Wheaton Precious Metals (Seite 4)

[Valueandi]

Antwort auf Beitrag Nr.: 65.801.880 von Editha am 22.11.20 23:55:58

Von mir aus kann Wheaton noch günstiger werden...

Stocke dann auf.

[Editha]

Wenn Gold erst einmal wieder steigt...........

Trotz eines beachtlichen Anstiegs von 110% seit den Tiefstständen im März dieses Jahres ist die Wheaton Precious Metals-Aktie (NYSE: WPM) zum aktuellen Preis von 45 USD je Aktie immer noch unterbewertet. Die Aktie von WPM stieg von 24 USD am 19. März auf rund 45 USD am 17. November 2020, was einem Anstieg von fast 90% gegenüber dem S & P 500 entspricht, der in diesem Zeitraum um 62% zulegte. Die Aktie von WPM konnte den breiteren Markt aufgrund eines starken Anstiegs der Goldpreise während der aktuellen Pandemie schlagen, was dem Unternehmen zugute kam, da über 60% seines Umsatzes mit Gold erzielt wurden. Der verbleibende Teil stammt aus Silber und Palladium, die ebenfalls einen Preisanstieg verzeichneten. Obwohl die Aktie fast 110% über dem Stand von Ende 2017 liegt, halten wir diesen Anstieg für gerechtfertigt. Tatsächlich dürfte die WPM-Aktie von hier aus einen deutlichen Aufwärtstrend von über 20% verzeichnen. Unser Dashboard Welche Faktoren haben zwischen 2017 und jetzt zu einer Veränderung des Wheaton-Edelmetallbestands um 110% geführt? liefert die Schlüsselnummern hinter unserem Denken.

Quelle: Forbes
https://www.finanzen.net/nachricht/aktien/wheaton-precious-m…

[freddyDD]

Was ist denn hier los? Konsolidierung - wo sind die (schlechten) News?

https://seekingalpha.com/article/4389741-wheaton-precious-me…

[Baerenjeger]

Sehr enttäuschend jedoch, dass die Zwischendividende bei 0,10 Can$ liegen soll...

[Baerenjeger]

Und hier nochmal die key facts:

Revenue was $248 million in the second quarter of 2020 representing a 31% increase from the second quarter of 2019 due primarily to a 24% increase in the average realized gold equivalent² price; and a 6% increase in the number of gold equivalent² ounces sold.

Average cash costs¹ in the second quarter of 2020 were $418 per gold equivalent² ounce as compared to $412 in Q2 2019. This resulted in a cash operating margin¹ of $1,170 per gold equivalent² ounce sold, an increase of 35% as compared with Q2 2019.

[Baerenjeger]

Hier die Halbjahreszahlen:

VANCOUVER, BC, Aug. 12, 2020 /CNW/ - Designated News Release - "Wheaton's high-quality portfolio of assets delivered solid results in the first half of 2020 generating over $500 million in revenue and nearly $330 million in operating cash flow. While production in the second quarter was impacted by temporary shutdowns of some operations as a result of the COVID-19 pandemic, sales volumes remained strong, resulting in a record 322,000 gold equivalent ounces sold in the first half of 2020," said Randy Smallwood, President and Chief Executive Officer of Wheaton Precious Metals. "At Wheaton, our success is not only measured in terms of financial results, but also in our ability to make a difference. In that regard, during the quarter we established a dedicated fund to help address the impacts of COVID-19, which to date has helped to provide food security, medical services and supplies, and economic opportunities to those in need. The majority of these funds are dedicated to the communities around our partners' operations, and not only help to alleviate the near-term impacts of the pandemic, but also leave positive, sustainable benefits."

Second Quarter Highlights:

Over $151 million in operating cash flow in the quarter, an increase of nearly 40%.
Net debt1 reduced by $80 million resulting in a net debt position of $509 million.
Attributable gold equivalent2 production was 140,000 ounces in the second quarter, with the reduction being due to the temporary shutdown of various mines resulting from COVID-19.
Signed a non-binding term sheet on the Marmato Project with Caldas Gold Corp.
Declared quarterly dividend1 of $0.10 per common share.
Donated $2 million of the previously announced $5 million Community Support and Response Fund dedicated to combatting the COVID-19 pandemic.
Operational Overview

(all figures in US dollars unless otherwise noted)

Q2 2020

Q2 2019
Change
Ounces produced





Gold

88,631

100,908
(12.2)%
Silver

3,650

4,821
(24.3)%
Palladium

5,759

5,736
0.4 %
Gold equivalent 2

140,112

166,399
(15.8)%
Ounces sold





Gold

92,804

90,077
3.0 %
Silver

4,729

4,241
11.5 %
Palladium

4,976

5,273
(5.6)%
Gold equivalent 2

156,188

148,004
5.5 %
Revenue
$
247,954
$
189,466
30.9 %
Net earnings (loss)
$
105,812
$
(124,694)
n.a
Per share
$
0.236
$
(0.280)
n.a
Adjusted net earnings 1
$
97,354
$
41,958
132.0 %
Per share 1
$
0.217
$
0.094
130.5 %
Operating cash flows
$
151,793
$
109,258
38.9 %
Per share 1
$
0.338
$
0.245
38.0 %
Dividends paid 1
$
44,861
$
40,133
11.8 %
Per share
$
0.10
$
0.09
11.1 %
All amounts in thousands except gold, palladium and gold equivalent ounces produced and sold, per ounce amounts and per share amounts.
Revised Production Guidance
Wheaton is providing a revised 2020 production forecast as all mining partners have now resumed operations that were previously suspended as a result of the COVID-19 pandemic. During the second quarter of 2020, six of our mining partners' operations located in Mexico and Peru on which the Company has precious metal purchase agreements ("PMPA"s) were temporarily suspended due to government restrictions focused on reducing the spread of COVID-19, consisting of the Constancia, Yauliyacu, San Dimas, Los Filos, Peñasquito and Antamina mines. The revised 2020 and long-term forecasts assume that operations will continue throughout the remainder of the year without major interruptions. Wheaton's long-term production forecast remains unchanged at 750,000 gold equivalent ounces ("GEO"s) per year on average between 2020 and 2024.

Metal Produced 3
Revised 2020
Forecast
Original 2020
Forecast
Annual average
(2020-2024)
Gold Ounces
365,000 to 385,000
390,000 to 410,000

Silver Ounces ('000s)
21,500 to 22,500
22,000 to 23,500

Palladium Ounces
23,000 to 24,500
23,000 to 24,500

Gold Equivalent Ounces 2
655,000 to 685,000
685,000 to 725,000
750,000
Corporate Development – Marmato Project
On June 22, 2020, the Company announced that it had signed a non-binding term sheet with Caldas Gold Corp. ("Caldas Gold") to enter into a PMPA for the Marmato Project located in Colombia. Under the terms of the proposed PMPA, the Company will acquire 6.5% of the gold production and 100% of the silver production until 190,000 ounces of gold and 2.15 million ounces of silver have been delivered, after which the stream drops to 3.25% of the gold production and 50% of the silver production for the life of mine. Under the proposed PMPA, the Company will pay a total cash consideration of $110 million, $38 million of which is payable upon closing and the remaining portion of which is payable during the construction of the Marmato Deep Zone project, subject to receipt of required permits and licenses, sufficient financing having been obtained to cover total expected capital expenditures, and other customary conditions. In addition, the Company will make ongoing delivery payments equal to approximately 20% of the spot prices over the life of the mine. The entering into of the PMPA is subject to, among other matters, the negotiation and completion of definitive documentation.

Community Support and Response Fund to Combat the COVID-19 Pandemic
During the quarter, Wheaton announced the launch of a $5 million Community Support and Response Fund (the "CSR Fund") to support the global efforts to combat the COVID-19 pandemic and its impacts on our communities. The CSR Fund is designed to meet the immediate needs of the communities in which Wheaton operates and around the mines from which Wheaton receives precious metals. This fund is incremental to Wheaton's already active Community Investment Program that currently provides support to over 50 programs in multiple communities around the world. As of June 30, 2020, the Company has made donations totalling $2 million under this program.

Financial Review

Revenues
Revenue was $248 million in the second quarter of 2020 representing a 31% increase from the second quarter of 2019 due primarily to a 24% increase in the average realized gold equivalent² price; and a 6% increase in the number of gold equivalent² ounces sold.

Costs and Expenses
Average cash costs¹ in the second quarter of 2020 were $418 per gold equivalent² ounce as compared to $412 in Q2 2019. This resulted in a cash operating margin¹ of $1,170 per gold equivalent² ounce sold, an increase of 35% as compared with Q2 2019.

Balance Sheet (at June 30, 2020 )

Approximately $132 million of cash on hand.
$641 million outstanding under the Company's $2 billion revolving term loan (the "Revolving Facility").
During Q2 2020, the Company has repaid $75 million under the Revolving Facility.
During Q2 2020, the net debt¹ was reduced by $80 million to $509 million.
The average effective interest rate for Q2 2020 was 1.97%.
Second Quarter Asset Highlights

Salobo: In the second quarter of 2020, Salobo produced 59,100 ounces of attributable gold, a decrease of approximately 12% relative to the second quarter of 2019 due to lower throughput as operations were impacted as a result of increased absenteeism during the quarter resulting from the COVID-19 pandemic. According to Vale S.A.'s ("Vale") Second Quarter 2020 Performance Report, physical completion of the Salobo III mine expansion was 54% at the end of the second quarter. As a preventive measure related to the COVID-19 pandemic, non-critical works at the expansion were suspended in late March 2020, with their gradual resumption starting in May 2020. Vale reports that the expansion remains on track to start up in the first half of 2022.

Peñasquito : In the second quarter of 2020, Peñasquito produced 1.0 million ounces of attributable silver, an increase of approximately 39% relative to the second quarter of 2019 when production was impacted by an illegal blockade of the mine. Operations at the Peñasquito mine were temporarily suspended during the quarter as a result of the Mexican government regulations related to the COVID-19 pandemic. As per Newmont Corporation's Second Quarter MD&A, both mill and mining activities at Peñasquito began ramping back up at the beginning of June and reached pre-COVID-19 record levels in the plant by mid-June.

San Dimas: In the second quarter of 2020, San Dimas produced 6,100 ounces of attributable gold, a decrease of approximately 47% relative to the second quarter of 2019 primarily due to lower throughput coupled with the impact of revising the silver to gold conversion ratio from 70:1 to 90:1 effective April 1, 2020, as per the PMPA. Operations at the San Dimas mine were temporarily suspended during the quarter resulting from the COVID-19 pandemic, with operations resuming after the Mexican government's decision to allow mining to restart on May 23, 2020. In addition, First Majestic Silver ("First Majestic") reports that mill modernization and optimization programs have resumed at San Dimas, including the mid-May delivery of the 3,000 tonnes per day high intensity grinding mill ("HIG") and several components. As a result of the temporary suspension during the quarter, First Majestic expects the assembly and installation of the new HIG mill to be completed in the second quarter of 2021.

Antamina: In the second quarter of 2020, Antamina produced 0.6 million ounces of attributable silver, a decrease of approximately 54% relative to the second quarter of 2019, primarily due to lower throughput as operations at the mine were temporarily suspended during the quarter as a result of the COVID-19 pandemic. The Antamina mine reportedly resumed operations on May 26, 2020, and ramped to full production in June.

Constancia: In the second quarter of 2020, Constancia produced 0.3 million ounces of attributable silver and 3,500 ounces of attributable gold, a decrease of approximately 54% and 23%, respectively, relative to the second quarter of 2019, primarily due to lower throughput as operations at the mine were temporarily suspended during the quarter as a result of the COVID-19 pandemic. As per Wheaton's PMPA with Hudbay Minerals Inc., the failure to achieve a minimum level of throughput at the Pampacancha deposit during 2019 entitles Wheaton to an additional 8,020 ounces of gold in 2020 (received in quarterly installments), of which 2,005 ounces of gold was received during the second quarter of 2020 and included as production.

Other Gold : In the second quarter of 2020, total Other Gold attributable production was 7,700 ounces, an increase of approximately 60% relative to the second quarter of 2019, primarily due to the resumption of mining at the Minto mine.

Other Silver : In the second quarter of 2020, total Other Silver attributable production was 1.8 million ounces, a decrease of approximately 19% relative to the second quarter of 2019, primarily due to the temporary suspension of operations at the Yauliyacu mine as a result of the COVID-19 pandemic.

Keno Hill Restart : In addition, Alexco Resource Corp ("Alexco") reported on June 24, 2020, its intent to recommence mining operations in the Keno Hill Silver District ("Keno Hill") with ore production, mill commissioning, and concentrate sales planned for Q4 2020. Subsequent to the quarter, Alexco announced that it had received the final amended and renewed Water Use License for Keno Hill. Wheaton is entitled to 25% of the payable silver production from Keno Hill. In order to help facilitate the resumption of mining, Wheaton agreed to modify the PMPA as it relates to the delivery payment per ounce of silver in exchange for 2 million common share purchase warrants from Alexco.

Produced But Not Yet Delivered 4

As at June 30, 2020, payable ounces attributable to the Company produced but not yet delivered amounted to:

79,500 payable gold ounces, a decrease of 8,900 ounces during Q2 2020, primarily due to a draw down during the period relative to the Salobo mine.
3.1 million payable silver ounces, a decrease of 1.8 million ounces during Q2 2020, primarily due to decreases during the period relative to the Peñasquito, Antamina and Yauliyacu mines, all of which had their operations temporarily suspended during the quarter.
4,900 payable palladium ounces, virtually unchanged from the balance at Q1 2020.
Detailed mine-by-mine production and sales figures can be found in the Appendix to this press release and in Wheaton's consolidated MD&A in the 'Results of Operations and Operational Review' section.

[Editha]

https://www.onvista.de/news/wheaton-precious-metals-mit-neue…

[Editha]

Hier noch die Zahlen von unserem "Senkrecht-gen-Norden-Titel"
stellte am 07.05.2020 die jüngste Quartalsbilanz zum am 31.03.2020 abgelaufenen Quartal vor.

Im abgelaufenen Quartal wurde ein Ergebnis je Aktie von 0,214 USD eingefahren. Im Vorjahresviertel waren 0,130 USD je Aktie erzielt worden.

Im abgelaufenen Quartal hat Wheaton Precious Metals 254,8 Millionen USD umgesetzt. Das entspricht einer Steigerung um 13,21 Prozent gegenüber dem Vorjahreswert. Damals waren 225,1 Millionen USD erwirtschaftet worden.

Quelle:

Redaktion finanzen.net

[steve2007]

Stimmt schon Wheaton ist ein gutes Unternehmen und die gestern nach Börsenschluss komunizierten Zahlen waren auch top. Nur bin ich irgendwo ein bisschen angefressen, man kann und soll ja Schulden tilgenbist ja gut. Aber irgend eine Aussage warum die Dividende gleich bleibt obwohl die Aussage steht 60% als Dividende auszuschütten. Bei einem EPS von 21 cent sind 60% halt ein bisschen mehr als als die angesagten 10 cent

[Editha]

WKN:A2DRBP) ist eine faszinierende sichere Anlage, die von vielen Anlegern oft links liegen gelassen wird. Auf den ersten Blick mag Wheaton wie jedes andere traditionelle Edelmetallminenunternehmen erscheinen, aber das Unternehmen ist ein Streamer. Was ist ein Streamer? Warum ist das wichtig? Streamer unterscheiden sich von traditionellen Minenbetreibern dadurch, dass sie eigentlich keine Minen besitzen oder betreiben. Streamer stellen Minenunternehmen eine Vorfinanzierung zur Verfügung, die diese verwenden, um die Mine in Betrieb zu nehmen.

Warum Streamer sichere Investitionen sind | wallstreet-online.de - Vollständiger Artikel unter:
https://www.wallstreet-online.de/nachricht/12488967-streamer…