2025 Q3 -tulosraportti
71 päivää sittenTarjoustasot
TSX Venture Exchange
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
0,75VWAP
Alin
0,7VaihtoMäärä
2,9 4 004 892
VWAP
Ylin
0,75Alin
0,7VaihtoMäärä
2,9 4 004 892
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11.2025 | |
| 2025 Q2 -tulosraportti | 27.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 28.4.2025 | |
| 2024 Q3 -tulosraportti | 22.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·23 t sittenNew resource estimates for the Valenciana mine complex - massive increase: Highlights of the 2025 VMC Mineral Resource Estimate: Inferred Mineral Resources increased by 630% relative to the previous historical Mineral Resource Estimate1,2 to 20.3 million silver-equivalent3 ("AgEq") ounces (oz), despite ongoing mining activities (2.27 million tonnes (Mt) @ 142.2 g/t silver (Ag) and 1.55 g/t gold (Au), containing 10.4 million ounces (Moz) Ag and 113 thousand ounces (Koz) Au). Inferred Mineral Resource tonnes of 2,268 thousand tonnes (kt) represent a 927% increase relative to the previous historical Mineral Resource Estimate1,2. Indicated Mineral Resources increased by 18% relative to the combined Measured and Indicated Mineral Resources reported in the previous historical Mineral Resource Estimate1,2, reflecting differences in classification criteria and confidence thresholds applied between estimates. No Measured Mineral Resources are defined in the 2025 MRE. The 2025 VMC MRE highlights significant potential for future resource expansion and opportunities to upgrade existing Inferred Resources as exploration activities continue.
·31.1.Silver fell almost −28 % in one day, but Guanajuato Silver fell only around −11 %, which is unusually strong for a junior silver producer. In such an extreme shock, juniors usually fall significantly more than both the silver price and large producers, but here GSVR performed on par with, or even better than, mining companies like Pan American Silver and First Majestic. I think this sends clear signals that the market, bluntly, no longer sees the stock as a pure silver option, but is starting to price in various cash flow scenarios at today's price levels. At the same time, the company is now facing rising production through the integration of Bolanitos and better utilization of processing capacity, which lifts total production towards ~6–6.5 Moz AgEq per year from 2026. In combination with lower AISC (~22 USD/oz) and shorter transports, margins are expected to improve further. But the market has not yet seen proof of this, but it is part of the expectations. The first clear data points regarding this, in the form of quarterly cash flows and confirmed FCF profile, should start to appear from Q1–Q2 2026, which historically is the type of evidence that triggers re-rating in the sector. I think today's price around 0.80 CAD therefore primarily reflects continued distrust and not a broken case. If silver stabilizes above 75–80 USD (I believe that after the parabolic rise, the market will trade silver between 70 - 90 USD in the coming weeks and this under volatile trading) and these data points start to come in, the probability is high that the stock will leave the 0.80-level within weeks to months. It is extremely interesting that GSVR has passed a historical stress test better than the sector, while the company enters a phase of increasing and more efficient production. This is now primarily a time problem, not a valuation problem.·31.1.Just wanted to add to the text above... ...that when cash flow data points start coming in, the valuation logic for Guanajuato fundamentally changes. Given silver in the range of 70–90 USD and gold 4,500–5,000 USD, combined with increased production towards ~6–6.5 Moz AgEq, lower AISC (~22 USD/oz) and full integration of Bolanitos, the company becomes a clear cash flow case rather than a junior option. At these prices, GSVR can generate around 200–300 MUSD in EBITDA and approximately 120–220 MUSD in annual free cash flow, which historically justifies 3–5× EV/EBITDA for a small producer in Mexico. If GSVR succeeds in delivering on this, from being traded as speculative silver options to being valued as cash flow generating assets where margins become clear and financing risk disappears, that is also when larger mining companies often start buying juniors. Not at the peak, but when prices are high enough for future cash flows to be reliable. Majors prefer ready production with low integration risk over expensive and slow greenfield projects. In a 70–90 USD scenario, companies like GSVR should therefore be seen as potential strategic assets, rather than short-term silver bets. This can translate into a realistic value range around ~1.8–2.4 CAD when the market accepts that cash flows are sustainable, with ~2.8–3.4 CAD as the upper reasonable value at full stability. It is worth noting that the GSVR case does not require higher metal prices, only that the cash flows are shown in the reports (Q1–Q2 2026) and that no new dilution occurs. Given the above scenario, 2 CAD is not a bull scenario, but the case emerges more as a reasonable cash flow value, while today's 0.8-0.95 CAD level reflects continued distrust and uncertainty rather than weak fundamentals.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
71 päivää sittenUutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·23 t sittenNew resource estimates for the Valenciana mine complex - massive increase: Highlights of the 2025 VMC Mineral Resource Estimate: Inferred Mineral Resources increased by 630% relative to the previous historical Mineral Resource Estimate1,2 to 20.3 million silver-equivalent3 ("AgEq") ounces (oz), despite ongoing mining activities (2.27 million tonnes (Mt) @ 142.2 g/t silver (Ag) and 1.55 g/t gold (Au), containing 10.4 million ounces (Moz) Ag and 113 thousand ounces (Koz) Au). Inferred Mineral Resource tonnes of 2,268 thousand tonnes (kt) represent a 927% increase relative to the previous historical Mineral Resource Estimate1,2. Indicated Mineral Resources increased by 18% relative to the combined Measured and Indicated Mineral Resources reported in the previous historical Mineral Resource Estimate1,2, reflecting differences in classification criteria and confidence thresholds applied between estimates. No Measured Mineral Resources are defined in the 2025 MRE. The 2025 VMC MRE highlights significant potential for future resource expansion and opportunities to upgrade existing Inferred Resources as exploration activities continue.
- ·31.1.Silver fell almost −28 % in one day, but Guanajuato Silver fell only around −11 %, which is unusually strong for a junior silver producer. In such an extreme shock, juniors usually fall significantly more than both the silver price and large producers, but here GSVR performed on par with, or even better than, mining companies like Pan American Silver and First Majestic. I think this sends clear signals that the market, bluntly, no longer sees the stock as a pure silver option, but is starting to price in various cash flow scenarios at today's price levels. At the same time, the company is now facing rising production through the integration of Bolanitos and better utilization of processing capacity, which lifts total production towards ~6–6.5 Moz AgEq per year from 2026. In combination with lower AISC (~22 USD/oz) and shorter transports, margins are expected to improve further. But the market has not yet seen proof of this, but it is part of the expectations. The first clear data points regarding this, in the form of quarterly cash flows and confirmed FCF profile, should start to appear from Q1–Q2 2026, which historically is the type of evidence that triggers re-rating in the sector. I think today's price around 0.80 CAD therefore primarily reflects continued distrust and not a broken case. If silver stabilizes above 75–80 USD (I believe that after the parabolic rise, the market will trade silver between 70 - 90 USD in the coming weeks and this under volatile trading) and these data points start to come in, the probability is high that the stock will leave the 0.80-level within weeks to months. It is extremely interesting that GSVR has passed a historical stress test better than the sector, while the company enters a phase of increasing and more efficient production. This is now primarily a time problem, not a valuation problem.·31.1.Just wanted to add to the text above... ...that when cash flow data points start coming in, the valuation logic for Guanajuato fundamentally changes. Given silver in the range of 70–90 USD and gold 4,500–5,000 USD, combined with increased production towards ~6–6.5 Moz AgEq, lower AISC (~22 USD/oz) and full integration of Bolanitos, the company becomes a clear cash flow case rather than a junior option. At these prices, GSVR can generate around 200–300 MUSD in EBITDA and approximately 120–220 MUSD in annual free cash flow, which historically justifies 3–5× EV/EBITDA for a small producer in Mexico. If GSVR succeeds in delivering on this, from being traded as speculative silver options to being valued as cash flow generating assets where margins become clear and financing risk disappears, that is also when larger mining companies often start buying juniors. Not at the peak, but when prices are high enough for future cash flows to be reliable. Majors prefer ready production with low integration risk over expensive and slow greenfield projects. In a 70–90 USD scenario, companies like GSVR should therefore be seen as potential strategic assets, rather than short-term silver bets. This can translate into a realistic value range around ~1.8–2.4 CAD when the market accepts that cash flows are sustainable, with ~2.8–3.4 CAD as the upper reasonable value at full stability. It is worth noting that the GSVR case does not require higher metal prices, only that the cash flows are shown in the reports (Q1–Q2 2026) and that no new dilution occurs. Given the above scenario, 2 CAD is not a bull scenario, but the case emerges more as a reasonable cash flow value, while today's 0.8-0.95 CAD level reflects continued distrust and uncertainty rather than weak fundamentals.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
TSX Venture Exchange
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
0,75VWAP
Alin
0,7VaihtoMäärä
2,9 4 004 892
VWAP
Ylin
0,75Alin
0,7VaihtoMäärä
2,9 4 004 892
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11.2025 | |
| 2025 Q2 -tulosraportti | 27.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 28.4.2025 | |
| 2024 Q3 -tulosraportti | 22.11.2024 |
2025 Q3 -tulosraportti
71 päivää sittenUutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11.2025 | |
| 2025 Q2 -tulosraportti | 27.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 28.4.2025 | |
| 2024 Q3 -tulosraportti | 22.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·23 t sittenNew resource estimates for the Valenciana mine complex - massive increase: Highlights of the 2025 VMC Mineral Resource Estimate: Inferred Mineral Resources increased by 630% relative to the previous historical Mineral Resource Estimate1,2 to 20.3 million silver-equivalent3 ("AgEq") ounces (oz), despite ongoing mining activities (2.27 million tonnes (Mt) @ 142.2 g/t silver (Ag) and 1.55 g/t gold (Au), containing 10.4 million ounces (Moz) Ag and 113 thousand ounces (Koz) Au). Inferred Mineral Resource tonnes of 2,268 thousand tonnes (kt) represent a 927% increase relative to the previous historical Mineral Resource Estimate1,2. Indicated Mineral Resources increased by 18% relative to the combined Measured and Indicated Mineral Resources reported in the previous historical Mineral Resource Estimate1,2, reflecting differences in classification criteria and confidence thresholds applied between estimates. No Measured Mineral Resources are defined in the 2025 MRE. The 2025 VMC MRE highlights significant potential for future resource expansion and opportunities to upgrade existing Inferred Resources as exploration activities continue.
- ·31.1.Silver fell almost −28 % in one day, but Guanajuato Silver fell only around −11 %, which is unusually strong for a junior silver producer. In such an extreme shock, juniors usually fall significantly more than both the silver price and large producers, but here GSVR performed on par with, or even better than, mining companies like Pan American Silver and First Majestic. I think this sends clear signals that the market, bluntly, no longer sees the stock as a pure silver option, but is starting to price in various cash flow scenarios at today's price levels. At the same time, the company is now facing rising production through the integration of Bolanitos and better utilization of processing capacity, which lifts total production towards ~6–6.5 Moz AgEq per year from 2026. In combination with lower AISC (~22 USD/oz) and shorter transports, margins are expected to improve further. But the market has not yet seen proof of this, but it is part of the expectations. The first clear data points regarding this, in the form of quarterly cash flows and confirmed FCF profile, should start to appear from Q1–Q2 2026, which historically is the type of evidence that triggers re-rating in the sector. I think today's price around 0.80 CAD therefore primarily reflects continued distrust and not a broken case. If silver stabilizes above 75–80 USD (I believe that after the parabolic rise, the market will trade silver between 70 - 90 USD in the coming weeks and this under volatile trading) and these data points start to come in, the probability is high that the stock will leave the 0.80-level within weeks to months. It is extremely interesting that GSVR has passed a historical stress test better than the sector, while the company enters a phase of increasing and more efficient production. This is now primarily a time problem, not a valuation problem.·31.1.Just wanted to add to the text above... ...that when cash flow data points start coming in, the valuation logic for Guanajuato fundamentally changes. Given silver in the range of 70–90 USD and gold 4,500–5,000 USD, combined with increased production towards ~6–6.5 Moz AgEq, lower AISC (~22 USD/oz) and full integration of Bolanitos, the company becomes a clear cash flow case rather than a junior option. At these prices, GSVR can generate around 200–300 MUSD in EBITDA and approximately 120–220 MUSD in annual free cash flow, which historically justifies 3–5× EV/EBITDA for a small producer in Mexico. If GSVR succeeds in delivering on this, from being traded as speculative silver options to being valued as cash flow generating assets where margins become clear and financing risk disappears, that is also when larger mining companies often start buying juniors. Not at the peak, but when prices are high enough for future cash flows to be reliable. Majors prefer ready production with low integration risk over expensive and slow greenfield projects. In a 70–90 USD scenario, companies like GSVR should therefore be seen as potential strategic assets, rather than short-term silver bets. This can translate into a realistic value range around ~1.8–2.4 CAD when the market accepts that cash flows are sustainable, with ~2.8–3.4 CAD as the upper reasonable value at full stability. It is worth noting that the GSVR case does not require higher metal prices, only that the cash flows are shown in the reports (Q1–Q2 2026) and that no new dilution occurs. Given the above scenario, 2 CAD is not a bull scenario, but the case emerges more as a reasonable cash flow value, while today's 0.8-0.95 CAD level reflects continued distrust and uncertainty rather than weak fundamentals.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
TSX Venture Exchange
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
0,75VWAP
Alin
0,7VaihtoMäärä
2,9 4 004 892
VWAP
Ylin
0,75Alin
0,7VaihtoMäärä
2,9 4 004 892
Välittäjätilasto
Dataa ei löytynyt