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.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- Is SSR Mining (TSX:SSRM) Undervalued On Its New Marigold Mine Plan?
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.
- 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.
- 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.
- Amazon.com (AMZN) Weighs Decart Deal, Is The Stock Still Undervalued?
Amazon is reportedly in advanced talks to acquire AI startup Decart for about US$7b. Decart's software helps developers distribute AI workloads across competing chips. Over the past 7 days, AMZN shares rose 3.23%, and over 90 days they gained 4.86%; total shareholder return was 17.93% over one year and 95.80% over three years. The article cites the most-followed narrative on the platform, which puts fair value at $475.09 against a last close of $259.53 and describes the stock as 45.4% undervalued. It also warns that the bullish case could weaken if AI infrastructure spending cools faster than expected or if regulators tighten rules on how AWS and advertising use data.
- 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.
- How Investors May Respond To Enbridge (TSX:ENB) Sunrise Expansion And Reaffirmed 2026 Dividend Outlook
Enbridge has begun construction on its C$4.00 billion Sunrise Expansion in British Columbia, adding about 87 miles of pipeline and 300 million cubic feet per day of capacity to its Westcoast natural gas system, and reaffirmed its 2026 guidance and dividend outlook. Distributable cash flow covered the dividend 1.51 times in 2025, and the company has a C$41 billion secured backlog. The article flags the key risk as delays or underperforming assets keeping leverage above target. Its narrative projects revenue of CA$79.3 billion and earnings of CA$8.1 billion by 2029, implying a fair value of CA$79.11 per share. Six fair value estimates from the Simply Wall St Community range from about C$47 to C$268.69 per share.
Related markets
Latest news
- One of this year's most important relationships in global financial markets is falling apart
One of the most important relationships in global markets has started to unravel over the past couple of weeks. Investors are scrambling to work out what it could mean for the economy and their portfolios.
- 2 High-Flying Dividend Stocks to Buy and Hold for a Decade
The article argues healthcare is rebounding in 2026, with Merck (MRK) shares up 39% and AbbVie (ABBV) up 24% year to date, versus about 12% for the S&P 500. Merck's second-quarter revenue rose 5% to $16.6 billion, beating estimates, with Keytruda sales of $8.4 billion, though Keytruda may lose patent exclusivity by 2028. AbbVie's second-quarter revenue grew 10.2% to nearly $17 billion and adjusted EPS rose 22.9% to $3.65, driven by Skyrizi and Rinvoq sales growing about 24%. AbbVie is on a streak of 54 consecutive annual dividend increases, including its time as part of Abbott Laboratories, qualifying it as a Dividend King. The author concludes both are attractive long-term holdings based on financial results, pipelines, and dividends.
- Nvidia (NVDA) Stock Price Lags Massive Earnings Growth—A Compelling Value Opportunity
Munro Partners' Munro Global Growth Fund posted a -12.6% net return in Q3 2026, trailing the MAET.ASX return of -13.8%, with long holdings the main detractors. The fund's letter named NVIDIA (NASDAQ:NVDA) its largest contributor, citing strong earnings growth and guidance for at least 70% revenue growth next fiscal year, versus consensus of 45%. Nvidia reported quarterly revenue of USD96.2bn in August, up 106% year on year, and management said growth would have been closer to 100% without supply constraints. As of October 12, 2026, NVDA closed at $214.13, down 4.23% over the past month and up 19.23% over the past year, with a $5.16 trillion market cap and a 52-week range of $164.27 to $243.37. The fund says demand for semiconductors and AI remains strong, creating a constructive setup as capex and political fears are now priced in.
- Better Artificial Intelligence Stock for 2026: C3.ai vs. SentinelOne
The article compares C3.ai, which sells enterprise AI applications, with SentinelOne, which provides AI-powered autonomous cybersecurity. In fiscal 2026 (ended April 30), C3.ai's revenue was nearly $250.3 million, down 35.7%, with a net loss of $470.4 million and negative free cash flow of $190.7 million. SentinelOne's fiscal 2026 (ended January 31) revenue reached $1.0 billion, up 21.9%, with a net loss of $450.7 million and free cash flow of about $75.9 million, though stock-based compensation equaled roughly 388.4% of operating cash flow. The article cites C3.ai's restructuring plan from February 2026 and long government sales cycles as risks, and SentinelOne's competition from larger vendors and reliance on Amazon hosting. It says SentinelOne trades at a lower valuation relative to sales, while C3.ai has no future earnings estimates.
- Salazar Resources to Begin Drilling the Yumi Gold-Silver Veins at Tarqui, with Porphyry Drilling Planned at Monja, Ecuador
Salazar Resources closed a $3,500,000 non-brokered private placement announced on October 8, 2026, and outlined its exploration plan. Phase 1 is about 1,500 metres of drilling in five holes at the Yumi gold-silver veins on its 100%-owned Tarqui project, with drilling expected to begin in late October 2026, and the veins have not previously been drilled. Selective rock-chip samples returned 105 g/t Au and 1,038 g/t Ag, and historical BHP holes intersected porphyry-style mineralization nearby, which the company interprets as lying on the periphery of a porphyry center not yet located. Phase 2 contemplates up to about 3,500 metres of drilling in four holes at the 100%-owned Monja copper-gold porphyry target from the first quarter of 2027, subject to surface access and permits. A soil survey of about 895 samples is also planned at Quimi, part of the Tarqui-Quimi project.
- Musk: AI’s Hard Part Is “Scaling Power”: 3 Stocks Uniquely Suited to Win This New Bottleneck Trade
Microsoft said it will scale its Maia chips to multi-gigawatt deployments starting next calendar year, and Elon Musk said scaling power is the hard part of AI. The article argues power is an input that chip and app companies cannot copy quickly, which favors Vistra (VST), Constellation Energy (CEG) and GE Vernova (GEV). Vistra has lost nearly a fifth of its value over the past year even though its adjusted EBITDA rose to $5.91 billion, while Constellation's normalized EPS is expected to reach $13.29 in fiscal 2027. GE Vernova's revenue is expected to reach $60.7 billion by fiscal 2028, and Jefferies has a $298 price target on Vistra. The article warns that all three stocks could move with the mood around AI, regardless of their results.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.