AEM Agnico Eagle Mines Ltd

Inflation in Gold!!! $AEM warns that rising diesel prices risk raising the cost of producing gold by as much as $80/oz next year Agnico expects elevated diesel prices to add about $50 to $60/oz to its costs in t4Q26, up from roughly $30/oz in the prior period Agnico's AISC hit $1,648/oz in 3Q26 Note: IEA warns that diesel markets could remain tight until mid-2027, with the warning that depleted inventories & refinery bottlenecks will delay recovery even longer Inelasticity of diesel demand has remained strong b/c govts have been intervening to ease the impact of high prices While growing volumes of crude oil have moved out of the Persian Gulf & the Middle East in recent weeks, the barrels come at a high cost & high risk. Additional crude oil exports cannot ease the reduced refinery output in the Middle East, which was a major diesel & jet fuel supplier before the war $GLD.X $GDX $KGC $NEM

$AEM - One would think these guys would go on a Shopping Sphere, while the valuations of others have eroded by 50%, in a world where we all know METALS will be worth substantially MORE in coming months or years. Probably the best platform in MINING here with Agnico. Just too spendy relative to peers for me to pull the trigger. They will have Billions in FCF to deploy :)

What's the play with $AEM? It's up about 3.6% over the last five sessions Today only saw a small out-of-the-money call sweep No big options signals here With earnings coming up on October 28, it's all about timing any options moves around that catalyst Treat it as a momentum play for now, not a flow-driven setup

$AEM a lot of rotation into gold and silver. Hopefully we see oil prices dropping on an end to the war and that will keep the Fed from raising rates

$AEM Coming into the range for the first prediction. I have started to sell some LEAPS (5) with the lower range in mind (130). Likely i am early, but this still is a quality company.

$AEM The cleanest equity-to-commodity lag in today's tracker: gold at $4,008.4 and Agnico Eagle's score climbing to 68 on shifted news sentiment, while its YTD sits at just 0.4%. A BUY rating with that gap between the gold-price regime and the equity move is the model's sharpest setup today. The risk is simple: if gold's elevated level reflects a headline spike rather than durable sovereign-stress repricing, the equity catch-up trade never gets started.

$AEM Can Agnico land 2026 all-in costs inside its $1,550/oz cap, as it now expects, after a $1,648/oz Q3? 🏢 Agnico Eagle, Canada's largest miner and the world's second-largest gold producer, is worth about $91.56B at $183.11 a share at 16:00 ET on October 28, 2026, and earned $1,353M in Q3 2026, up from $1,055M a year earlier ⚠️ Q3 all-in sustaining cost (AISC) of $1,648 an ounce sat above the $1,550 top of the full-year range, and Agnico now expects full-year AISC and cash costs near the upper end, citing diesel and its adjusted mine plan 📈 The other side is that $4,264 gold still leaves about $2,616 an ounce over Q3 AISC, and Agnico held $3,416M of net cash at September 30 and raised its credit line to $3B from $2B 📅 Next: Agnico's results call is at 11:00 AM (E.D.T.) on Thursday, October 29, 2026; watch how far diesel and capital spending push costs Source: PR Newswire release + SEC 6-K, Oct 28

$AEM Mega cash generator. Anyone focused on all in costs ( including non cash depreciation) is missing the point . Cash is king

$AEM Q3 '26 Earnings Results & Recap Agnico Eagle expects full-year 2026 payable gold production at the low end of 3.3 to 3.5M ounces; total cash costs and AISC per ounce near upper ends of $$1.02K to $$1.12K and $$1.4K to $$1.55K ranges.

$AEM reports earnings today after the close. I’m bullish heading into the report: AEM has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow. What are you watching for?

$AEM reports earnings tomorrow after the close. I’m bullish heading into the report: AEM has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $2.44. What are you watching for?

Freedom Broker downgraded Agnico Eagle Mines to Hold from Buy and slashed its price target to $212 from $255, citing valuation constraints and a 6% reduction in its 2027 EBITDA forecast to $11 billion. The firm highlighted disruptions at the Barnat pit at Canadian Malartic and execution risks at the Odyssey underground project. It also cut its third-quarter revenue and adjusted EBITDA estimates ahead of the company’s October 28 earnings report. The downgrade was part of a broader reassessment of gold producers, as Freedom Broker also lowered its ratings on Barrick Mining and Newmont, triggering sector-wide selling. Seven analysts have reportedly revised down their upcoming earnings estimates for Agnico Eagle, reinforcing a cautious outlook ahead of third-quarter results. $AEM