Related posts

Weekly 52-Week Low (or 52-Week High): TFII-T, CCO-T, NPK-T, MTY-T and More 52-Week Highs and Lows (Apr 10-16)Canadian inflation slows, but markets bearishSteel shines, stocks edge up
Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

Dundee Precious Metals Inc. (DPM-T) has been outperforming larger companies in the materials sector, with a strong rally in shares and potential upside. The recent acquisition of Osino Resources is expected to add value to the company by enhancing its portfolio of gold operations and exploration projects. Trevor Rose's insights also highlight DPM's strong fundamentals, including a healthy dividend yield, buyback yield, sales and earnings growth, low debt, and strong balance sheet. The experts are optimistic about DPM's future performance, especially if the price of gold continues to rise.

Consensus
Positive
Valuation
Undervalued
premium

It's a Monthly Gems opinion which is available only for Premium members

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Dundee is nowhere as large as Barrick, Franco Nevada or Agnico Eagle, which comprise a third of the Canadian materials sector, but it has outperformed it so far in 2024. Dundee shares have rallied 8.5% in this time period while Barrick is down over 16%. Also, Dundee holds more potential upside. Consensus sales estimates are 15% and EPS 28% for the coming year. Dundee's cash flow yield is a comfy 11%. Recently, the company bought Osino Resources to enhance its portfolio of gold operations.

precious metals
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

DPM's acquisition of Osino Resources is expected to add Osino's high-quality, long-life Twin Hills open pit gold project, as well as an extensive exploration portfolio in Namibia to DPM's existing portfolio of assets. The total purchase price is roughly $287M, funded through a mix of equity and cash. We think the deal will add value to the company as it's acquisition is in a mining-friendly jurisdiction. 

DPM is a smaller company ($1.5B market cap), but its fundamentals are quite strong. It pays a dividend yield of 1.9%, and has a 4.5% buyback yield, for a shareholder yield of 6.4%. Its sales and earnings have grown nicely over the past several years, it has almost no debt, generates a good free cash flow yield of 11%, and has a strong balance sheet. If the price of gold continues to move higher, we feel that DPM is a fundamentally strong miner in the space, and can perform well in the coming years. We would be comfortable with DPM as a longer-term hold. 
Unlock Premium - Try 5i Free

precious metals
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

DPM is now trading at 7.0x times' Forward P/E. In the 4Q, DPM’s revenue declined -8% to $152.9M, compared to last year of $166.4M and EPS wass $0.24, beating estimates of $0.20. 
The balance sheet is strong, with net cash of $419M. Trailing twelve-month cash flow declined around -8% compared to $253M last year.
Based on consensus estimates, sales are expected to grow by 15%, while EPS is expected to grow by 28% next year. 
The company has been executing really well.
The company has been growing and returning capital (dividends and buybacks) over the last few years, DPM also recently updated its three-year outlook with strong production levels – 270,000 per year, improved cost structures and lower capex spending. 
We think the recent earnings report is solid.
Unlock Premium - Try 5i Free

precious metals
TOP PICK
They have three gold mines around the world. A huge 13.7% free cash flow yield; FCF grew over 200% YOY to $244 million. Sales were up 63% in the recent quarter. Cash flow is expected to grow in 2021 26%, and the ROE to be 26% in the coming year. Gold has momentum, says the street. (Analysts’ price target is $13.61)
precious metals
TOP PICK
The operate gold and copper mines in Bulgaria and Namibia. Earnings up 80% YOY, and boast a 9.2% free cash flow yield. Cash flow to grow 74% in 2020 and 17% in 2021. Price-to-cash flow is 5.9x. ROE expected this year is 21%. (Analysts’ price target is $9.23)
precious metals
BUY
It's rapidly improving. They have a smelter set up to treat difficult ores, so that's a competitive advantage. Also, deposits in eastern Europe are beyond the construction ramp-out phase, which means money is flowing out (not being invested in). Cash flow. So, what's next with them? He knows the owners and is confident in them.
precious metals
COMMENT
Dundee vs Excellon? DPM-T was a previous Top Pick and he would look to add to a position. It is one of the highest free cash flow generators in the gold producing space. Production continues to grow and costs are better than their peers. He would continue to hold it. Silver does have some upside relative to gold, but he is not sure EXN-T is the best one.
precious metals
TOP PICK
He added to it after meeting managers. Strong cash flow in recent quarters. They will reach middle or top of their production guidance. Trades at a really cheap valuation (and other metrics) vs. peers--trading at 6x next year's earnings. Expect a strong Q4 with super-strong cash flow, and given their mines are ramping up with good metal grades. (Analysts’ price target is $7.00)
precious metals
DON'T BUY
There's geopolitical risk here like Serbia where he has no idea what will happen next year. He doesn't like this risk.
precious metals
BUY

It is Canadian domiciled and European focused and does not attract a lot of investors from either continent. He likes it.

precious metals
COMMENT

Has a good mine. The main focus by the company over the last couple of years has been on their smelter. They have one in Namibia, which they were required to upgrade a couple of years ago to make it more environmentally friendly. Sort of at the tail end of getting that up and running. Good management.

precious metals
PAST TOP PICK

(A Top Pick Nov 1/11. Up 9.56%.)

precious metals
TOP PICK
Have gone from 30,000 ounces in 2003 to 120,000 in one mine and another mine that will have a feasibility study very shortly, which could take them to 250,000 ounces. Cash rich with about $300 million in cash and equities. Significant shareholders in 2 other projects.
precious metals
PAST TOP PICK
(A Top Pick Jan 27/06. Up 7.4%.) A holding company of other juniors as well as having their own projects. Would still Buy.
precious metals
TOP PICK
This was formerly a closed-end fund of junior resources but changed its method of operations and now has two gold projects in Bulgaria and hope to produce as much as 500,000 ounces in 3 years. Also have exposure in several other junior stocks. Cheap.
precious metals
Showing 1 to 15 of 15 entries
  • «
  • 1
  • »

Dundee Precious Metals Inc.(DPM-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Dundee Precious Metals Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Dundee Precious Metals Inc.(DPM-T) Frequently Asked Questions

What is Dundee Precious Metals Inc. stock symbol?

Dundee Precious Metals Inc. is a Canadian stock, trading under the symbol DPM-T on the Toronto Stock Exchange (DPM-CT). It is usually referred to as TSX:DPM or DPM-T

Is Dundee Precious Metals Inc. a buy or a sell?

In the last year, 1 stock analyst published opinions about DPM-T. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Dundee Precious Metals Inc..

Is Dundee Precious Metals Inc. a good investment or a top pick?

Dundee Precious Metals Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Dundee Precious Metals Inc..

Why is Dundee Precious Metals Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Dundee Precious Metals Inc. worth watching?

1 stock analyst on Stockchase covered Dundee Precious Metals Inc. In the last year. It is a trending stock that is worth watching.

What is Dundee Precious Metals Inc. stock price?

On 2024-04-22, Dundee Precious Metals Inc. (DPM-T) stock closed at a price of $10.4.