Professional
Added to YB: 2024-10-24
Pitch date: 2024-10-22
MSA.TO [bullish]
Mineros S.A.
+343.71%
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 1.26
Price Target
3.81 (-32%)
Dividend
5.82%
EV/EBITDA
2.15
P/E
4.78
EV/Sales
0.79
Sector
Metals and Mining
Category
value
Macro Ops Collective Portfolio Review: Mineros S.A.
MSA.TO: Mid-tier gold miner in Colombia/Nicaragua. Q3 2024 crucial. Optimistic due to Colombian peso depreciation (10% since June) and H2 2024 tax payment unwind. Trading sideways post-March breakout. $149M pre-tax cash flow on $247M EV (60% yield). 189% upside potential if valued at 20% yield. Tight leash, may exit if Q3 disappoints on AISCs/margins.
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