Skeena Resources Management
Management Kriterienprüfungen 3/4
Skeena Resources CEO ist Randy Reichert , ernannt in Apr 2022, hat eine Amtszeit von 4.08 Jahren. Die jährliche Gesamtvergütung beträgt CA$3.81M , bestehend aus 17% Gehalt und 83% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.45% der Aktien des Unternehmens, im Wert von $17.19M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3 Jahre bzw. 5.8 Jahre.
Wichtige Informationen
Randy Reichert
Geschäftsführender
CA$3.8m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 17.04% |
| Amtszeit als Geschäftsführer | 4.1yrs |
| Eigentum des Geschäftsführers | 0.5% |
| Durchschnittliche Amtszeit des Managements | 3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.8yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Nov 08
Skeena Resources' Eskay Creek Is Building Value, And Shares Offer The Opportunity (Rating Upgrade)
Summary Skeena Resources Limited (SKE) is upgraded to Buy (from previous Hold), driven by strong project progress and robust financing for its Eskay Creek gold-silver project. SKE's inclusion in the S&P/TSX Composite Index, full project funding, and accelerating asset growth highlight improved outlook and institutional confidence. Eskay Creek's high-grade reserves, favorable gold price forecasts, and undervalued EV/EBITDA ratio support significant upside potential for SKE shares. Risks remain from gold price volatility and low stock liquidity, but long-term lender support and project fundamentals justify a bullish stance on SKE. Read the full article on Seeking AlphaSeeking Alpha • Mar 26
Skeena Resources: $200 Million Deal Puts Eskay Creek In Production By 2027
Summary Skeena Resources Limited receives a "Hold" rating, suggesting investors stay invested to benefit from positive market sentiment and rising precious metal prices. Eskay Creek, Skeena's flagship project, shows strong progress with significant financing secured and promising exploration results, indicating potential for substantial gold production. Rising gold and silver prices, driven by geopolitical risks and industrial demand, enhance the economic outlook for Skeena's projects, supporting share price growth. Investors are well-positioned for growth, with opportunities to add shares during price dips, as Skeena advances towards its 2027 production target. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Skeena Resources Has Growth Potential, But Better From A Lower Share Price (Rating Downgrade)
Summary SKE stock is recommended as a "Hold" due to its high current price and limited room for further growth despite strong tailwinds. Eskay Creek's promising metrics, including low operating costs and high production potential, are bolstered by a CAD$1 billion financing packages and favorable gold price trends. Skeena Resources, a Vancouver-based precious metals explorer, has been downgraded from a "Buy" to a "Hold" rating due to recent stock performance and market conditions. Investors should wait for a potential dip in the Company's share price, influenced by the upcoming Federal Reserve interest rate decision on December 18, before considering additional investments. Read the full article on Seeking AlphaSeeking Alpha • Aug 17
Skeena Resources: Canadian Gold And Silver Exploration Stock With Significant Upside
Summary The gold price has soared to new record highs, and we are starting to see gold and silver exploration stocks benefit. Pit-constrained proven and probable reserves include 3.3 million ounces of gold and 88 million ounces of silver as of November 2023. Skeena’s share price has bounced recently, largely rising in sympathy with Osisko Mining after Gold Field’s $2.1 billion takeover offer. Read the full article on Seeking AlphaSeeking Alpha • Jul 20
Skeena Resources: Eskay Financial Package Unlocks Growth Prospects, Possibly Cheaper Shares
Summary The financing package with Orion boosts the Eskay Creek project and raises market interest in this stock. A strong correlation between Skeena shares and bullish gold prices combined with renewed market sentiment is driving optimism, boding well for the share price to move higher. Buy rating re-affirmed for Skeena Resources Limited. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
Skeena Resources: Robust Prospects With Potentially More Attractive Stock Price
Summary Skeena Resources Limited is an exploration and development company focused on revitalizing the Eskay Creek and Snip projects in British Columbia, Canada. Performance over the last decade is no guarantee of future results, but if the catalysts work, the company's shares have the potential to continue to provide investors with significant returns. The positive correlation between Skeena Resources' stock price and the price of gold suggests that as gold prices rise, the company's stock is likely to continue its positive trend. The company aims to establish low-cost, high-yield, mid-scale gold production in the future at the Eskay Creek Project, providing SKE Shares or SKE:CA Shares with many opportunities to gain significant value during a bull market in gold prices. The high borrowing cost environment has caused shares to fall significantly compared to a few years ago, but they also represent an interesting opportunity as the outlook for Skeena Resources' exploration activities in British Columbia remains solid. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Skeena Resources: Robust Eskay Creek Economics Despite Higher Capex
Summary Skeena Resources released an updated Feasibility Study for its Eskay Creek Project in the Golden Triangle. While estimated upfront capex (+20%) and sustaining capex (+300%) increased meaningfully year-over-year, the project is de-risked and is still one of the best undeveloped gold assets globally. In this update, we'll dig into the updated FS, recent developments, and whether the stock is offering enough of a margin of safety after its recent rally. Read the full article on Seeking AlphaSeeking Alpha • Oct 11
Skeena Resources: Valuation Improving After The Drop
Summary Skeena Resources has experienced a significant drop in its stock price, down ~68% from its highs, but its fundamentals remain strong. Meanwhile, its Snip Project has seen a massive upgrade in its resource base and depending on mining rates and if included as a satellite, it could add 80,000 ounces/year. In this update, we'll look at the stock's valuation after the drop, recent developments, and whether the stock has drifted into a low-risk buy zone after two years of underperformance. Read the full article on Seeking AlphaSeeking Alpha • Aug 03
Skeena Resources: Poised To Perform Well With Gold Bull Market
Summary Skeena Resources Limited's buy rating is based on gold's upside potential and the stock's positive strong correlation with the yellow metal. The company continues to work to improve growth prospects for the future production of gold at Eskay Creek in British Columbia. There are some risks associated with this investment, but to mitigate them, investors should buy shares when prices are much lower than currently. There is a significant chance that much lower share prices will occur. Read the full article on Seeking AlphaSeeking Alpha • Dec 28
Skeena Resources: Buy The Dips
Summary Skeena Resources is one of the worst-performing gold developers this year, down 50% year-to-date and more than 60% from its June 2021 highs. This significant decline can be attributed to the stock getting ahead of itself from a valuation standpoint, the weakness in metals prices, and uncertainty surrounding high-grade material at Albino Lake. Skeena received a negative ruling related to the AWF in November, but I don't see this as material to the story and it's been largely offset by recent drilling success. With Skeena trading at a ~60% FY2026 free cash flow yield at conservative metals prices and 0.40x P/NAV despite having a phenomenal project with modest upfront capex, I see the stock as a steal below US$5.20. Just over three months ago, I wrote an article on Skeena Resources (SKE), noting that the recent Feasibility Study [FS] had confirmed Eskay Creek's robust economics and that the stock looked to be offering a buying opportunity after a 60%+ correction. This turned out to be a very poor call, given that the stock immediately fell by 20% after it announced a capital raise with ~5.7 million shares sold at $US4.70. However, this represented only ~7% dilution vs. an avalanche of dilution from other developers. It also resulted in a buy-back of a 0.50% NSR at Eskay Creek. So, with a decent rally in precious metals since then, Skeena has recovered most of its drawdown and trades at a similar level to my September update. However, while the stock is more than 20% off its lows, it trades at a deep discount to its fair value, sitting at a market cap of just ~$440 million vs. an After-Tax NPV (5%) of ~$1.08 billion at conservative metals prices. Plus, this NPV figure doesn't capture any of the upside on assets/opportunities outside of the current mine plan, including underground potential, its nearby high-grade Snip Project, and an increase in Eskay Creek's mine life from new discoveries made in the past year. So, with Skeena trading at ~0.40x P/NPV with lots of upside for free, I see the stock as a steal below US$5.20. Eskay Creek Project (Company Presentation) All figures are in United States Dollars unless otherwise noted at an exchange ratio of 0.77 CAD/USD. Eskay Creek Project & AWF Ruling For those unfamiliar with Skeena Resources ("Skeena"), the company is working to bring the ultra-high-grade Eskay Creek Mine in the Golden Triangle of British Columbia back to life. To date, the company has delineated ~5.2 million gold-equivalent ounces [GEOs] in the resource category at an average grade of 3.5 grams per tonne gold-equivalent, and Skeena's recent FS highlighted a project capable of producing ~430,000 GEOs in its first five years at sub $650/oz all-in-sustaining costs [AISC]. Just as importantly, the project is expected to be constructed (assuming permits are granted) with a modest upfront capex of ~$460 million, benefiting from this being a brownfields site with existing tailings. Comparing these costs to the industry average AISC of $1,270/oz shows Eskay Creek is nothing short of exceptional. However, the real differentiator for Eskay is its scale, with very few 100% owned undeveloped projects not held by majors having a 400,000-ounce production profile in Tier-1 jurisdictions except for De Grey's (OTCPK:DGMLF) Mallina, Artemis' (OTCPK:ARGTF) Blackwater, and Vista's (VGZ) Mt. Todd. This makes Skeena one of a kind in the junior sector, with a planned high-grade open pit with a 9-year mine life and a President (Randy Reichert) with considerable experience at major operating assets like Kupol and Fekola to help bring this into production and optimize the asset. It's worth noting that while Randy Reichert was a very impressive addition to Skeena, he is surrounded by a very competent and experienced management team across several facets, giving Skeena one of the stronger teams in the junior space to help advance Eskay Creek. Eskay Creek Life Of Mine Production Schedule (2022 FS) (Company Presentation) However, while the release of the FS was undoubtedly a huge positive for investors, it was followed by ~7% share dilution with an unexpected capital raise at unfavorable prices and an adverse ruling on Albino Lake. This ruling means that this waste facility (north of its planned open pits) on Skeena's property that appears to host significant mineralization (average intercept of 13.2 meters at 6.2 grams per tonne gold equivalent) may not be exploitable without a successful appeal. This mineralization was highly attractive given that it appeared to be higher grade than reserves and was deposited into Albino Lake by the previous operator (meaning it didn't need to be mined and would likely have been extracted at sub $300/oz cash costs). The initial negative ruling was handed down in Q1 2022 by the Chief Gold Commissioner, noting that the individual holding a mineral claim on lands underlying the Albino Waste Facility [AWF] owns all the materials in the AWF. Skeena appealed the decision but received a dismissal of its appeal late last month in the case of Richard Mill versus Skeena. Skeena noted that it intends to appeal this decision, which makes complete sense given that it's a confusing decision, as Skeena's CEO Walter Coles pointed out in his February statement: “It is incomprehensible to us that the Chief Gold Commissioner of British Columbia would transfer ownership of materials that Skeena and, prior to that, Barrick, have actively managed and environmentally monitored for decades in the Albino Lake Storage Facility to an individual who staked barren mineral claims below the facility. We feel this sets a grave precedent for mineral exploration, development, and environmental liability management in British Columbia. Skeena will utilize all legal avenues to remedy this situation within the BC court system and we have already begun the appeal process.” Although this is certainly a negative development and a little bit of a surprise in terms of the appeal decision, it's important to note that the AWF was an upside opportunity for Skeena, and it does not affect the economics of the 2022 FS, the company's resources or reserves, or its planned tailings (Tom MacKay Lake). This is a crucial point because Skeena was already receiving no value for the AWF in its valuation, meaning that this decision should not affect the stock, especially after a violent decline from its highs. Additionally, the benefit of having an existing tailings facility reduces the risk of a capex blowout and upfront capex, so the inability to extract material from the AWF should not be confused with the nearby tailings facility earmarked for Skeena's mine plan. Eskay Creek Project Layout (Company Presentation) Besides, while this negative ruling (if not overturned) may cost Skeena upwards of 300,000 GEOs at very attractive margins, the company has continued to enjoy exploration success elsewhere on the project in several different zones. The company has delineated the new 23 Zone, it's in the process of adding ounces in the 21A West Zone, it appears to have made a new low-grade discovery east of the 22 Zone, and it hit an impressive 32.19 meters at 4.46 grams per tonne gold-equivalent at 850-meter vertical depths down-dip from the NEX Zone, suggesting that Eskay Creek is just as rich at depth at it is on the surface. Recent Drilling Digging into this year's drilling, there are several key takeaways, with all of them likely to have a positive impact on Skeena's updated Feasibility Study planned for late next year. For starters, the 21A West Zone is shaping up very nicely, with multiple mid-grade and high-grade intercepts outside the planned pit and in areas previously considered waste in the mine plan. Some highlights included drill hole 1122, which hit 24.00 meters at 22.38 grams per tonne of gold-equivalent, roughly 15 meters below highlight hole 1093, reported earlier this year that intersected 12.12 meters of 48.48 grams per tonne of gold-equivalent. Meanwhile, Skeena also hit 20.60 meters at 5.51 grams per tonne of gold equivalent below the planned pit. Finally, drill hole 1131 was also helpful (17.20 meters at 7.91 grams per tonne gold equivalent), drilled 35 meters south of drill hole 1031, which intersected 50.00 meters at 2.27 grams per tonne of gold equivalent. Based on the lack of historical drilling in this area, the 21A West Zone was considered to be wasted in the recent Feasibility Study. However, with very solid drill intercepts within this area, we should see an improvement in economics in this zone in the updated FS, and it remains open along strike and at depth. Eskay Creek - 21A and 21A West Zones (Company News Release) Moving to the 22 Zone, Skeena hit multiple intercepts east of this zone, with hole 1054 (200 meters east of 22 Zone and starting near the surface) intersecting 40.67 meters at 2.15 grams per tonne of gold equivalent. In addition, Skeena released additional holes at the 22 Zone last month, including 16.56 meters at 2.85 grams per tonne of gold equivalent in drill hole 1112 and 9.90 meters at 2.96 grams per tonne of gold equivalent in hole 1113 just outside of the planned pit. These results are very encouraging and could lead to an expansion of this pit to capture this new material if drilling success continues. Eskay Creek 22 Zone (Company Presentation) While the potential expansion of the 22 Zone is positive, the more significant development appears to be the fact that previous operators ignored rhyolite-hosted mineralization near existing zones due to the 15-gram per tonne mill cut-off grade historically. If this is the case, Skeena could continue making new discoveries near existing zones to add ounces at Eskay Creek in areas that weren't considered worth focusing on historically. This could positively impact Eskay Creek's NPV (5%), given that one reason for the lower NPV (5%) despite the exceptional economics is that production dips sharply following Year 5, and the project has a relatively short mine life. Eskay Creek - 23 Zone & Project (Company Presentation) Finally, Skeena discovered the 23 Zone this year (200 meters east of the 21A Zone), which I wasn't overly excited about initially, given that grades were well below the average reserve grade at Eskay Creek. However, with Skeena continuing to expand this zone and the solid continuity experienced to date, the company has noted that the 23 Zone could potentially positively impact its project economics with an improved strip ratio, given its proximity to the Main Pit in the Feasibility Study. To summarize, we have seen very encouraging results at three zones (21A, 23, and 22), and the underground opportunity provides a nice upside to the story, where grades have been very impressive in past drilling (5.99 meters at 12.27 grams per tonne of gold equivalent and 2.21 meters of 314.07 grams per tonne of gold equivalent) in Lower Mudstones. Let's take a look at the valuation:Seeking Alpha • Dec 20
Skeena Resources' Cycles Make Gold-Mad Traders Sit Up And Take Notice
Summary The macro economy favors gold as a hedge against fears of a U.S. recession. Skeena Resources Limited returns twice as gold rises. Skeena Resources seems to have been in an uptrend for a few months, but of course in cycles. Skeena Resources is currently attempting to resume gold and silver production in northwestern British Columbia, with the feasibility study providing the rationale for good entry points into the stock. The bullish trend in gold prices should instead favor a recovery in Skeena's stock prices and the start of a new opportunity to earn some profit from the investment. The Macro Economy Is Moving Favorably for Gold as Protection Against Fears of a Sharp Contraction In The U.S. Economy The U.S. Federal Reserve's tightening interest rate policy continues to bear fruit in line with its goal of bringing inflation back to the 2% target that would ensure price stability and a productive economy. After this hawkish monetary policy, the inflation rate stood at 7.1% in November, a significant drop of 60 basis points since October. Investors now expect negative consequences for the U.S. economy in the form of a decline in gross domestic product [GDP] and a deterioration in employment levels. Although the U.S. Federal Reserve is trying to calm markets by forecasting a slight slowdown in the U.S. economy in 2023, fears of a sharp contraction in the GDP linger. Fears grew after the U.S. Federal Reserve said at its press briefing last week that it expects the unemployment rate to worsen to 4.6% by the end of next year, from 3.7% in November 2022, in a bid to curb inflation. This is because, according to the Sahm rule, a model used by the U.S. Federal Reserve for economic recession warnings, an unemployment rate of 4.6% would mean a significant economic downturn for the USA. Against the strong headwind of market fears, certain investment solutions designed to protect the value of assets in investors' portfolios are, therefore, back in vogue. The most popular of these investment solutions is gold, and demand for hedging is likely to pick up again as the price per ounce traded via Gold Futures – February 2023 (GCG3) has been on an upward trend since Federal Reserve Chair Jerome Powell's press conference. Take Advantage of Skeena Resources Limited's Higher Volatility Versus Gold Gold prices rose from $1,787.82 an ounce on Dec. 16 to as high as $1,801.10 an ounce as of this writing, according to Investing.com's chart Source: Investing.com Gold prices are likely to continue to rise as fears of a dramatic contraction in GDP linger in financial markets, driven by what appear to be quite important factors. Investors on North American exchanges should take the opportunity to profit from the rise in gold prices by trading North American-listed gold stocks, as the shares of these publicly traded companies are typically more volatile than the commodity itself. So, when the price of gold goes up, shares of gold stocks increase much faster, giving investors an amazing instrument to profit heavily from the metal's price appreciation. One of these gold stocks could be Skeena Resources Limited (SKE) (SKE, SKE:CA). As the chart below shows, Skeena Resources Limited’s shares, which are positively correlated with changes in the gold futures price, also appear to be much more volatile than the metal, showing high potential for impressive upside moves as gold prices rise. Source: Seeking Alpha Assuming that the daily change in the share price of Skeena Resources Limited is the result of a linear equation using Gold Futures - February 2023 (GCG3) as an input variable, the average daily return on Skeena shares is nearly twice that of gold futures based on the last 12 trading months. Skeena Resources Limited Share Price Development Skeena Resources Limited shares are traded on the New York Stock Exchange under the symbol SKE at a price of $5.38 per unit, for a market capitalization of $389.45 million and a 52-week range of $4.10 to $13.39, at the time of writing this article. Shares of Skeena Resources Limited are also traded on the Canadian Stock Exchange under the symbol SKE:CA at a price of CA$7.03 per unit for a market capitalization of CA$556.15 million and a 52-week range of CA$5.64 to CA$17.11. Source: Seeking Alpha The chart for the last 12 months shows that SKE stock has fallen sharply in both markets. Since the end of September, however, there has been a positive trend in the development of the share price. This development does not take place regularly, but through strong fluctuations, which are typical for stocks that follow the price of commodities. Regarding the current cycle, the price seems to indicate the formation of a new minimum that can be used to open or increase a position in this stock with the possibility of profiting from later increases. Skeena Resources Limited in The Gold and Silver Industry Skeena Resources Limited, headquartered in Vancouver, Canada, is a company engaged in the exploration and development of precious metal properties in Canada. Skeena Resources is currently attempting to resume gold and silver production at a property called the Eskay Creek Mine. This property was once used to produce the two rare earth metals for the benefit of the former operator and the communities in the Tahltan Territory. This location is in the Golden Triangle, an area of northwestern British Columbia known for precious metals mining and exploration opportunities. The Eskay Creek gold mine covers approximately 6,151 hectares acres and consists of eight mineral claims, two surface claims and several unpatented mining claims. Last September, Skeena Resources released a feasibility study for the Eskay Creek mine. This is a highly technical document that briefly describes what the future production of precious metals will mean in terms of economic returns for the company, shareholders, and the local community, as well as accurate geolocation data of metal projects, mineralogical and metallurgical aspects. From an economic perspective, Skeena Resources Limited plans to resume production of gold and silver, but primarily yellow metal, and recover through an open pit mine approximately 3.85 million gold equivalent ounces from nearly 30 million tonnes of mineral, averaging 4 grams of equivalent gold per ton of mineral. Production is expressed in gold equivalent as mining activities will attempt to mine gold (approximately 2.87 million ounces) and silver (approximately 75.5 million ounces). Of course, production will continue throughout the life of the mine, which the feasibility study document estimates at 9 years. This means that Skeena Resources Limited is aiming to excavate no less than 352,000 gold equivalent ounces per year at a total cost of $652 per ounce. The cost item is all-inclusive in the sense that, in addition to expenses more closely related to mining activity, it also includes taxes payable to local government agencies for the exploitation of the land, as well as various costs associated with property maintenance and exploration and general & administrative expenses. So, $652 per ounce is a very rough estimate and could vary significantly from actual costs once the mine is operational. In Skeena Resources' Eskay Creek Mine Project, The Rationale for Good Entry Points in The Stock If higher gold prices help Skeena Resources shares rally, the feasibility study could instead provide the rationale for the bottoms that investors need for their profit-taking strategy near cyclical highs. The Eskay Creek Mine Project is as ambitious as it is risky. The significant risk of falling short of expectations creates headwinds for new cycle bottoms in an up-trending stock price. The project has a net internal rate of return [IRR] of 50%, while investors typically consider a project with an IRR of 30-35% to be highly profitable. In addition, the Eskay Creek Gold Mine has a net present value [NPV] of CA$1.4 billion (approximately US$1.02 billion at current exchange rates) and a payback of only one year. Here, all these estimates are based on prices of $1,700 per ounce of gold and $19 per ounce of silver, which are anything but conservative. Especially as far as the yellow metal is concerned as it has averaged $1,610 an ounce over the last 5 years and $1,440 an ounce over the last 10 years. Given these significantly lower prices, the calculations could therefore result in a project with less attractive economic numbers.Seeking Alpha • Nov 11
Skeena Resources GAAP EPS of -$0.41
Skeena Resources press release (NYSE:SKE): Q3 GAAP EPS of -$0.41. Cash and cash equivalents of $27.19M Sedar FilingsSeeking Alpha • Oct 31
Skeena Resources announces transition of Randy Reichert to CEO
Skeena Resources (NYSE:SKE) has announced the planned transition of Randy Reichert to the position of CEO. Mr. Reichert will now hold the position of President, CEO & Director while Walter Coles will continue to remain actively involved with the C. in his new role as Executive Chairman of the Board of Directors.Seeking Alpha • Sep 13
Skeena Resources: Recent FS Confirms Robust Project Economics
Summary Skeena released a Feasibility Study for its Eskay Creek Project last week, with the study showcasing a mine with Tier-1 status that boasting ~60% margins even at conservative metals prices. This makes Eskay Creek one of the most impressive projects globally, expected to produce ~450,000 GEOs in its first five years at all-in-sustaining costs below $650/oz. Given the impressive economics, SKE should trade at a meaningful premium, yet it trades at 0.4x NPV, and a valuation that's one fourth its estimated LOM free cash flow. This leaves Skeena stock as significantly undervalued even after its recent rally off its lows, and I would expect any further weakness to present a buying opportunity. Just over a month ago, I wrote on Skeena Resources (NYSE:SKE), noting that it was a unique story in the developer space, given that it had a world-class project in British Columbia and was likely to be more insulated from upfront cost creep than its peers. This expectation was due to Eskay Creek being right next to a hydroelectric power station, having existing roads, and a permitted and constructed tailings facility, with the latter being one area where we had seen capex blowouts at other projects currently in construction. Fortunately, the Feasibility Study provided a welcome surprise, reinforcing the exceptional project economics at Eskay Creek with very modest upfront capex. Meanwhile, the production profile was increased to 431,000 gold-equivalent ounces [GEOs] in the first five years and projected all-in sustaining costs [AISC] remained more than 45% below the estimated FY2022 industry average of ~$1,260/oz. Let's take a closer look below: All figures are in United States Dollars unless otherwise noted at an exchange ratio of 0.76 CAD/USD. Eskay Creek Mineralization (Company Website) Feasibility Study Skeena Resources released its Feasibility Study for its Eskay Creek Project earlier this month and knocked it out of the park in nearly every category. The current study envisions a conventional open-pit mining and milling operation that benefits from existing infrastructure (permitted tailings facility), producing over 350,000 gold-equivalent ounces recovered in concentrate. In the first five years, production is expected to average 431,000 GEOs, and the project could boast margins of more than 61% (all-in sustaining costs: $652/oz), even at a $1,700/oz gold price. The resulting After-Tax NPV (5%) at conservative metals price assumptions is $1.07 billion. Eskay Creek Proposed Layout (Company Presentation) The plan is to process over 30 million tonnes at an average grade of 2.99 grams per tonne of gold and 78 grams per tonne of silver, with three phases for the north pit and one phase for the south pit. The only real significant change in scope was the decision to increase mill throughput from 2.9 million tonnes per annum (July 2021 Pre-Feasibility Study) to a staged approach with 3.0 million tonnes per annum to start, followed by a modest expansion to 3.7 million tonnes per annum in Year 5. The total production is expected to be 3.2 million GEOs over the 9-year mine life. Still, there appear to be multiple opportunities to increase production in later years or extend the mine life. Some areas to improve on the study discussed were as follows: further optimization of resource modeling and mine planning to improve mining selectivity and potentially grades the incorporation of the newly discovered 23 and 21A West Zones to extend mine life, which could be presented in an updated FS in H2 2023 additional metallurgical work to optimize the flow sheet with a focus on grinding, aimed at reducing grinding power requirement and the size of the grinding mills optimization of the project through geometallurgical modeling to potentially improve ore blending opportunities AWF Drill Results (Company Filings, Author's Chart) In addition, a favorable outcome at the Albino Waste Facility would be a game-changer, opening up an additional 300,000 GEOs of reserves with ultra-low extraction costs, given that the material is sitting under 2 meters of water. This would significantly improve the mine life after Year 5 when grades begin to drop, given that drilling to date has seen gold-equivalent grades average well over 5 grams per tonne. To summarize, while the current study is already very impressive, it massively understates the project's true potential. Eskay Creek Expected Production Profile (Company Presentation) One of the key assets that aren't discussed with juniors and, in some cases, is lacking is the management team. However, Skeena's CEO Walter Coles has assembled an excellent team over the past few years. In addition to adding Shane Williams as Chief Operating Officer, who was VP of Operations and Capital Projects at Eldorado (EGO) and led the team that brought Lamaque from PEA to commercial production in 18 months, he also has open-pit development experience with roles at Rio Tinto and Kaunis Iron. On top of this, Coles recently appointed Randy Reichert as President, a veteran with 30 years of experience, which includes being VP of Operations at B2Gold (BTG). Outside of the obvious climate differences (northern BC vs. Mali), the Eskay Creek Project is an excellent fit for Randy Reichert, who was previously General Manager at the massive Fekola Mine, B2Gold's flagship operation that transformed it into a million-ounce gold producer. In addition to being part of the development team and leading the transition from development into operations at the massive high-grade open-pit mine (5 million tonnes per annum, but since expanded), he also worked at the formerly producing Snip Mine, a project that Skeena owns in BC, and was General Manager at Kupol with Bema Gold. These additions have de-risked Eskay Creek construction and potentially eventual production (assuming permits are granted) and could lead to further optimizations to the mine plan by drawing on the experience of Skeena's COO and President. This is a differentiator vs. most juniors, where one is hoping they are bought out in many cases so that a competent team can build and run operations to avoid a Pure Gold Mining (OTCPK:LRTNF) repeat. Given the robust economics and the strong team in place, it's little surprise that the CEO continues to purchase shares in the open market. As shown below, over 55,000 shares were purchased since late July alone, with an additional ~20,000 shares purchased in early July, representing more than US$400,000 of purchases. Skeena - CEO Insider Buying (SEDI Insider Filings) Capex & Eskay Creek Economics While Eskay Creek's project economics are phenomenal (~352,000 GEOs per annum at sub $700/oz costs), it's ultimately the after-tax internal rate of return [IRR] and upfront capex that dictate whether a project moves forward, assuming permits are granted. In fact, in some cases, a project can be very impressive. Still, if a company has a market cap to upfront capex ratio below 0.25 to 1.0, there's little hope of funding the project without massive shareholder dilution. Given the inflationary environment we're in, this has been one key item to watch, especially given that one would be wise to model a 10% cost overrun in the current environment to be on the safe side for greenfield projects. Skeena Article - August 2022 (Seeking Alpha Premium) In my most recent article, I noted that while capex could increase from $380 million to $470 million, this would still be one of the cheapest projects on a production profile vs. capex adjusted basis, and I saw a low risk of a capex blowout. It turns out that capex came in near my estimates for the most part, given that I was using a 0.80 CAD/USD ratio, with upfront capex estimated at C$592 million [US$474 million]. This represented a 21% increase from the 2021 Pre-Feasibility Study, related to higher labor and materials costs and an increase in the sizing of the grinding circuit. Meanwhile, though mining costs were up 4% due to higher diesel costs and an increase in PAG tonnes, processing costs were down to the higher mill throughput vs. the previous study and reduced reagent requirements. The result is an upfront capex bill of ~$450 million at an exchange rate of $0.76 CAD/USD, in line with Skeena's current market cap, making it a very manageable figure. Meanwhile, the After-Tax NPV (5%) came in at an impressive ~$1.07 billion for a mine plan that didn't include drilling over the past year, and Eskay Creek is expected to churn out a total of $1.60 billion in free cash flow over its mine life even if the gold price stays below $1,800/oz. This translates to a 1-year payback which is unheard of at these metals prices, and if we include additions to the mine plan from the 23 and 21A West, the After-Tax NPV could head closer to $1.3 billion. The chart below shows undeveloped gold projects based on upfront capital expenditures and operating costs. Given that this includes many smaller-scale projects, Eskay Creek may not stand out as impressive at first glance, being one of the more expensive projects to build. However, this is simply due to its scale, given that, on balance, smaller-scale projects will cost considerably less to build than one with triple the production profile. That said, Eskay Creek stands out from a cost standpoint, being one of the global lowest-cost undeveloped projects with projected costs of $650/oz. Undeveloped Gold Projects - Upfront Capex vs. Operating Costs (Company Filings, Author's Chart & Estimates) Undeveloped Gold Projects - Upfront Capex & Production Profile (Company Filings, Author's Chart & Estimates) The chart above provides a much better look at Skeena's Eskay Creek vs. other projects, given that it compares upfront capex vs. the production profile, allowing for more like-for-like comparisons. As we can see, Eskay Creek is well below the trendline for where its costs would be relative to the average, and it's actually expected to cost similar to build than many projects with half its production profile like Troilus' TGP Project, Yamana's (AUY) Wasamac, and Argonaut's Magino. This is because it benefits from being a brownfield site with considerable infrastructure already in place (roads, tailings, and close proximity to power). So, Eskay Creek is truly one of a kind, with the only real comparison being Osisko's (OTCPK:OBNNF) Windfall. In the above chart, I have adjusted estimates for some companies' capex requirements if they did not have recent studies to provide an accurate representation of where costs would be if they commissioned new studies today incorporating the impact of inflationary pressures. Valuation Based on an estimated ~84 million shares on a fully-diluted basis (Q3 2023) and a share price of $5.50, Skeena trades at a market cap of ~$462 million, a dirt-cheap valuation for a company with an estimated NPV (5%) of $1.07 billion. This translates to a P/NPV multiple of 0.43, typically reserved for an earlier-stage developer, a developer with a mediocre project, or a developer in a less favorable jurisdiction. Skeena is none of the three, which makes the current valuation and share price nonsensical. In fact, I believe that Skeena has a top-5 precious metals project among those not held by majors, with it being even more attractive than De Grey's (OTCPK:DGMLF) massive Mallina Project (540,000 ounces per annum), given that it's less capital-intensive (~$450 million for Eskay vs. ~$800 million estimates for Mallina) and boasts higher margins ($650/oz costs vs. $900/oz). Meanwhile, the Eskay Creek Project is in a Tier-1 jurisdiction in British Columbia, is surrounded by majors, and is less susceptible to capex blowouts being a brownfields project. Given these attributes, a more reasonable P/NPV multiple is 0.75, and one could even argue that this is very conservative. Using a P/NPV multiple of 0.75 with its estimated NPV (5%) of ~$1.07 billion at conservative metals prices ($1,700/oz gold, $19.00/oz silver), we arrive at a fair value of $802 million [US$9.55 per share]. This already points to a 75% upside to fair value from a current share price of US$5.20, but it doesn't add in any value for the following: Albino Lake (under dispute), with the potential to extract 300,000+ GEOs at the cost of less than $200/oz (no mining costs) near-mine and regional exploration upside on a property that continues to yield phenomenal results, and newly acquired properties (Questex) 23 Zone/21A West Zones, which could increase the mine life at Eskay Creek or fill in gaps in the latter years Skeena's interest in the Snip Project (high-grade ounces in British Columbia), where it has a free-carried interest if its partner Hochschild (OTCQX:HCHDF) chooses to earn in on the project any upside in metals prices and a $1,700/oz gold price assumption is brutally conservative for a mine set to operate between 2026-2035 adding an underground component to Eskay CreekSeeking Alpha • Aug 12
Skeena Resources GAAP EPS of -C$0.36
Skeena Resources press release (NYSE:SKE): Q2 GAAP EPS of -C$0.36. As at June 30, 2022, the Company has cash and cash equivalents of C$36,486,000.Seeking Alpha • Aug 02
Skeena Resources: Trading At A Deep Discount To Fair Value
Skeena Resources is down more than 55% from its Q2 2021 highs, a massive haircut for a company that owns one of the most attractive development projects in Canada. However, I see this as a case of the baby being thrown out with the bathwater, given that Skeena is insulated from lower metals prices and somewhat from capex increases. From a valuation standpoint, even under conservative assumptions, the stock trades at barely 0.40x P/NAV and that assigns zero upside to new discoveries, other projects, regional exploration. To summarize, I continue to see Skeena as a top takeover target, and I have started a new position in the stock below US$5.00 given that the stock trades at its most attractive valuation since Q2 2020. It's been a rough year thus far for the Gold Juniors Index (GDXJ), with many developers sliding as much as 60% from their highs attributed to worries about increases to upfront capex, weaker IRR figures (lower metals prices), and a higher cost of capital. Skeena Resources (SKE) has not been immune to this selling pressure, also sliding over 60% from its highs. However, I see this as a case of the baby being thrown out with the bathwater. The reason? Eskay Creek is a brownfields project with infrastructure, and its operating costs mean it is a project worth developing even at $1,200/oz gold. Hence, I see the stock as a steal below US$5.30 after a more than 60% share price decline. Eskay Creek Exploration (Company Website) Roughly four months ago, I sent out a note that I would be exiting most of my position in Skeena Resources and sold the last 1/4 of my position in early May. This was because the stock was negatively changing its character, unable to see any follow-through to its breakout despite help from the sector-wide rally. In addition, the volume profile had turned decisively negative. When I bought the stock in May 2020, it was under heavy accumulation, which prompted me to start a new position given its strong fundamentals. As of early April, we had seen four weeks of above-average selling pressure in a row, suggesting early signs of distribution. These points are highlighted in the below chart I shared on April 10th. Skeena Resources Chart - April 8th, 2022 (TC2000.com) In total, I exited my position with a more than 90% gain at an average price of US$10.90 after trimming my position earlier at US$12.25, choosing to move onto the sidelines even though I still liked the story. The reason for selling is that the junior miners are very volatile, and there were zero reasons to be long the stock from a technical standpoint if it couldn't hold this major support level at US$9.50. Since my sale on April 11th, the stock has declined more than 55% in just four months, proof that using stop loss orders and paying attention to technical changes is imperative when trading junior miners. Some investors might argue that there was zero change in the fundamentals, which is absolutely true. However, when it comes to exploration and development stocks that are very volatile, it's a major red flag when they stop going up on good news. The reason is that an inability to rally on positive news often suggests that the stock has become crowded, increasing the likelihood that an intermediate-term peak in the share price has been reached. So, while investors must pay attention to new fundamental developments closely, the reaction to the news is typically more important than the news itself. The good news is that after a 60% decline from its highs, Skeena is trading at its most attractive valuation since Q2 2020. Let's take a closer look below: Eskay Creek Project Skeena is the proud 100% owner of the Eskay Creek Project in British Columbia after acquiring the project from Barrick (GOLD). Notably, this was a past-producing mine with historic production of 3.3 million ounces of gold and 160 million ounces of silver at incredible grades (45 grams per tonne gold, 74 ounces per tonne silver). Unfortunately, the mine was closed in 2008 after a 14-year mine life, and due to the low gold prices, Barrick used extremely high cut-off grades (12-15 grams per tonne gold-equivalent for mill ore), meaning considerable resources were left behind. To put this in perspective, these cut-off grades are in line with some of the highest-grade gold mines as of 2022. Highest Grade Gold Mines by Reserve Grade (Company Filings, Author's Chart) At the time of the acquisition, Skeena's CEO Walter Coles Jr. was optimistic about the option deal to acquire up to 100% interest in Eskay Creek in the Golden Triangle, noting that multiple properties could generate upwards of 100,000 ounces per year. One major reason for his optimism was that since Barrick closed the site, infrastructure in the region had improved considerably (287-kV Northwest Transmission Line, Volcano Creek Hydroelectric Power Station 7 kilometers from site), and the gold price was much higher. This meant Skeena didn't need to bank on 15 gram per tonne material to restart Eskay Creek and identify a mineable deposit. Instead, 2.50+ grams per tonne material (gold-equivalent) was likely to suffice. Due to the high cut-off grades, we know that anything below 12 grams per tonne was left over and, in some cases, it likely was not followed up on through additional exploration. Eskay Creek Project (Company Website) While Skeena's CEO was undoubtedly right in his assessment that properties acquired could produce upwards of 100,000 ounces per annum, it would be an understatement to say that exploration success has exceeded expectations. This is because Skeena has identified a resource base of ~5.6 million gold-equivalent ounces, which is entirely separate from Albino Lake (estimated 400,000+ GEOs but under dispute), and its recent 23 Zone discovery. Within this resource base, Skeena has a reserve base of ~3.88 million GEOs at an average grade of 4.57 grams per tonne gold equivalent, which would give Skeena one of the highest-grade open-pit mines globally if this asset were to go into production. Eskay Creek Resources (Company Presentation) Given the high-grade nature of this project, the Pre-Feasibility Study for Eskay Creek identified a project capable of producing over 300,000 GEOs per annum at all-in sustaining costs below $550/oz. These costs would be more than 55% below the estimated industry average of $1,230/oz in FY2022, allowing Skeena to command a premium multiple (Tier-1 jurisdiction project, industry-leading margins) if it were to head into production. However, some negative developments have occurred since the Q3 2021 Pre-Feasibility Study [PFS], which are worth discussing. Recent Developments For starters, gold and silver prices have slid from their highs, currently sitting at $1,770/oz and $20.00/oz, respectively. At the same time, we've seen significant inflationary pressure sector-wide, and multiple capex blowouts have occurred in the construction phase in Canada. Two examples are Argonaut's (OTCPK:ARNGF) Magino Project and Iamgold's (IAG) Cote Project, which have seen upfront capex increase more than 70% from initial estimates. Finally, labor costs are up sector-wide, suggesting that operating cost assumptions in studies completed pre-2022 are likely too conservative. The result of these inflationary pressures and the lower metals prices is that any companies with marginal projects would be better off saving their money and not bothering to update/release Preliminary Economic Assessments and Pre-Feasibility/Feasibility studies. The reason is that they'll likely have to use lower or flat metal prices than they had hoped to use to showcase project economics, and they'll have to incorporate higher operating costs and capital expenditures. The result is higher cut-off grades, potentially resulting in a smaller mineable resource, a lower internal rate of return [IRR], and much higher operating costs than previously envisioned. With higher capex comes higher share dilution to finance these projects, a major negative for companies that have spent the past year diluting shareholders at successively lower levels in many cases. In addition, with a higher cost of capital comes a more difficult time financing these projects. Finally, with higher specialized labor costs (drilling, contractors) comes higher costs for completing these studies or grade-control/exploratory/infill drilling to advance projects. Due to these negative developments, the list of juniors worth owning has shrunk from 30 to 10, and I am shocked that some of them are still above $100 million market caps, given that, in some cases, their resources will never be developed without at least a $2,500/oz gold price. Fortunately, while this impacts most juniors, and it will also impact Skeena, its impact on Skeena is much smaller. For starters, Skeena has a permitted tailings facility (areas where capex blowouts have occurred), and this is a brownfields project, suggesting a low likelihood of a capex blowout. So, while upfront capex might increase from ~$380 million to $470 million, this would still be one of the cheapest projects globally on an annual production profile vs. upfront capex adjusted basis. For comparison, Argonaut's Magino is going to cost $700+ million to build and will produce less than 160,000 ounces per annum. Eskay Creek Proposed Project Layout (Company Presentation) Secondly, while many projects can't stomach sub $1,500/oz gold prices, Eskay Creek is still wildly profitable at $1,400/oz gold and $20.00/oz silver, suggesting that this isn't a project that gets mothballed if precious metals prices continue their decline. Finally, while inflationary pressures are a curse to most juniors and several producers are also seeing significant increases in their cost profiles, this is actually a benefit to Skeena indirectly. The reason is that although many majors have strong projects in their pipeline, few have a project that stands up to Eskay Creek from a capex, production, and operating cost standpoint, and certainly not in Tier-1 jurisdictions. Eskay Creek Mineralization (Company Presentation) For example, one of Newmont's (NEM) better projects it's pursuing is Ahafo North, a ~300,000-ounce producer in Ghana capable of producing at $750/oz costs over the mine life with an upfront capex of $850+ million. Barrick may have a strong development pipeline (Fourmile, Goldrush) and two massive projects in the wings (Reko Diq, Donlin). Still, regarding Tier-1 relatively low-capex projects, each company's pipeline isn't as impressive, and Barrick would benefit from tax pools with a Canadian acquisition. It's important to note that both companies and several majors are busy leveraging off existing infrastructure in many cases at operating sites to benefit from lower-capex growth (Yanacocha, Pamour, Robertson, Pueblo Viejo). That said, one way for a major to improve margins considerably would be to look at high-margin projects like Eskay Creek with a quick payback. At a share price of US$12.00 and given the discipline of most majors, there was a low likelihood of companies offering a premium to acquire Skeena and its Eskay Creek Project (plus ownership in Snip). However, after a 55% share price decline, Skeena's price tag is much more palatable, and this is a deal (if it were to occur) where investors would not hiss at the acquirer for repeating the mistakes of the past cycle (big projects with big premiums at cycle highs - Red Back, Andean, Richfield, Trelawney, Probe, etc.). To summarize, I am not saying this will occur. One reason is that Newmont, Barrick, and several others are busy with their development projects. That said, Skeena is differentiated from the majority of its peers. This is because while marginal projects have shed their takeover target status and become un-investable on a stand-alone basis, Skeena has become much more attractive. This is due to its brownfields status/extensive infrastructure, and grades that allow it to weather even the ugliest downdrafts in precious metals prices. Let's take a look at the valuation below: Valuation Based on an estimated ~80 million shares on a fully-diluted basis (2023) and a share price of $5.60, Skeena trades at a market cap of ~$448 million. This leaves the stock trading at less than $100/oz of reserves despite an estimated all-in cost to retrieve these ounces of less than $800/oz. Meanwhile, from a P/NAV standpoint, Skeena trades at a valuation of 0.40x even using conservative metals prices of $1,550/oz and $22.00/oz silver. At a $1,700/oz gold price and $24.00/oz silver price, Skeena's P/NAV multiple comes in at 0.34x. While a $22.00/oz silver price (10% above spot) might not appear conservative, I believe it to be for when Skeena expects to head into production (post-2024), given that the all-in cost for most silver producers is near $20.00/oz. This means we will see a serious supply problem post-2025 if silver stays at these prices ($18.00/oz to $20.00/oz). Not only will we see some producers stop producing at their less robust assets, but we'll also see reduced investment as some producers look to cut costs, like what we saw from the sector in 2014/2015. Hence, I have no issue using a long-term silver price of $22.00/oz for assumptions, even if it's above spot levels. The issue with using the above P/NAV multiples, though, is that we have to incorporate some inflationary pressures into upfront capex and operating costs. After including cost escalations for upfront capex and operating costs and using more conservative metals price assumptions of $1,625/oz gold and $22.00/oz silver, I believe a more conservative figure for the After-Tax NPV (5%) is $970 million. If we compare this to Skeena's fully-diluted market cap of ~$448 million, this translates to a P/NAV multiple of 0.46. At first glance, Skeena might not look cheap when some producers are trading at less than 1.0x P/NAV. However, there are several important points worth noting: zero value is ascribed to Albino Lake (under dispute), with the potential to extract 300,000+ GEOs at the cost of less than $200/oz (no mining costs) zero value is ascribed to exploration upside on a property that continues to yield phenomenal results zero value is ascribed to the new 23 Zone Discovery, which could increase the mine life at Eskay Creek or fill in gaps in the latter years zero value is ascribed to its Snip Project (high-grade ounces in British Columbia), where it has a free-carried interest if Hochschild (OTCQX:HCHDF) wants to earn 60% of the project zero value is ascribed to any upside in metals prices, and a $1,625/oz gold price assumption is brutally conservative for a mine set to operate between 2025-2035 zero value is ascribed to new properties acquired recentlySeeking Alpha • Jun 10
Skeena Resources Looks Cheap Following The Recent Selloff
The market valuation of the company has almost halved since the middle of March as gold prices have declined by over $200 per ounce since then. I think that Eskay Creek is among the most compelling gold projects in the world today with AISC of below $550 per ounce of gold equivalent. At 0.5x NAV at $1,700 per ounce of gold, Skeena’s shares should be worth about $9.50. I think this recent selloff in the gold mining sector creates a window of opportunity to open a position at Skeena.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | -CA$183m |
| Sep 30 2025 | n/a | n/a | -CA$116m |
| Jun 30 2025 | n/a | n/a | -CA$164m |
| Mar 31 2025 | n/a | n/a | -CA$163m |
| Dec 31 2024 | CA$4m | CA$650k | -CA$152m |
| Sep 30 2024 | n/a | n/a | -CA$180m |
| Jun 30 2024 | n/a | n/a | -CA$135m |
| Mar 31 2024 | n/a | n/a | -CA$120m |
| Dec 31 2023 | CA$3m | CA$600k | -CA$109m |
| Sep 30 2023 | n/a | n/a | -CA$92m |
| Jun 30 2023 | n/a | n/a | -CA$81m |
| Mar 31 2023 | n/a | n/a | -CA$87m |
| Dec 31 2022 | CA$6m | CA$398k | -CA$89m |
| Sep 30 2022 | n/a | n/a | -CA$105m |
| Jun 30 2022 | n/a | n/a | -CA$105m |
| Mar 31 2022 | n/a | n/a | -CA$107m |
| Dec 31 2021 | CA$206k | n/a | -CA$118m |
Vergütung im Vergleich zum Markt: RandyDie Gesamtvergütung ($USD2.79M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD7.13M).
Entschädigung vs. Einkommen: RandyDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
Randy Reichert (59 yo)
4.1yrs
Amtszeit
CA$3,814,049
Vergütung
Mr. Randall Reichert, also known as Randy, M.Sc., P.Eng., has been President of Skeena Resources Limited since April 16, 2022 and its Director since October 1, 2021 and serves as its Chief Executive Office...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Executive Chairman | 12.4yrs | CA$3.81m | 1.48% $ 55.8m | |
| CEO, President | 4.1yrs | CA$3.81m | 0.45% $ 17.2m | |
| Chief Financial Officer | 9.9yrs | CA$1.63m | 0.56% $ 21.2m | |
| Senior Vice President of External Affairs | 2.3yrs | CA$1.23m | 0.19% $ 7.1m | |
| Vice President of Investor Relations | 1.9yrs | keine Daten | keine Daten | |
| Vice President of People & Culture | 3.6yrs | keine Daten | keine Daten | |
| Senior Vice President of Environment & Social Affairs | 1yr | keine Daten | 0.051% $ 1.9m | |
| Corporate Secretary | no data | keine Daten | 0.0028% $ 105.8k |
3.0yrs
Durchschnittliche Betriebszugehörigkeit
51.5yo
Durchschnittliches Alter
Erfahrenes Management: SKEDas Führungsteam des Unternehmens gilt als erfahren (3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Executive Chairman | 12.4yrs | CA$3.81m | 1.48% $ 55.8m | |
| CEO, President | 4.6yrs | CA$3.81m | 0.45% $ 17.2m | |
| Independent Director | 1yr | keine Daten | keine Daten | |
| Independent Director | 5.8yrs | CA$233.00k | 0.14% $ 5.5m | |
| Lead Independent Director | 9.4yrs | CA$287.50k | 0.089% $ 3.4m | |
| Independent Director | 6.3yrs | CA$237.50k | 0.16% $ 6.2m | |
| Independent Director | 2.9yrs | CA$224.00k | keine Daten |
5.8yrs
Durchschnittliche Betriebszugehörigkeit
53yo
Durchschnittliches Alter
Erfahrener Vorstand: SKEDie Vorstandsmitglieder gelten als erfahren (5.8 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 21:19 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Skeena Resources Limited wird von 18 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Andrew Mikitchook | BMO Capital Markets Equity Research |
| Kevin O'Halloran | BMO Capital Markets Equity Research |
| Carey MacRury | Canaccord Genuity |