Monitor Q3 2026 production results due in late October/early November for confirmation of H2-weighted production profile and cost trends. The increased growth capital guidance at Marigold, CC&V, Seabee, and Puna signals near-term capex acceleration for mine life extensions.
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Executive Summary
SSR Mining filed an 8-K furnishing an investor presentation for the Mining Forum Americas conference. The presentation reiterates 2026 production guidance of 450,000-535,000 GEOs, highlights strong liquidity of ~$1.8B in total cash and $2.4B total liquidity from continuing operations, and notes YTD capital returns of ~$409M (8% yield). The filing is a routine investor update with no new material financial data or guidance changes.
Key Facts
- 2026 production guidance reaffirmed at 450,000-535,000 GEOs
- Total cash from continuing operations of ~$1.8B as of June 30, 2026
- Total liquidity from continuing operations of ~$2.4B
- YTD capital returns exceed $409 million (~8% yield)
- H1 2026 free cash flow from continuing operations of ~$299M
- Q2 2026 revenue of $443.8M and net income of $137.0M from continuing operations
- Sale of Çöpler closed in Q2 2026 for ~$1.49B; Hod Maden sale closed in Q3 2026 for uncapped 4.0% NSR royalty
- Guidance as of August 4, 2026 is neither updated nor reaffirmed
Financial Impact
No new financial guidance or material changes; presentation recaps Q2 2026 results and reaffirms existing 2026 guidance
Risk Factors
- Marigold and Seabee tracking to low-end of production guidance ranges
- Puna AISC of $29.52/oz in Q2 2026 well above full-year guidance of $20-$22/oz
- Increased growth capital spending may pressure near-term free cash flow
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-063643 |
| Document: ssrm-20260928.htm | 0001628280-26-063643 |
| Document: 0001628280-26-063643-index-headers.html | 0001628280-26-063643 |
| Document: 0001628280-26-063643-index.html | 0001628280-26-063643 |
| Document: 0001628280-26-063643.txt | 0001628280-26-063643 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | 8-K | $33.10 $31.27 | ▼ −5.53% | ▼ −4.38% | $29.26 (−11.60%) |
Oct 13, 2026 14d ago | 8-K | $33.10 $31.27 | ▼ −5.53% | ▼ −4.38% | $29.26 (−11.60%) |
Sep 28, 2026 29d ago | 8-K | $33.84 $33.91 | ▲ +0.21% | ▼ −1.00% | $29.26 (−13.53%) |
Jun 29, 2026 17w ago | 8-K | $28.28 $30.64 | ▲ +8.35% | ▲ +7.74% | $29.26 (+3.47%) |
Jun 11, 2026 19w ago | Institutional Cluster | $26.32 $31.77 | ▲ +20.71% | ▲ +20.27% | $29.26 (+11.17%) |
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