Coeur Mining

CDE

Market cap $14.5B

Coeur Mining's Q3 revenues surge 77% on higher metal prices, balanced output from five mines and rapid deleveraging fueling momentum.

CHICAGO--(BUSINESS WIRE)--Coeur Mining, Inc. (“Coeur” or the “Company”) (NYSE: CDE) today announced that it will report its fourth quarter and full-year 2025 operational and financial results after the New York Stock Exchange closes for trading on Wednesday, February 18, 2026. The Company will be hosting a conference call at 11:00 a.m. Eastern Time (10:00 a.m. Central Time) on Thursday, February 19, 2026. Hosting the call will be Mitchell J. Krebs, Chairman, President and Chief Executive Office.

New Gold's Board of Directors Unanimously Recommends that Shareholders Vote "FOR" the Transaction TORONTO, Jan. 13, 2026 /PRNewswire/ - New Gold Inc. ("New Gold" or the "Company") (TSX: NGD) (NYSE American: NGD) is pleased to announce that leading independent proxy advisory firm, Institutional Shareholder Services Inc. ("ISS") has recommended that New Gold shareholders vote "FOR" the previously announced plan of arrangement under the Business Corporations Act (British Columbia), pursuant to which a wholly-owned subsidiary of Coeur Mining, Inc. ("Coeur") (NYSE: CDE) will acquire all of the issued and outstanding common shares of New Gold (the "Transaction"), to be approved at the upcoming special meeting of New Gold shareholders to be held on Tuesday, January 27, 2026 at 11:00 a.m. (Eastern Time) (the "Meeting").

Coeur Mining is undergoing a transformative shift to a high-margin, cash-generative model, driven by its acquisition of New Gold. CDE's projected 2026 output is 20M ounces of silver and 900K ounces of gold, supporting a dramatic earnings expansion and potential index inclusion. Revenue growth to $1.7B and free cash flow reversal position CDE for a net cash balance by 2026, strengthening its financial profile.

Coeur Mining (CDE) remains a Buy, with shares up 263% since my last rating and strong Q3 production results supporting the thesis. The pending New Gold (NGD) acquisition adds high-quality Canadian assets and copper exposure, though the market's initial reaction was curious. CDE trades at a 16% discount to peers on FWD EV/EBITDA, implying 12% undervaluation.

Gold stock Coeur Mining is setting up in a cup-with-handle base as funds load up after it gained 212% in 2025.

The Goldman Sachs Small Cap Value Fund – Institutional Shares underperformed its benchmark, the Russell 2000 Value Index (net), during the quarter. Stock selection in Financials and Real Estate contributed the most to relative returns, while stock selection in Consumer Discretionary and Energy detracted from relative returns. We initiated a position in bank holding company, Columbia Banking System (0.9%), during the quarter.

CDE and AG are benefiting from higher gold and silver prices as strong Q3 production, rising cash flow and balance sheet gains fuel momentum.

2025 will surely be remembered as the year that both gold and silver prices exploded.

New Gold's Board of Directors Recommend that Shareholders Vote "FOR" the Transaction (All amounts are in U.S. dollars unless otherwise indicated) TORONTO , Dec. 22, 2025 /PRNewswire/ - New Gold Inc. ("New Gold" or the "Company") (TSX: NGD) and (NYSE American: NGD) is pleased to announce that it has filed and commenced mailing of the management information circular (the "Circular") and related proxy materials for the special meeting (the "Meeting") of New Gold shareholders to be held on January 27, 2026 to approve the previously announced plan of arrangement under the Business Corporations Act (British Columbia), whereby a wholly-owned subsidiary (the "Purchaser") of Coeur Mining, Inc. ("Coeur") (NYSE: CDE) will acquire all of the issued and outstanding common shares of New Gold (the "Transaction"). Under the terms of the Transaction, New Gold shareholders will receive 0.4959 shares of Coeur common stock for each New Gold common share held.