All - in sustaining costs (AISC)

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U.S. Global Investors Maintains Monthly Dividends as Its GOAU Gold Mining ETF Hits a New Record High
Globenewswire· 2025-09-22 20:08
GOAU at a New Record Intraday High U.S. Global Investors San Antonio, TX, Sept. 22, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (NASDAQ: GROW) (“the Company”), a registered investment advisory firm[1] with expertise in gold mining stocks and the airline industry, is pleased to announce that it will continue its payment of monthly dividends. The Company’s Board of Directors (the “Board”) approved payment of the $0.0075 per share per month dividend beginning in October 2025 and continuing through ...
GAU Q1 Earnings Lag Estimates, Revenues Up Y/Y on Higher Gold Prices
ZACKS· 2025-05-15 12:35
财务表现 - 公司2025年第一季度调整后每股收益(EPS)为1美分,低于市场预期的2美分,同比下滑67% [1] - 剔除非经常性项目后,公司Q1每股亏损10美分,而去年同期亏损1美分 [1] - 季度营收达7700万美元,同比增长142%,主要受金价上涨33%和销量增长81%驱动 [3][4] - 矿山运营收入1540万美元,同比飙升148% [5] - 调整后EBITDA为1900万美元,EBITDA利润率24.8%,同比显著改善 [5] 生产运营 - Asanko金矿(AGM)Q1黄金产量20,734盎司,同比减少32%,因加工厂停机14天维修导致减产4500-5000盎司 [2][3] - 加工厂处理矿石量110万吨,平均品位0.8克/吨,冶金回收率87% [3] - 黄金销售26,994盎司,平均实现价格2,833美元/盎司 [3] - 总维持成本(AISC)同比上涨39.5%至2,501美元/盎司 [4] 资产与现金流 - 完成收购Gold Fields所持AGM合资企业45%股权,持股比例提升至90% [2] - 期末现金及等价物1.064亿美元,运营现金流2590万美元,同比翻倍 [6] 行业动态 - 加纳政府将黄金开采企业可持续发展税从1%上调至3%,预计增加AISC约55美元/盎司 [8][9] - 同业公司Agnico Eagle Mines Q1营收24.7亿美元(超预期),EPS 1.53美元;Kinross Gold营收14.98亿美元,EPS 0.30美元;Barrick Mining营收31.3亿美元,EPS 0.35美元 [14][15][16][17][18] 市场表现与指引 - 公司股价季度内下跌16.8%,跑输行业29.4%的涨幅 [12] - 2025年产量预期下调至13-15万盎司区间低端,AISC预计接近1,750-1,950美元/盎司区间上限 [7][8]