-- 儘管營收成長,但第一量子礦業公司(FM.TO)公佈第一季仍出現虧損,原因是該公司持續面臨與中東衝突及其對供應鏈的影響相關的營運挑戰。 該公司公佈的經調整虧損(不計大部分一次性項目)為1.47億美元,即每股虧損0.18美元,去年同期經調整獲利500萬美元,即每股獲利0.01美元。該公司未能達到FactSet分析師先前預期的每股收益0.03美元。 截至3月31日的三個月內,公司營收年增18%,從去年同期的11.9億美元增至14億美元,超過了FactSet先前預期的13.6億美元。 該公司將2026年的銅產量預期上調至40.5萬噸至47.5萬噸。黃金產量預期從17.5萬至20萬盎司下調至15萬至17.5萬盎司,主要原因是蓋爾布莫格林金礦(Guelb Moghrein)轉型為黃金生產設施的時間推遲至2027年,但科布雷巴拿馬金礦(Cobre Panama)庫存礦石的預期黃金產量將部分抵消這一影響。 「我們長期以來在創新和電氣化方面的投資,包括電車輔助運輸,持續從根本上降低燃料消耗,我們的礦場也在推進其他舉措以進一步提高效率。我們預計燃料價格上漲將在第二季度對我們的成本基礎產生影響。」執行長特里斯坦·帕斯卡爾(Tristan Pascall)表示。 該公司表示,預計今年銅產量將在40.5萬至47.5萬噸之間,高於1月預估的37.5萬至43.5萬噸,其中包括來自巴拿馬銅礦(Cobre Panama)的3萬至4萬噸銅,該礦正準備恢復處理庫存礦石。該公司將黃金產量預期從先前的17.5萬至20萬盎司下調至15萬至17.5萬盎司,鎳產量預期維持不變。 該公司股票在多倫多證券交易所收盤下跌1.63美元,報34.29美元。
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