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CDE

Coeur Mining, Inc.
9 filings tracked
materialsgold silver miningMID ($2B-10B)

Signal Magnitude Chart

BULLISH | 90% | 5/6/2026 | earnings beatBULLISH | 80% | 5/6/2026 | acquisitionBULLISH | 70% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | margin compressionBULLISH | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBULLISH | 80% | 5/6/2026 | acquisitionBULLISH | 70% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | margin compressionBULLISH | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBULLISH | 80% | 5/6/2026 | acquisitionBULLISH | 70% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | margin compressionBULLISH | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBULLISH | 80% | 5/6/2026 | acquisitionBULLISH | 70% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | margin compressionBULLISH | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBULLISH | 80% | 5/6/2026 | acquisitionBULLISH | 70% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | margin compressionBULLISH | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBULLISH | 80% | 5/6/2026 | acquisitionBULLISH | 70% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | margin compressionBULLISH | 50% | 5/6/2026 | debt restructureBULLISH | 90% | 5/6/2026 | earnings beatBULLISH | 80% | 5/6/2026 | acquisitionBULLISH | 70% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | margin compressionBULLISH | 50% | 5/6/2026 | debt restructureBULLISH | 70% | 5/13/2026 | dividend changeNEUTRAL | 40% | 5/13/2026 | management changeBEARISH | 30% | 5/13/2026 | regulatory actionBULLISH | 70% | 5/13/2026 | dividend changeNEUTRAL | 40% | 5/13/2026 | management changeBEARISH | 30% | 5/13/2026 | regulatory actionMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 13

Initiated inaugural dividend payout of $0.02 per share.

dividend change
70%
neutralMay 13

Appointment of new Chief Accounting Officer following controller retirement.

management change
40%
bearishMay 13

Amendment of bylaws to limit officer liability.

regulatory action
30%
bullishMay 13

Initiated inaugural dividend payout of $0.02 per share.

dividend change
70%
neutralMay 13

Appointment of new Chief Accounting Officer following controller retirement.

management change
40%
bearishMay 13

Amendment of bylaws to limit officer liability.

regulatory action
30%
bullishMay 6

Record Q1 revenue of $856.2M and net income of $246.8M driven by acquisition and metal prices.

earnings beat
90%
bullishMay 6

Completed transformative acquisition of New Gold Inc., diversifying into copper and expanding gold assets.

acquisition
80%
bullishMay 6

Announced an expanded $750 million share repurchase program and inaugural dividend.

buyback
70%
bearishMay 6

Significant PPA charges and high projected amortization of $1.2B-$1.4B for 2026.

margin compression
60%
bullishMay 6

Established a new $1 billion revolving credit facility to enhance liquidity.

debt restructure
50%
bullishMay 6

Record Q1 revenue of $856.2M and net income of $246.8M driven by acquisition and metal prices.

earnings beat
90%
bullishMay 6

Completed transformative acquisition of New Gold Inc., diversifying into copper and expanding gold assets.

acquisition
80%
bullishMay 6

Announced an expanded $750 million share repurchase program and inaugural dividend.

buyback
70%
bearishMay 6

Significant PPA charges and high projected amortization of $1.2B-$1.4B for 2026.

margin compression
60%
bullishMay 6

Established a new $1 billion revolving credit facility to enhance liquidity.

debt restructure
50%
bullishMay 6

Record Q1 revenue of $856.2M and net income of $246.8M driven by acquisition and metal prices.

earnings beat
90%
bullishMay 6

Completed transformative acquisition of New Gold Inc., diversifying into copper and expanding gold assets.

acquisition
80%
bullishMay 6

Announced an expanded $750 million share repurchase program and inaugural dividend.

buyback
70%
bearishMay 6

Significant PPA charges and high projected amortization of $1.2B-$1.4B for 2026.

margin compression
60%
bullishMay 6

Established a new $1 billion revolving credit facility to enhance liquidity.

debt restructure
50%
bullishMay 6

Record Q1 revenue of $856.2M and net income of $246.8M driven by acquisition and metal prices.

earnings beat
90%
bullishMay 6

Completed transformative acquisition of New Gold Inc., diversifying into copper and expanding gold assets.

acquisition
80%
bullishMay 6

Announced an expanded $750 million share repurchase program and inaugural dividend.

buyback
70%
bearishMay 6

Significant PPA charges and high projected amortization of $1.2B-$1.4B for 2026.

margin compression
60%
bullishMay 6

Established a new $1 billion revolving credit facility to enhance liquidity.

debt restructure
50%
bullishMay 6

Record Q1 revenue of $856.2M and net income of $246.8M driven by acquisition and metal prices.

earnings beat
90%
bullishMay 6

Completed transformative acquisition of New Gold Inc., diversifying into copper and expanding gold assets.

acquisition
80%
bullishMay 6

Announced an expanded $750 million share repurchase program and inaugural dividend.

buyback
70%
bearishMay 6

Significant PPA charges and high projected amortization of $1.2B-$1.4B for 2026.

margin compression
60%
bullishMay 6

Established a new $1 billion revolving credit facility to enhance liquidity.

debt restructure
50%
bullishMay 6

Record Q1 revenue of $856.2M and net income of $246.8M driven by acquisition and metal prices.

earnings beat
90%
bullishMay 6

Completed transformative acquisition of New Gold Inc., diversifying into copper and expanding gold assets.

acquisition
80%
bullishMay 6

Announced an expanded $750 million share repurchase program and inaugural dividend.

buyback
70%
bearishMay 6

Significant PPA charges and high projected amortization of $1.2B-$1.4B for 2026.

margin compression
60%
bullishMay 6

Established a new $1 billion revolving credit facility to enhance liquidity.

debt restructure
50%
bullishMay 6

Record Q1 revenue of $856.2M and net income of $246.8M driven by acquisition and metal prices.

earnings beat
90%
bullishMay 6

Completed transformative acquisition of New Gold Inc., diversifying into copper and expanding gold assets.

acquisition
80%
bullishMay 6

Announced an expanded $750 million share repurchase program and inaugural dividend.

buyback
70%
bearishMay 6

Significant PPA charges and high projected amortization of $1.2B-$1.4B for 2026.

margin compression
60%
bullishMay 6

Established a new $1 billion revolving credit facility to enhance liquidity.

debt restructure
50%

Filing History

8-KMay 13, 2026

The filing presents a company at a crossroads, attempting to pivot its market perception through a new capital return policy while simultaneously tightening its legal and governance frameworks. While the inaugural dividend is a positive signal for income-seeking investors, the accompanying bylaws changes and officer liability limits introduce a layer of caution. The overall impact depends on whether the dividend is a sustainable byproduct of operational success or a superficial gesture designed to stabilize the stock price amidst leadership turnover.

10-QMay 6, 2026

The Q1 10-Q reveals a company at a critical inflection point, where massive inorganic growth meets significant integration and accounting challenges. The successful closing of the New Gold transaction has undeniably increased Coeur's operational footprint and revenue potential. However, the transition from a pure-play explorer/producer to a diversified conglomerate introduces complex PPA accounting and higher fixed costs that could compress margins if commodity prices stabilize or decline. Ultimately, the investment thesis now hinges on management's ability to integrate the New Gold assets without operational slippage while maintaining the new shareholder return policy. While the immediate liquidity position is strong, the long-term trajectory will be determined by whether the increased production volume can offset the heightened amortization and debt service requirements of a larger organization.