持续的产能爬升,同时管理好Essakane和Westwood的盈利能力 [11] - 长期目标是成为低成本、高利润的中型黄金生产商,在加拿大建立强大的运营基础 [11] - 公司将优先偿还Cote Gold项目的60.3%权益,并利用现金流优化资产负债表,实现更高效和均衡的资本结构 [11] - Gosselin矿床位于Cote Gold矿山附近,资源量达3.4百万盎司,具有很大的增值潜力,未来将评估将其纳入Cote Gold的生产计划 [38][39] 管理层对经营环境和未来前景的评论 - 尽管面临供应链和安全局势的压力,Essakane仍能按计划表现,公司正在采取措施增加燃料储备以应对未来可能的供应中断 [22][23] - Westwood的地下开采量和产品品位持续提升,预计第四季度产量和单位成本将进一步改善 [26] - Cote Gold项目建设进展顺利,公司正专注于确保项目顺利投产并实现稳定爬升,力争成为行业内最成功的大型矿山投产案例之一 [37] 问答环节重要的提问和回答 问题1 **Anita Soni提问** Essakane矿山的9.9百万吨库存料,其品位如何?是否会选择性地提高品位进行处理? [42][43] **Renaud Adams和Bruno Lemelin回答** 这些库存料的品位在0.4-0.6克/吨之间,公司正在研究通过常规CIL工艺处理这些库存料的可行性,计划在更新技术报告时进一步说明 [45][47][48] 问题2 **Anita Soni提问** Westwood地下矿山的单位开采成本是多少?公司是否将Westwood和Essakane的资本支出推迟到2024年? [49][55] **Renaud Adams和Maarten Theunissen回答** Westwood地下矿山的单位开采成本约为90美元/吨,公司将在2024年和2025年完成Essakane的剥离计划以提高未来几年的产量 [50][57][59] 问题3 **Anita Soni提问** Cote Gold项目剩余资本支出的构成和时间安排如何?2024年的sustaining capital会是多少? [61][64] **Maarten Theunissen回答** 剩余4.25亿美元的资本支出将主要在2023年四季度和2024年一季度投入,公司将在明年初提供2024年的生产成本和资本支出指引 [63][65]
IAMGOLD(IAG) - 2023 Q2 - Earnings Call Presentation
2023-08-12 02:00
Q2 2023 CONFERENCE CALL CORPORATION Q2 2023 Operating & Financial Results August 11, 2023 TSX: IMG l NYSE: IAG www.iamgold.com TSX: IMG l NYSE: IAG l www.iamgold.com Q2 2023 CONFERENCE CALL Cautionary Statement CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING INFORMATION All information included in this presentation, including any information as to the Company's future financial or operating performance and other statements that express management's expectations or estimates of future performance, including s ...
IAMGOLD(IAG) - 2023 Q2 - Earnings Call Transcript
2023-08-12 02:00
IAMGOLD Corporation (NYSE:IAG) Q2 2023 Earnings Conference Call August 11, 2023 8:30 AM ET Company Participants Graeme Jennings - VP, IR & Corporate Communications Renaud Adams - President & CEO Bruno Lemelin - SVP, Operations & Projects Jerzy Orzechowski - Executive Project Director Maarten Theunissen - Interim CFO Conference Call Participants Lawson Winder - Bank of America Anita Soni - CIBC World Markets Mike Parkin - National Bank Tanya Jakusconek - Scotiabank Operator Thank you for standing by. This is ...
IAMGOLD(IAG) - 2023 Q1 - Earnings Call Transcript
2023-05-13 02:35
IAMGOLD Corporation (NYSE:IAG) Q1 2023 Results Conference Call May 12, 2023 9:30 AM ET Company Participants Graeme Jennings - Vice President, of Investor Relations and Corporate Communications Renaud Adams - President and CEO Jerzy Orzechowski - Executive Project Director Maarten Theunissen - Interim Chief Financial Officer Conference Call Participants Mike Parkin - National Bank Anita Soni - CIBC World Markets Farooq Hamed - Raymond James Jackie Przybylowski - BMO Capital Markets Tanya Jakusconek - Scotiab ...
IAMGOLD(IAG) - 2022 Q4 - Annual Report
2023-03-28 09:31
TSX: IMG NYSE: IAG NEWS RELEASE IAMGOLD FORM 40-F FILED ON EDGAR; AIF FILED ON SEDAR Toronto, Ontario, March 27, 2023 – IAMGOLD Corporation (TSX:IMG, NYSE:IAG) ("IAMGOLD" or the "Company") announces that it has filed with the U.S. Securities and Exchange Commission its Form 40-F report consisting of its 2022 annual audited financial statements, management discussion and analysis and the annual information form ("AIF"). These filings are available through EDGAR at www.sec.gov. The Company's AIF has also been ...
IAMGOLD(IAG) - 2022 Q4 - Earnings Call Presentation
2023-02-18 00:52
FOURTH QUARTER 2022 RESULTS F 7 HE CORPORA Fourth Quarter & Year End 2022 Financial & Operating Results Conference Call TSX: IMG l NYSE: IAG www.iamgold.com TSX: IMG l NYSE: IAG www.iamgold.com TSX: IMG l NYSE: IAG l www.iamgold.com February 17, 2023 FOURTH QUARTER 2022 RESULTS Cautionary Statement CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING INFORMATION All information included in this presentation, including any information as to the Company's future financial or operating performance and other statemen ...
IAMGOLD(IAG) - 2022 Q4 - Earnings Call Transcript
2023-02-18 00:51
IAMGOLD Corporation (NYSE:IAG) Q4 2022 Earnings Conference Call February 17, 2023 8:30 AM ET Company Participants Graeme Jennings - Vice President, Investor Relations and Corporate Communications Maryse Bélanger - Chairman and Interim President and Chief Executive Officer Maarten Theunissen - Interim Chief Financial Officer Bruno Lemelin - Senior Vice President, Operations and Projects Tim Bradburn - Senior Vice President, General Counsel and Corporate Secretary Conference Call Participants Sean Wondrack - ...
IAMGOLD(IAG) - 2022 Q3 - Earnings Call Transcript
2022-11-09 23:54
IAMGOLD Corporation (NYSE:IAG) Q3 2022 Earnings Conference Call November 9, 2022 8:30 AM ET Company Participants Graeme Jennings - Vice President of Investor Relations & Corporate Communications Maryse Bélanger - Chair of the Board & Interim President & Chief Executive Officer Maarten Theunissen - Interim Chief Financial Officer Conference Call Participants Tanya Jakusconek - Scotiabank Anita Soni - CIBC World Markets Lawson Winder - Bank of America Sean Wondrack - Deutsche Bank Operator Thank you for stand ...
IAMGOLD(IAG) - 2022 Q3 - Earnings Call Presentation
2022-11-09 21:07
THIRD QUARTER 2022 RESULTS AMCH ORPORA Q3 2022 Financial & Operating Results TSX: IMG l NYSE: IAG www.iamgold.com TSX: IMG l NYSE: IAG l www.iamgold.com November 9, 2022 | Conference Call THIRD QUARTER 2022 RESULTS Cautionary Statement CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING INFORMATION Statements included in this presentation, including any with respect to the Company's future financial or operating performance and other statements that express management's expectations or estimates of future perfor ...
IAMGOLD(IAG) - 2022 Q2 - Earnings Call Transcript
2022-08-05 03:12
Start Time: 08:30 January 1, 0000 9:42 AM ET IAMGOLD Corporation (NYSE:IAG) Q2 2022 Earnings Conference Call August 04, 2022, 08:30 AM ET Company Participants Maryse Bélanger - Chair, Interim President and CEO Daniella Dimitrov - CFO and EVP, Strategy & Corporate Development Craig MacDougall - EVP, Growth Bruno Lemelin - SVP, Operations & Projects Graeme Jennings - VP, IR and Corporate Communications Conference Call Participants Fahad Tariq - Credit Suisse Josh Wolfson - RBC Capital Markets Jackie Przybylow ...