Franco-Nevada Corporation (FNV) Q2 2024 Earnings Call Transcript Summary
Franco-Nevada Corporation (FNV) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Franco-Nevada Corporation (FNV) Q2 2024 Earnings Call Transcript:
以下是Franco-Nevada公司(FNV)2024財年第二季度業績會的摘要:
Financial Performance:
金融業績:
Q2 revenue was reported at $260.1 million compared to $329.9 million a year ago.
GEOs sold in Q2 2024 were 110,264 compared to 168,515 in the prior year's quarter.
Adjusted EBITDA for the quarter was at $221.9 million, and adjusted net income was $144.9 million, or $0.75 per share.
Cost of sales decreased year-over-year, primarily due to lower GEOs delivered from Antapaccay and Candelaria and no ongoing fixed costs from Cobre Panama.
2024財年第二季度營業收入爲2.601億元,相比去年同期的3.299億元有所下降。
2024財年第二季度賣出的GEOs爲110,264,相比上一年度同期的168,515有所下降。
本季度調整後的EBITDA爲2.219億元,調整後的淨利潤爲1.449億元,每股收益爲0.75美元。
由於來自Antapaccay和Candelaria的GEOs交付減少以及來自Cobre Panama的沒有持續固定成本,成本銷售同比下降。
Business Progress:
業務進展:
Recently added two significant assets to their portfolio: a gold stream on SolGold's Cascabel project in Ecuador and a royalty on Newmont's Yanacocha operations in Peru.
Enhancements in Candelaria and Antapaccay expected to improve production in the latter half of the year.
Expectations of increased revenue due to newly started productions at Salares Norte, Greenstone, and Tocantinzinho gold mines.
最近向其投資組合中添加了兩個重要資產:厄瓜多爾SolGold的Cascabel項目的黃金流和Newmont的秘魯Yanacocha操作的專利權。
預計Candelaria和Antapaccay的改進將有助於下半年的產量提高。
預計由於Salares Norte、Greenstone和Tocantinzinho金礦的新開採,營業收入有望增加。
Opportunities:
機會:
Potential underground expansion at Candelaria and future development of the Coroccohuayco at Antapaccay are expected to enhance long-term asset performance.
Significant contributions anticipated from new acquisitions: Cascabel project in Ecuador and Yanacocha operations in Peru, hinting at an expanded geographical and operational footprint.
預計Candelaria的潛在地下開採擴展和Antapaccay Coroccohuayco的未來開發將有助於長期資產業績的提高。
新收購的Cascabel項目和秘魯的Yanacocha操作將產生重要貢獻,提示擴大地理和運營範圍。
Risks:
風險:
The performance risks tied to the lower production in Candelaria and Antapaccay due to operational challenges like geotechnical events and mining interface issues.
Geopolitical and operational risks associated with the new investments in regions like Ecuador, highlighted by the structured deal terms to mitigate these risks.
由於地質事件和採礦界面問題等操作挑戰,Candelaria和Antapaccay較低的產量會帶來業績風險。
針對於像厄瓜多爾這樣的地區新投資所帶來的地緣政治和運營風險,強調採取的結構化交易條款以具體應對這些風險。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。