Perpetua Resources Corp.

NasdaqCM:PPTA Rapport sur les actions

Capitalisation boursière : US$3.3b

Perpetua Resources Gestion

Gestion contrôle des critères 2/4

Le PDG Perpetua Resources est Jon Cherry, nommé en Mar2024, a un mandat de 2.17 ans. La rémunération annuelle totale est $ 2.46M, composée du salaire de 18.6% et des bonus 81.4%, y compris les actions et options de la société. détient directement 0.036% des actions de la société, d'une valeur de $ 1.18M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.3 ans et 5.4 ans.

Informations clés

Jon Cherry

Directeur général

US$2.5m

Rémunération totale

Pourcentage du salaire du PDG18.62%
Durée du mandat du directeur général2.2yrs
Propriété du PDG0.04%
Durée moyenne d'occupation des postes de direction1.3yrs
Durée moyenne du mandat des membres du conseil d'administration5.4yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Jan 29

Perpetua Resources: Risk Likely Priced In

Summary Perpetua Resources Corp. (PPTA) offers a high-quality gold and antimony asset, with Stibnite Gold Project boasting low AISC and strategic U.S. supply significance. PPTA trades at a premium (0.6x-0.7x P/NAV) to non-gold mining companies in early stage, reflecting bullish sentiment on asset value that is common to most US/Canada gold miners right now. This premium doesn't reflect the unique advantages that only PPTA has such as antimony and low AISC. This discount accounts for execution and litigation risk. Investors willing to bet on a favourable litigation outcome can see a 20% upside. Risk-averse investors should wait for final closure of EXIM funding and lawsuit clarity in Spring 2026. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

Perpetua Resources: Still Sideways For Shares Despite Antimony Key (Rating Downgrade)

Summary Perpetua Resources Corp. receives a "Hold" rating compared to a previous "Buy" rating. The company's gold production in Idaho and positive gold price outlook contribute to its growth prospects. Demand for silver and antimony is expected to increase, benefiting Perpetua Resources' mining project. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

Perpetua Resources secures DOD funding to study antimony from Stibnite Gold Project

Perpetua Resources (NASDAQ:PPTA) has been awarded two funding grants from the U.S. Department of Defense, Defense Logistics Agency to study the domestic production of military-grade antimony trisulfide, an essential component in ammunition and dozens of other defense materials. Perpetua will receive $200K in total and grants will be used to evaluate if antimony samples from the Stibnite Gold Project can meet military specifications for U.S. ammunition supply chain. The global conflict and fractured supply chains have strained U.S. ammunition supplies. The Stibnite Gold Project is expected to be the only mined source of the critical mineral antimony in the United States. Each study is expected to be completed within the next six to 12 months.
Seeking Alpha • Aug 11

Perpetua: Largest Independent Gold Project In The Country And Undervalued

The Corporation’s principal mineral project is the Stibnite Gold Project, which contains several gold, silver, and antimony mineral deposits. If management is right, we would be talking about a gold project with a net present value of more than $1.2 billion. The fact that Paulson & Co. owns a massive investment in the stock is reassuring. Under my own figures, the market capitalization represents close to 10%-30% of the valuation of the mine. Perpetua Resources (PPTA) expects to run the largest independent gold project in the country. Well-known investors have already taken positions in the stock. I made my own valuation assessment with production of more than 297 koz per year and price of gold of $1850/oz. My results indicate that the stock is significantly undervalued. PPTA also believes that the company should be worth much more in the market. In my view, as new information about the publication of the SDEIS report is delivered in 2022, the stock price may trend higher. Perpetua Resources: Recent News And More Awareness Could Drive The Stock Price Up The Corporation’s principal mineral project is the Stibnite Gold Project, which contains several gold, silver, and antimony mineral deposits. Management noted that its mine is poised to be one of the largest gold mines in the United States. Company’s Presentation Perpetua intends to explore other deposits known as the Hangar Flats deposit, West End deposit, and Yellow Pine deposit. It means that the company is worth much more than simply the production estimates from the Stibnite mine. With that, the amount of proven reserves in these deposits is not known, so I will try to remain very conservative in my estimates. I am assessing the valuation of only the Stibnite mine. The Corporation’s current focus is to explore, evaluate and potentially redevelop three of the deposits known as the Hangar Flats Deposit, West End Deposit and Yellow Pine Deposit, all of which are located within the Stibnite Gold Project as well as reprocess certain historical tailings located on the Project. These development activities would be undertaken in conjunction with a major restoration program designed to address impacts related to historical activities in the Project area. Source: 10-K Perpetua has already claimed many times that its stock is quite undervalued as compared to other mining companies. The percentage of antimony in the company’s mines could represent valuable assets as a by-product to power batteries for energy storage. Management believes that these value drivers have not been incorporated in the current market price. Company's Presentation I believe that the company’s stock price will reach more logical levels once more news hits the market. In this regard, I think that the number of news recently has accelerated. In June, management noted that it had received the Clean Air Act Permit to Construct for the Stibnite gold project. Besides, the company delivered an interview By Dr. Allen Alper, PhD Economic Geology and Petrology from Columbia University, in which several large investors were mentioned. In my view, more news will likely lead to more awareness, which could increase market liquidity, and drive the stock price up. Perpetua Resources announced today it has received the Clean Air Act Permit to Construct for the Stibnite gold project from the Idaho Department of Environmental Quality on June 17, 2022. Source: KITCO: Perpetua reaches first permitting milestone at its Stibnite gold project in Idaho As I mentioned, Paulson & Co. owns about 39.3% of our stock. Sun Valley Gold owns about 8.2%, followed by B. Riley at 4.3%. And we recently announced that value-oriented investor, Kopernik became a new shareholder. Overall, we have issued outstanding shares of about 63 million shares. Source: Metals News - McKinsey Lyon I Expect Regulatory Response In Q3 2022 To Move The Share Price In the last annual report, management noted that the publication of the SDEIS for public review is expected by the third quarter of 2022. In my view, as this information is received by investors, the amount of liquidity in the market will likely increase. As a result, I think that the stock price will likely go to reasonable marks. On February 22, 2022, Perpetua Resources announced that it expects a preliminary SDEIS to be circulated for cooperating agency review in the second quarter of 2022. The publication of the SDEIS for public review and comment is expected in early third quarter 2022. The USFS is expected to provide a formal schedule later this year regarding the remaining steps in the NEPA review process. Source: 10-K Management continues to invest a large amount of dollars in exploration, permitting, and drilling support. Hence, I believe that we will likely obtain more information about the proven mineral reserves in the Stibnite mine and the other areas in the near future. More information will likely increase the demand for the stock. 10-K My Valuation Of Stibnite Gold Project And That Of Management My valuation of the Stibnite Gold Project is a bit more conservative than that of management. However, my numbers are not that far from what management calculated. I included production of 463 koz per year from 2023 until 2026 and 297 koz from 2027 to 2037. If we use a price of $1850/oz of gold and a free cash flow margin around 19%, the free cash flow ranges from $163 million to 104 million. With a discount of 5%, the net present value of the mine stands at close to $1.29 billion. My DCF Model Notice that the sum of ounces produced in my valuation is equal to 5119 koz. In the last annual report, management included a total indicated amount of 6320 koz. Besides, note that I did not take into account the antimony grade, which would most likely make the mine even more valuable.

Analyse de la rémunération des PDG

Comment la rémunération de Jon Cherry a-t-elle évolué par rapport aux bénéfices de Perpetua Resources?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$141m

Dec 31 2025US$2mUS$459k

-US$100m

Sep 30 2025n/an/a

-US$44m

Jun 30 2025n/an/a

-US$22m

Mar 31 2025n/an/a

-US$20m

Dec 31 2024US$1mUS$340k

-US$14m

Rémunération vs marché: La rémunération totale de Jon ($USD 2.46M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.00M ).

Rémunération et revenus: La rémunération de Jon a augmenté alors que l'entreprise n'est pas rentable.

PDG

Jon Cherry (55 yo)

2.2yrs
Titularisation
US$2,463,823
Compensation

Mr. Jonathan Cherry, also known as Jon, P.Eng, is Chief Executive Officer, President & Director of Perpetua Resources Corp. from March 14, 2024. Mr. Cherry joined the Perpetua Resources Corp. on March 14,...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Jonathan Cherry
CEO, President & Director2.2yrsUS$2.46m0.036%
$ 1.2m
Mark Murchison
Chief Financial Officerless than a yearUS$919.29k0.0032%
$ 105.5k
McKinsey Lyon
Senior Vice President of External Affairs1.3yrsUS$832.46k0.11%
$ 3.7m
Michael Wright
Vice President of Projects2.8yrsUS$3.55m0.068%
$ 2.2m
Tim Kahl
Senior Vice President of Technical Servicesless than a yearpas de donnéespas de données
Joseph Fazzini
Vice President of Investor Relations1.3yrspas de donnéespas de données
Gregory Fontaine
Senior VP & General Counsel ?less than a yearpas de donnéespas de données
Dustin Rissmiller
Vice President of Human Resources1.3yrspas de donnéespas de données
Alan Haslam
Senior Vice President of Permitting1.3yrsUS$661.67k0.094%
$ 3.1m
Jim Norine
Senior Vice President of Projectsless than a yearpas de donnéespas de données
Koda Merkley
Systems Architectno datapas de donnéespas de données
Belinda Provancher
Community Relations Managerno datapas de donnéespas de données
1.3yrs
Durée moyenne de l'emploi
52.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de PPTA n'est pas considérée comme expérimentée (ancienneté moyenne 1.3 ans), ce qui suggère une nouvelle équipe.

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Jonathan Cherry
CEO, President & Director2.2yrsUS$2.46m0.036%
$ 1.2m
Richie Haddock
Independent Director3yrsUS$58.94k0.0046%
$ 152.2k
Jeffrey Malmen
Independent Director5.4yrsUS$58.94k0.011%
$ 377.3k
Christopher Robison
Lead Independent Director5.4yrsUS$77.54k0.069%
$ 2.3m
Marcelo Kim
Independent Chairman10.2yrspas de donnéespas de données
Andrew Cole
Independent Director2.3yrsUS$58.94k0.0076%
$ 248.8k
Robert Dean
Independent Director5.4yrsUS$68.10k0.018%
$ 587.6k
Alexander Sternhell
Independent Director5.4yrsUS$58.94k0.013%
$ 430.7k
Laura Dove
Independent Director4.2yrsUS$58.94k0%
$ 0
5.4yrs
Durée moyenne de l'emploi
55yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de PPTA sont considérés comme expérimentés (ancienneté moyenne 5.4 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 03:53
Cours de l'action en fin de journée2026/05/26 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Perpetua Resources Corp. est couverte par 18 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullACF Equity Research Limited
Brian QuastBMO Capital Markets Equity Research
Nicholas GilesB. Riley Securities, Inc.