CD CDE Coeur Mining, Inc. Loading... : Investor Sentiment and Bull/Bear Views

The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.

Gold miners are a levered play on the rising gold price and are incredibly cheap. Specific picks: SSRM trades at 7x earnings with 25% of market cap in cash; Coeur Mining (CDE) adds silver/gold alpha. These mining stocks could double or triple as gold resumes its uptrend.

Buy gold/silver miners and GDX as the sector's multi-month pullback appears to be ending; technical consolidation within a larger uptrend suggests the primary trend is resuming to the upside.

Watch CDE as it is being added to the S&P MidCap 400 index, potentially driving index-linked buying.

Watch CDE as it is being added to the S&P MidCap 400 index, potentially driving index-linked buying.

Coeur Mining is undervalued and poised for significant price appreciation due to strong earnings growth, high free cash flow generation, debt reduction, and a low forward earnings multiple.

The author believes CDE is oversold and implies a bounce or recovery is due, as the recent price decline is excessive relative to fundamentals.

Coeur is creating a North American mining powerhouse through the Silvercrest and New Gold acquisitions, with top-five scale and a Canada/US/Mexico footprint that offers lower-jurisdiction-risk exposure. Krebs says metals equities have not yet reflected higher gold and silver prices, and upcoming earnings should begin showing large cash-flow quarters.

The author argues Coeur Mining is undervalued at $22.6 versus a $32.2 valuation, expecting a big gap up on Tuesday. The catalyst is a potential merger with Canadian miner NGD that would create 7 North American operations with capacity of 900,000oz gold and 20,000,000oz silver, alongside the Rochester expansion and Las Chispas integration. Supporting factors include six straight profitable quarters, $188M positive free cash flow, a $75M buyback through May 31, 2026, and mines in safe jurisdictions. The author explicitly warns CDE tends to follow silver, so only buy if bullish on silver.

1. THE FACT: CDE had a gorgeous close today, looking very angry and poised. 2. THE BRIDGE: The price action suggests it is ready to bust through prior resistance. 3. THE VERDICT: CDE is one to watch next week for a potential breakout above resistance.

1. THE FACT: CDE is #9 on the IBD Top 50 list and is flagging nicely. 2. THE BRIDGE: The stock looks ready to take on the Oct 2025 highs, indicating a potential breakout. 3. THE VERDICT: CDE is a strong silver sector setup, ready for an upside move with a target of $25.

The author argues CDE is cheap relative to companies producing 10-20 million ounces of silver annually. The investment mechanism is a repricing of the stock toward the value of its silver production.