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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 07/24/2017 USD 2.49 -0.13 5.97 - 2.21 0
TSE:YRI 07/24/2017 CAD 3.1100 -0.1900 7.8700 - 2.8400 5,450,000
Alert me when stock is updated

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 $2,367.99M 11/07/2016 $-1,008.06M
Total Assets: $9,564.50M $8,850.40M 03/31/2017 $-714.10M
Total Liabilities: $4,666.40M $4,325.40M 03/31/2017 $-341.00M
Current Assets: $669.20M $613.30M 03/31/2017 $-55.90M
Current Liabilities: $513.80M $532.90M 03/31/2017 $19.10M
Total Debt: $1,900.70M $1,838.30M 03/31/2017 $-62.40M
Cash: $317.30M $215.80M 03/31/2017 $-101.50M
Enterprise Value: $4,959.45M $3,990.49M 06/14/2096 $-968.96M
Cash Flow: $296.88M $265.29M never $-31.58M
Cash Flow Multiple: 11.37 8.93 never -2.45
Net Debt to Cash Flow Ratio: 5.33 6.12 never 0.78
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 $2.490 16:07 on 07/24/2017 $-1.06
Shares Outstanding: 947,600,000 948,040,000 03/31/2017 440,000
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) 
1,291,526
11/07/2016 -7,912
Production (Silver Eq Oz.): (guess) 
91,475,509
(guess) 
98,777,642
11/07/2016 7,302,133
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% 96.83% n/a 0.26%
Percentage Silver: 3.43% 3.17% n/a -0.26%
Total (Gold Eq. Oz.): 16.57M 16.52M n/a -0.05M
Total (Silver Eq. Oz.): 1,166.34M 1,263.70M n/a 97.36M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 13.08M 13.06M n/a -0.02M
Silver Eq. Oz.: 921.07M 998.96M n/a 77.89M
Maximum Profit (Gold): $2,948.74M $2,705.92M n/a $-242.82M
Maximum Profit (Silver): $58.38M $33.18M n/a $-25.20M
Total Maximum Profit: $3,007.12M $2,739.10M n/a $-268.02M
Max Profit / Current MCap: 0.891 1.157 n/a 0.266
Max Profit Per Share (Gold): $3.10 $2.85 n/a $-0.26
Max Profit Per Share (Silver): $0.06 $0.03 n/a $-0.03
Total Max Profit Per Share: $3.16 $2.88 n/a $-0.28
Total Free Profit Per Share: $0.00 $0.39 n/a $0.39
FD Mkt. Cap / Gold Eq.: $258.03 $181.30 n/a $-76.73
FD Mkt. Cap / Silver Eq.: $3.67 $2.37 n/a $-1.29
FD Mkt. Cap / Per Metal
as % Spot Price:
20.17% 14.48% n/a -5.69%
Measured &
Indicated
11/07/2016
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.30% 96.58% n/a 0.28%
Percentage Silver: 3.70% 3.42% n/a -0.28%
Total (Gold Eq. Oz.): 24.92M 24.85M n/a -0.07M
Total (Silver Eq. Oz.): 1,754.51M 1,900.55M n/a 146.04M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 18.35M 18.31M n/a -0.03M
Silver Eq. Oz.: 1,291.50M 1,400.55M n/a 109.05M
Maximum Profit (Gold): $4,128.23M $3,788.29M n/a $-339.94M
Maximum Profit (Silver): $87.57M $49.77M n/a $-37.80M
Total Maximum Profit: $4,215.80M $3,838.06M n/a $-377.74M
Max Profit / Current MCap: 1.249 1.621 n/a 0.372
Max Profit Per Share (Gold): $4.34 $3.98 n/a $-0.36
Max Profit Per Share (Silver): $0.09 $0.05 n/a $-0.04
Total Max Profit Per Share: $4.43 $4.04 n/a $-0.40
Total Free Profit Per Share: $0.88 $1.55 n/a $0.66
FD Mkt. Cap / Gold Eq.: $184.02 $129.31 n/a $-54.71
FD Mkt. Cap / Silver Eq.: $2.61 $1.69 n/a $-0.92
FD Mkt. Cap / Per Metal
as % Spot Price:
14.39% 10.33% n/a -4.06%

Reserves &
Resources
11/07/2016
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 96.38% 96.65% n/a 0.27%
Percentage Silver: 3.62% 3.35% n/a -0.27%
Total (Gold Eq. Oz.): 35.28M 35.18M n/a -0.10M
Total (Silver Eq. Oz.): 2,483.47M 2,690.37M n/a 206.89M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 22.43M 22.39M n/a -0.04M
Silver Eq. Oz.: 1,579.34M 1,712.72M n/a 133.39M
Maximum Profit (Gold): $5,049.71M $4,633.89M n/a $-415.82M
Maximum Profit (Silver): $105.81M $60.14M n/a $-45.68M
Total Maximum Profit: $5,155.52M $4,694.03M n/a $-461.50M
Max Profit / Current MCap: 1.527 1.982 n/a 0.455
Max Profit Per Share (Gold): $5.31 $4.87 n/a $-0.44
Max Profit Per Share (Silver): $0.11 $0.06 n/a $-0.05
Total Max Profit Per Share: $5.42 $4.94 n/a $-0.49
Total Free Profit Per Share: $1.87 $2.45 n/a $0.57
FD Mkt. Cap / Gold Eq.: $150.48 $105.74 n/a $-44.74
FD Mkt. Cap / Silver Eq.: $2.14 $1.38 n/a $-0.76
FD Mkt. Cap / Per Metal
as % Spot Price:
11.76% 8.45% n/a -3.32%

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 $4,205.59M n/a $-98.89M
Mkt. Cap: $3,376.05M $2,367.99M n/a $-1,008.06M
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% 426% n/a 157%
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 71.33 n/a -30.36
Silver Eq. Reserves: 4.07 2.85 n/a -1.21
Gold Eq. Production: 1,854.97 1,301.09 n/a -553.88
Silver Eq. Production: 74.20 52.04 n/a -22.16
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 $265.29M n/a $-31.58M
Current Multiple: 11.37 8.93 n/a -2.45
F
U
T
U
R
E
@ current prices: $176.41M $143.38M n/a $-33.03M
Multiple @ current prices: 19.14 16.52 n/a -2.62
Growth @ current prices: -40.58% -45.96% n/a -0.05
@ future prices: $1,668.00M $1,668.00M n/a $0.00M
Multiple @ future prices: 2.02 1.42 n/a -0.60
Growth @ future prices: 528.74% 528.74% n/a 0.67

Defaults

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