Added to YB: 2025-05-30
Pitch date: 2025-05-28
MSA.TO [bullish]
Mineros S.A.
+123.56%
current return
Author Info
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Company Info
Mineros S.A. engages in the exploration, development, and production of gold in Central and South America.
Market Cap
COP 515.5M
Pitch Price
COP 6.8K
Price Target
5.00 (-100%)
Dividend
5.82%
EV/EBITDA
2.15
P/E
4.78
EV/Sales
0.79
Sector
Metals and Mining
Category
value
The Net Worth Club Presents: Mineros SA — The 30% Free Cash Flow Machine Almost No One Is Watching
MSA.TO: Gold producer at 0.25x NAV; 213K oz 2024 @ $1,551 AISC vs $2,387 realized price; $86M FCF (76% YoY); SCP projects $137M FCF in 2025 (30% yield); $0.10 dividend; C$2.30 price vs C$5.00 target; Sun Valley increasing stake to 65%; strong leverage to gold bull market above $3,000.
Read full article (4 min)