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Bullboard - Stock Discussion Forum Hecla Mining Co HL

Alternate Symbol(s):  HL.PR.B

Hecla Mining Company discovers, acquires and develops mines and other mineral interests and produces and market concentrates containing silver, gold and other metals, carbon material containing silver and gold, and unrefined dore containing silver and gold. Its segments include Greens Creek, Lucky Friday, Keno Hill, Casa Berardi and Nevada Operations. The Company produces zinc, silver and... see more

NYSE:HL - Post Discussion

Hecla Mining Co > Monday Morning Surprise
View:
Post by HuskySW on Nov 05, 2023 1:55pm

Monday Morning Surprise

I don’t think anyone is expecting a “Monday Morning” HL SP surprise?
The analysis that to date production is up in comparison to last year appears to be correct, but the shutdown of Friday until end of 23 could have on impact on total production guidance.  Can Keno Hill make up the shortfall?  In July it was stated that Keno Hill is expected to produce 2.5m oz.   It seems KH has produced 700,000 oz since restart, is 2.5m by year end real?  I think I read that the total cost of the Friday “rock shift” was covered by insurance…  It now appears iit affected 23 guidance?  Anyway it’s not probable that HL is going away any time soon regardless of Friday.
As noted in another post my interest in HL is (now that they have acquired Keno Hill) is how KH will move forward (with production and remediation).  There have been KH events in the last 20 years that companies (there are several in the area) have either languished or produced and created corporations with over paid directors, managers, etc.  Some were like over the top blue sky promoters that left as fast as one could say KH.   At least that concern in regards with HL KH oversight (mining and remediation) should be minimized for HL shareholders. It will be interesting to see HL Keno Hill AISC in 24.
HL to date production is up in comparison to last year, but the shutdown of Friday till year end may have an impact on total production guidance unless Keno Hill can make that up?
HL acquired ATAC in July, C39m.
HL acquired AXU (Keno Hill) July finalized Sep. C74m. 
While not large outlays for HL it’s still a consideration.
 Will Keno Hill meet the expected target of 2.5m oz for 23?
Simply Wall St.
editorial-team@simplywallst.com (Simply Wall St)
Wed, November 1, 2023 at 4:21 AM PDT
Hecla Mining NYSE:HL Stock Report
Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)
0.0096 = US$27m ÷ (US$2.9b - US$151m) (Based on the trailing twelve months to June 2023).
So, Hecla Mining has an ROCE of 1.0%. In absolute terms, that's a low return and it also under-performs the Metals and Mining industry average of 10%.
https://finance.yahoo.com/quote/HL/analysis?p=HL
https://www.mining-technology.com/news/hecla-deal-buy-alexco/
https://finance.yahoo.com/news/hecla-completes-acquisition-atac-resources-103000597.html
TTTTB
Comment by roberto146 on Nov 05, 2023 4:57pm
"... the shutdown of Friday until end of 23 could have on impact on total production guidance." Yes, Hecla forecasted a reduction from high 17MM oz to high 15.5MM oz guidance in their previous news release, and there will probably be refinement to the number as we get closer to the year end. "At least that concern in regards with HL KH oversight (mining and remediation) should be ...more  
Comment by HuskySW on Nov 06, 2023 2:01pm
Thanks Roberto, I agree.  After todays third quarter 2023 operational and financial results everything will will be a bit clearer.  I actually hope that Keno Hill becomes another Greens Creek, that would be amazing.  But as you know I also hold reservations about the area and that even predate Alexco by decades.  IMO it will take a company like HL with some serious will and a ...more  
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