Golden Minerals Company (“Golden Minerals,” “Golden” or the
“Company”) (NYSE-A: AUMN and TSX: AUMN) has reported financial
results and a business summary for the full fiscal year ending
December 31, 2023. (All figures are in approximate U.S.
dollars.)
Business Summary
- The Company’s Rodeo mine (Durango State, Mexico) concluded
operations in June 2023 and finished processing stockpiled material
in September 2023. From its inception in January 2021 through
December 31, 2023, Rodeo produced 31,126 ounces (“oz.”) gold and
126,151 oz. silver. Cash costs per payable gold oz.1, net of silver
by-products, averaged $1,275 during that period.
- Between March and September 2023, the Company processed and
sold 3,000 tonnes of mineralized material from the Velardeña
Properties that had been stockpiled during test mining conducted
during 2022.
- In November 2023, the flotation plant was restarted to finish
processing material that had been partially processed previously.
This material had been held for future use in the tailings
impoundment of the flotation plant. Testwork showed that the
Company could successfully recover a gold and silver bearing pyrite
concentrate that was marketable from this material. The Company
processed 23,069 dry metric tons (“DMT”) of material in 2023 and
2024 and sold a total of 1,279 DMT of gold-bearing pyrite
concentrate.
- The Company began mining activities at Velardeña in December
2023 given newer favorable concentrate terms (first announced in
early 2023), positive results of testing activities and of recent
metallurgical and economic analyses. Operations were subsequently
shut down in late February 2024 after the initial performance of
the mine and processing plant did not achieve expected results. The
Company is now engaged in contract processing for a third party on
a trial basis at the oxide plant and is otherwise holding the
Velardeña Properties for short-term sale while it evaluates
alternatives to realize value from the assets.
- The Company completed an initial mineral resource estimate for
its Yoquivo property (Chihuahua State, Mexico) in February 2023,
highlighting an estimated 937,000 tonnes of inferred material
comprised of 12.3 million oz silver at a grade of 410 grams per
tonne (“g/t”), plus 64,000 oz. gold at a grade of 2.1 g/t.
- The Company sold its Santa Maria property to a private party in
December 2023 for $1.5 million in cash, $0.24 million in Value
Added Tax, plus a 1.5% net smelter royalty on gold and silver
production capped at $1.0 million.
Financial Summary
- Total 2023 revenue was $12.0 million, including the sale of
metals from the Rodeo mine as well as revenue from slag and
concentrate sales at Velardeña. Total revenue was $23.3 million in
2022, which was attributable solely to the sale of metals from the
Rodeo mine.
- 2023 cost of metals sold was $12.4 million (including costs
from both Rodeo and Velardeña) vs. $17.5 million in 2022, which
included only Rodeo costs.
- Exploration expenses were $3.4 million in 2023 vs. $9.6 million
in 2022.
- Velardeña care and maintenance expenses were $1.2 million in
2023 vs. $1.4 million in 2022.
- Administrative expenses were $4.7 million in 2023 vs. $4.5
million in 2022.
- Other operating income was $2.3 million in 2023 vs. $1.6
million in 2022.
- Net loss was $9.2 million, or $1.08 per share, in 2023 compared
to a net loss of $9.9 million, or $1.49 per share, in 2022.
- Cash and equivalents balance was $3.8 million as of December
31, 2023 vs. $4.0 million as of December 31, 2022.
- Debt was zero as of December 31, 2023, which is unchanged from
December 31, 2022.
2023 Cash Inflows and Expenditures
Cash inflows during 2023 totaled $9.7 million and included:
- $7.5 million from equity offerings, net of fees; and
- $2.2 million from the sale of non-core assets.
2023 expenditures totaled $9.9 million and included the
following:
- $3.4 million in exploration expenditures, including $0.6
million to expand the tailing facility at Plant 2, $0.3 million to
support Colque and $2.5 million to support exploration and mining
activities at the Rodeo Property, Velardeña Properties, Yoquivo and
other properties;
- $1.2 million in care and maintenance costs at the Velardeña
Properties;
- $0.6 million in exploration and evaluation activities, care and
maintenance and property holding costs at the El Quevar project,
net of reimbursements from Barrick; and
- $4.7 million in general and administrative expenses.
Capital Resources and 2024 Financial Outlook
Forecasted expenditures during the 12 months ending December 31,
2024, excluding Velardeña’s cost of metals sold that is included in
the forecast of net operating margin discussed below, total
approximately $9.0 million. These forecasted expenditures include:
(i) exploration expenses of $1.3 million, (ii) El Quevar spending
(net of Barrick reimbursements) of $0.4 million, (iii)
administrative expense of $3.3 million and (iv) $4.0 million for
administrative and shutdown costs in Mexico. The actual amount of
cash expenditures incurred during the twelve-month period ending
December 31, 2024 may vary significantly from the amounts specified
above and will depend on a number of factors including variations
in the anticipated administrative expenses and costs at El Quevar,
and costs for continued exploration, project assessment and
advancement of the Company’s other exploration properties.
The Company does not currently have sufficient resources to meet
its expected cash needs during the year ended December 31, 2024. At
December 31, 2023, the Company had current assets of approximately
$8.7 million including cash and cash equivalents of approximately
$3.8 million. On the same date, it had current liabilities of
approximately $5.7 million. On February 29, 2024, the Company
announced that it was stopping production at the Velardeña
Properties after the initial performance of the mine and processing
plant did not achieve expected results. The forecasted net
operating margin from the Velardeña Properties during 2024 is
expected to be between a loss of $2.0 million and a loss of $2.5
million. Net operating margin is defined as revenue from the sale
of metals less the cost of metals sold. This estimate assumes
average gold and silver prices per ounce during the period of
$1,948 and $24.34, respectively. The actual amount that the Company
receives in net operating margin from the Velardeña Properties
during the year may vary significantly from the amounts specified
above. The Company does not anticipate receiving additional funds
from the sale of concentrates produced at the Velardeña Properties
after March 31, 2024.
To meet its liquidity needs during the year, the Company plans
to sell assets, collect VAT receivables, seek equity financing and
reduce costs. The amount of cash that it needs to raise from these
sources combined in order to cover forecasted expenditures during
the twelve months ended December 31, 2024 is between $7.6 million
and $8.6 million.
There is no assurance that the Company will be successful in
raising sufficient capital. At March 11, 2024, it had approximately
1.9 million shares authorized but not yet outstanding out of 28
million shares authorized, which could be offered to raise equity.
In the absence of sufficient asset sales, equity financing or other
external funding, the Company’s cash balance is expected to be
depleted in the second quarter of 2024.
Annual Report on Form 10-K
The Company’s consolidated audited financial statements and
management’s discussion and analysis, as well as other important
disclosures, may be found in the Company’s Annual Report on Form
10-K for the year ended December 31, 2023. This Form 10-K is
available on the Company’s website at Golden Minerals Company - SEC
Filings. It has also been filed with the U.S. Securities and
Exchange Commission on EDGAR at www.sec.gov./edgar.shtml and with
the Canadian securities regulatory authorities on SEDAR at
www.sedar.com.
Endnotes
1 Cash cost per payable gold ounce is a non-GAAP financial
measure. “Total cash costs, net of by-product credits, per payable
gold ounce” includes all direct and indirect operating cash costs
associated with the physical activities that would generate doré
products for sale to customers, including mining to gain access to
mineralized materials, mining of mineralized materials and waste,
milling, third-party related treatment, refining and transportation
costs, on-site administrative costs and royalties. Total cash costs
do not include depreciation, depletion, amortization, exploration
expenditures, reclamation and remediation costs, sustaining
capital, financing costs, income taxes or corporate general and
administrative costs not directly or indirectly related to the
Rodeo project. By-product credits include revenues from silver
contained in the products sold to customers during the period.
“Total cash costs, net of by-product credits” are divided by the
number of payable gold ounces produced by the plant for the period
to arrive at “Total cash costs, net of by-product credits, per
payable gold ounce.”
About Golden Minerals
Golden Minerals is a precious metals mining exploration company
based in Golden, Colorado. The Company is primarily focused on
advancing its Yoquivo property in Mexico, and, through
partner-funded exploration, advancing its El Quevar silver property
in Argentina. The Company is also focused on acquiring and
advancing selected mining properties in North America and
Argentina.
Forward-Looking Statements
This press release contains forward-looking statements within
the meaning of Section 27A of the Securities Act of 1933, as
amended, and Section 21E of the Securities Exchange Act of 1934, as
amended, and applicable Canadian securities legislation, including
statements regarding the Company’s intent to evaluate alternatives
for the Velardeña Properties; the Company’s forecasted expenditures
for 2024; the Company’s forecasted net operating margin from the
Velardeña Properties for 2024 and expectations regarding receiving
additional funds from the sale of Velardeña concentrates; the
Company’s liquidity forecast for 2024; plans to sell non-core
assets and seek equity financing in the near term and the amount of
proceeds needed to cover forecasted expenditures; and the Company’s
expectations regarding the depletion of its cash balance in the
second quarter of 2024. These statements are subject to risks and
uncertainties, including the potential future re-suspension of
non-essential activities in Mexico; increases in costs and declines
in general economic conditions; changes in political conditions, in
tax, royalty, environmental and other laws in the United States,
Mexico or Argentina and other market conditions; and fluctuations
in silver and gold prices. Golden Minerals assumes no obligation to
update this information. Additional risks relating to Golden
Minerals may be found in the periodic and current reports filed
with the SEC by Golden Minerals, including the Company’s Annual
Report on Form 10-K for the year ended December 31, 2023.
For additional information, please visit
http://www.goldenminerals.com/ or contact:
Golden Minerals Company Karen Winkler, Director of Investor
Relations (303) 839-5060
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version on businesswire.com: https://www.businesswire.com/news/home/20240319138321/en/
Golden Minerals Company Karen Winkler, Director of Investor
Relations (303) 839-5060
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