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Borborema And Apoena Projects Will Expand Production Capacity

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AnalystConsensusTarget
Not Invested
Published 09 May 2025

Update shared on29 Jul 2025

Fair value Decreased 5.90%
Next
AnalystConsensusTarget's Fair Value
CA$23.97
61.1% overvalued intrinsic discount
15 Aug
CA$38.62
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1Y
197.1%
7D
10.1%

Despite Aura Minerals' net profit margin improving markedly from 28.04% to 48.51%, a substantial drop in its future P/E from 6.45x to 2.33x has prompted analysts to revise the stock’s fair value sharply down from CA$25.47 to CA$12.84.


What's in the News


  • Aura Minerals completed a $196.4 million follow-on equity offering of 8.1 million common shares at $24.25/share with new market listing features.
  • Aura Minerals was added to, then dropped from, and again added to the NASDAQ Composite Index in short succession.
  • Q2 production was 64,033 GEO, largely flat year-over-year.
  • Preliminary economic assessment filed for Era Dorada (Cerro Blanco) in Guatemala: 1.9 million oz gold indicated resource, projected 1.4 million oz production over 17-year LOM; property acquired via Bluestone Resources.
  • Dividend of $0.40/share (~$30 million total) declared; recent share buybacks included 1.75% of shares for $13.36 million and 0.03% of shares for CAD 0.56 million.

Valuation Changes


Summary of Valuation Changes for Aura Minerals

  • The Consensus Analyst Price Target has significantly fallen from CA$25.47 to CA$12.84.
  • The Net Profit Margin for Aura Minerals has significantly risen from 28.04% to 48.51%.
  • The Future P/E for Aura Minerals has significantly fallen from 6.45x to 2.33x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.