Die besten Gold-/Silberminen auf der Welt

"The other impressive part about this earnings trend for SSR Mining is that annual EPS is on track to grow by 97% in FY2020 ($0.81 to $1.60), but FY2021 annual EPS estimates are sitting at $2.16, suggesting that we're in for another year of strong double-digit growth. The most bullish earnings breakouts are confirmed by significant growth in the year following the breakout, and SSR Mining currently fits these criteria. Therefore, based on the earnings trend alone, the stock is one of the highest growth options in the gold sector, and among the top-300 growth names in the US Market.

If we take a look at revenues above, we saw a massive drop-off in revenues in Q2, with quarterly revenue dropping 40% year-over-year to $92.5 million. However, this was merely a one-off due to the voluntary shutdowns by SSR Mining, which is hardly relevant to the long-term picture. Going forward, however, we should see massive revenue growth given the higher metals prices, as the average realized gold price in Q3 2019 was $1,480/oz. Based on the current average gold price for Q3 2020, it's looking like SSR Mining should have a good shot at seeing an average realized gold price above $1,835/oz for its gold sales (current Q3 average is $1,870/oz)."

Quelle: Auszug Seekingalpha

Ein schlechtes Q2 aufgrund von 2 Minenschließungen durch Covid-19 vorsichtsmaßnahmen hat zu dieser Einstiegschance bei SSR geführt, in Q4 wird SSR mit Alacer Gold fusionieren und dadurch eine Cash flow Rakete (Präsentation Seite 8) über die nächsten Jahre werden.Siehe Präsentation.

http://www.ssrmining.com/_resources/SSR-Mining-and-Alacer-Gold-Merger-Investor-Presentation.pdf

https://seekingalpha.com/article/4367165-ssr-mining-industry-leading-earnings-growth-despite-voluntary-shutdowns

das würde ich nicht so eng sehen. Americas Gold & Silver hat gestern aufgrund der News in Toronto einen Abschlag von 1,45% hingelegt.
Die Aktie erholte sich sogar im späten Handel . Der Bau von Relief Canyon sollte in einer Rekordzeit fertig gestellt werden.Aufgrund von Covid-19 hat das nicht geklappt und wird auf Q4 verschoben (das ist kein Beinbruch).

Begründung für den Aufschub auf Q4:

"Ramp-up to commercial production expected by the end of Q4-2020 once the radial stacker is repaired and back in service"


seekingalpha.com/pr/...cond-quarter-2020-results-and-provides

www.americas-gold.com/site/assets/files/...ation20200817b.pdf