热门资讯> 正文
巴里克黄金超出了顶线和底线预期;重申24财年前景
2024-08-12 18:05
- Barrick Gold press release (NYSE:GOLD): Q2 Non-GAAP EPS of $0.32 beats by $0.05.
- Revenue of $3162M (+11.7% Y/Y) beats by $32M.
- Q2 operating cash flow of $1.16 billion up 53% on Q1 and free cash flow of $340 million.
- “On the copper side of the business, two world-class projects are set to deliver into a rising price and demand market. In Zambia, the Lumwana super pit expansion will increase the mine’s production from 130,000 tonnes to 240,000 tonnes per annum19 while the Reko Diq project in Pakistan is targeting 400,000 tonnes of copper and 500,000 ounces of gold per annum20,” Bristow said.
-
2024 Operating and Capital Expenditure Guidance
GOLD PRODUCTION AND COSTS 2024 forecastattributable production(000s oz) 2024 forecast costof sales13 ($/oz) 2024 forecast totalcash costs14 ($/oz) 2024 forecast all-insustaining costs14 ($/oz) Carlin (61.5%) 800 - 880 1,270 - 1,370 1,030 - 1,110 1,430 - 1,530 Cortez (61.5%)24 380 - 420 1,460 - 1,560 1,040 - 1,120 1,390 - 1,490 Turquoise Ridge (61.5%) 330 - 360 1,230 - 1,330 850 - 930 1,090 - 1,190 Phoenix (61.5%) 120 - 140 1,640 - 1,740 810 - 890 1,100 - 1,200 Nevada Gold Mines (61.5%) 1,650 - 1,800 1,340 - 1,440 980 - 1,060 1,350 - 1,450 Hemlo 140 - 160 1,470 - 1,570 1,210 - 1,290 1,600 - 1,700 North America 1,750 - 1,950 1,350 - 1,450 1,000 - 1,080 1,370 - 1,470 Pueblo Viejo (60%) 420 - 490 1,340 - 1,440 830 - 910 1,100 - 1,200 Veladero (50%) 210 - 240 1,340 - 1,440 1,010 - 1,090 1,490 - 1,590 Porgera (24.5%)25 50 - 70 1,670 - 1,770 1,220 - 1,300 1,900 - 2,000 Latin America & Asia Pacific 700 - 800 1,370 - 1,470 920 - 1,000 1,290 - 1,390 Loulo-Gounkoto (80%) 510 - 560 1,190 - 1,290 780 - 860 1,150 - 1,250 Kibali (45%) 320 - 360 1,140 - 1,240 740 - 820 950 - 1,050 North Mara (84%) 230 - 260 1,250 - 1,350 970 - 1,050 1,270 - 1,370 Bulyanhulu (84%) 160 - 190 1,370 - 1,470 990 - 1,070 1,380 - 1,480 Tongon (89.7%) 160 - 190 1,520 - 1,620 1,200 - 1,280 1,440 - 1,540 Africa & Middle East 1,400 - 1,550 1,250 - 1,350 880 - 960 1,180 - 1,280 Total Attributable to Barrick26,27,28 3,900 - 4,300 1,320 - 1,420 940 - 1,020 1,320 - 1,420 COPPER PRODUCTION AND COSTS 2024 forecastattributable production(000s tonnes)15 2024 forecast costof sales16 ($/lb) 2024 forecast C1cash costs17 ($/lb) 2024 forecast all-insustaining costs17 ($/lb) Lumwana 120 - 140 2.50 - 2.80 1.85 - 2.15 3.30 - 3.60 Zaldívar (50%) 35 - 40 3.70 - 4.00 2.80 - 3.10 3.40 - 3.70 Jabal Sayid (50%) 25 - 30 1.75 - 2.05 1.40 - 1.70 1.70 - 2.00 Total Attributable to Barrick28 180 - 210 2.65 - 2.95 2.00 - 2.30 3.10 - 3.40 ATTRIBUTABLE CAPITAL EXPENDITURES12 ($ millions) Attributable minesite sustaining11,12 1,550 - 1,750 Attributable project11,12 950 - 1,150 Total attributable capital expenditures12 2,500 - 2,900
More on Barrick Gold:
- Barrick Gold: Gold Prices Near Record Highs, Big EPS Growth Expected
- Barrick Gold: Being Number 3, In A First Place World (Technical Analysis)
- Barrick Gold: Even More Emerging Risks
- Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco and more
- Here’s what to expect from Barrick Gold Q2 earnings
推荐文章
港股周报 | 中美经贸磋商成果：取消10%关税、暂停对等关税！恒指三连跌失守26000点关口
一周IPO | 滴普科技上市三日股价涨320%；明略科技、赛力斯下周上市；小马智行、旺山旺水等5家招股中
美股机会日报 | 美参议院通过终止特朗普全面关税决议！财报季多股绩后大涨，亚马逊盘前涨超12%
新股申购 | 非洲婴儿纸尿裤之王乐舒适今起招股，一手入场费5292.85港元
华盛早报 | 美参议院通过决议：终止特朗普“全球征税”！史上最大IPO？OpenAI预计2026年筹备上市；亚马逊盘后狂飙14%
美股机会日报 | 特朗普：下调芬太尼关税！并于明年4月访问中国；科技股绩后波动加剧！谷歌盘前大涨超8%
AI业务势头火热！Alphabet(GOOGL.US)再次上调资本支出指引，Q3云积压订单升至1550亿美元
星巴克(SBUX.US)复苏迹象初现！Q4营收超预期 同店销售重回正增长
风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。
