Orla Mining: Down Substantially And I'm Buying This Growth Story

Understand this faster with AI
Gold Mining Bull15.26K FollowersFollow5ShareSavePlay(12min)CommentsSummaryOrla Mining (ORLA) offers a compelling growth story, trading at just 9x 2026 earnings, after a 21% pullback from March highs.ORLA’s acquisition of Musselwhite transformed its profile, delivering record cash flow and positioning it as a mid-tier producer, with top-tier jurisdictional exposure.The fully funded South Railroad project is expected to drive production to 500,000 ounces by 2028, supporting a significant earnings jump and potential re-rating.Risks, include gold prepay drag, permitting uncertainty at South Railroad, and cost inflation, but ORLA’s net cash balance sheet and strong shareholder base provide confidence. Richard Drury/DigitalVision via Getty Images Orla Mining stock has fallen by 21% from its early March highs, and at today’s roughly $16-a-share price, the valuation is compelling enough for me to consider buying. This is a name I have been watching since the Musselwhite acquisitionThis article was written byGold Mining Bull15.26K FollowersFollowGold Mining Bull is a gold analyst with more than a decade of investing experience in commodities, hard assets (gold and silver miners), exploration companies, oil and gas producers, MLPs, and more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of BTG, EQX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I may buy ORLA this week.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Tags
Source Information
Discussion
0 professional contributions
Sign in to join this professional discussion.
Be the first to add a constructive contribution.
