-- アルケイン・リソーシズ(ASX:ALK)は、3月期に生産量が大幅に予想を上回った。これは主に、全事業における鉱石品位がモデル予測を上回ったこと、ニューサウスウェールズ州のトミンリー金プロジェクトにおける処理量がわずかに予想を上回ったこと、そしてスウェーデンのビョルクダル金鉱山における回収率が向上したことが要因であると、ユーロズ・ハートリーズは4月24日付のレポートで述べた。 同社は連結生産量が約45,800オンス(金換算)となり、グループ史上初となる記録を樹立したと、ユーロズ・ハートリーズは指摘した。 同エクイティ・リサーチ会社は、アルケイン・リソーシズは設備投資のための2,000万豪ドルを除き、無借金経営を維持していると述べ、また、未使用の1億1,000万豪ドルの回転信用枠と4,000万豪ドルの条件付き融資枠の確保により、新たな機会に迅速に対応できる流動性を確保していると指摘した。 同社は、2026年度の金換算生産量16万~17万5000オンス(中間値)を、総維持コスト2600~2900豪ドル/オンスで達成する見込みです。しかしながら、ユーロズ・ハートリーズは、グループ全体の鉱石品位の低下により、6月までの3ヶ月間の四半期比生産量は減少すると予想しています。 ユーロズ・ハートリーズは、同社株の投資判断を「買い」に据え置きつつ、目標株価を2.50豪ドルから2.53豪ドルに引き上げました。
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