SSR Mining released a Technical Report Summary for its Marigold Gold Complex in Nevada, outlining a 20-year production blueprint and long-term mining schedule. The article notes the planned acquisition of Roxmore Resources and an expanded life-of-mine plan at Marigold, while the shares fell 7.21% in one day after a pullback over the past month. Despite this, returns remain strong, with 20.08% over 90 days, 47.65% year to date and a 3-year total shareholder return of 129.43%. The most-followed narrative on the platform puts fair value at CA$59.13 against a last close of CA$43.66, implying about 26% undervaluation under its assumptions. The article flags risks including uncertainty over the Çöpler restart and relatively high all-in sustaining costs at Seabee and Marigold.
Summary written by Upside AI from the original article. Read the source for full details.
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- SSR Mining (TSX:SSRM) Unveils 20 Year Marigold Plan And Roxmore Acquisition
SSR Mining has outlined a 20-year operating plan for its Marigold Gold Complex in Nevada, which incorporates the Buffalo Valley project and extends the complex's production schedule over multiple decades. Management has also moved to acquire Roxmore Resources, adding the Converse gold project in Nevada to the company's pipeline. SSR Mining operates across the United States, Türkiye, Canada and Argentina, so these Nevada projects fit within an existing multi-country production base. The article notes that long, capital-intensive development timelines for Buffalo Valley and Converse add risk, and that integration, permitting, build execution and Çöpler remediation are key factors for costs and cash flow.
- SSR Mining (TSX:SSRM) Stock Still Looks Undervalued After Expansion Deal
SSR Mining's share price has risen 129.4% over the past 3 years, and the company has agreed to acquire Roxmore Resources and its Converse gold project, funded from existing cash. The article says the stock trades on about 11.0x earnings, below the metals and mining sector average of about 14.7x and a peer group level of about 12.8x. Based on its own fair P/E model, it concludes the shares look undervalued. The deal could also change the timing of future production and cash flow for the company.
- Why SSR Mining Stock Is Falling Today
SSR Mining (SSRM) shares were down 8.1% as of 1:53 p.m. ET after UBS kept its buy rating but lowered its price target to $39 from $41. The new target implies 17.8% upside from the $33.10 close the previous day. The company runs a diversified portfolio of gold and silver assets and projects 2026 gold production of 355,000 to 420,000 ounces and silver production of 6.25 million to 7 million ounces. The article notes SSR Mining trades at 8.5 times operating cash flow, above its five-year average of 5.9, so investors should not rush to buy just because the stock has dropped.
- Montage Gold (TSX:MAU) Stock May Be 39% Undervalued As Africa Expansion Plans Unfold
This article runs a discounted cash flow (DCF) analysis of Montage Gold after the stock's very strong share price run over the past three years. Free cash flow over the latest twelve months was a loss of $490.094 million, so the valuation depends on the company moving into sizeable positive cash generation later in the decade. The DCF output sits well above the CA$16.44 share price, though the article suggests the market may already be pricing in ambitious production. CEO Martino De Ciccio's comments on ramping up the Koné project and adding sites in Côte d'Ivoire and Mauritania are cited as context for those expectations. The article also points to an 11.2x price-to-book ratio as offering a different valuation view.
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