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Category: Major
Rating: 2.00   (Potential 3 Bagger as of 11/07/2016)
Risk: High
Yamana Gold Inc.
www: www.yamana.com     email: investor@yamana.com

Profile
Notes
Forum
Your Data

Price Data

Symbol Date Price Change 52 Wk Range Volume
NYSE:AUY 10/19/2017 USD 2.74 0.05 3.95 - 2.21 7,771,930
TSE:YRI 10/19/2017 CAD 3.4100 0.0600 5.2600 - 2.8400 2,449,315
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Don's Summary (from last analysis - 11/07/2016)

Yamana Gold is a major with production of 1.2 million oz of gold, 6 million oz of silver, and 110 million lbs of copper projected for 2016. 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 $300 million in cash. But they have low cash costs at $550 per oz (from copper offsets), 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 $3.55.

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 1%, but that will grow.

General Details

Financial 11/07/2016
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Mkt. Cap (Fully Diluted): $3,376.05M $2,605.74M 11/07/2016 $-770.31M
Total Assets: $9,564.50M $8,868.70M 06/30/2017 $-695.80M
Total Liabilities: $4,666.40M $4,399.80M 06/30/2017 $-266.60M
Current Assets: $669.20M $608.20M 06/30/2017 $-61.00M
Current Liabilities: $513.80M $545.10M 06/30/2017 $31.30M
Total Debt: $1,900.70M $1,863.70M 06/30/2017 $-37.00M
Cash: $317.30M $230.80M 06/30/2017 $-86.50M
Enterprise Value: $4,959.45M $4,238.64M 04/26/2104 $-720.81M
Cash Flow: $296.88M $295.42M never $-1.46M
Cash Flow Multiple: 11.37 8.82 never -2.55
Net Debt to Cash Flow Ratio: 5.33 5.53 never 0.19
Finance within 1 year: 11/07/2016 n/a
Tax Rate: (guess)  30.00% (default)  30.00% 11/07/2016 0.00%
Misc 11/07/2016
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Share Price: $3.550 $2.740 16:10 on 10/19/2017 $-0.81
Shares Outstanding: 947,600,000 948,200,000 06/30/2017 600,000
Shares Fully Diluted: 951,000,000 951,000,000 11/07/2016 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 11/07/2016 n/a
Production (Gold Eq Oz.): (guess) 
1,299,437
(guess) 
1,293,664
11/07/2016 -5,773
Production (Silver Eq Oz.): (guess) 
91,475,509
(guess) 
96,682,003
11/07/2016 5,206,494
Initial CapEx (Outstanding): n/a n/a 11/07/2016 n/a
Funding Option: n/a n/a 11/07/2016 n/a
Documentation: none PRODUCER 11/07/2016 n/a
Value Adjustment: none none never 0%

Resource Data

GOLD 11/07/2016
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 11/07/2016 0.00M
Measured & Indicated: 24.00M 24.00M 11/07/2016 0.00M
Inferred: 10.00M 10.00M 11/07/2016 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 11/07/2016 0.00M
Measured & Indicated: 17.92M 17.92M 11/07/2016 0.00M
Inferred: 4.00M 4.00M 11/07/2016 0.00M
Reserves & Resources: 21.92M 21.92M never 0.00M
C
U
R
R
E
N
T
Annual Production: (guess) 
1,200,000oz.
(guess) 
1,200,000oz.
11/07/2016 0oz.
Cash Cost: $650 $650 11/07/2016 $0.00
Extra Operating Cost: $300 $300 11/07/2016 $0.00
Average Grade: 0.90 g/t 0.90 g/t 11/07/2016 n/a
Recovery Rate: (CG)  80.00% (CG)  80.00% 11/07/2016 0.00%
F
U
T
U
R
E
Proven & Probable: 30.00M 30.00M 11/07/2016 0.00M
Annual Production: 1,500,000oz. 1,500,000oz. 11/07/2016 0oz.
Cash Cost: $700 $700 11/07/2016 $0
Extra Operating Cost: $400 $400 11/07/2016 $0
SILVER 11/07/2016
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 11/07/2016 0.00M
Measured & Indicated: 65.00M 65.00M 11/07/2016 0.00M
Inferred: 25.00M 25.00M 11/07/2016 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 11/07/2016 0.00M
Measured & Indicated: 30.00M 30.00M 11/07/2016 0.00M
Inferred: 6.25M 6.25M 11/07/2016 0.00M
Reserves & Resources: 36.25M 36.25M never 0.00M
C
U
R
R
E
N
T
Annual Production: (guess) 
7,000,000oz.
(guess) 
7,000,000oz.
11/07/2016 0oz.
Cash Cost: $9 $9 11/07/2016 $0.00
Extra Operating Cost: $5 $5 11/07/2016 $0.00
Average Grade: 3.50 g/t 3.50 g/t 11/07/2016 n/a
Recovery Rate: (CG)  50.00% (CG)  50.00% 11/07/2016 0.00%
F
U
T
U
R
E
Proven & Probable: 80.00M 80.00M 11/07/2016 0.00M
Annual Production: 8,000,000oz. 8,000,000oz. 11/07/2016 0oz.
Cash Cost: $9 $9 11/07/2016 $0
Extra Operating Cost: $6 $6 11/07/2016 $0

Property

Last Analysis Data  (11/07/2016)
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
11/07/2016
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.57% 96.76% n/a 0.19%
Percentage Silver: 3.43% 3.24% n/a -0.19%
Total (Gold Eq. Oz.): 16.57M 16.54M n/a -0.03M
Total (Silver Eq. Oz.): 1,166.34M 1,235.76M n/a 69.42M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 13.08M 13.07M n/a -0.02M
Silver Eq. Oz.: 921.07M 976.61M n/a 55.54M
Maximum Profit (Gold): $2,948.74M $2,985.47M n/a $36.74M
Maximum Profit (Silver): $58.38M $44.38M n/a $-14.00M
Total Maximum Profit: $3,007.12M $3,029.85M n/a $22.74M
Max Profit / Current MCap: 0.891 1.163 n/a 0.272
Max Profit Per Share (Gold): $3.10 $3.14 n/a $0.04
Max Profit Per Share (Silver): $0.06 $0.05 n/a $-0.01
Total Max Profit Per Share: $3.16 $3.19 n/a $0.02
Total Free Profit Per Share: $0.00 $0.45 n/a $0.45
FD Mkt. Cap / Gold Eq.: $258.03 $199.40 n/a $-58.62
FD Mkt. Cap / Silver Eq.: $3.67 $2.67 n/a $-1.00
FD Mkt. Cap / Per Metal
as % Spot Price:
20.17% 15.54% n/a -4.63%
Measured &
Indicated
11/07/2016
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.30% 96.50% n/a 0.20%
Percentage Silver: 3.70% 3.50% n/a -0.20%
Total (Gold Eq. Oz.): 24.92M 24.87M n/a -0.05M
Total (Silver Eq. Oz.): 1,754.51M 1,858.64M n/a 104.13M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 18.35M 18.32M n/a -0.02M
Silver Eq. Oz.: 1,291.50M 1,369.25M n/a 77.75M
Maximum Profit (Gold): $4,128.23M $4,179.66M n/a $51.43M
Maximum Profit (Silver): $87.57M $66.57M n/a $-21.00M
Total Maximum Profit: $4,215.80M $4,246.23M n/a $30.43M
Max Profit / Current MCap: 1.249 1.630 n/a 0.381
Max Profit Per Share (Gold): $4.34 $4.40 n/a $0.05
Max Profit Per Share (Silver): $0.09 $0.07 n/a $-0.02
Total Max Profit Per Share: $4.43 $4.47 n/a $0.03
Total Free Profit Per Share: $0.88 $1.73 n/a $0.84
FD Mkt. Cap / Gold Eq.: $184.02 $142.22 n/a $-41.80
FD Mkt. Cap / Silver Eq.: $2.61 $1.90 n/a $-0.71
FD Mkt. Cap / Per Metal
as % Spot Price:
14.39% 11.08% n/a -3.30%

Reserves &
Resources
11/07/2016
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.38% 96.58% n/a 0.20%
Percentage Silver: 3.62% 3.42% n/a -0.20%
Total (Gold Eq. Oz.): 35.28M 35.20M n/a -0.07M
Total (Silver Eq. Oz.): 2,483.47M 2,630.99M n/a 147.52M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 22.43M 22.41M n/a -0.03M
Silver Eq. Oz.: 1,579.34M 1,674.44M n/a 95.11M
Maximum Profit (Gold): $5,049.71M $5,112.62M n/a $62.91M
Maximum Profit (Silver): $105.81M $80.44M n/a $-25.38M
Total Maximum Profit: $5,155.52M $5,193.06M n/a $37.54M
Max Profit / Current MCap: 1.527 1.993 n/a 0.466
Max Profit Per Share (Gold): $5.31 $5.38 n/a $0.07
Max Profit Per Share (Silver): $0.11 $0.08 n/a $-0.03
Total Max Profit Per Share: $5.42 $5.46 n/a $0.04
Total Free Profit Per Share: $1.87 $2.72 n/a $0.85
FD Mkt. Cap / Gold Eq.: $150.48 $116.30 n/a $-34.18
FD Mkt. Cap / Silver Eq.: $2.14 $1.56 n/a $-0.58
FD Mkt. Cap / Per Metal
as % Spot Price:
11.76% 9.06% n/a -2.70%

Future Valuation (Cash Flow & Totals)

Totals 11/07/2016
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
C
U
R
R
E
N
T
R & R Valuation: $4,304.48M $4,312.52M n/a $8.04M
Mkt. Cap: $3,376.05M $2,605.74M n/a $-770.31M
Annual Gold Production: (guess) 
1,200,000oz.
(guess) 
1,200,000oz.
11/07/2016 0oz.
Annual Silver Production: (guess) 
7,000,000oz.
(guess) 
7,000,000oz.
11/07/2016 0oz.
F

U

T

U

R

E
FD Mkt. Cap: $12,450.00M $12,450M n/a $0M
FD Mkt. Cap Growth: 269% 378% n/a 109%
Annual
Production
Gold: 1,500,000 oz. 1,500,000 oz. n/a 0 oz.
Silver: 8,000,000 oz. 8,000,000 oz. n/a 0 oz.
Current FD
Mkt. Cap /
Gold Eq. Reserves: 101.69 78.49 n/a -23.20
Silver Eq. Reserves: 4.07 3.14 n/a -0.93
Gold Eq. Production: 1,854.97 1,431.73 n/a -423.25
Silver Eq. Production: 74.20 57.27 n/a -16.93
P&P
Reserves
(oz.)
Gold: 30.00M 30.00M 11/07/2016 n/a
Silver: 80.00M 80.00M 11/07/2016 n/a
Gold Eq.: 33.20M 33.20M 11/07/2016 n/a
Silver Eq.: 830.00M 830.00M 11/07/2016 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 11/07/2016
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Current: $296.88M $295.42M n/a $-1.46M
Current Multiple: 11.37 8.82 n/a -2.55
F
U
T
U
R
E
@ current prices: $176.41M $175.30M n/a $-1.11M
Multiple @ current prices: 19.14 14.86 n/a -4.27
Growth @ current prices: -40.58% -40.66% n/a 0.00
@ future prices: $1,668.00M $1,668.00M n/a $0.00M
Multiple @ future prices: 2.02 1.56 n/a -0.46
Growth @ future prices: 464.62% 464.62% n/a 0.03

Defaults

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