公司财务发布 - 公司将于2025年5月13日市场收盘后发布2025年第一季度财务业绩 [1] - 投资者可通过公司官网查看财报、财务报表及投资者演示材料 [1] - 公司CFO Lee Beckelman接受电话或邮件咨询 [1] 公司业务概述 - 公司为压裂砂和工业砂领域提供从矿山到井场的全流程解决方案 [2] - 主要产品为低成本高质量的Northern White砂，用于油气井水力压裂以提高碳氢化合物采收率 [2] - 产品同时应用于玻璃、铸造、建筑、过滤、地热、可再生能源等工业领域 [2] 物流与设施 - 通过SmartSystems™提供井场存储和砂管理能力 [2] - 在威斯康星州和伊利诺伊州拥有优质砂矿及加工设施，连接四条I级铁路线 [2] - 物流网络覆盖美国和加拿大全境 [2] 联系方式 - CFO Lee Beckelman联系电话(281) 231-2660，邮箱[email protected] [3]

行业概况 - 黄金矿业属于基础材料行业 预计Q1整体收益下降17.8% 收入下降0.7% [1] - 行业面临通胀压力导致采矿成本上升 包括劳动力、燃料和电力成本 [5] - 矿业公司通过提高运营效率、削减资本支出和专注高品位资产来应对成本压力 [5] 黄金价格动态 - 年初至今黄金价格上涨27% 主要受全球贸易战担忧推动 [3] - Q1黄金价格上涨19% 4月22日创下3500美元/盎司历史新高 [3][4] - 各国央行增加黄金储备 进一步推高需求 [3] 公司表现预测 - Kinross Gold预计Q1每股收益22美分 Tasiast和Paracatu矿场产量强劲 [9] - Sandstorm Gold预计Q1每股收益5美分 受益于销售增长和金价上涨 [12] - IAMGOLD预计Q1每股收益10美分 Cote Gold矿场产量提升 [14] 选股方法论 - 采用Zacks Rank和Earnings ESP组合筛选 正收益惊喜概率达70% [6][7] - Kinross Gold的Earnings ESP为+11.07% 过去四季平均收益惊喜23.7% [8][9] - Sandstorm Gold的Earnings ESP为+6.67% 但过去四季平均负收益惊喜65.8% [11][12] - IAMGOLD的Earnings ESP为+9.69% 过去四季平均收益惊喜147.6% [13][14]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

I work on the buy-side in Fixed Income. In my spare time, I'm out here seeking alpha. When it comes to my investment outlook...I'm here to remind you to "Always Protect Your Nuts!" I have a special interest in the Mining and Real Estate sectors.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SAND over the nex ...

Sandstorm Gold Ltd. (SAND) scaled a new 52-week high of $8.16 on Monday before ending the session at a lower at $8.10. The increase was fueled by rising gold prices and SAND’s recently reported record preliminary first-quarter 2025 results.The company currently has a market capitalization of $2.3 billion and a Zacks Rank #3 (Hold).What’s Aiding Sandstorm Gold’s Stock?Record Q1 Preliminary Revenues: On April 8, 2025, Sandstorm Gold announced record preliminary revenues of $50 million for the first quarter of ...

Sandstorm Gold Ltd. (SAND) announced preliminary revenues and cash operating margin for the first quarter of 2025. Revenues in the quarter rose 26.4% year over year. The company’s cash operating margin moved up 21.1%.Sandstorm Gold’s Q1 Revenues Rise Y/Y, Margins ImproveSAND sold nearly 18,500 attributable gold equivalent ounces (GEOs) in the quarter. This marks a 9% decline from the 28,368 ounces of GEOs sold in first-quarter 2024. However, Sandstorm Gold delivered record preliminary revenues of $50 millio ...

文章核心观点 公司公布2025年第一季度初步销售、收入等数据，包括销量、收入、成本、利润率等情况，还提及股份回购、资本分配计划，以及后续财报发布和电话会议安排 [1][2][4][5] 第一季度初步结果 - 2025年第一季度公司销售约18,500盎司可归属黄金当量，实现创纪录初步收入5010万美元，2024年同期为20,316盎司和4280万美元 [2] - 2025年第一季度公司初步总销售、特许权使用费和其他权益收入达5410万美元，2024年同期为4280万美元 [2] - 2025年第一季度销售成本（不包括损耗）为690万美元，可归属黄金当量现金运营利润率约为每盎司2507美元，2024年同期分别为570万美元和每盎司1782美元 [3] 股份回购和资本分配 - 2025年前三个月公司回购并注销约310万股普通股，总代价约1900万美元 [4] - 公司认为普通股市场价格有时不能完全反映其内在价值，回购股份是对可用资本的战略运用 [4] - 截至2025年3月31日，公司循环信贷安排未偿还余额约3.4亿美元，未提取可用余额2.85亿美元 [4] 发布日期和电话会议详情 - 公司将于2025年5月6日市场收盘后发布第一季度财报 [5] - 2025年5月7日上午8:30 PDT将举行电话会议讨论财报，提供了国际、北美免费拨号号码、会议ID和网络直播链接 [5] 非国际财务报告准则指标说明 - 公司使用可归属黄金当量盎司和现金运营利润率等非IFRS指标，旨在提供额外信息，其他公司计算方式可能不同 [6] - 可归属黄金当量盎司计算方式为公司总销售、特许权使用费和其他权益收入减去当期非控股股东应占收入，除以同期公司黄金流平均实现金价 [7] - 现金运营利润率计算方式为同期公司黄金流平均实现金价减去每可归属黄金当量盎司平均现金成本 [8] 公司简介 - 公司是一家专注于贵金属的特许权公司，为矿业公司提供前期融资，换取矿山一定比例的产量权益 [11] - 公司持有230项特许权组合，其中40个相关矿山正在生产，计划通过收购更多黄金特许权实现低成本生产增长和多元化 [11]

PRESS RELEASE Sandstorm Filing of 40-F Sandstorm filed its Form ɵɱ-F for the year ended December ɴɲ, ɳɱɳɵ, with the Securities and Exchange Commission and it is available on EDGAR at www.sec.gov/edgar.shtml. The Company's ɳɱɳɵ Audited Financial Statements, along with its Form ɵɱ-F, are both available on the Company's website at www.sandstormgold.com. March 31, 2025 Sandstorm Gold Royalties: Hod Maden Joint Venture to Invest Up to ɻɲɱɱM to Advance Critical Path; Underpins Long-term Outlook Vancouver, BC | Sa ...

VANCOUVER, BC, March 31, 2025 /PRNewswire/ - Sandstorm Gold Ltd. ("Sandstorm Gold Royalties", "Sandstorm" or the "Company") (NYSE: SAND) (TSX: SSL) is pleased to report that SSR Mining Inc. ("SSR Mining") has released its 2025 guidance, including anticipated capital expenditure for the Hod Maden gold- copper project in Türkiye. For 2025, the Hod Maden joint venture has approved early-works capital investments of approximately US$60–$100 million (on a 100% basis), which is in addition to the reported US$42 m ...

VANCOUVER, BC, March 25, 2025 /PRNewswire/ - Sandstorm Gold Ltd. ("Sandstorm Gold Royalties", "Sandstorm" or the "Company") (NYSE: SAND) (TSX: SSL) is pleased to announce the early renewal of the Company's normal course issuer bid ("NCIB") and its automatic share purchase plan ("ASPP").Normal Course Issuer BidSandstorm is renewing its NCIB following the voluntary and early termination of the previous NCIB on March 24, 2025. The previous NCIB provided Sandstorm with the option to purchase up to 20.0 million ...