SilverCrest Metals (SILV)
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Can SilverCrest Metals (SILV) Run Higher on Rising Earnings Estimates?
zacks.com· 2024-05-17 01:21
SilverCrest Metals Inc. (SILV) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends i ...
SilverCrest Metals (SILV) - 2024 Q1 - Earnings Call Transcript
2024-05-16 01:32
财务数据和关键指标变化 - 公司在第一季度实现了强劲的营业收入和利润表现,销售15,000盎司黄金和140万盎司白银,实现白银等价销售260万盎司,超出计划,有利于完成全年指引 [7] - 全成本较计划有所降低,但预计未来几个季度会有所上升,2024年全年指引为每盎司15美元至15.90美元 [8] - 公司资产负债表保持行业领先,在第一季度支付了2023年税费和新矿区承包商动员费等大额现金流出后,仍保持了21.5百万美元的留存收益,这在矿业行业中是一个独特的成就 [9][15][16] 各条业务线数据和关键指标变化 - 地下矿山开采量较上一季度增加90吨/天至942吨/天,新承包商的接管进展基本符合计划,预计将在2024年第三季度完成 [21] - 选矿厂平均日处理量为1,026吨,略低于上一季度,主要是由于提前完成了计划的维护检修 [22] - 选矿厂在第一季度创下了处理品位874克/吨和白银等价回收率98.3%的新纪录,体现了公司在操作灵活性和大规模库存调配方面的优势 [23][24] 各个市场数据和关键指标变化 - 公司在第一季度实现了较低的全成本,为每盎司12.90美元,主要是由于现金成本和维护资本支出低于预算 [25] 公司战略和发展方向及行业竞争 - 公司正在推进Las Chispas矿区的补充和扩展勘探,已经确认了Babicanora区域的矿化连续性,并发现了Babicanora Norte Splay 3和Babi Sur矿脉的进一步扩展潜力 [29][30] - 公司将在2024年下半年重点开展早期勘探,包括Las Chispas矿区内部和周边区域,寻找可以运至Las Chispas选厂处理的新矿体 [31] - 公司正在推进使用可再生能源(太阳能)的计划,预计将于2025年实施,每年可为公司节省约150万美元电费,同时大幅降低温室气体排放 [45][46][47] 管理层对经营环境和未来前景的评论 - 公司有信心完成2024年9.8-10.2百万盎司白银等价销量和每盎司15-15.90美元全成本的指引目标 [28] - 随着金属价格在第二季度的上涨以及一次性支出的结束,公司预计资产负债表将在2024年进一步改善,并将继续执行资本配置计划,包括战略性货币管理和黄金白银持有计划 [32] 问答环节重要的提问和回答 问题1 **John Sclodnick 提问** 询问其他收益是否与黄金白银持有相关 [36] **Chris Ritchie 回答** 确认其他收益中有部分来自黄金白银持有和衍生工具 [37] 问题2 **John Sclodnick 提问** 询问公司如何部署强大的现金头寸,是否考虑并购 [38] **Chris Ritchie 回答** 公司将灵活利用现金头寸,包括股票回购、黄金白银持有以及并购等,但目前优先考虑勘探开发 [39][40][41] 问题3 **John Sclodnick 提问** 询问公司是否会优先考虑墨西哥境内的并购目标 [42] **Chris Ritchie 回答** 公司将优先考虑风险较低的优质资产,无论是在墨西哥还是其他地区 [43] 问题4 **John Sclodnick 提问** 询问公司可再生能源项目的成本、预期运营成本效益及项目净现值 [44] **Chris Ritchie 回答** 公司已签约第三方太阳能供应商,预计每年可节省150万美元电费,同时大幅降低温室气体排放,计划于2025年实施 [45][46][47]
SilverCrest Metals (SILV) - 2024 Q1 - Earnings Call Presentation
2024-05-16 01:10
High Grade Precious Metals Producer May 2024 NYSE American: SILV TSX: SIL Cautionary Statements ...
SilverCrest Metals (SILV) - 2024 Q1 - Quarterly Report
2024-05-15 05:11
Management's Discussion and Analysis FOR THE THREE MONTHS ENDED MARCH 31, 2024 Management Discussion and Analysis For the three months ended March 31, 2024 (All amounts are in USD with tabular amounts in thousands of USD) Cautionary Note Forward-Looking Information This MD&A contains “forward-looking statements” and “forward-looking information” (collectively, “forward-looking statements”) within the meaning of applicable Canadian and United States securities legislation. Such forward-looking statements con ...
SilverCrest Metals (SILV) - 2023 Q4 - Earnings Call Presentation
2024-03-11 23:53
Q4, 2023 and FY, 2023 Conference Call Q4, 2023 and 2023 Results March 11, 2024 Cautionary Statements ...
SilverCrest Metals (SILV) - 2023 Q4 - Earnings Call Transcript
2024-03-11 23:53
SilverCrest Metals Inc. (NYSE:SILV) Q4 2023 Earnings Conference Call March 11, 2024 10:00 AM ET Company Participants Eric Fier - CEO Chris Ritchie - President Cliff Lafleur - Vice President, Operations Conference Call Participants Travis Anderson - Gilder Gagnon Howe Operator Good morning, ladies and gentlemen and welcome to SilverCrest reports 2023 Annual Financial Results. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. [Operato ...
SilverCrest Metals (SILV) - 2023 Q4 - Annual Report
2024-03-11 19:03
SilverCrest Reports Fourth Quarter and 2023 Annual Financial Results 2023 Sales and Corporate AISC Beat Guidance, Driving $54.4 million Increase in Treasury Assets TSX: SIL | NYSE American: SILV For Immediate Release VANCOUVER, BC – March 11, 2024 – SilverCrest Metals Inc. ("SilverCrest" or the "Company") is pleased to announce its financial results for the fourth quarter of 2023 ("Q4, 2023") and the year ended December 31, 2023. This release also provides additional operational results, expanding on the Ja ...
SilverCrest Metals (SILV) - 2023 Q3 - Earnings Call Transcript
2023-11-10 05:45
SilverCrest Metals Inc. (NYSE:SILV) Q3 2023 Earnings Conference Call November 9, 2023 11:00 AM ET Company Participants Eric Fier - CEO Chris Ritchie - President Pierre Beaudoin - COO Conference Call Participants Eric Winmill - Scotiabank Garrett Goggin - Stansberry Research Operator Good morning, ladies and gentlemen and welcome to SilverCrest reports Second Quarter (sic) [Third Quarter] 2023 Results Conference Call. [Operator Instructions] This call is being recorded on Thursday, November 09, 2023. I would ...
SilverCrest Metals (SILV) - 2023 Q2 - Earnings Call Transcript
2023-08-11 03:14
SilverCrest Metals Inc. (NYSE:SILV) Q2 2023 Earnings Conference Call August 10, 2023 11:00 AM ET Company Participants Eric Fier - Chief Executive Officer Chris Ritchie - President Pierre Beaudoin - Chief Operating Officer Conference Call Participants Stephen Soock - Stifel John Sclodnick - Desjardins Operator Good morning, ladies and gentlemen and welcome to SilverCrest reports Second Quarter 2023 Results Conference Call. [Operator Instructions] This call is being recorded on Thursday, August 10, 2023. I wo ...
SilverCrest Metals (SILV) - 2023 Q2 - Earnings Call Presentation
2023-08-11 03:13
| --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------------------------------|-------|-----------------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | Q2, 2023 | | Q4 Audit Committee & Board Meeting Conference Call | | | | | | | Board Review Q2, 2023 Results | | | | | | | Meeting date: March 23, 2022 August 10, 2023 Cautionary Statements Forward-looking statements This presentation contains "forward-looking statements" and "forward-l ...