Core Insights - 2025 is anticipated to be a significant year for both gold and silver prices, with expectations of substantial increases in their values [1] Group 1 - The year 2025 will be marked by a notable surge in gold prices [1] - Silver prices are also expected to experience a dramatic rise in 2025 [1]

Core Insights - 2025 is marked by significant increases in gold and silver prices, with gold rising from $2,669/oz to $4,387/oz (69.46%) and silver from $29.90 to nearly $70.00 (133.51%) [1] - Coeur Mining has shown remarkable performance with a year-to-date return of 229% and is positioned as the 8th largest North American gold and silver mining company [1][3] Company Performance - Coeur Mining reported revenues of $1.7 billion and expanded gross margins to 78.6% [3] - The company’s year-to-date return stands at +229.02%, with a 1-year return of +220.06%, a 3-year return of +442.36%, and a 5-year return of +97.89% [7] - The Rochester facility expansion led to an 80% increase in production in Q2 2025, contributing to the company's growth [3][6] Market Position and Expansion - The proposed acquisition of New Gold is expected to increase Coeur Mining's market cap to approximately $20 billion and raise 2026 EBITDA guidance to $3 billion [3] - Coeur Mining operates five mines across North and Central America, focusing on gold and silver production [4] - New mineral deposits were discovered at the Palmarejo Complex, indicating potential for future growth [3]

Core Viewpoint - New Gold Inc (NYSEAMERICAN: NGD) has experienced a significant stock increase of approximately 266% year-to-date, with a recent uptick of over 10% in the last five sessions, indicating strong buyer interest and potential for further gains [1][2]. Group 1: Stock Performance and Market Sentiment - The upcoming earnings report on February 18 is expected to influence NGD stock positively, as a favorable outcome could enhance the already bullish sentiment surrounding the stock [2]. - The recent rally in gold and silver prices is contributing to the positive market sentiment, which may continue into the new year [2]. Group 2: Acquisition Details - Coeur Mining, Inc. (NYSE:CDE) announced an all-stock acquisition of New Gold valued at approximately $7 billion, with an exchange ratio that values NGD at $8.51 per share, representing an 8% premium over the current stock price [3]. Group 3: Volatility and Price Movement - Expected move calculators predict a 19.1% price movement for NGD stock following the February earnings disclosure, indicating potential volatility [5]. - Implied volatility (IV) provides insights into expected price dispersion, although it does not directly indicate the likelihood of specific outcomes [6][7]. Group 4: Price Projections and Trading Strategies - The forward 10-week returns for NGD stock are projected to range between $8.80 and $10, with price clustering likely around $9.30 [11]. - A unique 4-6-U quant signal indicates that despite fewer up weeks, the stock price has trended upward, suggesting continued bullish potential [12]. - A trading strategy targeting a $10 strike price through a 9/10 bull call spread expiring February 20, 2026, is suggested, with a maximum payout of about 43% [14]. - An alternative strategy involving a 9/11 bull call spread is also proposed, requiring NGD stock to rise through $11 at expiration, with a potential maximum payout of roughly 111% [18].

Group 1 - Gold stocks experienced a pre-market surge, with Hycroft Mining (HYMC.US) rising over 21%, Coeur Mining (CDE.US) up over 5%, AngloGold Ashanti (AU.US) increasing over 4%, and Newmont Corporation (NEM.US) gaining over 3% [1] - Silver stocks also saw collective gains in pre-market trading, with First Majestic Silver (AG.US) rising nearly 4%, Endeavour Silver (EXK.US), and Dolly Varden Silver (DVS.US) both increasing over 4% [1] Group 2 - The price of spot gold rose nearly 2% to surpass $4420 per ounce, reaching new highs, with a year-to-date increase of over 68% [1] - Spot silver prices increased by 2.6% to exceed $69 per ounce, also hitting new highs, with a year-to-date rise of over 140% [1]

Core Viewpoint - New Gold Inc. has announced a transaction where Coeur Mining, Inc. will acquire all outstanding shares of New Gold, with shareholders receiving 0.4959 shares of Coeur for each New Gold share held, resulting in New Gold shareholders owning approximately 38% of the combined company post-transaction [1][16]. Strategic Rationale - The transaction aims to create a leading North American precious metals mining company with a pro forma combined equity market capitalization of approximately $20 billion, including seven high-quality operations expected to produce around 1.25 million gold equivalent ounces in 2026 [5]. - The combined company is projected to generate approximately $3.0 billion in EBITDA and about $2.0 billion in free cash flow in 2026, enhancing financial strength and shareholder returns [5]. - The merger will provide greater exposure to long-life, low-risk North American assets, improving the reserve and resource profile, and supporting sustainable free cash flow [5]. - The combined entity is expected to rank among the top 10 largest precious metals companies and top five global silver producers, enhancing trading liquidity and capital market exposure [5]. Board Recommendation - The Board of Directors of New Gold unanimously recommends that shareholders vote "FOR" the transaction, emphasizing the potential for value creation and exploration upside from existing operations [2][6]. Meeting and Voting Details - A special meeting for New Gold shareholders is scheduled for January 27, 2026, to approve the transaction, with voting materials already mailed to eligible shareholders [7][18]. - Shareholders must vote by 11:00 a.m. (Eastern Time) on January 23, 2026, to participate in the meeting [8]. Regulatory Approvals - The transaction is subject to various approvals, including those from New Gold and Coeur shareholders, the Supreme Court of British Columbia, and applicable regulatory bodies [19][21].

Coeur Mining, Inc. (NYSE:CDE) is one of the 12 cheap gold stocks to buy now. Coeur Mining (CDE) May Be Fully Valued After Strong 2025 Rally As of December 12, 2025, Coeur Mining, Inc. (NYSE:CDE) boasts over 200% returns in 2025 alone and 87% over the past six months, having reached its 52-week high of $23.62 on October 16. While this reflects strong investor interest in the gold and silver producer, Cantor Fitzgerald holds a contradictory view. The firm downgraded the stock from “Overweight” to “Neutral” ...

Core Insights - Coeur Mining, Inc. is a significant player in the mining industry, focusing on precious metals extraction from five North American mines, with a price target of $23 set by Roth Capital, indicating a potential upside of 33.33% from its current price of $17.25 [1] Financial Performance - In Q3, Coeur Mining reported a 77% year-over-year increase in revenue, reaching approximately $555 million, driven by balanced output from its mines and stronger metal prices [2][6] - The company's ability to capitalize on favorable market conditions has significantly enhanced its valuation and cash flow [6] Market Valuation - Coeur Mining's forward 12-month price-to-sales multiple is 6.37X, higher than the peer group average of 3.95X, with Southern Copper Corporation and Lundin Mining Corporation having multiples of 9.1X and 4.31X, respectively [3] - Both Coeur Mining and Southern Copper have a Value Score of D, while Lundin Mining holds a score of C, indicating varying levels of perceived value among investors [3] Market Performance - Year to date, Coeur Mining has gained 205.5%, outperforming the Zacks Mining-Non Ferrous industry's increase of 37.6% and the S&P 500's rise of 19.4% [4][6] - The stock has shown volatility, trading between $16.62 and $18.10 during the day, with a yearly high of $23.62 and a low of $4.58 [5]

Group 1 - Financial giants have shown a bearish sentiment towards Coeur Mining, with 59% of traders exhibiting bearish tendencies and only 34% being bullish [1] - The analysis of options history revealed a total of 32 unusual trades, including 2 puts valued at $439,350 and 30 calls valued at $2,675,864 [1] - The expected price movements for Coeur Mining are projected within a range of $5.5 to $35.0 over the past quarter [2] Group 2 - The volume and open interest data for Coeur Mining's options indicate significant liquidity and interest, particularly within the strike price range of $5.5 to $35.0 over the last 30 days [3] - Recent options activity includes notable trades such as a bearish call sweep with a total trade price of $579,000 and a bullish put sweep valued at $373,200 [7] - Coeur Mining is primarily focused on mining precious metals, generating most of its revenue from gold and silver sales, with operations in the United States, Canada, and Mexico [8] Group 3 - Analysts have set an average price target of $23.0 for Coeur Mining, with a Buy rating maintained by Roth Capital [10][11] - The current trading volume for Coeur Mining stands at 9,992,396, with the stock price at $17.9, reflecting a 3.77% increase [13]

Core Insights - Coeur Mining, Inc. (NYSE:CDE) experienced a significant rebound of 9.46% to close at $17.48, driven by rising spot prices of silver and gold following the Federal Reserve's decision to cut interest rates [1][2]. Group 1: Market Performance - The rate cuts by the Federal Reserve typically favor precious metals, weakening the US dollar and making silver and gold more affordable for foreign investors, which benefits mining companies like Coeur Mining [2]. - Coeur Mining's stock performance was positively influenced by the successful exploration of resources at its Palmarejo gold-silver complex in Chihuahua, Mexico [2]. Group 2: Resource Exploration - Coeur Mining reported successful drilling programs that identified numerous resource growth opportunities, particularly strong gold and silver grades at the San Juan vein along the Hidalgo corridor [3]. - The company has only drilled 3% of the 300-square-kilometer land area, indicating significant untapped resource potential at the site [3]. Group 3: Expansion Initiatives - Coeur Mining is pursuing an aggressive expansion strategy through mining site expansions and acquisition initiatives [4]. - The company signed a definitive agreement to acquire New Gold Inc. for $7 billion, which will facilitate its expansion in Canada [4][5]. - Under the acquisition agreement, New Gold shareholders will receive 0.4959 Coeur shares for each share they own, structured as an all-stock deal [5].

Core Viewpoint - Silver prices have reached a historical high, leading to a significant increase in the stock prices of silver mining companies in the U.S. [1] Company Performance - Silvercorp Metals (SVM.US) shares rose by 0.7% [1] - Hecla Mining (HL.US) shares increased by over 4% [1] - Coeur Mining (CDE.US) shares saw a rise of over 2.8% [1] - Hecla Mining (HL.US) experienced another increase of over 3.4% [1] - Coeur Mining (CDE.US) also rose by over 3% [1] Market Data - Spot silver price increased by over 1%, currently reported at $64.31 [1]