FINWIRES · TerminalLIVE
FINWIRES

スティフェル・カナダは、第4四半期決算発表を受け、ミネラ・アラモスの投資判断を「買い」に据え置き、目標株価を9.50カナダドルに維持した。

By

-- スティフェル・カナダは金曜日、ミネラ・アラモス(MAI.V)が第4四半期決算を発表したことを受け、同社の株式に対する買い推奨と目標株価9.50カナダドルを維持した。 「2025年第4四半期速報:生産量が事前報告されたことでコスト面で若干プラス。MAIは、事前報告された金生産量9.2koz、帰属総現金コスト1,658ドル/oz(当社予想1,549ドル/oz)、AISC 1,716ドル/oz(当社予想2,020ドル/oz)に基づき、2025年第4四半期の調整後EPSを0.11ドル/株と報告しました。これは当社の予想0.01ドル/株(コンセンサス:0.02ドル/株)を上回るものです。通期では、MAIは2,280万ドルの営業キャッシュフローと1,790万ドルのフリーキャッシュフローを生み出しました。2025年第4四半期の総現金残高は3,400万ドル(前四半期比+3,300万ドル)でした。2026年通期ガイダンスは、以前に32,000~38,000オンスの金と報告されています。2026年第1四半期の現金残高は4,600万ドル(前四半期比+1,200万ドル)でした」とアナリストのコール・マクギル氏は述べています。執筆者: (は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください:https://www..com/contact-us

Price: $6.26, Change: $+0.21, Percent Change: +3.47%

Related Articles

Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Cms Energy Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $1 to $87, 22.0x our next-12-month EPS estimate, above peers and CMS's three-year historical average of 18.4x. We trim both our 2026 and 2027 EPS views by $0.02 to $3.88 and $4.17, respectively. CMS posted Q1 adjusted EPS growth of 10.8%. CMS announced that two hyperscaler data centers had reached commercial agreement on contract terms and signed 110 MW of new load in Q1 alone (exceeding all of 2025's signings), with expected load coming online starting in 2028, all incremental to the current plan. Each 1 GW of new load provides $2B-$5B in capital investment opportunities while reducing average customer rate growth by ~2%. We think CMS offers competitive near-term EPS (~7.6% 2025-2028 CAGR) and dividend growth trajectories (~5.8%). In our view, Michigan is one of the most supportive regulatory districts in the country, with CMS's most recent electric rate case outcome highlighting regulatory willingness to support prudent investments through multiple recovery mechanisms.

$CMS
Australia

Market Chatter: SoftBank-Backed Opay Taps Citi, Deutsche, JPMorgan for US IPO

Opay Digital Services has hired Citigroup (C), Deutsche Bank (DB), and JPMorgan (JPM) as the Nigerian payments platform prepares for an initial public offering in the US, Bloomberg reported Friday, citing people familiar with the matter.The SoftBank-backed company is seeking a valuation of $4 billion in its debut and may sell the shares later this year, the people reportedly said.Citigroup declined to comment to. Deutsche and JPMorgan did not immediately respond, while Opay was unreachable.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $127.59, Change: $-0.39, Percent Change: -0.30%

$C$DB$JPM
Australia

Life Time Set for Strong Q1 Comparable Club Growth, UBS Says

Life Time (LTH) is expected to post robust comparable club growth in Q1, with slightly better-than-expected revenue and EBITDA, as investors focus on concerns around member growth metrics per center and spending trends in a softer macro environment, UBS Securities said Friday.Ahead of the company's Q1 results on Tuesday, the investment firm said it sees upside to its Q1 EBITDA estimate of $215 million and expects comparable club revenue growth of about 7% to 7.5%.UBS said the key investor debate centers on whether the company can sustain growth in revenue per member and overall club economics amid pressure on consumer spending.The brokerage also noted that Life Time could continue repurchasing stock from sponsors, helping reduce overhang, while keeping leverage below its 2x target.UBS has a buy rating on the stock, with a price target of $43.Price: $26.68, Change: $-0.13, Percent Change: -0.50%

$LTH