@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.