Earnings Call Summary | Buenaventura Mining(BVN.US) Q2 2024 Earnings Conference
Earnings Call Summary | Buenaventura Mining(BVN.US) Q2 2024 Earnings Conference
The following is a summary of the Compañía De Minas Buenaventura S.A.A. (BVN) Q2 2024 Earnings Call Transcript:
以下是Compañía De Minas Buenaventura S.A.A.(BVN)2024 Q2業績電話會議的摘要:
Financial Performance:
金融業績:
EBITDA increased $85 million from the previous year to a margin of 39%, up from 13% last year.
Net income for Q2 2024 was $74 million, compared to last year's net loss of $5 million.
Copper production decreased by 22% year-over-year primarily due to the voluntary suspension at El Brocal.
Silver production increased significantly to 4 million ounces, largely due to outputs from Uchucchacua and Yumpag.
All-in sustaining costs reduced by 91% year-over-year.
EBITDA從上一年的利潤增加了8500萬美元,利潤率達39%,高於去年的13%。
2024年Q2的淨利潤爲7400萬美元,去年淨虧損爲500萬美元。
銅生產量同比下降22%,主要原因是El Brocal的自願暫停。
白銀產量大幅增加至400萬盎司,主要得益於Uchucchacua和Yumpag的產出。
全面維持成本同比降低91%。
Business Progress:
業務進展:
Increased focus on the San Gabriel project with $70 million allocated and significant progress in construction at various stages.
Emphasis on enhancing dividend returns, particularly from the Cerro Verde project, expected to range between $120 million and $150 million in dividends for FY 2024.
Decrease in net debt to EBITDA ratio to 1.4 times, reflecting effective debt management.
更加註重San Gabriel項目,分配了7000萬美元,並在各個階段的建設中取得了重大進展。
着重提高分紅回報,特別是來自Cerro Verde項目的回報,預計FY2024的分紅將在12000萬美元到15000萬美元之間。
淨債務對EBITDA比率降至1.4倍,反映了有效的債務管理。
Opportunities:
機會:
Expansion and significant capital investments in the San Gabriel project, which is expected to enhance future production capabilities.
Increase in dividends from partnerships and projects contributing positively to financial performance.
擴大、在San Gabriel項目中進行重大資本投資,預計將增強未來的生產能力。
來自合作伙伴和項目的分紅增加對財務業績產生積極影響。
Risks:
風險:
Voluntary suspension of operations at El Brocal affects copper production negatively.
Declining ore grades at Orcopampa and Tambomayo leading to increased production costs.
El Brocal自願暫停營運對銅生產產生負面影響。
Orcopampa和Tambomayo礦山礦石品位下降,導致生產成本增加。
More details: Buenaventura Mining IR
更多詳情請查看Buenaventura Mining IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。
譯文內容由第三人軟體翻譯。