2026 Q2 -tulosraportti
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94 päivää sitten
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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.
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Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 20.8. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.5. | ||
2026 Q1 -tulosraportti 11.2. | ||
2025 Q4 -tulosraportti 25.11.2025 | ||
2025 Q3 -tulosraportti 12.8.2025 | ||
2025 Q2 -tulosraportti 14.5.2025 |
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1 päivä sittenhttps://x.com/EligianResearch/status/2088166996902846850?s=20 Orvana Q3 FY2026 Update: Bolivia Enters Ramp-Up, Guidance Reset, Valuation Still Compelling Orvana's latest release confirms Bolivia's production circuits are finally operational, resets FY2026 guidance to reflect the delay, and reports another strong quarter driven by Spain. Below are the key takeaways. Boliva (EMIPA): - Copper Cathodes Circuit (SX-EW) and revamped Gold-Silver Doré Circuit have entered commercial production ramp-up - Copper PLS and gold-silver cake production established in July; ramp-up continuing through August - Management targets ”stable commercial production by September 2026” - FY2026 guidance revised down sharply: gold from 13,000–14,000 oz to 4,200–4,700 oz; copper from 6.7–7.5M lbs to 1.9–2.1M lbs - Unit cost metrics (COC/AISC) deemed not meaningful for FY2026, to be reported starting FY2027 once stable operations are achieved Spain (Orovalle): - Q3 GEO of 10,833, up ~10% QoQ, driven by 13% higher gold grade - Gold production 9,656 oz (+14% QoQ); copper down 17% QoQ on lower grade/recovery - YTD actual AISC (by-product): $2,271/oz; tracking better than full-year guidance ($2,700–3,000) - On track to meet full FY2026 guidance - 3,712m of drilling completed at Breccia East and Area 208; drilling ongoing Argentina (Taguas): - No new drilling news this release; petrographic/vectoring studies on TADD-279 ongoing, geochronology studies planned - Company will define FY2027 exploration program scope incorporating Evelina data Valuation (2027E, Au $4,400 / Ag $64 / Cu $6.40/lb) - Using Orovalle's actual $2,271/oz AISC and a range of $1,000–1,500/oz for a ramped-up EMIPA, EV/FCF lands between 2.0x–2.3x Bottom Line The key operational milestone (all circuits now running, stable production targeted for September) removes the "will it ever restart" uncertainty. Spain continues to outperform its own guidance on costs. Even using conservative Bolivia cost assumptions, the stock still screens as extremely cheap on a forward EV/FCF basis, with FY2027 guidance (expected with the annual report) the next major catalyst to properly calibrate the model. $ORV.TO- 7.7.$ORV.TO Orvana just confirmed Don Mario OSP start-up. - Bolivia road blockades cleared, logistics back to normal - EMIPA has received ALL critical materials on site - Oxide processing start-up begins mid-July - Revised EMIPA guidance coming mid-August (Q3 MD&A) https://ceo.ca/@newswire/orvana-provides-logistics-update-and-oxide-processing
- 2.6.$ORV.TO $ORVMF - ORVANA MINERALS Know what you own. Valuation angle: ORV trades at ~$1,700/AuEq oz. Cheapest peer: $5,700/oz. At peer average, it's a 5-bagger. Three producing/ramping assets across Spain, Bolivia, Argentina. Zero analyst coverage. US$183M mcap. The market hasn't shown up yet. Exploration angle: Orvana controls 95,000 hectares across 3 countries with 23+ exploration targets. Market assigns $0 to all of it. Conservative exploration value alone: $225–530M. Entire market cap: $183M. The stock is pricing in the mines and giving you the land for free. FCF inflection angle: ORV: ~29k AuEq oz in FY2025. Target: ~106k AuEq oz by FY2027. That's a 3.6× production increase from a $183M market cap — funded from existing assets, no equity raise required. FCF goes from negative to transformational in 18 months. Taguas porphyry angle: ORV confirmed a dacitic porphyry system at Taguas (Argentina) — 15km from ATEX's Valeriano, which trades at C$1.1B. Potassic core untested. Next drill campaign Oct 2026. The entire Taguas option costs you nothing — it's embedded in a $183M multi-mine producer already ramping cash flow. Ortosa-Godán angle: 6.05m @ 22.16 g/t Au and 11.25m @ 6.8 g/t Au at Ortosa-Godán (Spain) — not in the resource yet. Orovalle's brownfield exploration is funded from operating cash flow, not dilution. The market treats it as a cost. It's actually a pipeline. Bolivia contrarian angle: Bolivia civil unrest = headline risk. ORV Bolivia operations ring-fenced with separate debt. Spain asset alone (34–37k Au oz/yr, EU Tier-1 jurisdiction, 1.1M oz M+I+I) justifies near-current market cap. You're getting Don Mario + Taguas for free.
- 13.5.🧵 https://x.com/GPs_capital_/status/2054241310568071533 1/5 At current spot prices, Orvana Minerals’ Don Mario is achieving the "Holy Grail" of mining: Negative AISC. This means by-products cover 100% of costs—and then some. Here is the math on why the gold is effectively free. 2/5 The Credits (Don Mario Guidance): • Copper: 7.1M lbs x $6.40 = $45.44M• Silver: 150k oz x $80 = $12.00M Total By-product Credits: $57.44M This is the cash flowing into the company before a single ounce of gold is even sold. 3/5 The Costs: Total Operating & Sustaining Costs for the mine: ~$27.7M. The Math: $27.7M (Costs) - $57.44M (Credits) = -$29.74M Net Cost. Yes, a negative net cost. The copper and silver pay for every salary, every liter of fuel, and every spare part. 4/5 The AISC Result: To get the All-In Sustaining Cost, we divide the net cost by the 13,500 oz of gold produced: -$29.74M / 13,500 oz = -$2,203 per oz. The mine pays for itself and hands Orvana "free" gold to sell at $4,700/oz. 5/5 The market is valuing Orvana like a struggling junior. In reality it's multi asset, cash flow producing monster trading around 1x FCF Read the full breakdown one of the biggest valuation disconnect in the sector here: https://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?r=2kvkp3&utm_campaign=post-expanded-share&utm_medium=post%20viewer
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2026 Q2 -tulosraportti
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94 päivää sitten
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- 1 päivä sittenhttps://x.com/EligianResearch/status/2088166996902846850?s=20 Orvana Q3 FY2026 Update: Bolivia Enters Ramp-Up, Guidance Reset, Valuation Still Compelling Orvana's latest release confirms Bolivia's production circuits are finally operational, resets FY2026 guidance to reflect the delay, and reports another strong quarter driven by Spain. Below are the key takeaways. Boliva (EMIPA): - Copper Cathodes Circuit (SX-EW) and revamped Gold-Silver Doré Circuit have entered commercial production ramp-up - Copper PLS and gold-silver cake production established in July; ramp-up continuing through August - Management targets ”stable commercial production by September 2026” - FY2026 guidance revised down sharply: gold from 13,000–14,000 oz to 4,200–4,700 oz; copper from 6.7–7.5M lbs to 1.9–2.1M lbs - Unit cost metrics (COC/AISC) deemed not meaningful for FY2026, to be reported starting FY2027 once stable operations are achieved Spain (Orovalle): - Q3 GEO of 10,833, up ~10% QoQ, driven by 13% higher gold grade - Gold production 9,656 oz (+14% QoQ); copper down 17% QoQ on lower grade/recovery - YTD actual AISC (by-product): $2,271/oz; tracking better than full-year guidance ($2,700–3,000) - On track to meet full FY2026 guidance - 3,712m of drilling completed at Breccia East and Area 208; drilling ongoing Argentina (Taguas): - No new drilling news this release; petrographic/vectoring studies on TADD-279 ongoing, geochronology studies planned - Company will define FY2027 exploration program scope incorporating Evelina data Valuation (2027E, Au $4,400 / Ag $64 / Cu $6.40/lb) - Using Orovalle's actual $2,271/oz AISC and a range of $1,000–1,500/oz for a ramped-up EMIPA, EV/FCF lands between 2.0x–2.3x Bottom Line The key operational milestone (all circuits now running, stable production targeted for September) removes the "will it ever restart" uncertainty. Spain continues to outperform its own guidance on costs. Even using conservative Bolivia cost assumptions, the stock still screens as extremely cheap on a forward EV/FCF basis, with FY2027 guidance (expected with the annual report) the next major catalyst to properly calibrate the model. $ORV.TO
- 7.7.$ORV.TO Orvana just confirmed Don Mario OSP start-up. - Bolivia road blockades cleared, logistics back to normal - EMIPA has received ALL critical materials on site - Oxide processing start-up begins mid-July - Revised EMIPA guidance coming mid-August (Q3 MD&A) https://ceo.ca/@newswire/orvana-provides-logistics-update-and-oxide-processing
- 2.6.$ORV.TO $ORVMF - ORVANA MINERALS Know what you own. Valuation angle: ORV trades at ~$1,700/AuEq oz. Cheapest peer: $5,700/oz. At peer average, it's a 5-bagger. Three producing/ramping assets across Spain, Bolivia, Argentina. Zero analyst coverage. US$183M mcap. The market hasn't shown up yet. Exploration angle: Orvana controls 95,000 hectares across 3 countries with 23+ exploration targets. Market assigns $0 to all of it. Conservative exploration value alone: $225–530M. Entire market cap: $183M. The stock is pricing in the mines and giving you the land for free. FCF inflection angle: ORV: ~29k AuEq oz in FY2025. Target: ~106k AuEq oz by FY2027. That's a 3.6× production increase from a $183M market cap — funded from existing assets, no equity raise required. FCF goes from negative to transformational in 18 months. Taguas porphyry angle: ORV confirmed a dacitic porphyry system at Taguas (Argentina) — 15km from ATEX's Valeriano, which trades at C$1.1B. Potassic core untested. Next drill campaign Oct 2026. The entire Taguas option costs you nothing — it's embedded in a $183M multi-mine producer already ramping cash flow. Ortosa-Godán angle: 6.05m @ 22.16 g/t Au and 11.25m @ 6.8 g/t Au at Ortosa-Godán (Spain) — not in the resource yet. Orovalle's brownfield exploration is funded from operating cash flow, not dilution. The market treats it as a cost. It's actually a pipeline. Bolivia contrarian angle: Bolivia civil unrest = headline risk. ORV Bolivia operations ring-fenced with separate debt. Spain asset alone (34–37k Au oz/yr, EU Tier-1 jurisdiction, 1.1M oz M+I+I) justifies near-current market cap. You're getting Don Mario + Taguas for free.
- 13.5.🧵 https://x.com/GPs_capital_/status/2054241310568071533 1/5 At current spot prices, Orvana Minerals’ Don Mario is achieving the "Holy Grail" of mining: Negative AISC. This means by-products cover 100% of costs—and then some. Here is the math on why the gold is effectively free. 2/5 The Credits (Don Mario Guidance): • Copper: 7.1M lbs x $6.40 = $45.44M• Silver: 150k oz x $80 = $12.00M Total By-product Credits: $57.44M This is the cash flowing into the company before a single ounce of gold is even sold. 3/5 The Costs: Total Operating & Sustaining Costs for the mine: ~$27.7M. The Math: $27.7M (Costs) - $57.44M (Credits) = -$29.74M Net Cost. Yes, a negative net cost. The copper and silver pay for every salary, every liter of fuel, and every spare part. 4/5 The AISC Result: To get the All-In Sustaining Cost, we divide the net cost by the 13,500 oz of gold produced: -$29.74M / 13,500 oz = -$2,203 per oz. The mine pays for itself and hands Orvana "free" gold to sell at $4,700/oz. 5/5 The market is valuing Orvana like a struggling junior. In reality it's multi asset, cash flow producing monster trading around 1x FCF Read the full breakdown one of the biggest valuation disconnect in the sector here: https://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?r=2kvkp3&utm_campaign=post-expanded-share&utm_medium=post%20viewer
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 Q3 -tulosraportti 20.8. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.5. | ||
2026 Q1 -tulosraportti 11.2. | ||
2025 Q4 -tulosraportti 25.11.2025 | ||
2025 Q3 -tulosraportti 12.8.2025 | ||
2025 Q2 -tulosraportti 14.5.2025 |
2026 Q2 -tulosraportti
Vain PDF
94 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 Q3 -tulosraportti 20.8. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.5. | ||
2026 Q1 -tulosraportti 11.2. | ||
2025 Q4 -tulosraportti 25.11.2025 | ||
2025 Q3 -tulosraportti 12.8.2025 | ||
2025 Q2 -tulosraportti 14.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 1 päivä sittenhttps://x.com/EligianResearch/status/2088166996902846850?s=20 Orvana Q3 FY2026 Update: Bolivia Enters Ramp-Up, Guidance Reset, Valuation Still Compelling Orvana's latest release confirms Bolivia's production circuits are finally operational, resets FY2026 guidance to reflect the delay, and reports another strong quarter driven by Spain. Below are the key takeaways. Boliva (EMIPA): - Copper Cathodes Circuit (SX-EW) and revamped Gold-Silver Doré Circuit have entered commercial production ramp-up - Copper PLS and gold-silver cake production established in July; ramp-up continuing through August - Management targets ”stable commercial production by September 2026” - FY2026 guidance revised down sharply: gold from 13,000–14,000 oz to 4,200–4,700 oz; copper from 6.7–7.5M lbs to 1.9–2.1M lbs - Unit cost metrics (COC/AISC) deemed not meaningful for FY2026, to be reported starting FY2027 once stable operations are achieved Spain (Orovalle): - Q3 GEO of 10,833, up ~10% QoQ, driven by 13% higher gold grade - Gold production 9,656 oz (+14% QoQ); copper down 17% QoQ on lower grade/recovery - YTD actual AISC (by-product): $2,271/oz; tracking better than full-year guidance ($2,700–3,000) - On track to meet full FY2026 guidance - 3,712m of drilling completed at Breccia East and Area 208; drilling ongoing Argentina (Taguas): - No new drilling news this release; petrographic/vectoring studies on TADD-279 ongoing, geochronology studies planned - Company will define FY2027 exploration program scope incorporating Evelina data Valuation (2027E, Au $4,400 / Ag $64 / Cu $6.40/lb) - Using Orovalle's actual $2,271/oz AISC and a range of $1,000–1,500/oz for a ramped-up EMIPA, EV/FCF lands between 2.0x–2.3x Bottom Line The key operational milestone (all circuits now running, stable production targeted for September) removes the "will it ever restart" uncertainty. Spain continues to outperform its own guidance on costs. Even using conservative Bolivia cost assumptions, the stock still screens as extremely cheap on a forward EV/FCF basis, with FY2027 guidance (expected with the annual report) the next major catalyst to properly calibrate the model. $ORV.TO
- 7.7.$ORV.TO Orvana just confirmed Don Mario OSP start-up. - Bolivia road blockades cleared, logistics back to normal - EMIPA has received ALL critical materials on site - Oxide processing start-up begins mid-July - Revised EMIPA guidance coming mid-August (Q3 MD&A) https://ceo.ca/@newswire/orvana-provides-logistics-update-and-oxide-processing
- 2.6.$ORV.TO $ORVMF - ORVANA MINERALS Know what you own. Valuation angle: ORV trades at ~$1,700/AuEq oz. Cheapest peer: $5,700/oz. At peer average, it's a 5-bagger. Three producing/ramping assets across Spain, Bolivia, Argentina. Zero analyst coverage. US$183M mcap. The market hasn't shown up yet. Exploration angle: Orvana controls 95,000 hectares across 3 countries with 23+ exploration targets. Market assigns $0 to all of it. Conservative exploration value alone: $225–530M. Entire market cap: $183M. The stock is pricing in the mines and giving you the land for free. FCF inflection angle: ORV: ~29k AuEq oz in FY2025. Target: ~106k AuEq oz by FY2027. That's a 3.6× production increase from a $183M market cap — funded from existing assets, no equity raise required. FCF goes from negative to transformational in 18 months. Taguas porphyry angle: ORV confirmed a dacitic porphyry system at Taguas (Argentina) — 15km from ATEX's Valeriano, which trades at C$1.1B. Potassic core untested. Next drill campaign Oct 2026. The entire Taguas option costs you nothing — it's embedded in a $183M multi-mine producer already ramping cash flow. Ortosa-Godán angle: 6.05m @ 22.16 g/t Au and 11.25m @ 6.8 g/t Au at Ortosa-Godán (Spain) — not in the resource yet. Orovalle's brownfield exploration is funded from operating cash flow, not dilution. The market treats it as a cost. It's actually a pipeline. Bolivia contrarian angle: Bolivia civil unrest = headline risk. ORV Bolivia operations ring-fenced with separate debt. Spain asset alone (34–37k Au oz/yr, EU Tier-1 jurisdiction, 1.1M oz M+I+I) justifies near-current market cap. You're getting Don Mario + Taguas for free.
- 13.5.🧵 https://x.com/GPs_capital_/status/2054241310568071533 1/5 At current spot prices, Orvana Minerals’ Don Mario is achieving the "Holy Grail" of mining: Negative AISC. This means by-products cover 100% of costs—and then some. Here is the math on why the gold is effectively free. 2/5 The Credits (Don Mario Guidance): • Copper: 7.1M lbs x $6.40 = $45.44M• Silver: 150k oz x $80 = $12.00M Total By-product Credits: $57.44M This is the cash flowing into the company before a single ounce of gold is even sold. 3/5 The Costs: Total Operating & Sustaining Costs for the mine: ~$27.7M. The Math: $27.7M (Costs) - $57.44M (Credits) = -$29.74M Net Cost. Yes, a negative net cost. The copper and silver pay for every salary, every liter of fuel, and every spare part. 4/5 The AISC Result: To get the All-In Sustaining Cost, we divide the net cost by the 13,500 oz of gold produced: -$29.74M / 13,500 oz = -$2,203 per oz. The mine pays for itself and hands Orvana "free" gold to sell at $4,700/oz. 5/5 The market is valuing Orvana like a struggling junior. In reality it's multi asset, cash flow producing monster trading around 1x FCF Read the full breakdown one of the biggest valuation disconnect in the sector here: https://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?r=2kvkp3&utm_campaign=post-expanded-share&utm_medium=post%20viewer
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.
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