Artwork

Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

OceanaGold - Record Q3 Revenue, Strong Q4 Setup & Growth Pipeline

19:05
 
Share
 

Manage episode 522164483 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this update, Brian Martin, SVP at OceanaGold (TSX:OGC - OTCQX:OCANF), breaks down the company's record Q3 financial results and strong free cash flow generation.

We discuss the operational setup for a robust fourth quarter, growth at the Haile Gold Mine, and the significance of the recent draft approval for the Waihi North project in New Zealand. Brian also outlines the compelling valuation case and details the confirmed plan to list on the NYSE in April.

Key Discussion Points:

  • Financials: Record Q3 revenue ($450M) and outlook for a high-production, lower-cost Q4.
  • Haile Operations: Production growth driven by Ledbetter Phase 3 and new underground targets.
  • Waihi North: Draft approval received under the Fast Track Act; construction slated for 2026.
  • Valuation & Catalysts: Attractive free cash flow yield relative to peers and the upcoming US listing.
  • Capital Allocation: Strong balance sheet ($335M cash) supporting dividends and share buybacks.

Click here to visit the OceanaGold website and learn more about all the operations

------------

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  continue reading

732 episodes

Artwork
iconShare
 
Manage episode 522164483 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this update, Brian Martin, SVP at OceanaGold (TSX:OGC - OTCQX:OCANF), breaks down the company's record Q3 financial results and strong free cash flow generation.

We discuss the operational setup for a robust fourth quarter, growth at the Haile Gold Mine, and the significance of the recent draft approval for the Waihi North project in New Zealand. Brian also outlines the compelling valuation case and details the confirmed plan to list on the NYSE in April.

Key Discussion Points:

  • Financials: Record Q3 revenue ($450M) and outlook for a high-production, lower-cost Q4.
  • Haile Operations: Production growth driven by Ledbetter Phase 3 and new underground targets.
  • Waihi North: Draft approval received under the Fast Track Act; construction slated for 2026.
  • Valuation & Catalysts: Attractive free cash flow yield relative to peers and the upcoming US listing.
  • Capital Allocation: Strong balance sheet ($335M cash) supporting dividends and share buybacks.

Click here to visit the OceanaGold website and learn more about all the operations

------------

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  continue reading

732 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play