Perpetua Resources Corp.

NasdaqCM:PPTA 株式レポート

時価総額：US$3.3b

Perpetua Resources マネジメント

マネジメント 基準チェック /24

Perpetua Resourcesの CEO はJon Cherryで、 Mar2024年に任命され、 の在任期間は 2.17年です。 の年間総報酬は$ 2.46Mで、 18.6%給与と81.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.036%を直接所有しており、その価値は$ 1.18M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と5.4年です。

主要情報

Jon Cherry

最高経営責任者

US$2.5m

報酬総額

CEO給与比率18.62%
CEO在任期間2.2yrs
CEOの所有権0.04%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間5.4yrs

経営陣の近況

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.

CEO報酬分析

Perpetua Resources の収益と比較して、Jon Cherry の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Jonの 総報酬 ($USD 2.46M ) は、 US市場 ($USD 7.00M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Jonの報酬は増加しましたが、会社は利益を上げていません。

CEO

Jon Cherry (55 yo)

2.2yrs
在職期間
US$2,463,823
報酬

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,...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 yearデータなしデータなし
Joseph Fazzini
Vice President of Investor Relations1.3yrsデータなしデータなし
Gregory Fontaine
Senior VP & General Counsel ?less than a yearデータなしデータなし
Dustin Rissmiller
Vice President of Human Resources1.3yrsデータなしデータなし
Alan Haslam
Senior Vice President of Permitting1.3yrsUS$661.67k0.094%
$ 3.1m
Jim Norine
Senior Vice President of Projectsless than a yearデータなしデータなし
Koda Merkley
Systems Architectno dataデータなしデータなし
Belinda Provancher
Community Relations Managerno dataデータなしデータなし
1.3yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: PPTAの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
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 Chairman10.2yrsデータなしデータなし
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
平均在職期間
55yo
平均年齢

経験豊富なボード: PPTAの 取締役会 は 経験豊富 であると考えられます ( 5.4年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 14:32
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Perpetua Resources Corp. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
null nullACF Equity Research Limited
Brian QuastBMO Capital Markets Equity Research
Nicholas GilesB. Riley Securities, Inc.