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Wheaton Precious Metals Corp. (WPM)

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43,73-0,23 (-0,52 %)
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  • J
    Joe
    First Majestic Silver Corp.
    Understand this: Wheaton precious metals earns more profit on just the two Royalties tied to First Majestic silver San Dimas mine than First Majestic does on their 4 operating and 8 closed mines put together. Wheaton looks like geniuses selling all of their #AG shares at (11%) of company at $18. Newly overpaid Jerritt mine running at approximately 45% throughput. (See 1 day notice conference call notes). Years and years away from Jerritt reaching any efficiency let alone real profits. Only way to save this company is for much higher pm prices....and even, most of that benefit would go to #WPM and #SAND.
  • t
    th
    $VOX.V conversation
    $FNV $WPM $RGLD $VOX.CA $GDX #preciousmetals #basemetals #gold #silver #inflation #TIPS
    Gold rises as real yields decline. So keeping an eye on TIPS and the gold miners, with US10Y and inflation is a great timing tool. The rising precious metals-focused Royalty sector is tracking the producers and Spot is holding 1800 US dollars as support.

    Comparing 3 large precious metals royalty companies and the VanEck Vectors Gold Miners UCITS ETF ( GDX ), shows how the Gold miners and large-cap royalty firms have a similar relationship within the market.
    Recently the price action in Vox Royalty has started to find that it too can benefit from a rising market and good news flow. In the past VOX Royalty has been a more volatile ride but steady progress towards their goal of building a portfolio and bringing value to their shareholders.

    A few months ago news of Letters of Intent and Public Offerings was announced. The raising of capital was to purchase royalties and assuming completion of the transactions under LOI and a midpoint of 25 royalties acquired, the Company’s portfolio will consist of seven producing assets (an increase of 75% compared to its four producing or construction-stage assets in 2020). In addition, six of the royalty assets subject to LOIs are currently in a development stage and the remaining 16 royalty assets are in the exploration stage (based on an assumed acquisition of 25 royalties). Assuming 25 of the royalties under LOI are purchased, the Company projects that the underlying royalties are expected to generate between C$3 million and C$7 million of incremental revenue in 2023.
  • t
    th
    $VOX.V conversation
    Vox Royalty Relatve Strength
    Relative strength of VOX compared to other stocks out there is currently very good

    $FNV $WPM $RGLD #preciousmetals #basemetals #mining #gold
  • s
    stocktargetadvisor
    $WPM.TO conversation
  • s
    stocktargetadvisor
    $WPM.TO conversation
    $WPM $WPM.CA
    Target Up Raymond James Financial Outperform CAD 72.5
  • k
    kingof
    $HYMC conversation
    $HYMC $WPM $WPM.TO $FCO.V $IMG.TO $IAG $BTG $ABRA.V $ABBRF

    $HYMC Hycroft Mining
    Revenue of $47.04M (+243.1% Y/Y) beats by $4.54M. ..............%342 of float is short ! $$$$
    10K
    https://www.sec.gov/ix?doc=/Archives/edgar/data/1718405/000171840521000029/hymc-20201231.htm
  • J
    Joe
    Yamana Gold Inc.
    #WPM and #AUY were about same price and market cap in early 2000's....#WPM went on to quadruple it's market cap, while #AUY management has destroyed shareholders value diluting company to almost a billion shares. Pumpers now talk of mines up and running in 2-3 years. Simply go back and read 2017/2018/2019 annual reports or same year production reports. Same keywords stand out "next quarter, next year". Pumpers trying to hook newbies for management to cash in their latest In-the-money Options; that's only thing positive for this company short term. Even pumpers admit monetizing (selling cheaply) Agua Rica to bump up share price. That they sold Chapada, an actual money making mine on the cheap just 18 months ago shows the ineptitude of management. While miners like Barrick and Newmont buying whole companies, Yamana selling off profitable mines. Management needs to be fired en-masse or just allow company to be bought out, but that's highly unlikely as they would lose the golden goose that lays and fills their Option treasure chest.
  • J
    Joe
    Wheaton Precious Metals Corp.
    Long term holder: Very disappointed in company announcing possible ATM (dilution) after paying off loan early and having almost $200 million on hand. Makes zero sense to pay off cheap loans then pay bankster commissions and fees to sell more shares. Amazon selling 40 year bonds at .9% over Treasury bonds and #WPM wants to sell shares to raise cash? Not happy!....btw, Barrick still owes #WPM almost $300 million from earlier Chile mine, but Investor Relations is mum on that. If ATM goes forward, I'm 100% out and repositioning more into Newmont, #BHP or #RIO.
  • b
    better
    $NKORF conversation
    Palladium One had another excellent press release this morning.

    Derek Weyerauch is marching us down the line and into the end zone. Eric Sprott keeps buying shares (he exercised more options last week)! And palladium hit an ATH a few days ago!

    Looks like Palladium One is one NI-43101 away from defining a multi-million ounce Palladium discovery in a world-class mining jurisdiction.

    #AUY #GOLD #WPM
  • b
    better
    $AUY conversation
    Yellen begins her term with a strong stance against cryptocurrency, likely an inflection point in the markets and a bullish moment for gold and silver.

    https://finance.yahoo.com/news/janet-yellen-says-cryptocurrencies-concern-182027396.html

    #gold #auy #kl #nem #ae #wpm #hl #ag
    Yellen made the remark during her Senate confirmation hearing Tuesday.
    Yellen made the remark during her Senate confirmation hearing Tuesday.
    finance.yahoo.com
  • J
    Joe
    Wheaton Precious Metals Corp.
    #WPM reporting soon. They should have extra $200 million or so in extraordinary income from selling off millions of shares of First Majestic. The one time gain(s) may be spread over 2 quarters though, depending on sale dates and Quarter ending dates. It will be interesting to see if any analyst ask about First Majestic illegal Transfer Pricing scheme and how it affects Wheaton. Answer will be, that Primero, then First Majestic agreement indemnified them from all tax issues past, present and going forward. They only hold Royalties (huge ones) on San Dimas, but First Majestic has been using the illegal Transfer Pricing scheme across 6 mines until they shuttered 3 of those in past year, now the scheme is concentrated on their 3 remaining mines. There's a $500 million tax bill in arrears, but Wheaton is not on the hook for a penny of it. All on First Majestic. Wheaton had almost 22 million shares of First Majestic with initial price of $7.01/share. They've since sold a substantial amount of their held #AG shares at double to triple the amount of the original price. That, plus new cobalt stream of $6 million or so from Voisey Bay, that started in January 2021 should serve as a good addition to the income stream going forward.
  • J
    Joe
    First Majestic Silver Corp.
    For you newbies: #WPM owns 18 million shares of First Majestic (9% of float) plus they have 25% silver stream on First Majestic biggest mine (San Dimas).
  • E
    Ed
    $GOLD conversation
    The suppression of the gold price is not just a conspiracy theory. It's a well-documented phenomenon, with real actors and real ramifications. The Fed has little room to manipulate interest rates and the gold market is beginning to realize that this is the end of the manipulation of gold. Go real stocks like $GOLD $GPL $AG $NEV $FNV $AEM $WPM $PAAS $GFI Over the last couple of years, with the removal of the uptick rule, banks and big institutions could short the gold and silver markets without the ability of buyers to get out of a position. By selling short on the paper market, price discovery got skewed far below where the real price should have been. The paper shorts that were sold were far in excess of the physical amount of gold that was available. GLTA & understand in long run $GOLD is the place to be (in) TINA Hold tight!!
  • b
    better
    $AUY conversation
    The events of the past 24 hours — Dems taking control of the Senate and the US Capitol insurrection — could well be the trigger that sets off the next 2-3 month long gold & silver rally! #GOLD #AUY #AE #WPM #NEM #KL
  • b
    better
    $AUY conversation
    Market sold off but the price of physical silver and gold are holding strong! That likely means another leg up for silver and gold once the markets go up again tomorrow. Buy your miners now! #AUY #HL #NEM #WPM
  • J
    Joe
    First Majestic Silver Corp.
    @Dirk...the gold to silver ratio just went out the window. 6 continuous months of gsr below 70:1 just got shot up. April 1, 2020 #WPM Royalty at San Dimas reset at 90:1. Looks like it will stay 90:1 for foreseeable 7 months, as it can reset on 6 month markers. higher gsr (90:1) bad for #AG, good for #WPM. Perhaps #AG CEO, Keith Neumeyer could hold an earnings conference call to address these things....or maybe make a YouTube video explaining this stuff to viewers....but he hasn't and he won't.
  • J
    Joe
    First Majestic Silver Corp.
    @capital manager is soooo wrong about San Dimas Royalties (as in two Royalties). #WPM gets Gold Equivalent ounces (GEO's) paid to them in gold credits on the London Bullion Exchange. #WPM gets 25% credit of ALL silver and 25% of all gold....but....they get only gold credits. By the time first Majestic converts that 25% of $16 silver to gold credits (along with the straight up 25% silver Royalty).....their payment to Wheaton is essentially all the gold they mine....at $600/ounce. Don't believe me, just Google Royalty agreement between the 2 companies. Been over this subject Numerous Times with uninformed posters. Don't be ignorant, go read the royalty agreement on San Dimas.
  • J
    Joe
    $AG conversation
    #WPM total investment in #AG, was $220 million. This was less than 18 months ago.
    Discounting all Royalties just their ownership of 10% of all #AG outstanding stock is valued at approximately $260 million -a paper profit of $40 million.
    Now to hard profits: #WPM has taken 25% off all #AG gold in last 4 quarters and will continue to do so from San Dimas into perpetuity. In lieu of just taking 100% of gold, Keith negotiated a full 25% of all silver (millions of ounces) from San Dimas, which when broken down to gold equivalents is essentially 100% of the gold's worth, again into perpetuity.
    You can slice it and dice it anyway you want gold/silver percentages, but #AG CEO negotiated a terrible deal here.
    For every $1 #AG makes at San Dimas, #WPM makes $5.
    For every $1 #AG might lose at San Dimas, #WPM is still made whole.

    Go to SEDAR and type in company name (WPM) and look at 2019 MFD filing to see the gold, silver, cobalt and palladium streams from other miners to #WPM.
    What you'll notice is very weak miners, who had to enter Streaming agreements to stay alive or very big mining companies that spun off secondary metals that #WPM was more efficient in making markets for.
    "Good" solid gold and silver, mid tier and small miners won't be listed, as they eschew the fast money for the belief that they have great mines and can grow without giving up substantial profits into perpetuity.
    This is written for people just getting into PM sector that want to understand mining financials. Reading the footnotes in the SEDAR reports is quite enlightening.
    It's your money. Become informed, dig deep and don't just read the "Press Releases"
    No mining CEO wants you do dig into the numbers, projections, comparables and safe harbor language, but that's what you have to do.
    GL
  • W
    William
    $AUY conversation
    Own $AUY, $BTG, $NEM, $WPM, $IAG, $VGZ, $KGC and a gold ETF. My long positions in these gold and silver positions are wailing - not true with my rare earth and other precious metal miners. Past few months basic commodities are up but gold and silver. Gold and silver markets are being shunned. In looking back, regret not waiting to establish my gold and silver positions until THIS POINT IN TIME. The only justification for avoiding "the broken clock tells time correctly twice a day" paradigm is to establish positions preceded a rocketing price - which may or may not happen with gold. When gold and silver finally join the other commodities, there will most likely be measured gains in a protracted appreciation. Perhaps we could see big jumps from being held down? Who knows?
  • J
    Joe
    First Majestic Silver Corp.
    So much for the spot silver multiplier effect. Spot up 4%, #AG up 4%. Still cannot produce meaningful earnings; sure maybe from 5 cents to 10 cents, i.e. 100%, but that includes reducing reserves at the same time. #WPM has already received their initial investment back on San Dimas and looks to be on track for $72 million in Royalties from San Dimas in 2021. There's absolutely no scenario where #AG nets as much as Wheaton precious metals and #SAND does combined under any scenario of Gold/Silver ratio.