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Stifel Canada維持對Luca Mining的「買入」評級,此前該公司公佈了第一季生產業績;目標價維持在4.00加元。

-- Stifel Canada週三維持對Luca Mining (LUCA.V)股票的「買入」評級和4.00加元的目標價,此前該公司公佈了第一季生產業績。 Luca公佈的2026年第一季生產業績喜憂參半,黃金產量下滑部分被白銀產量的強勁增長所抵消,而金當量總產量略低於預期。值得注意的是,本季資產負債表顯著改善,現金季增約40%至3,640萬美元,主要得益於強勁的營運現金流。現金餘額的增加使公司能夠更有效地為Campo Morado擴建項目和Tahuehueto礦區的營運改進等即將到來的增長計劃提供自籌資金。我們仍認為Luca是一家被低估的成長型公司,其發展路徑是透過Campo Morado擴建計畫實現近100%的產量成長,並在本十年末期向高品位礦區轉型。 Luca目前的長期市淨率為0.25倍,而同業小型礦業公司為0.63倍;Luca的2026年預期市現率為5.7倍,而同業小型礦業公司為8.5倍。分析師Cole McGill寫道。 (報告北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究報告。研究機構可透過以下連結聯絡我們:https://www..com/contact-us

Price: $1.50, Change: $+0.07, Percent Change: +4.55%

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