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Stifel Canada重申對G Mining Ventures的「買入」評級，此前該公司同意收購G2 Goldfields；目標價維持在65.00加幣。

-- 週五，Stifel Canada維持對G Mining Ventures (GMIN.TO)股票的「買入」評級，目標價為65.00加元。在此之前，該公司同意以價值30億加幣的股票收購G2 Goldfields (GTWO.TO)。 G Mining Ventures (GMIN) 宣布已達成最終協議，將以全股票交易方式收購 G2 Goldfields 的所有已發行股份，交易總價值約為 30 億加元（以完全稀釋後的股權計算）。此次交易將從戰略上整合 GMIN 已獲得全部許可的 Oko West 礦區和 GTWO 的 Oko-Ghanie 礦區，在圭亞那打造一個一流的黃金開採中心，其黃金年產量潛力超過 50 萬盎司（按礦山壽命週期平均計算），其中包括 Oko West 預計年產量約 35 萬盎司（2025 年 6 月可行性.萬盎司（2025 年 12 月初步經濟評估報告）。我們估計此交易對 GTWO 的估值為市淨率的 0.77 倍，並使我們對 GMIN 每股淨資產的估值增加 6.5%（包括協同效應），但不包括 Oko West 礦區 25%-30% 的產能潛力（不包括協同效應，增幅為 1.1%）。分析師拉爾夫·普羅菲蒂寫道：“公司計劃快速推進技術研究，目標是在2027年發布技術報告，並力爭在2029年上半年擴大產量。” （報告北美、亞洲和歐洲主要銀行及研究機構的股票、大宗商品和經濟研究。研究機構可透過以下連結與我們聯繫：https://www..com/contact-us）

Price: $49.78, Change: $-0.62, Percent Change: -1.23%

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