BMO retains Market Perform rating on Osisko Gold shares

EditorTanya Mishra
Published 2024-10-09, 08:08 a/m
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BMO (TSX:BMO) Capital has maintained a Market Perform rating with a steady price target of Cdn$27.00 on shares of Osisko Gold (TSX:OR) Royalties (NYSE:OR), which is listed on both the Toronto Stock Exchange and the New York Stock Exchange under the ticker OR.

The firm's commentary followed Osisko (TSX:OSK)'s disclosure of its third-quarter gold equivalent ounce (GEO) results, which slightly missed BMO Capital's projections. The lower-than-expected performance has led to a downward revision of the firm's quarterly estimates for Osisko.

Osisko Gold Royalties, in its recent update, emphasized its ongoing efforts to repay its credit facility, reducing the outstanding balance. The company is preparing to release its comprehensive financial results for the quarter, which will be available after the market closes on November 6.

The company's third-quarter GEO results, which did not meet the expectations set by BMO Capital, have prompted the firm to adjust its estimates for Osisko's financial performance. Despite the adjustment, BMO Capital has not changed its Market Perform rating or its price target for Osisko's stock.

In other recent news, Osisko Gold Royalties reported strong earnings for the first half of 2024, with a revenue of $64.8 million and 20,068 gold equivalent ounces (GEOs) earned in the second quarter.

The financial performance comes despite operational challenges at Victoria Gold's Eagle Mine. The company remains on track to meet its adjusted GEO guidance of 77,000 to 83,000 for 2024, as stated by analysts.

BMO Capital Markets maintained its Market Perform rating on Osisko Gold Royalties, indicating no significant changes in the stock's performance relative to the broader market in the near term. The firm's outlook remains unchanged as Osisko continues to invest in new opportunities, such as the Dalgaranga gold project.

Osisko Gold Royalties recently announced a significant deal to acquire a 1.8% gross revenue royalty on the Dalgaranga Gold project, operated by Spartan Resources Limited in Western Australia. The agreement, valued at US$50 million, is pending approval from Australia's Foreign Investment Review Board. The project is expected to commence production within the next two years and is projected to have a mine life of over 12 years.

InvestingPro Insights

To provide additional context to Osisko Gold Royalties' financial situation, recent data from InvestingPro offers some valuable insights. As of the last twelve months ending Q2 2024, Osisko reported revenue of $184.79 million USD, with a revenue growth of 7.29%. This growth trend aligns with the company's efforts to strengthen its financial position, as mentioned in the article regarding debt repayment.

InvestingPro Tips highlight that Osisko has raised its dividend for 3 consecutive years, which may be of interest to income-focused investors. Additionally, the company's stock has shown a strong return over the last three months, with InvestingPro data indicating a 3-month price total return of 18.03% as of the latest available date.

These insights complement the article's focus on Osisko's financial performance and upcoming earnings report. Investors looking for a more comprehensive analysis can find 11 additional InvestingPro Tips for Osisko Gold Royalties, offering a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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