Miner Company
Coeur Mining: Post-Acquisition Upside Remains Underappreciated
Coeur Mining (CDE) remains a Strong Buy after completing the New Gold acquisition, significantly boosting gold, silver, and copper production and cash flow. CDE guides for $2 billion in free cash flow in 2026 and launched a $750 million buyback alongside new dividend, together with an upsized $1 billion credit facility. Valuation remains conservative, with an intrinsic value above current levels, reflecting strong growth potential and manageable execution risk.
Tickers: CDE
Coeur Mining (CDE) remains a Strong Buy after completing the New Gold acquisition, significantly boosting gold, silver, and copper production and cash flow. CDE guides for $2 billion in free cash flow in 2026 and launched a $750 million buyback alongside new dividend, together with an upsized $1 billion credit facility. Valuation remains conservative, with an intrinsic value above current levels, reflecting strong growth potential and manageable execution risk.