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Yamana Gold's (AUY) Q2 Earnings Beat, Revenues Rise Y/Y

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Yamana Gold Inc. reported net earnings (attributable to equity holders) of $18 million or 2 cents per share in second-quarter 2018, against a net loss of $39.9 million or 4 cents in the prior-year quarter.

Barring one-time items, adjusted earnings came in at 6 cents per share, which beat the Zacks Consensus Estimate of 2 cents.

Revenues inched up roughly 0.8% year over year to $431.5 million in the quarter under review.

Cost of sales was $234.1 million, down 10.3% from $261 million in the prior-year quarter.

Yamana Gold Inc. Price, Consensus and EPS Surprise

Yamana Gold Inc. Price, Consensus and EPS Surprise | Yamana Gold Inc. Quote

Q2 Operational Highlights

Total gold production was 248,177 ounces, up 1.5% from 244,607 ounces in the prior-year quarter.

Total of cost of sales for gold fell roughly 7.1% to $1,028 per ounce, while all-in sustaining costs fell to $837 per ounce from $869 in the year-ago quarter.

Total silver production was roughly 1.31 million ounces, down roughly 1% from 1.32 million ounces a year ago. Total of cost of sales for silver was $16.13 per ounce, up from $13.92 in the year-ago quarter.

Financial Position

Cash flows from operating activities were $102.4 million for the quarter, down from $124.6 million a year ago.

As of Jun 30, 2018, long-term debt stood at $1,698.3 million, up 6.2% year over year.

Outlook

Per the company, ramp-up at Cerro Moro has been favorable and it is well positioned to surpass the prior guidance of gold production of 900,000 ounces from the Yamana Mines. The company’s total gold production (including Gualcamayo) is expected to exceed the previous guidance. Notably, Gualcamayo is expected to produce 100,000 ounces this year, down from prior expectation of 110,000 ounces.

For 2018, copper production is likely to exceed prior guidance of 120 million pounds, considering higher-than-expected results achieved during the first half.

Price Performance

Shares of Yamana Gold have lost 8.3% in the past three months compared with the 3.7% decline of its industry.


Zacks Rank & Stocks to Consider

Yamana Gold currently carries a Zacks Rank #4 (Sell).

A few better-ranked stocks in the basic materials space are KMG Chemicals, Inc , Methanex Corporation (MEOH - Free Report) and BHP Billiton Limited (BHP - Free Report) , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

KMG Chemicals has an expected long-term earnings growth rate of 28.5%. Its shares have returned 42% in a year.

Methanex has an expected long-term earnings growth rate of 15%. Its shares have rallied 51.8% in a year.

BHP Billiton has an expected long-term earnings growth rate of 5.3%. Its shares have gained 23% in a year.

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