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Stifel Canada維持對B2Gold的「買入」評級，此前該公司公佈了第一季財報；目標價維持在10.50加元。

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-- 週四，Stifel Canada維持對B2Gold（BTO.TO）股票的「買入」評級，目標價仍為10.50加幣。此前，該公司公佈了第一季業績。 B2Gold公佈2026財年第一季調整後每股收益為0.19美元，高於我們先前預期的0.12美元（市場普遍預期為0.13美元），綜合黃金產量為23.8萬盎司（較預算成長7%，較我們先前預期的21萬盎司成長13%）。 2026財年第一季黃金現金成本為每盎司1,403美元（現金營運成本為每盎司1005美元），全部維持成本為每盎司1,964美元，均遠低於我們先前預期的每盎司1,706美元和2,447美元，這反映了產量增加、維持性資本支出（時間安排）減少以及有利的特許權使用費貢獻。該公司重申了2026財年黃金產量指引為82萬至97萬盎司，其中包括由於破碎迴路火災（預計於2026年4月發生）導致的Goose礦區2026財年第二季產量下調1萬盎司至1.8萬至2萬盎司（預算為2.9萬盎司）。分析師拉爾夫·普羅菲蒂寫道：「費科拉地區貢獻的60-80千盎司油氣資源仍需獲得開採許可證，預計將於2026年6月獲得批准。儘管面臨地緣政治和供應鏈挑戰，馬裡油田的運營仍在正常水平上持續進行，包括燃料供應。目前正在推進一項計劃，將柴油儲存能力提高206%，並將20206%以上的燃料儲存能力提高206%。 （報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）

Price: $7.00, Change: $+0.91, Percent Change: +14.86%

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