-- 杰富瑞周四发布的一份报告指出，尽管Evolution Mining（ASX：EVN）第三财季业绩远低于预期，但该公司仍展现出将当前黄金基本面转化为现金流的强大能力。 这家股票研究公司表示，该公司第三财季的运营问题是暂时的，并且对第四财季的现金流前景持乐观态度。此外，资本管理方面的优势日益凸显，抵消了2027财年业绩预期疲软的影响。 尽管Cowal矿产量下降和综合维持成本上升构成不利因素，但转向处理低品位矿堆应有助于降低现金成本，并维持矿山运营现金流。 杰富瑞补充道，Evolution Mining的资产负债表状况良好，其约19亿澳元的流动资金，且在2029财年之前没有到期债务，使其拥有充足的灵活性来支持增长计划。 杰富瑞表示：“我们仍然认为2026财年以后的[资本支出]存在上行风险，更强劲的资产负债表将支持同步项目融资，而非按顺序进行；同时，Evolution Mining此前宣布的管理多达八项资产的目标也意味着并购可能成为一种选择。” 杰富瑞维持对该公司的“弱于大盘”评级和11澳元的目标价。 Evolution Mining的股价在上周五的交易中下跌了近4%。
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