Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

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Sentiment Distribution

   

Earnings Call Transcript Word Cloud

     

Bullish Statements during Earnings call

Statement
Fourth quarter was the strongest quarter the year with safe production of 143,166 ounces
On sustainability, we take pride in our consistently strong performance and are pleased to have been recently recognized for our continued efforts
The mine delivered record annual production and the mill delivered record throughput by leveraging operating initiatives implemented during the year
We expect to see continued improvement as we advanced the underground development and increase metal production from the flat zone
Increasing production and lowering costs compared to 2022 have resulted in strong financial results for the full year
The solid project financing and robust balance sheet we remain fully funded to complete the construction Skouries
We delivered increasing production, while lowering our cost profile over 2022 resulting in a very strong financial year
2023 was a strong year for us
The Lamaque complex delivered record gold production in the fourth quarter and for the year
Fourth quarter gold production was 56,619 ounces, a 29% increase over the prior quarter driven by productivity improvements in the [indiscernible] and higher grade, which allowed the mills performing capacity
There's a positive outcome
Production benefited from Olympias infrastructure and productivity improvements and at Kisladag from our upgraded materials handling systems and the commissioning of the north heap leach pad
So -- and our confidence is basically we're through negotiations on a few of the contracts, and the remaining contracts, we've got good visibility from the bids, and we still have to finalize which contractor and [indiscernible] I cross the team, but we got good visibility of where we're going to land
We were able to deliver increasing production, getting annual production records of both the lock and Olympias while lowering our cost profile over 2022 a testament to the strength and commitment across the organization
We are in solid shape with a lot of momentum going forward
Eldorado reported net earnings attributable to shareholders from continuing operations of $92 million or $0.45 per share in the fourth quarter, positively impacted by higher revenue and a higher income tax recovery over the comparative period in 2022
Our full year outlook is a compelling story of near-term, high quality production growth
Additionally, each of our sites have ongoing continuous improvement initiatives, with the assets expected to provide growing safe production year-over-year and a disciplined management
And I also would just mention that we have -- we do have good price protection in the contracts that we have, and we'll have in the -- those to be awarded as well
Total cash costs are expected to benefit from the increased byproduct metal production within the flat zone, which is expected to result in higher byproduct credits, driving down the operating costs
We continue to focus on maintaining a solid financial position, which provides flexibility to respond to opportunities and fund our growth strategy to unlock value across our global business
In addition to Skouries bringing on high-quality copper gold production, we expect to generate significant free cash flow generation
So I tell you, we're feeling confident now that we've got the right estimates for labor as we move forward to finish this project and I think that largely derisk us
While we are proud of our safety performance, and our employees commitment to safe operations, we know there's a lot more to be done
So just echo what George said, our confidence level is up for execution moving forward, albeit at a higher labor rate
Additionally, the construction team made positive headway on the crusher building, milling, flotation, building and underground development
In summary, 2023 was a fantastic year operationally and financially and I would like to acknowledge the dedication and hard work of our teams across the sites
Turning to Slide 4, 2023 was a successful year at Eldorado, marked with many accomplishments
And we have about right now, 500 applicants on Fio, and working through those each and every day, so feeling reasonably good about that
So we're quite confident that the time taken and doing that leads us to an executable plan
       

Bearish Statements during earnings call

Statement
Overall in 2023 production was below guidance due to slower than expected inventory drawdown at the south heap leach pad
Production in Q1 and Q2 of this year is expected to be lower than Q4 2023 as a result of winter conditions at Kisladag and planned ore grade variability at Kisladag, Lamaque and Efemcukuru
The back end weighted operations ramp up through we have lowered the series 2025 gold production range to between 50,000 and 60,000 ounces of pre-production ounces from the prior guidance of 80,000 to 90,000 ounces
As we said, [indiscernible] (), generally fairly steady through the year, first quarter will be its lowest
Production is expected to be relatively consistent quarter-over-quarter with the first quarter expected to be the lowest
Yes, I mean, at a high-level we're softer in the first half with Kışladag just due to winter issues and impact the heap leach as you would expect
Costs were higher than expected because of a delay in the completion of the bulk of motion and ventilation projects scheduled for early Q1 2023 completion and were commissioned midyear that affected mine plan sequence and delayed lower mine development, both of which contributed to the byproduct and grade variances which in turn affected unit costs At Olympias, in 2024
First, I think Simon gave us some details on that, and then George [indiscernible] on the first half is going to be weaker
Due to delays in finalizing key contracts, and some of the 2023 spend, was moved into 2024 as we previously indicated
Q1 is going to be weaker at Efemçukuru
Because as you know, divided by four isn't how most of these mines are going through this year because of great variability and weather and other
For the full year, net earnings attributable to shareholders from continuing operations was $106 million or $0.55 per share, compared to a net loss of $49 million or $0.27 loss per share in 2022
We also believe this modest 9% increase in capital cost estimate in light of the global inflationary pressure since December 2021 feasibility study
Our in-country team provided services to the response efforts, and we await key findings from the investigation
So should I be thinking that your productivity has declined by you've assumed a 10% decline in productivity in the numbers going forward? I'm just trying to understand how to use that information you provided me
And this is primarily due to inventory buildup within the oil state in the leach facility find the residual impacts of the high precipitation event 2023
   

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