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Stifel Canada在DPM Metals公佈第一季業績後維持「買進」評等；目標價維持在61.00加幣。

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-- Stifel Canada週三重申對DPM Metals（DPM.TO）股票的「買入」評級，目標價為61.00加元，此前該公司公佈了第一季業績。 在提前公佈8.4萬盎司金當量產量後，DPM公佈的現金流量（扣除營運資本後的每股現金流為0.94美元，高於市場預期的0.91美元）和自由現金流（超出預期13%）略微超出預期，這主要得益於Vares礦區維持成本為892美元/盎司，比市場預期的1048%。公司維持先前的產量指引，預計2026年第一季產量將達到30.5萬至36.5萬盎司金當量目標中位數的25%。本季度，市場關注的焦點在於Vares礦區能否按計畫逐步提高產量，以達到DPM將於2025年發布的最新可行性研究報告的要求。為此，我們看到DPM營運價值正按計畫逐步實現，貴金屬的品位和回收率均高於2025年的研究預期，這支持了DPM的策略，並降低了營運風險，為2027年啟動（取決於許可證審批情況）的Coka Rakita計畫奠定了基礎。 DPM目前的交易價格為…分析師科爾·麥吉爾寫道：“該公司市淨率為0.68倍，高於同業的0.52倍，並擁有令人矚目的內生增長前景，預計到2030年，其黃金當量產量將達到每年50萬盎司。” （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: $47.25, Change: $+3.39, Percent Change: +7.73%

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