NYSE$MUX

McEwen Mining Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

McEwen Mining reported Q4 and full year results for the period ended December 31, 2020.

McEwen Mining's Q4 2020 production was lower compared to Q4 2019, with 30,100 GEOs produced versus 46,300 GEOs. The company is focusing on improving operations and investing in exploration and business systems for future growth.

  • The 'Going Concern Note' has been removed from the financial statements.
  • Two feasibility studies show the potential to extend the life of Mexican operations by 9.5 years and outlines a 6-year life for the Gold Bar mine.
  • Commercial production from the Froome deposit is planned to start in Q4 2021, extending the life of the Black Fox mine by 2.5 years.
  • Recent financings have provided adequate funds for key development projects and exploration programs in 2021.

Headline financials

Total Revenue

$27.7M

Previous: $32.4M-14.4%
EPS (adj)

-$0.60

Previous: -$0.70+14.3%
Gold Bar AISC per GEO sold

$3.73K

No prior period
San José AISC per GEO sold

$1.46K

No prior period
Net Income

-$23.5M

Previous: -$25.1M+6.3%
Operating Income

-$22.6M

Previous: -$24.4M+7.2%
Gross Profit

-$13.7M

Previous: $1.26M-1184.5%
Cash & Equivalents

$49M

Previous: $46.5M+5.5%
Total Assets

$500M

Previous: $631M-20.8%

Revenue & EPS history

McEwen Mining · Revenue · Quarterly

$27.7M

Q4 2020-14.4%vs Q4 2019
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

McEwen Mining provided production guidance for 2021, with consolidated GEOs expected to be between 141,000 and 160,400.

Tailwinds

  • Consolidated gold production is projected to be 110,500-127,900 ounces.
  • Silver production is expected to be 2,300,000-2,450,000 ounces.
  • Gold Bar Mine is expected to produce 37,000-45,000 GEOs.
  • Black Fox Mine is expected to produce 27,500-32,500 GEOs.
  • El Gallo Mine is expected to produce 4,500-5,900 GEOs from residual leaching.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2020

Historical avgQ4 2020

-0.2%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+0.9%

Avg return

30 days after

40%

24 / 60 earnings

Positive

+22.1%

Q3 2022

Best reaction

-14.6%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.9%+18.4%-13.8%
Q4 2025-4.9%-14.6%-5.7%
Q3 2025+1.6%-0.6%+9.1%
Q1 2025+0.0%+7.6%+34.8%
Q4 2024+4.4%+0.7%-0.1%
Q3 2024-0.8%-2.7%-4.5%
Q2 2024-0.5%+1.6%+2.2%
Q1 2024-14.6%-15.8%-12.1%
Q4 2023+15.3%+36.4%+66.0%
Q3 2023+8.6%+3.0%+18.7%
Q2 2023-5.7%-3.2%-7.7%
Q1 2023-7.4%-10.1%-13.8%
Q4 2022-7.1%+2.6%+26.6%
Q3 2022+22.1%+41.3%+54.1%
Q2 2022-5.9%-6.7%-0.8%
Q1 2022-11.4%-12.8%-4.7%
Q4 2021-2.3%+1.0%+6.3%
Q3 2021-0.9%+1.8%-15.7%
Q2 2021-4.1%-13.2%-1.7%
Q1 2021+0.0%-2.4%+15.2%
Q4 2020+3.7%+3.7%+9.2%
Q3 2020+0.1%+0.9%+0.9%
Q2 2020-4.1%-14.4%-14.4%
Q1 2020-10.3%-9.4%-8.4%
Q4 2019+18.2%+1.5%-4.1%
Q3 2019-0.6%+4.2%-32.7%
Q2 2019-6.5%+0.0%+8.6%
Q1 2019+2.2%+1.4%-5.1%
Q4 2018+4.7%-0.5%-12.5%
Q3 2018-7.1%-7.1%-16.6%
Q2 2018-4.8%-4.3%-15.7%
Q1 2018+0.5%+1.0%+8.2%
Q4 2017-2.8%-5.6%+0.0%
Q3 2017-1.0%+2.1%+0.5%
Q2 2017-5.2%-12.7%+4.4%
Q1 2017-4.6%-6.0%-8.9%
Q4 2016-7.0%-9.6%-11.4%
Q3 2016+6.0%-1.2%-8.1%
Q2 2016-2.5%-1.1%-11.6%
Q1 2016+2.1%
Q4 2015-5.0%
Q3 2015-3.5%
Q2 2015+0.2%
Q1 2015+7.9%
Q4 2014-8.7%
Q3 2014-0.8%
Q2 2014+2.9%
Q1 2014-3.2%
Q4 2013+2.0%
Q3 2013+0.0%
Q2 2013+12.9%
Q1 2013-1.4%
Q4 2012+7.2%
Q3 2012-0.4%
Q2 2012+4.4%
Q1 2012+1.8%
Q4 2011-8.2%
Q4 2010-9.2%
Q3 2010+7.9%
Q1 2010+4.0%

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