简体
  • 简体中文
  • 繁体中文
×

热门资讯> 正文

Ero Copper超出了顶线和底线预期;更新了25财年展望

2025-08-01 16:02

  • Ero Copper press release (NYSE:ERO): Q2 Non-GAAP EPS of $0.46 beats by $0.12.
  • Revenue of $163.5M (+39.6% Y/Y) beats by $4.27M.
  • Consolidated second quarter copper production was a record 15,513 tonnes, reflecting the continued ramp-up of the Tucumã Operation as well as higher grades and mining rates at the Caraíba Operations.
  • Gold production during the quarter was 7,743 ounces at an average C1 cash cost and All-in Sustaining Cost ("AISC") of $1,115 and $2,234 per ounce, respectively, representing approximately 17% higher production at similar cash costs and AISC quarter-on-quarter.
  • Adjusted EBITDA of $82.7 million.
  • The Company is reaffirming full-year guidance at Caraíba, and updating guidance ranges at Tucumã and Xavantina to reflect H1 2025 performance.
    • At the Caraíba Operations, programs launched in H1 2025 to enhance operating efficiency and cost control are delivering strong margin performance compared to full-year guidance. These ongoing initiatives include (i) focusing the Pilar Mine's fleet on the upper levels of the mine to reduce haul distances, (ii) implementing new technologies aimed at enhancing both safety and productivity, and (iii) improving fleet and mine infrastructure maintenance initiatives to increase mobile equipment availability and reduce unplanned downtime. While these efforts are expected to result in full-year copper production at the lower end of the 37,500 to 42,500 tonne guidance range, C1 cash costs(*) are projected to fall within the lower half of the guidance range of $2.15 to $2.35 per pound. Sequential increases in mined and processed volumes are expected to contribute to higher copper production over the remainder of the year.
    • At the Tucumã Operation, full-year copper production guidance has been updated to 30,000 to 37,500 tonnes at C1 cash costs(*) of $1.10 to $1.30 per pound of copper produced to reflect lower-than-forecast tonnes processed in H1 2025. Updated full-year guidance reflects a significant expected increase in copper production during H2 2025, consistent with original 2025 guidance.
    • At the Xavantina Operations, full-year production guidance has been updated to 40,000 to 50,000 ounces with C1 cash costs(*) of $850 to $1,000 per ounce of gold produced and AISC(*) of $1,800 to $2,000 per ounce to reflect lower-than- planned production in H1 2025. Ongoing investments in mine modernization and mechanization are expected to drive a step-change in mining rates in H2 2025, resulting in higher projected production and lower unit costs that align with the long-term outlook for the operation.
    • Full-year capital expenditure guidance is unchanged at $230 to $270 million.

推荐文章

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。
问答大全
（工作日09：30 - 次日05：30）
客户端：
关注我们：
  • 微信公众号二维码

© 2025 深圳市时代华盛网络科技有限公司版权所有 粤ICP备16068286号