文章核心观点 - 文章比较了两家矿业公司SSR Mining(SSRM)和Wheaton Precious Metals Corp.(WPM)的投资价值 [1][3] - 通过对比两家公司的估值指标,如市盈率(P/E)、市销率(P/S)、市净率(P/B)等,分析它们的投资价值 [4][5][6][7] - 总结认为,基于Zacks Rank和估值指标,SSRM更具投资价值 [8] 公司分析 - SSR Mining目前Zacks Rank为2(买入),而Wheaton Precious Metals为3(持有) [3] - SSRM的市盈率为12.28,PEG率为0.69,市净率为0.27,显示其估值较低 [6][7] - 而WPM的市盈率为43.33,PEG率为2.01,市净率为3.56,估值较高 [6][7] 行业分析 - 矿业行业是投资者关注的重点领域之一 [1] - 投资者通常会关注公司的估值指标,如市盈率、市销率、市净率等,来判断其投资价值 [4][5] - 此外,Zacks Rank也是投资者关注的重要指标,反映了公司的盈利前景 [2][3]

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they ...

文章核心观点 - 分析师预计金价将继续上涨,认为SSR Mining是一只有吸引力的股票 [2][3][4] - 分析师预计SSR Mining股价有望在未来12个月内翻一番 [3] - 分析师预计金矿行业将出现并购整合,SSR Mining有望从中受益 [5] 公司概况 - SSR Mining是一家主要从事金银开采的公司,拥有三大主要矿山:美国的Marigold矿、加拿大的Seabee矿和阿根廷的Puna矿 [6] - 公司最大的Çöpler矿山在土耳其发生事故,导致产量大幅下降,公司已经下调了2024年的产量预期 [8][9] - 公司为了保留现金,已经暂停了季度股息和自动股票回购计划 [9] 行业分析 - 金价近期创下历史新高,分析师预计未来将继续上涨,主要受宏观经济和地缘政治不确定性的影响 [4] - 金矿行业有望出现并购整合,公司有望从中获益 [5]

财务数据和关键指标变化 - 公司第一季度总产量为102,000金当量盎司,全成本为每盎司1,569美元 [11] - 公司三大运营资产(Marigold、Seabee和Puna)第一季度共生产80,000金当量盎司,符合预期 [11] - 公司第一季度录得归属净亏损1.42美元/股,调整后每股收益0.11美元,经营活动现金流25百万美元,自由现金流为负9百万美元 [13] - 公司期末现金头寸为467百万美元,另有未提取的循环信贷额度,流动性充足 [13] 各条业务线数据和关键指标变化 Marigold - 第一季度产量35,000盎司,符合预期,全成本为每盎司1,430美元,优于预期 [15] - 全年产量和成本指引保持不变 [15] Seabee - 第一季度产量24,000盎司,全成本为每盎司1,416美元,略好于预期 [16] - 全年产量和成本指引保持不变,探矿活动继续推进 [16] Puna - 第一季度产量190万盎司白银,略低于预期,但全年指引不变 [17] - 全年产量800万-950万盎司白银,全成本14.75-16.25美元/盎司 [17] - 探矿和技术工作持续评估延长Puna运营的机会 [17] 公司战略和发展方向及行业竞争 - 公司正在与土耳其政府、独立专家和外部顾问合作,制定Copler永久性修复计划 [9] - 计划包括永久关闭堆浸场,建造长期存储设施,预计耗资2.5-3亿美元,预计2-3年内完成 [9] - 重启Copler需要恢复之前暂停的环境影响评估和运营许可,时间尚未确定 [10] - 公司计划在修复期间,利用Copler硫化矿堆存料生产超过70万盎司黄金 [10] 管理层对经营环境和未来前景的评论 - 公司三大运营资产Marigold、Seabee和Puna的全年产量和成本指引保持不变,将提供稳定的自由现金流 [11] - Hod Maden项目2024年计划活动有所减少,但仍在推进工程和技术研究 [12] - 公司有充足的流动性应对Copler修复成本和业务再投资需求 [13] 问答环节重要的提问和回答 问题1 **Ovais Habib 提问** Copler修复成本2.5-3亿美元是否包括维护成本 [22][23] **Rodney Antal 回答** 不包括,只包括建造存储设施、堆浸场修复等直接成本,维护成本另算,预计每季度约1700万美元 [23] 问题2 **Mike Parkin 提问** Copler是否已获得修复计划的政府批准 [32][33] **Rodney Antal 回答** 修复成本估算是基于已完成的大量工程设计工作,计划已相当成熟 [33] 问题3 **Carey MacRury 提问** 如果仅靠Copler库存重启,现金成本会是多少 [39][40] **Rodney Antal 回答** 目前还无法提供具体数据,需要等待重启计划明确后才能确定 [40]

News Release May 8, 2024 SSR MINING REPORTS FIRST QUARTER 2024 RESULTS DENVER - SSR Mining Inc. (NASDAQ/TSX: SSRM, ASX: SSR) ("SSR Mining" or the “Company") reports consolidated financial results for the first quarter ended March 31, 2024, as well as an update on the February 13, 2024 incident at the Çöpler mine (the “Çöpler Incident”). Çöpler Update Our primary focus at Çöpler continues to be the return of our missing colleagues to their families. Following the recovery of four of our missing colleagues, r ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission File Number: 001-35455 SSR MINING INC. (Exact name of registrant as specified in its charter) British Columbia 98-0211014 (S ...

SSR Mining, Inc. (NASDAQ:SSRM) Q4 2023 Earnings Conference Call February 27, 2024 5:00 PM ET Company Participants Alex Hunchak - Director, Corporate Development & IR Rodney Antal - Executive Chairman Conference Call Participants Don DeMarco - National Bank Financial Operator Hello, everyone, and welcome to SSR Mining's Fourth Quarter and Full Year 2023 Financial Results Conference Call. This call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to Al ...

News Release February 27, 2024 SSR MINING REPORTS FOURTH QUARTER AND FULL-YEAR 2023 RESULTS DENVER - SSR Mining Inc. (Nasdaq/TSX: SSRM, ASX: SSR) ("SSR Mining" or the “Company") reports consolidated financial results for the fourth quarter and full-year ended December 31, 2023. Subsequent to year-end 2023, on February 13, 2024, operations at Çöpler were suspended as a result of a significant slip on the heap leach pad (the "Çöpler Incident"). Nine individuals remain unaccounted for as a result. The Company ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission File Number: 001-35455 SSR MINING INC. (Exact name of registrant as specified in its charter) British Columbia 98-0211014 (State ...

SSR Mining, Inc. (NASDAQ:SSRM) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Alex Hunchak - Director, Corporate Development & IR Edward Farid - Chief Corporate Development Officer Alison White - CFO Bill MacNevin - EVP, Operations & Sustainability Conference Call Participants Cosmos Chiu - CIBC Ovais Habib - Scotiabank Michael Siperco - RBC Capital Markets Operator Hello, everyone, and welcome to SSR Mining's Third Quarter 2023 Conference Call. This call is being recorded ...