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Category: Major
Rating: 2.50   (Likely 3 Bagger as of 11/24/2017)
Risk: High
Yamana Gold Inc.
www: www.yamana.com     email: investor@yamana.com

Profile
Notes
Forum
Your Data

Price Data

Symbol Date Price
NYSE:AUY 12/13/2017 USD 2.60
TSE:YRI 12/08/2017 CAD 3.1600
Alert me when stock is updated

Don's Summary (from last analysis - 11/24/2017)

Yamana Gold is a major with production of 1 million oz of gold, 10 million oz of silver, and 110 million lbs of copper projected for 2018. They are also in solid locations of Canada, Brazil, Chile, and Argentina. Their balance sheet is a red flag, with $1.9 billion in debt and $230 million in cash. But they have low cash costs at $675 per oz, with all-in costs under $1000 per oz. Once they pay down some of their debt, this stock should take off. Their 2011 share price high was $19, and today it trades at $2.67.

There is some risk with Yamana because of their high debt. Also, they rely on copper (110 million tons a year) for low cash costs. The stock has crashed from it's high in 2012 and pencils as a potential 3+ bagger at $2500 gold. Today they are trading close to their 5 year low. This appears to be a good entry price. As an income stock, annual future dividends could easily be 5% or more. A few years of high dividends will reduce your cost-basis significantly. The current dividend is only .75%, but that will grow.

General Details

Financial 11/24/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Mkt. Cap (Fully Diluted): $2,539.17M $2,472.60M 11/24/2017 $-66.57M
Total Assets: $8,868.70M $8,868.70M 11/24/2017 $0.00M
Total Liabilities: $4,399.80M $4,399.80M 11/24/2017 $0.00M
Current Assets: $608.20M $608.20M 11/24/2017 $0.00M
Current Liabilities: $545.10M $545.10M 11/24/2017 $0.00M
Total Debt: $1,863.70M $1,863.70M 11/24/2017 $0.00M
Cash: $230.80M $230.80M 11/24/2017 $0.00M
Enterprise Value: $4,172.07M $4,105.50M 02/05/2100 $-66.57M
Cash Flow: $233.10M $201.95M never $-31.15M
Cash Flow Multiple: 10.89 12.24 never 1.35
Net Debt to Cash Flow Ratio: 7.01 8.09 never 1.08
Finance within 1 year: 11/24/2017 n/a
Tax Rate: (guess)  30.00% (default)  30.00% 11/24/2017 0.00%
Misc 11/24/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Share Price: $2.670 $2.600 16:12 on 12/13/2017 $-0.07
Shares Outstanding: 948,200,000 948,200,000 11/24/2017 0
Shares Fully Diluted: 951,000,000 951,000,000 11/24/2017 0
Insider Ownership: n/a n/a never n/a
Company Type: Mostly Gold Mostly Gold never n/a
Production ETA: n/a n/a 11/24/2017 n/a
Production (Gold Eq Oz.): (guess) 
1,132,075
(guess) 
1,127,823
11/24/2017 -4,253
Production (Silver Eq Oz.): (guess) 
85,714,286
(guess) 
88,233,458
11/24/2017 2,519,172
Initial CapEx (Outstanding): n/a n/a 11/24/2017 n/a
Funding Option: n/a n/a 11/24/2017 n/a
Documentation: none PRODUCER 11/24/2017 n/a
Value Adjustment: none none never 0%

Resource Data

GOLD 11/24/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
O
U
N
C
E
S
T
O
T
A
L
Proven & Probable: 16.00M 16.00M 11/24/2017 0.00M
Measured & Indicated: 24.00M 24.00M 11/24/2017 0.00M
Inferred: 10.00M 10.00M 11/24/2017 0.00M
Reserves & Resources: 34.00M 34.00M never 0.00M
P
L
A
U
S
I
B
L
E
Proven & Probable: 12.80M 12.80M 11/24/2017 0.00M
Measured & Indicated: 17.92M 17.92M 11/24/2017 0.00M
Inferred: 4.00M 4.00M 11/24/2017 0.00M
Reserves & Resources: 21.92M 21.92M never 0.00M
C
U
R
R
E
N
T
Annual Production: (guess) 
1,000,000oz.
(guess) 
1,000,000oz.
11/24/2017 0oz.
Cash Cost: $675 $675 11/24/2017 $0.00
Extra Operating Cost: $300 $300 11/24/2017 $0.00
Average Grade: 0.90 g/t 0.90 g/t 11/24/2017 n/a
Recovery Rate: (CG)  80.00% (CG)  80.00% 11/24/2017 0.00%
F
U
T
U
R
E
Proven & Probable: 30.00M 30.00M 11/24/2017 0.00M
Annual Production: 1,300,000oz. 1,300,000oz. 11/24/2017 0oz.
Cash Cost: $700 $700 11/24/2017 $0
Extra Operating Cost: $400 $400 11/24/2017 $0
SILVER 11/24/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
O
U
N
C
E
S
T
O
T
A
L
Proven & Probable: 40.00M 40.00M 11/24/2017 0.00M
Measured & Indicated: 65.00M 65.00M 11/24/2017 0.00M
Inferred: 25.00M 25.00M 11/24/2017 0.00M
Reserves & Resources: 90.00M 90.00M never 0.00M
P
L
A
U
S
I
B
L
E
Proven & Probable: 20.00M 20.00M 11/24/2017 0.00M
Measured & Indicated: 30.00M 30.00M 11/24/2017 0.00M
Inferred: 6.25M 6.25M 11/24/2017 0.00M
Reserves & Resources: 36.25M 36.25M never 0.00M
C
U
R
R
E
N
T
Annual Production: (guess) 
10,000,000oz.
(guess) 
10,000,000oz.
11/24/2017 0oz.
Cash Cost: $10 $10 11/24/2017 $0.00
Extra Operating Cost: $5 $5 11/24/2017 $0.00
Average Grade: 3.50 g/t 3.50 g/t 11/24/2017 n/a
Recovery Rate: (CG)  50.00% (CG)  50.00% 11/24/2017 0.00%
F
U
T
U
R
E
Proven & Probable: 80.00M 80.00M 11/24/2017 0.00M
Annual Production: 7,000,000oz. 7,000,000oz. 11/24/2017 0oz.
Cash Cost: $10 $10 11/24/2017 $0
Extra Operating Cost: $6 $6 11/24/2017 $0

Property

Last Analysis Data  (11/24/2017)
Stage Location Name Owned Size (Ha) Type Au Ag Cu Notes
Production Argentina Alumbrera 12% n/a n/a n/a
Production Argentina Gualcamayo 100% n/a n/a n/a
Production Goias State, Brazil Chapada copper 100% n/a n/a n/a
Production Goias State, Brazil Chapada gold 100% n/a n/a n/a
Production Salvador, Brazil Fazenda Brasileiro 100% n/a n/a n/a
Production Bahia, Brazil Jacobina 255% n/a n/a n/a
Production Santiago, Chile Alhue-Mineral Florida 100% n/a n/a n/a
Production Antofagasta, Chile El Penon 100% n/a n/a n/a
Production Sonora, Mexico Mercedes 100% n/a n/a n/a
Development Catamarca, Argentina Agua Rica 100% n/a n/a n/a
Development Puerto Deseado, Argentina Cerro Moro 100% n/a n/a n/a
Development Bahia, Brazil C1-Santa Luz 100% n/a n/a n/a
Development Brazil Ernesto 100% n/a n/a n/a
Development Goias State, Brazil Pilar 75% n/a n/a n/a
Development Chile Jeronimo 57% n/a n/a n/a
Exploration Chubut, Argentina Chubut Projects 100% n/a n/a n/a
Exploration Argentina Don Sixto 100% n/a n/a n/a
Exploration Argentina Fomicruz 0% n/a n/a n/a
Exploration Santa Cruz Province, Argentina Santa Cruz Projects 100% n/a n/a n/a
Exploration Argentina Suyai 100% n/a n/a n/a
Exploration Goias State, Brazil Chapada Silver 100% n/a n/a n/a
Exploration Nunavut, Canada Blue Caribou 100% n/a n/a n/a
Exploration Oxford House, Manitoba, Canada Domain 65% n/a n/a n/a
Exploration Red Lake, On, Canada Headway 0% n/a n/a n/a
Exploration Manitoba, Canada Monument Bay 100% 35,000 Open Pit show
Getting close to a PEA.

3 million oz deposit at 1.2 gpt.
Exploration Ontario, Canada North Madsen 100% (guess) n/a Open Pit show
1.3 million oz open pit near surface.
Exploration Red Lake, On, Canada Satterly 0% n/a n/a n/a
Exploration Chile Amancaya 100% n/a n/a n/a
Exploration Chile La Pepa 100% n/a n/a n/a
Total Land Package Size (ha): 35,000  
Current Data
Stage Location Name Owned Size (Ha) Type Au Ag Cu Notes
Production Argentina Alumbrera 12% n/a n/a n/a
Production Argentina Gualcamayo 100% n/a n/a n/a
Production Goias State, Brazil Chapada copper 100% n/a n/a n/a
Production Goias State, Brazil Chapada gold 100% n/a n/a n/a
Production Salvador, Brazil Fazenda Brasileiro 100% n/a n/a n/a
Production Bahia, Brazil Jacobina 255% n/a n/a n/a
Production Santiago, Chile Alhue-Mineral Florida 100% n/a n/a n/a
Production Antofagasta, Chile El Penon 100% n/a n/a n/a
Production Sonora, Mexico Mercedes 100% n/a n/a n/a
Development Catamarca, Argentina Agua Rica 100% n/a n/a n/a
Development Puerto Deseado, Argentina Cerro Moro 100% n/a n/a n/a
Development Bahia, Brazil C1-Santa Luz 100% n/a n/a n/a
Development Brazil Ernesto 100% n/a n/a n/a
Development Goias State, Brazil Pilar 75% n/a n/a n/a
Development Chile Jeronimo 57% n/a n/a n/a
Exploration Chubut, Argentina Chubut Projects 100% n/a n/a n/a
Exploration Argentina Don Sixto 100% n/a n/a n/a
Exploration Argentina Fomicruz 0% n/a n/a n/a
Exploration Santa Cruz Province, Argentina Santa Cruz Projects 100% n/a n/a n/a
Exploration Argentina Suyai 100% n/a n/a n/a
Exploration Goias State, Brazil Chapada Silver 100% n/a n/a n/a
Exploration Nunavut, Canada Blue Caribou 100% n/a n/a n/a
Exploration Oxford House, Manitoba, Canada Domain 65% n/a n/a n/a
Exploration Red Lake, On, Canada Headway 0% n/a n/a n/a
Exploration Manitoba, Canada Monument Bay 100% 35,000 Open Pit show
Getting close to a PEA.

3 million oz deposit at 1.2 gpt.
Exploration Ontario, Canada North Madsen 100% (guess) n/a Open Pit show
1.3 million oz open pit near surface.
Exploration Red Lake, On, Canada Satterly 0% n/a n/a n/a
Exploration Chile Amancaya 100% n/a n/a n/a
Exploration Chile La Pepa 100% n/a n/a n/a
Total Land Package Size (ha): 35,000  

Profitability (by resource)

Proven &
Probable
11/24/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.80% 96.90% n/a 0.10%
Percentage Silver: 3.20% 3.10% n/a -0.10%
Total (Gold Eq. Oz.): 16.53M 16.51M n/a -0.02M
Total (Silver Eq. Oz.): 1,251.43M 1,291.74M n/a 40.31M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 13.06M 13.06M n/a -0.01M
Silver Eq. Oz.: 989.14M 1,021.39M n/a 32.25M
Maximum Profit (Gold): $2,803.58M $2,493.57M n/a $-310.02M
Maximum Profit (Silver): $28.14M $14.28M n/a $-13.86M
Total Maximum Profit: $2,831.72M $2,507.85M n/a $-323.88M
Max Profit / Current MCap: 1.115 1.014 n/a -0.101
Max Profit Per Share (Gold): $2.95 $2.62 n/a $-0.33
Max Profit Per Share (Silver): $0.03 $0.02 n/a $-0.01
Total Max Profit Per Share: $2.98 $2.64 n/a $-0.34
Total Free Profit Per Share: $0.31 $0.04 n/a $-0.27
FD Mkt. Cap / Gold Eq.: $194.36 $189.39 n/a $-4.97
FD Mkt. Cap / Silver Eq.: $2.57 $2.42 n/a $-0.15
FD Mkt. Cap / Per Metal
as % Spot Price:
15.09% 15.11% n/a 0.02%
Measured &
Indicated
11/24/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.55% 96.65% n/a 0.10%
Percentage Silver: 3.45% 3.35% n/a -0.10%
Total (Gold Eq. Oz.): 24.86M 24.83M n/a -0.03M
Total (Silver Eq. Oz.): 1,882.14M 1,942.60M n/a 60.46M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 18.32M 18.30M n/a -0.01M
Silver Eq. Oz.: 1,386.80M 1,431.94M n/a 45.14M
Maximum Profit (Gold): $3,925.02M $3,491.00M n/a $-434.02M
Maximum Profit (Silver): $42.21M $21.42M n/a $-20.79M
Total Maximum Profit: $3,967.23M $3,512.42M n/a $-454.81M
Max Profit / Current MCap: 1.562 1.421 n/a -0.142
Max Profit Per Share (Gold): $4.13 $3.67 n/a $-0.46
Max Profit Per Share (Silver): $0.04 $0.02 n/a $-0.02
Total Max Profit Per Share: $4.17 $3.69 n/a $-0.48
Total Free Profit Per Share: $1.50 $1.09 n/a $-0.41
FD Mkt. Cap / Gold Eq.: $138.63 $135.09 n/a $-3.54
FD Mkt. Cap / Silver Eq.: $1.83 $1.73 n/a $-0.10
FD Mkt. Cap / Per Metal
as % Spot Price:
10.76% 10.78% n/a 0.01%

Reserves &
Resources
11/24/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.62% 96.73% n/a 0.11%
Percentage Silver: 3.38% 3.27% n/a -0.11%
Total (Gold Eq. Oz.): 35.19M 35.15M n/a -0.04M
Total (Silver Eq. Oz.): 2,664.29M 2,749.94M n/a 85.65M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 22.40M 22.38M n/a -0.02M
Silver Eq. Oz.: 1,695.91M 1,751.13M n/a 55.22M
Maximum Profit (Gold): $4,801.14M $4,270.24M n/a $-530.90M
Maximum Profit (Silver): $51.00M $25.88M n/a $-25.12M
Total Maximum Profit: $4,852.14M $4,296.12M n/a $-556.02M
Max Profit / Current MCap: 1.911 1.737 n/a -0.173
Max Profit Per Share (Gold): $5.05 $4.49 n/a $-0.56
Max Profit Per Share (Silver): $0.05 $0.03 n/a $-0.03
Total Max Profit Per Share: $5.10 $4.52 n/a $-0.58
Total Free Profit Per Share: $2.43 $1.92 n/a $-0.51
FD Mkt. Cap / Gold Eq.: $113.36 $110.47 n/a $-2.90
FD Mkt. Cap / Silver Eq.: $1.50 $1.41 n/a $-0.09
FD Mkt. Cap / Per Metal
as % Spot Price:
8.80% 8.81% n/a 0.01%

Future Valuation (Cash Flow & Totals)

Totals 11/24/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
C
U
R
R
E
N
T
R & R Valuation: $4,327.11M $4,207.96M n/a $-119.15M
Mkt. Cap: $2,539.17M $2,472.60M n/a $-66.57M
Annual Gold Production: (guess) 
1,000,000oz.
(guess) 
1,000,000oz.
11/24/2017 0oz.
Annual Silver Production: (guess) 
10,000,000oz.
(guess) 
10,000,000oz.
11/24/2017 0oz.
F

U

T

U

R

E
FD Mkt. Cap: $12,450.00M $12,450M n/a $0M
FD Mkt. Cap Growth: 390% 404% n/a 13%
Annual
Production
Gold: 1,300,000 oz. 1,300,000 oz. n/a 0 oz.
Silver: 7,000,000 oz. 7,000,000 oz. n/a 0 oz.
Current FD
Mkt. Cap /
Gold Eq. Reserves: 76.48 74.48 n/a -2.01
Silver Eq. Reserves: 3.06 2.98 n/a -0.08
Gold Eq. Production: 1,607.07 1,564.94 n/a -42.13
Silver Eq. Production: 64.28 62.60 n/a -1.69
P&P
Reserves
(oz.)
Gold: 30.00M 30.00M 11/24/2017 n/a
Silver: 80.00M 80.00M 11/24/2017 n/a
Gold Eq.: 33.20M 33.20M 11/24/2017 n/a
Silver Eq.: 830.00M 830.00M 11/24/2017 n/a
P&P Reserves
per FD
Share (oz.)
Gold: 0.032 0.032 n/a n/a
Silver: 0.084 0.084 n/a n/a
Gold Eq.: 0.035 0.035 n/a n/a
Silver Eq.: 0.873 0.873 n/a n/a
Cash Flow 11/24/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Current: $233.10M $201.95M n/a $-31.15M
Current Multiple: 10.89 12.24 n/a 1.35
F
U
T
U
R
E
@ current prices: $150.80M $119.66M n/a $-31.15M
Multiple @ current prices: 16.84 20.66 n/a 3.83
Growth @ current prices: -35.31% -40.75% n/a -0.05
@ future prices: $1,444.80M $1,444.80M n/a $0.00M
Multiple @ future prices: 1.76 1.71 n/a -0.05
Growth @ future prices: 615.42% 615.42% n/a 0.96

Defaults

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