Added to YB: 2026-09-10
Pitch date: 2026-09-08
CDE [bullish]
Coeur Mining, Inc.
-0.47%
current return
Author Info
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Company Info
Coeur Mining, Inc. operates as a gold and silver producer in the United States, Canada, and Mexico. The company operates through Palmarejo, Rochester, Kensington, Wharf, Silvertip, and Las Chispas segments.
Market Cap
$21.8B
Pitch Price
$21.10
Price Target
N/A
Dividend
0.19%
EV/EBITDA
12.91
P/E
19.07
EV/Sales
6.78
Sector
Metals and Mining
Category
value
The 4 gold miners I own that don't need gold to go up - Coeur Mining, Inc.
CDE: Coeur Mining is a bullish producer bet on a continuing capital-allocation shift: building enough balance-sheet strength to fund sizable buybacks during future gold-price retracements while prioritizing organic growth over growth-for-growth’s-sake M&A. Calendar effects and the roll-off of acquisition charges could lift EBITDA from $2.3B in 2026 to about $2.8B in 2027, reducing the multiple below 8x. A balance-sheet-weakening allocation decision would invalidate the thesis, while further ramp delays remain a risk.
Read full article (9 min)