-- 傑富瑞週四發布的一份報告指出，儘管Evolution Mining（ASX：EVN）第三財季業績遠低於預期，但該公司仍展現出將當前黃金基本面轉化為現金流的強大能力。 這家股票研究公司表示，該公司第三財季的營運問題是暫時的，並且對第四財季的現金流前景持樂觀態度。此外，資本管理的優勢日益凸顯，抵銷了2027財年業績預期疲軟的影響。 儘管Cowal礦產量下降和綜合維持成本上升構成不利因素，但轉向處理低品位礦堆應有助於降低現金成本，並維持礦山營運現金流。 傑富瑞補充道，Evolution Mining的資產負債表狀況良好，其約19億澳元的流動資金，且在2029財年之前沒有到期債務，使其擁有充足的靈活性來支持增長計劃。 傑富瑞表示：“我們仍然認為2026財年以後的[資本支出]存在上行風險，更強勁的資產負債表將支持同步項目融資，而非按順序進行；同時，Evolution Mining此前宣布的管理多達八項資產的目標也意味著併購可能成為一種選擇。” 傑富瑞維持對該公司的「弱於大盤」評級和11澳元的目標價。 Evolution Mining的股價在上週五的交易中下跌了近4%。
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