Professional
Added to YB: 2025-06-16
Pitch date: 2025-06-12
MSA.TO [bullish]
Mineros S.A.
+186.25%
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 1.2B
Pitch Price
COP 6.8K
Price Target
4.00 (-100%)
Dividend
2.40%
EV/EBITDA
4.12
P/E
7.84
EV/Sales
1.67
Sector
Metals and Mining
Category
value
Mineros S.A. – Heavily Cash Flowing, Dividend Paying Gold Producer
MSA.TO: 213Koz gold producer in Colombia/Nicaragua. 5.6% yield (highest among peers). Trades 3.8x 2025E CF vs peers 10.8x. $53.5M net cash for acquisitions. Organic growth via Hemco mill expansion (2026) and Porvenir PFS (Q4/25). Strong Bonanza model with artisanal miners. New CEO from Barrick/Kirkland. PT: C$4.00 (+63%).
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