Beyond Salares Norte: BMO Upgrades Gold Fields Despite Project Delays
Beyond Salares Norte: BMO Upgrades Gold Fields Despite Project Delays
BMO Capital Markets analyst Raj Ray upgraded Gold Fields Limited (NYSE:GFI) to Market Perform from Underperform and slightly increased the price target to $14.00 (from $13.50).
BMO资本市场的分析师Raj Ray将Gold Fields Limited（NYSE：GFI）的评级从卖出调升至市场表现，并将目标价格略微提高到14.00美元（从13.50美元）。
The bullish stance reflects revised gold price forecasts released today. Since early February, Gold Fields' shares have trailed the GDX by approximately 23%, despite favorable gold prices owing to recent operational volatility, delays and ramp-up challenges at the Salares Norte project in Chile, and a recent revision of guidance.
看好金价的态度反映在今天发布的修订后的金价预测中。自2月初以来，尽管金价有利，并且由于智利Salares Norte项目的最近运营波动、延误和加速挑战以及最近的指导修订等情况，Gold Fields的股票表现逊于GDX约23%。
Gold Fields has lagged behind its peers due to challenges such as delays in ramping up Salares Norte, subsequent guidance revisions, and operational fluctuations, writes the analyst.
分析师表示，由于Salares Norte加速方面的延误，随后的指导修订和运营波动等挑战，Gold Fields落后于其同行。
Still, the company has shown strong operational consistency despite recent volatility since 2020, the analyst says.
尽管自2020年以来的近期波动，该公司表现出了强大的运营一致性。
New management aims to enhance productivity and consistency, especially at Salares Norte.
新管理层旨在提高生产率和一致性，特别是在Salares Norte。
Ray raised the EPS forecast to $1.31 (from $1.21) vs. consensus of $1.31 in FY24 and $1.49 (from $1.31) vs. street view of $2.00 in FY25.
Ray将其FY24的EPS预测提高至1.31美元（从1.21美元），而共识预测为1.31美元；并将FY25的EPS预测提高至1.49美元（从1.31美元），而街头预期为2.00美元。
Investors can gain exposure to the stock via VanEck Gold Miners ETF (NYSE:GDX) and Themes Gold Miners ETF (NASDAQ:AUMI).
投资者可以通过VanEck Gold Miners ETF（NYSE：GDX）和Themes Gold Miners ETF（NASDAQ：AUMI）获得对该股票的敞口。
Also Read: Gold Fields Celebrates First Gold Pour At Salares Norte, Boosts Chilean Production Outlook
还阅读：金田庆祝Salares Norte进行首次金条浇铸，提升智利产量展望
Price Action: GFI shares are up 0.90% at $15.06 at the last check Wednesday.
股票价格：上次检查周三，GFI股票价格上涨0.90%，至15.06美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本文部分内容使用了Benzinga Neuro的帮助。此内容是通过AI工具部分制作的，并由Benzinga编辑进行了审查和发布。