2026 Q1 -tulosraportti
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85 päivää sitten
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 28.4. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·10.8.Owns a large position in GSVR and has high hopes for the silver price as well as this stock.
·8.8.I think the conditions for a strong Q2 report look good. There are no press releases that guarantee a "stellar quarter", but what has been communicated since Q1 points in a positive direction. The company announced on June 17 that it had once again accelerated amortizations thanks to favorable gold prices. This is perhaps the clearest indication that cash flow has continued to be strong even during Q2. Since Q1, the company has not reported any production disruptions, accidents, or other major problems. In Q1, management emphasized that the integration of Bolanitos had only just begun and that it would lead to lower costs and higher production once it progressed further. Q2 will therefore be the first quarter where a larger part of the synergies can start to become visible. The company continues its record-breaking drilling program and significantly increased drilling already during Q1, which shows that management is investing for continued production growth. The biggest positive surprise would be if management announces that the Bolanitos integration is progressing faster than planned and that production costs have already started to fall significantly. In combination with continued high silver and gold prices during large parts of Q2, this could give the market reason to raise its expectations for the entire 2026. If Q2 (report August 27) confirms continued strong cash flow, high profitability, and positive guidance for H2, I think a price around 0.60–0.70 CAD is reasonable, as the market will then likely start to price in a permanently improved operation rather than just a single strong quarter. Should the company also show that the reduction in the indebtedness ratio is progressing faster than expected and that production continues to develop well, while the silver price remains at a high level, 0.80 CAD is a possible scenario when investors start to value in a strong 2027 rather than solely the Q2 result.
I think it's an interesting company, which I think looks cheap. I do want to point out, however, that the amortization was on a gold loan that was taken for the Bolanitos acquisition. So they pay back (in gold oz) when the price of gold falls, because it is more advantageous, then they can pay off more oz for the same dollar value.- ·6.8.The big problem with GSVR is the management. You don't buy the company because the management is good, but you buy the company despite the management being bad. It should damn well not be possible to fail now.
·14.7.Guanajuato Silver (GSVR) had a breakthrough quarter in Q1 2026. For the first time, the company showed that it can combine high production with good profitability, largely thanks to the acquisition of Bolanitos and a higher silver and gold price. Q1 2026 Production Silver: 339 104 oz Gold: 4 295 oz Lead: 815 100 lb Zinc: 921 516 lb Sales The company primarily reports revenue rather than the exact number of silver ounces sold. Over 97 % of revenue came from silver and gold, and 58 % of revenue came from silver. Revenue reached a record 43.1 million USD. AISC (All-in Sustaining Cost) The company reported an AISC of approximately 26 USD per silver equivalent ounce (AgEq) for Q1 2026. This is still relatively high compared to the largest silver producers, but management has been clear that costs are temporarily affected by: the integration of Bolanitos, a record-large investment program, extensive exploration, and investments in the facilities. The goal is to successively lower AISC during the second half of 2026 and further during 2027 when the investments start to take effect. Outlook for 2026 The company has not provided exact production guidance in ounces for the full year, but management points to: higher production in the second half of the year, lower unit costs, approximately 35 million USD in investments during the year, a 75,000 meter drilling program, as well as continued integration of Bolanitos. My view I think Guanajuato Silver is one of the most interesting junior silver companies right now. What I like: Very high exposure to the silver price. Five producing mines in the same region in Mexico. Significantly improved balance sheet. First truly profitable quarter. Great potential if the silver price continues to rise. The risk is that the company is still significantly smaller than, for example, First Majestic or Pan American, which means that costs and production can vary more from quarter to quarter. If the silver price stays above 50 USD/oz and management succeeds in bringing down AISC towards 20–22 USD/AgEq in the coming years, I think Guanajuato Silver has the potential to become one of the more interesting acquisition candidates among the smaller silver producers.
Thanks for the Q1 review. Am more hopeful now after having read your review, but think it has slipped a lot lately. But they haven't been alone in it. Many others have gone in the same direction unfortunately.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
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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.
2026 Q1 -tulosraportti
Vain PDF
85 päivää sitten
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10.8.Owns a large position in GSVR and has high hopes for the silver price as well as this stock.
- ·8.8.I think the conditions for a strong Q2 report look good. There are no press releases that guarantee a "stellar quarter", but what has been communicated since Q1 points in a positive direction. The company announced on June 17 that it had once again accelerated amortizations thanks to favorable gold prices. This is perhaps the clearest indication that cash flow has continued to be strong even during Q2. Since Q1, the company has not reported any production disruptions, accidents, or other major problems. In Q1, management emphasized that the integration of Bolanitos had only just begun and that it would lead to lower costs and higher production once it progressed further. Q2 will therefore be the first quarter where a larger part of the synergies can start to become visible. The company continues its record-breaking drilling program and significantly increased drilling already during Q1, which shows that management is investing for continued production growth. The biggest positive surprise would be if management announces that the Bolanitos integration is progressing faster than planned and that production costs have already started to fall significantly. In combination with continued high silver and gold prices during large parts of Q2, this could give the market reason to raise its expectations for the entire 2026. If Q2 (report August 27) confirms continued strong cash flow, high profitability, and positive guidance for H2, I think a price around 0.60–0.70 CAD is reasonable, as the market will then likely start to price in a permanently improved operation rather than just a single strong quarter. Should the company also show that the reduction in the indebtedness ratio is progressing faster than expected and that production continues to develop well, while the silver price remains at a high level, 0.80 CAD is a possible scenario when investors start to value in a strong 2027 rather than solely the Q2 result.I think it's an interesting company, which I think looks cheap. I do want to point out, however, that the amortization was on a gold loan that was taken for the Bolanitos acquisition. So they pay back (in gold oz) when the price of gold falls, because it is more advantageous, then they can pay off more oz for the same dollar value.
- ·6.8.The big problem with GSVR is the management. You don't buy the company because the management is good, but you buy the company despite the management being bad. It should damn well not be possible to fail now.
- ·14.7.Guanajuato Silver (GSVR) had a breakthrough quarter in Q1 2026. For the first time, the company showed that it can combine high production with good profitability, largely thanks to the acquisition of Bolanitos and a higher silver and gold price. Q1 2026 Production Silver: 339 104 oz Gold: 4 295 oz Lead: 815 100 lb Zinc: 921 516 lb Sales The company primarily reports revenue rather than the exact number of silver ounces sold. Over 97 % of revenue came from silver and gold, and 58 % of revenue came from silver. Revenue reached a record 43.1 million USD. AISC (All-in Sustaining Cost) The company reported an AISC of approximately 26 USD per silver equivalent ounce (AgEq) for Q1 2026. This is still relatively high compared to the largest silver producers, but management has been clear that costs are temporarily affected by: the integration of Bolanitos, a record-large investment program, extensive exploration, and investments in the facilities. The goal is to successively lower AISC during the second half of 2026 and further during 2027 when the investments start to take effect. Outlook for 2026 The company has not provided exact production guidance in ounces for the full year, but management points to: higher production in the second half of the year, lower unit costs, approximately 35 million USD in investments during the year, a 75,000 meter drilling program, as well as continued integration of Bolanitos. My view I think Guanajuato Silver is one of the most interesting junior silver companies right now. What I like: Very high exposure to the silver price. Five producing mines in the same region in Mexico. Significantly improved balance sheet. First truly profitable quarter. Great potential if the silver price continues to rise. The risk is that the company is still significantly smaller than, for example, First Majestic or Pan American, which means that costs and production can vary more from quarter to quarter. If the silver price stays above 50 USD/oz and management succeeds in bringing down AISC towards 20–22 USD/AgEq in the coming years, I think Guanajuato Silver has the potential to become one of the more interesting acquisition candidates among the smaller silver producers.Thanks for the Q1 review. Am more hopeful now after having read your review, but think it has slipped a lot lately. But they haven't been alone in it. Many others have gone in the same direction unfortunately.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 28.4. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
85 päivää sitten
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.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 28.4. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10.8.Owns a large position in GSVR and has high hopes for the silver price as well as this stock.
- ·8.8.I think the conditions for a strong Q2 report look good. There are no press releases that guarantee a "stellar quarter", but what has been communicated since Q1 points in a positive direction. The company announced on June 17 that it had once again accelerated amortizations thanks to favorable gold prices. This is perhaps the clearest indication that cash flow has continued to be strong even during Q2. Since Q1, the company has not reported any production disruptions, accidents, or other major problems. In Q1, management emphasized that the integration of Bolanitos had only just begun and that it would lead to lower costs and higher production once it progressed further. Q2 will therefore be the first quarter where a larger part of the synergies can start to become visible. The company continues its record-breaking drilling program and significantly increased drilling already during Q1, which shows that management is investing for continued production growth. The biggest positive surprise would be if management announces that the Bolanitos integration is progressing faster than planned and that production costs have already started to fall significantly. In combination with continued high silver and gold prices during large parts of Q2, this could give the market reason to raise its expectations for the entire 2026. If Q2 (report August 27) confirms continued strong cash flow, high profitability, and positive guidance for H2, I think a price around 0.60–0.70 CAD is reasonable, as the market will then likely start to price in a permanently improved operation rather than just a single strong quarter. Should the company also show that the reduction in the indebtedness ratio is progressing faster than expected and that production continues to develop well, while the silver price remains at a high level, 0.80 CAD is a possible scenario when investors start to value in a strong 2027 rather than solely the Q2 result.I think it's an interesting company, which I think looks cheap. I do want to point out, however, that the amortization was on a gold loan that was taken for the Bolanitos acquisition. So they pay back (in gold oz) when the price of gold falls, because it is more advantageous, then they can pay off more oz for the same dollar value.
- ·6.8.The big problem with GSVR is the management. You don't buy the company because the management is good, but you buy the company despite the management being bad. It should damn well not be possible to fail now.
- ·14.7.Guanajuato Silver (GSVR) had a breakthrough quarter in Q1 2026. For the first time, the company showed that it can combine high production with good profitability, largely thanks to the acquisition of Bolanitos and a higher silver and gold price. Q1 2026 Production Silver: 339 104 oz Gold: 4 295 oz Lead: 815 100 lb Zinc: 921 516 lb Sales The company primarily reports revenue rather than the exact number of silver ounces sold. Over 97 % of revenue came from silver and gold, and 58 % of revenue came from silver. Revenue reached a record 43.1 million USD. AISC (All-in Sustaining Cost) The company reported an AISC of approximately 26 USD per silver equivalent ounce (AgEq) for Q1 2026. This is still relatively high compared to the largest silver producers, but management has been clear that costs are temporarily affected by: the integration of Bolanitos, a record-large investment program, extensive exploration, and investments in the facilities. The goal is to successively lower AISC during the second half of 2026 and further during 2027 when the investments start to take effect. Outlook for 2026 The company has not provided exact production guidance in ounces for the full year, but management points to: higher production in the second half of the year, lower unit costs, approximately 35 million USD in investments during the year, a 75,000 meter drilling program, as well as continued integration of Bolanitos. My view I think Guanajuato Silver is one of the most interesting junior silver companies right now. What I like: Very high exposure to the silver price. Five producing mines in the same region in Mexico. Significantly improved balance sheet. First truly profitable quarter. Great potential if the silver price continues to rise. The risk is that the company is still significantly smaller than, for example, First Majestic or Pan American, which means that costs and production can vary more from quarter to quarter. If the silver price stays above 50 USD/oz and management succeeds in bringing down AISC towards 20–22 USD/AgEq in the coming years, I think Guanajuato Silver has the potential to become one of the more interesting acquisition candidates among the smaller silver producers.Thanks for the Q1 review. Am more hopeful now after having read your review, but think it has slipped a lot lately. But they haven't been alone in it. Many others have gone in the same direction unfortunately.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt