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CNMC Goldmine    Last:1.18    -0.04

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muifan
    26-Feb-2026 20:45  
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I think will break $10 , rem top glove

shk363      ( Date: 26-Feb-2026 20:41) Posted:

tmr will break $2

 
 
shk363
    26-Feb-2026 20:41  
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tmr will break $2
 
 
Chekmygrip
    26-Feb-2026 20:32  
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I' ll say it again, this was a strong 2025 performance because gold prices didn' t really take off until the middle of 2H2025. Therefore, you have to annualised 2H2025 results to get a better of picture of the state of the company - the company is in an extremely strong position.
 
1H2026 is where CNMC will shine. Assuming volume stays at 14000oz and gold holds at an average of USD5100, I' m expecting 1H2026 EPS to be $0.14 ($0.28 annualised). If gold averages USD5500, EPS will be about $15.5 ($0.31 annulised). Using trailing PE 9, share price should approach $3.00 by July/Aug this year.
 

 
Chekmygrip
    26-Feb-2026 20:30  
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2H2025 gold volume was 14227oz - quite close to my estimate of 14000oz. Actual 2H2025 selling price was USD3915 (versus my estimate of 3865). It' s dissapointing to hear Sokor upgrade will be delayed.

Chekmygrip      ( Date: 28-Jan-2026 09:06) Posted:

With CIL running the entire  2H2025, volume could be 14000oz. But only CNMC (and perhaps some financial institutions) are privy to that. 

Taking average spot gold price (not necessarily CNMC' s selling price) at USD3865 (2H2025), I am going with  2H2025  EPS $0.09. PE 9 gives you    $1.62    (annualized).

Sokor mine upgrade is due for completion in early 2026 - this will add volume. Notwithstanding the Sokor mine upgrade, spot gold at USD6000 could give you EPS $0.35? (annualized). PE 9 gives you  $3.15?

Don' t forget, 20% of CNMC revenue is derived from    Silver, Zinc and Lead.

Best guess. DYODD.

Dannkh      ( Date: 28-Jan-2026 08:14) Posted:

Anyone can advise what will CNMC price if gold hits US$6000


 
 
GoldFocus
    26-Feb-2026 20:12  
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Share price always trades at Forward PE. Current PE doesn?t work for a company with growth and positive outlook. The report showed 2H2025 EPS at 8.47 cents. Multiply it by two for a full year, let?s just call it 17 cents. That?s assuming gold price and production is equal to 2H2025 for this current half of 2026. But we all know that both production and gold price will be higher. Share price at $1.70 is but 10x forward PE or even lower.

Looking forward to a huat 2026 :)
 
 
muifan
    26-Feb-2026 19:50  
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The share price might have over run as reflected by the EPS of only 13cents. If you remember, some are expected 20cents EPS.
Hence , the old saying if want to long gold why dont buy gold directly? Each have their own risk.
If you remember , Pillip last targer is $1.30 + which is the right price for EPS 13cents, they are accurate.
Earnings might have 4 fold but share price has run 8 fold. 
How to intepret the numbers is up to individual.  As usual, any contrarian view here is deemed as Sour , cheers
 
 

 
oldflyingfox
    26-Feb-2026 19:34  
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The full year result is until Dec 2025 and the gold price last year is trading between 3000-4000+ only, so the ave selling price is correct in 3k+ and this price, it already gave a very good result. If in 2026, the ave gold price stay above 5000, the forward earning will be even better. My guess is tomorrow share price will hit a new high again. Congrats to those taking risk to load it before the result. HUAT HAUT!
 
 
Corian99
    26-Feb-2026 18:54  
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2H ASP is 3915 what, 3589 is inclusive of 1H and 2H. 1H26 ASP will likely be around 5000, supporting margin expansion even further. Result is generally in line with analyst estimate, expecting target price upgrades in line with the higher average gold price expected this year.
 
 
Barcalo
    26-Feb-2026 18:48  
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Not to worry. Main point here is Fourfold surge in earning for FY2025.

muifan      ( Date: 26-Feb-2026 18:29) Posted:

Tmr jialat ?

Dannkh      ( Date: 26-Feb-2026 18:28) Posted:

Dividend is disappointing @ 3.5c for 2H which translated to 2% yield based on $1.73. Why the sale price of gold is less than US$3600/oz? I expect it to be at least $4k. That why eps is only 13c. Need to keep for longer term & hopefully they can sell the gold at abt $5k/oz


 
 
prophetjul
    26-Feb-2026 18:30  
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Disappointed with the average gold selling price of $3,589. I was expecting around $3,700 for 2H. Very disappointing. Did management hedge their selling price? If they did, they are very stupid in this rising price environment. As such, 17969 to 2 EPS is only 13.57 cents. I was expecting 16 cents since the output has gone from 17959 to 2600. Good thing cost of production is stable at around $1459.
 

 
muifan
    26-Feb-2026 18:29  
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Tmr jialat ?

Dannkh      ( Date: 26-Feb-2026 18:28) Posted:

Dividend is disappointing @ 3.5c for 2H which translated to 2% yield based on $1.73. Why the sale price of gold is less than US$3600/oz? I expect it to be at least $4k. That why eps is only 13c. Need to keep for longer term & hopefully they can sell the gold at abt $5k/oz.

wehuattogether88      ( Date: 26-Feb-2026 17:47) Posted:

CNMC Goldmine reports fourfold surge in 2025
earnings to all-time high of US$42.0 million
 Revenue exceeds US$100 million for the first time to US$128 million
 Full-year dividend (tax-exempt one-tier) rises to 5.0 SGD cents a share from 1.4
SGD cents for 2024
 Net cash climbs to record US$62.6 million
US$ 2H2025 2H2024 Change (%) FY2025 FY2024 Ch


 
 
Dannkh
    26-Feb-2026 18:28  
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Dividend is disappointing @ 3.5c for 2H which translated to 2% yield based on $1.73. Why the sale price of gold is less than US$3600/oz? I expect it to be at least $4k. That why eps is only 13c. Need to keep for longer term & hopefully they can sell the gold at abt $5k/oz.

wehuattogether88      ( Date: 26-Feb-2026 17:47) Posted:

CNMC Goldmine reports fourfold surge in 2025
earnings to all-time high of US$42.0 million
 Revenue exceeds US$100 million for the first time to US$128 million
 Full-year dividend (tax-exempt one-tier) rises to 5.0 SGD cents a share from 1.4
SGD cents for 2024
 Net cash climbs to record US$62.6 million
US$ 2H2025 2H2024 Change (%) FY2025 FY2024 Ch

 
 
wehuattogether88
    26-Feb-2026 17:47  
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CNMC Goldmine reports fourfold surge in 2025
earnings to all-time high of US$42.0 million
 Revenue exceeds US$100 million for the first time to US$128 million
 Full-year dividend (tax-exempt one-tier) rises to 5.0 SGD cents a share from 1.4
SGD cents for 2024
 Net cash climbs to record US$62.6 million
US$ 2H2025 2H2024 Change (%) FY2025 FY2024 Ch
 
 
prophetjul
    26-Feb-2026 17:25  
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What time are results out? 530pm?

Klein_Yeoman      ( Date: 26-Feb-2026 15:33) Posted:

2 hours to Glory. Hoping for a big payout that shock all the analysts! Hang in there 💪 💪 💪

 
 
Johnsnow
    26-Feb-2026 15:35  
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I brought at 1 dollars so 70% gain
 

 
Klein_Yeoman
    26-Feb-2026 15:33  
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2 hours to Glory. Hoping for a big payout that shock all the analysts! Hang in there 💪 💪 💪
 
 
Johnsnow
    26-Feb-2026 15:16  
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Never touch 180 sad
 
 
treetops
    26-Feb-2026 08:53  
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Very near to $2.
Can reach by next week?
 
 
wehuattogether88
    26-Feb-2026 08:25  
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JPMorgan raises Gold forecast to $6,300, makes case for $8,000
 
 
MrBear12
    26-Feb-2026 08:19  
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