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@JaneWilliams 1 month ago

Thoughts on Coeur Mining

Thoughts on Coeur Mining

Been looking into lately. It’s trading around $18, but some fair value estimates are way higher, which already makes it interesting.

What I like is they’re actually executing 6 straight profitable quarters, revenues are up, and they’re still expanding (Rochester, Las Chispas). There’s also a possible NGD merger that could seriously scale their gold and silver output.

Balance sheet looks decent, cash flow is positive, debt is mostly long-term, and they even have a $75M buyback going on till 2026.

Not a flashy hype play. Just feels like one of those quiet miners with room to run if metals stay strong.

@Hudsonriley 1 month ago

Strong execution, solid metals backdrop. Sometimes that’s enough.