Added to YB: 2025-04-04
Pitch date: 2025-04-03
USAS [bullish]
Americas Gold and Silver Corporation
Author Info
Under the Hood is a private investor (ex-NYSE, Bridgewater, Alliance Bernstein) writing about stocks. Sign up for their newsletter.
Company Info
Americas Gold and Silver Corporation, together with its subsidiaries, engages in the exploration, development, and production of mineral properties in the Americas.
Market Cap
CAD 1.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.37
P/E
-28.26
EV/Sales
11.14
Sector
Metals and Mining
Category
turnaround
When a Helmet-Wearing CEO is Needed
USAS: Turnaround at Idaho's Galena Complex (top 3 global silver district) targeting 5Moz/yr from 1.5Moz via operational hardening—700tpd hoisting by 4Q25, minimal CapEx. Cosala's EC120 project (3Q25) targets $20-25M FCF/yr. Paul Huet (CEO, 3.6% owner) + Sprott (largest holder) drove recap after prior mgmt burned $160M on failed gold pivot. Model: $45M Galena FCF + $22M Cosala = $500M value vs $375M EV, 33% upside at $0.50/share.
Read full article (10 min)