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First Majestic Silver / FR.t & AG


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First Majestic Silver / FR.t (>50% SLV)

Can someone explain what this all means to an existing stockholder? Down about 18% on open!

CHART JAN.2023:  AG/ First Maj. vs. SIL Feb'22: July'22: $6.26 vs. $28.94 : 21.6%

04.26.23:  $8.00 vs. $30.70 : 26.05%

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old, 4.26

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SIL -etc. Update: w-AG:  SIL set for a 2024 Breakout?

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(in edit - Charts);

FR.t / First Majestic Silver ... all-data : 10-yr-W : 5-yr-W : 2-yr-D : 6-mo-D / 10d : Aug. 4, 2017

8/4/2017 Last: C$7.89 -$1.79 -18.49% : Volume: 3,090,799 /

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-in edit-

FR.t held above 50% of SLV / Silver etf

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Can someone explain what this all means to an existing stockholder? Down about 18% on open!

 

http://www.google.com/finance?q=TSE%3AFR

 

http://www.marketwire.com/press-release/Fi...-FR-951964.html

 

Wow someone bailed out of this bigtime before the news and it turned into a rout by the look on the day?

 

This means existing shareholders didn't get to participate and got diluted down in simplistic terms to me. Happens a lot.

 

Whether this is a good move looks dependant on price of silver i guess.

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Wow someone bailed out of this bigtime before the news and it turned into a rout by the look on the day?

 

This means existing shareholders didn't get to participate and got diluted down in simplistic terms to me. Happens a lot.

 

Whether this is a good move looks dependant on price of silver i guess.

 

Yes - I was not amused. Thanks for the response.

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They shouldn't have to raise money with the production they have.

 

He may be raising money to further exploration , to fund a takeover or to buy some kind of smelter so they don't have to use Pinoles . I know Keith is thinking about all these things.

 

Keith has quite a loyal shareholder base. I suspect what has happened is that funds participating in the placement will have sold their existing stock above $2.50 and participated in the placement at $2.50 on which they also get a free warrant. They make on the deal.

 

But for those not in on the placement it is most frustrating. At $14 silver the stock should be above $4.

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  • 3 weeks later...
They shouldn't have to raise money with the production they have.

 

He may be raising money to further exploration , to fund a takeover or to buy some kind of smelter so they don't have to use Pinoles . I know Keith is thinking about all these things.

 

Keith has quite a loyal shareholder base. I suspect what has happened is that funds participating in the placement will have sold their existing stock above $2.50 and participated in the placement at $2.50 on which they also get a free warrant. They make on the deal.

 

But for those not in on the placement it is most frustrating. At $14 silver the stock should be above $4.

 

It's real puzzling to me, i'm tempted to have a play on these as a bit of a no-brainer, but i can't quite fathom out why this is to good to be true. The funds that sold existing stock above $2.50, surely can't be selling and the drift to present levels seems a severe reaction of any disgruntled existing investors.

 

Or am i missing something?

 

Riggers

p.s thanks for the reply on silver thread, i'll be giving them a go.

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  • 8 years later...

HISTORY REPEATS !

Thank goodness I was OUT of the equity - I had some shares at the beginning of the year

On 2/20/2009 at 1:34 AM, Mr P said:

Can someone explain what this all means to an existing stockholder? Down about 18% on open!

http://www.google.com/finance?q=TSE%3AFR

http://www.marketwire.com/press-release/Fi...-FR-951964.html

Shares of First Majestic Silver Crash After Earnings Report

Motley Fool-18 hours ago
Shares of precious metals miner First Majestic Silver (NYSE:AG) are down 14.8% as of 12:00 p.m. EDT today.

The force driving today's decline was the company's second-quarter earnings report that didn't live up to expectations.

So what

According to analyst estimates, First Majestic's earnings were going to come in at an adjusted net profit of $0.01 per share. After stripping out some one-time gains, though, First Majestic posted an adjusted $0.02 per share loss.

To make matters worse, total silver equivalent ounces produced and revenues declined, while cash and all-in sustaining costs increased. All of these elements led to weaker cash flows for the quarter, which forced management to cut its capital spending guidance to $17.5 million for the year.

Now what

According to management, this was all related to work stoppages and some foreign currency losses from a strengthening Mexican peso. Those labor issues have been resolved and the company's mines are up and running again.

If this is truly the case, then investors should probably give the company a mulligan for this quarter. After all, First Majestic has historically been one of the better precious metal miners at generating cash flow per share. However, it will be worth watching over the next quarter or two to make sure that these are indeed one-time problems.

=====

FR.t / First Majestic Silver ... all-data : 10-yr-W : 5-yr-W : 2-yr-D : 6-mo-D / 10d : Aug. 4, 2017

8/4/2017 Last: C$7.89 -$1.79 -18.49% : Volume: 3,090,799 /

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10-d / 10d :

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First Majestic Silver's (AG) CEO Keith Neumeyer on Q2 2017 ...
Seeking Alpha-15 hours ago
Thank you for standing by. This is conference operator. Welcome to the First Majestic Silver Conference Call and Webcast. As a reminder, all ...
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MXP / Mexican Peso ... update

xx

 

Keith Neumeyer - on yesterday's call

Thanks Connie.

So, I am not going to get into a huge amount of detail on the financials. I am sure, everyone on the call has read the Company’s news release. I’ll cover some highlights.

Revenue for the quarter was $60.1 million, mine operating earnings of $1.12 million, net earnings after taxes of $1.4 million, small loss of $0.02 per share that’s adjusted earnings; on an earnings basis we’re actually positive by $0.01, decent operating cash flows of $80 million, cash flow per share $0.11, healthy working capital $130.9 million with a $126.9 million in the bank. The realized selling price for silver in the quarter was $17.17 that’s slightly reduced from the first quarter, which was $17.55. Our cash costs for the quarter was $7.41 and our all-in sustaining costs were $14.58.

.

Couple of highlights for the first six months of the year, obviously the strengthening peso. The peso’s gone up around 11% since the beginning of the year. With most of our revenues coming from Mexico, obviously we’re impacted by the strengthening peso. Approximately 80% of our costs are in pesos. And also we did have some work stoppages in the quarter which we’ve talked about publicly a couple of times already, so it shouldn’t be new news to anyone. Most of those events are behind us. But, as I commented in my previous statement in the news release when we announced the production numbers, I did say that there is unusual activity by the workforces in Mexico, as result of some, what I call possibly unhappy Mexicans due to the political environment that’s currently in Mexico, which is obviously unfortunate. But, nevertheless, we’re getting through it and we have come to some very good resolutions with two unions that we work with. And we’re very, very happy that the resolutions that we actually agreed to which should have positive impacts on our profitability going forward at five of our mines, which is obviously very positive thing.

==

> https://seekingalpha.com/article/4095137-first-majestic-silvers-ag-ceo-keith-neumeyer-q2-2017-results-earnings-call-transcript

 

(there were some warnings of trouble earlier):

 

xx

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  • 5 months later...

First Majestic Silver Announces Friendly Acquisition of Primero Mining and Restructured Stream with Wheaton Precious Metals

By GlobeNewswire,  January 12, 2018,

All amounts are in U.S. dollars unless otherwise stated

VANCOUVER, British Columbia and TORONTO, Jan. 12, 2018 (GLOBE NEWSWIRE) -- First Majestic Silver Corp. ("First Majestic") (TSX:FR) (NYSE:AG) (Frankfurt:FMV) and Primero Mining Corp. ("Primero") (TSX:P) are pleased to announce that they have entered into a definitive arrangement agreement (the "Arrangement Agreement") whereby First Majestic will acquire all of the issued and outstanding common shares of Primero (the "Arrangement"). Under the terms of the Arrangement Agreement, all of Primero's issued and outstanding common shares will be exchanged for First Majestic common shares on the basis of 0.03325 of a First Majestic common share for each Primero common share (the "Exchange Ratio").
 

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Concurrent with execution of the Arrangement Agreement, First Majestic has entered into agreements with Wheaton Precious Metals International Ltd., a wholly-owned subsidiary of Wheaton Precious Metals Corp. ("WPM") whereby, following closing of the Arrangement, the current silver streaming interest at Primero's San Dimas silver-gold mine ("San Dimas") held by WPM will be terminated and First Majestic and WPM will enter into a new stream arrangement based on 25% of the gold equivalent production at San Dimas (the "New Stream") with ongoing payments of $600 per gold equivalent ounce delivered under the agreement. As part of the transaction, WPM will receive 20,914,590 common shares of First Majestic having an aggregate value of $151 million.

The Exchange Ratio implies consideration of C$0.30 per Primero common share, based on the 20day volume weighted average price of the First Majestic common shares on the Toronto Stock Exchange ("TSX") for the period ending January 10, 2018, representing a 200% premium to the weighted average price of Primero common shares on the TSX over the same period. The total transaction value is estimated at approximately $320 million, consisting of First Majestic equity to be issued to Primero shareholders and WPM described above and certain additional amounts payable in connection with the Arrangement, including repayment of all amounts owing under Primero's existing revolving credit facility, net of Primero cash on hand and the expected repayment of Primero's $75 million of outstanding convertible debentures and various transaction expenses.

Primero operates the 100%-owned San Dimas silver-gold mine in Durango, Mexico, a premier low-cost asset with more than 100 years of mine production history. Primero has identified more than 120 epithermal veins with exploration potential. Together with First Majestic's existing six operating silver mines in Mexico, the combined company is expected to be a premier leading Mexican silver producer with pro forma annualized attributable silver equivalent production of 27-30 million silver equivalent ounces. With a strong balance sheet and liquidity profile and a diversified portfolio of seven producing silver mines in Mexico, the combined company is expected to continue generating strong free cash flow and industry leading exposure to silver prices.

BENEFITS TO FIRST MAJESTIC SHAREHOLDERS

  • Establishes a cornerstone long-lived mine in Durango, Mexico, with well-established, low-cost operations complementary to First Majestic's existing operations.
  • Builds on First Majestic's strengths in Mexico and underground mining expertise.
  • Accretive on all key metrics including NAV, cash flow, production, and resources to First Majestic shareholders, further diversifying production and free cash flow to First Majestic.
  • The amendment to the existing WPM stream agreement provides for a number of value creation opportunities with alignment between silver and gold production and increased post-stream cash flow at San Dimas.

BENEFITS TO PRIMERO SHAREHOLDERS

  • Provides a comprehensive solution for Primero's capital structure and delivers a significant and immediate up-front premium to Primero shareholders.
  • Provides equity participation in a pro forma company with a strong balance sheet and diversified portfolio of seven operating mines with strong internal growth profile.
  • Superior financial strength and flexibility to support advancement of various development projects and silver production growth.
  • Enhances capital markets presence, increased analyst coverage and trading liquidity through equity participation in First Majestic.
  • Ability to leverage First Majestic's long-term good standing with the local unions, community and Mexico's tax authority.

Keith Neumeyer, CEO of First Majestic, said, "The acquisition of Primero is a highly compelling transformative transaction that further enhances First Majestic's operating platform, adding a very high quality, long-lived asset in San Dimas, all in First Majestic's backyard in Durango, Mexico. Most importantly, the New Stream and related amendments with WPM repositions the asset by maximizing silver exposure for our shareholders, while significantly increasing the free cash flow from San Dimas.

==

> http://www.nasdaq.com/press-release/first-majestic-silver-announces-friendly-acquisition-of-primero-mining-and-restructured-stream-wit-20180112-00145

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Majestic Silver / has bounced back

AG / FR.t 10d :

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Ratio: FR.t / FF.t

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FR.t held above 50% of SLV / Silver etf

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  • 1 year later...
  • 1 month later...
  • 1 year later...

First Majestic moving into Nevada with $470 equity deal for Jerritt Canyon

Friday, the silver miner announced that it entered into an agreement to acquire Jerritt Canyon Canada Ltd. from Sprott Mining for $470 million in shares of First Majestic plus 5 million First Majestic share purchase warrants.

At the same time, the company also said that Eric Sprott, President of Sprott Mining, will complete a $30 million private placement investment in First Majestic.

Jerritt Canyon owns and operates the Jerritt Canyon Gold Mine located in Elko County, Nevada. The deposit was discovered in 1972; it has been in production since 1981 and has produced over 9.5 million ounces of gold over its 40-year production history. In 2020, Jerritt Canyon produced 112,749 ounces of gold at a cash cost of US$1,289 per ounce.

First Majestic said that this new acquisition, along with its three operating silver mines in Mexico, will solidify the miner's position as a premier North American precious metals producer with expected annualized production between 30 to 33 million silver equivalent ounces.

"The acquisition of Jerritt Canyon is a highly compelling transaction that further enhances First Majestic's operating platform, adding a producing asset in a world-class jurisdiction. Nevada is ranked as one of the most attractive jurisdictions, if not the most attractive, for mining operations and we are delighted to add another cornerstone asset to our portfolio. While we remain focused on maintaining our peer-leading exposure to silver, Jerritt Canyon is a unique opportunity to create value for First Majestic's shareholders and provides a new geographic operating platform while preserving our pristine balance sheet," said Keith Neumeyer, CEO of First Majestic, in a statement.

"This deal is a win-win for both parties...

> more: https://www.kitco.com/news/2021-03-12/First-Majestic-moving-into-Nevada-with-470-equity-deal-for-Jerritt-Canyon.html

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Neighbor to Jerritt Canyon, is Big Springs, Anova Metals (AWV.au)

AWV_AR_2013_03-Regional-project-occurren

At present, grid electrical power is available within 2 kilometres of the Project site.  Given that Nevada is a major mining area, there should be no problem attracting skilled labour.   The general terrain in the region is mountainous, with rounded hills or steep mountains separated by wide valleys filled with pediment gravel.  Regional elevations range from a low of about 1,900 metres in the valley of the Humboldt River to a maximum of 3,050 metres at the high point on Mac Ridge.  Localised colonies of conifers or trembling aspen occur within the valleys.

> http://anovametals.com.au/big-springs-project/#BigSpringsHistory

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  • 1 year later...

First Majestic produces 31.3 M oz AgEq in 2022

2023-01-19 09:56 ET - News Release

Qtr: Silver : Gold = AgE: Total

Q1:                                  ( 7.35M?)
Q2:                                  ( 7.35M?)
Q3:                                  : 8.8M
Q4:  2.4M : 63.0k=0.0M : 7.8M
’22: 10.5M: 248.4=20.8: 31.3M +18%
’21:   ============>   26.5M
2023 Guidance
’23L  ============>  33.2M: + 6.1%
Mid : ============>  35.1M: +12.3%
’23H ============>  37.1M: +18.5%
AISC: $18.47 to $19.72 per AgEq ounce

Mr. Keith Neumeyer reports

FIRST MAJESTIC PRODUCES 7.6M AGEQ OZ IN Q4 2022 AND A RECORD 31.3M AGEQ OZ IN 2022; ANNUAL RETAIL SILVER BULLION SALES INCREASE 27% TO NEW RECORD; ANNOUNCES 2023 PRODUCTION AND COST GUIDANCE AND CONFERENCE CALL DETAILS

Total production in the fourth quarter of 2022 from First Majestic Silver Corp.'s four producing operations, the San Dimas silver/gold mine, the Jerritt Canyon gold mine, the Santa Elena silver/gold mine and the La Encantada silver mine, reached 7.6 million silver equivalent (AgEq) ounces, consisting of 2.4 million silver ounces and 63,039 gold ounces. Total production for the full year of 2022 reached a new company record of 31.3 million AgEq ounces, consisting of 10.5 million silver ounces and 248,394 gold ounces, or a 16-per-cent increase compared with 2021.

In 2023, the company is expecting to increase production to a new company record of between 33.2 million to 37.1 million AgEq ounces, consisting of 10.0 million to 11.1 million ounces of silver and 277,000 to 310,000 ounces of gold, with an all-in sustaining cost (AISC) guidance of between $18.47 to $19.72 per AgEq ounce. Based on the midpoint of the guidance range, the company expects AgEq ounces to increase 12 per cent when compared with 2022.

Q4 2022 highlights:

  • Total production decreased by 14 per cent Q/Q (quarter over quarter): The company produced 7.6 million AgEq ounces, representing a 14-per-cent decrease when compared with the record of 8.8 million AgEq ounces in the previous quarter. The decrease was primarily due to lower production at San Dimas and Santa Elena, slightly offset by higher gold production at Jerritt Canyon and higher silver production at La Encantada.
  • Transitioning to 100 per cent Ermitano ores at Santa Elena: Continued strong metal production from the Ermitano mine enabled Santa Elena to produce 2.3 million AgEq ounces in the fourth quarter, or 16 per cent below the record 2.7 million AgEq in the prior quarter. In 2023, Santa Elena is expected to produce between 7.8 million to 8.7 million AgEq ounces as it transitions to full production from Ermitano while exploration continues at the recently discovered Silvana vein within the Santa Elena mine.
  • Significant production growth geared up at Jerritt Canyon in 2023: The secondary escapeway in the West Generator mine was completed in November, allowing for improved ore production although a severe cold weather disturbance in December limited haulage and deliveries to the plant. With the additional ramp-up of Smith zone 10 and the restart of the Saval II mine, gold production at Jerritt Canyon is expected to be between 119,000 to 133,000 ounces in 2023, representing a midpoint increase of 74 per cent compared with 2022.
  • Santa Elena's dual-circuit completed: The company successfully completed the commissioning of the dual-circuit processing plant at Santa Elena during the quarter which includes the new 3,000-tonne-per-day (tpd) filter press, designed to improve the leaching performance and reduce operating costs.
  • Ten drill rigs active: The company concluded its 2022 exploration program during the quarter by completing a total of 16,086 metres of drilling across the company's mines. Throughout the quarter, a total of 10 drill rigs were active, consisting of four rigs at San Dimas, two rigs at Jerritt Canyon, three rigs at Santa Elena and one rig at La Encantada.

FY 2022 highlights:

  • Silver production in 2022 reached 10.5 million ounces (compared with 12.8 million ounces in 2021) which missed the lower end of the company's revised guidance range of between 11.2 million to 11.9 million ounces of silver primarily due to lower than expected silver grades at San Dimas and prioritizing higher gold grade ores from the Ermitano mine at Santa Elena.
  • Gold production in 2022 reached a new company record of 248,394 ounces (compared with 192,353 in 2021) but slightly missed the lower end of the company's revised guidance range of between 256,000 to 273,000 ounces primarily due to lower than expected gold grades at Jerritt Canyon.
  • Santa Elena produced a new annual record of 9.1 million AgEq oz in 2022, representing an 81-per-cent increase compared with 2021.
  • The Santa Elena operation was awarded the prestigious Silver Helmet Award in the category of underground mining of more than 500 workers by the Mining Chamber of Mexico for its outstanding performance in occupational safety and health. The distinguished annual award of excellence is only awarded to a select handful of mining operations in Mexico.
  • It successfully expanded Santa Elena's liquid natural gas (LNG) powerplant from 12 megawatts (MW) to 24 MW to supply low-cost, clean power to the Ermitano mine and the recently completed dual-circuit plant.
  • It sold a record 444,576 ounces of silver bullion, representing a 27-per-cent increase compared with 2021 and approximately 4.2 per cent of the company's silver production, on First Majestic's on-line bullion store at an average silver price of $26.20 per ounce for total proceeds of $11.6-million.

"The company reached a new annual production record of 31.3 million AgEq ounces in 2022 primarily due to the significant increase in production from the Ermitano mine at Santa Elena," said Keith Neumeyer, president and chief executive officer. "Santa Elena was the bright spot in our portfolio in 2022 as we brought the high-grade core vein on line in the second half of 2022 which increased production by 81 per cent compared to 2021. At Jerritt Canyon, we unfortunately ended the year with extremely challenging weather conditions as northern Nevada experienced a severe cold spell and double the normal snowfall amounts which impacted ore deliveries from SSX and West Generator. Our San Dimas and La Encantada mines in Mexico delivered solid results as expected."

Mr. Neumeyer continues: "For 2023, significant improvements are expected at Jerritt Canyon where gold production is projected to nearly double along with lower AISC when compared to 2022. Our Mexican operations, which are generating healthy margins at current prices, are estimated to generate 70 per cent of our total production in 2023 with AISC of approximately $17 per oz."

> More: https://www.stockwatch.com/News/Item/Z-C!FR-3355002/C/FR

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The stock fell on disappointment in Q4.  But guidance for 2023 is UP strongly

CHARTS
AG / First Majestic vs. SIL . from Feb'22: July'22: 10d: $8.00 vs. $30.70 : 26.05%

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s

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SIL -etc. Update: w-AG:

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RATIO: $8.00 vs. $30.70 : 26.05%

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  • 2 months later...

AG Rallied, now what?

AG vs. AGQ, SIL ... $7.08 -0.17 / Agq-34.25, R = 20.7%  / Sil-30.78, R= 23.0%

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RATIO : $7.08 -0.17 / Agq-34.25, R = 20.7% 

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First Majestic increases silver equivalent production in first quarter

   

shutterstock_709245544.jpg(Kitco News) - First Majestic Silver (TSX: FR) (NYSE: AG) announced on Thursday that in Q1 2023, the company produced 7.6 million silver equivalent ounces (consisting of 2.5 million silver ounces and 60,594 gold ounces), up 6% compared to Q1 2022.

In a statement, the company said that during the quarter, its Mexican operations saw “strong” production as a result of higher silver grades and overall plant performance.

First Majestic added that gold production in Mexico decreased 4% as slightly lower grades were processed at Santa Elena and San Dimas. At Jerritt Canyon in Nevada, USA, gold production reached 16,431 ounces, or a 3% decrease over the prior quarter primarily due to lower processed tonnes caused by continued extreme winter weather conditions

“During the quarter, our Mexican operations saw strong production as a result of higher silver grades and overall plant performance,” said Keith Neumeyer, President & CEO. “At our San Dimas and La Encantada mines, each operation experienced double-digit increases in silver grades as well as higher plant throughputs. At Santa Elena, significantly higher production levels at the Ermitaño mine were achieved following the company’s decision to transition away from the Main Vein and only process Ermitaño ores in 2023. In addition, Santa Elena’s new dual-circuit processing plant completed its first operational quarter with solid recovery improvements following increased leaching times and the processing of finer grind ores.”

“Lastly, due to ongoing challenges at Jerritt Canyon we decided to take a step back to complete a full reset of the operation. We are not walking away from Nevada - but repositioning the project to be successful for when we decide to restart operations. The first quarter of 2023 will be an inflection point towards improving the cash flows and overall financial position of the company going forward,” he added.

First Majestic is a publicly traded mining company focused on silver and gold production in Mexico and the United States. The Company presently owns and operates the San Dimas Silver/Gold Mine, the Santa Elena Silver/Gold Mine, the La Encantada Silver Mine and the Jerritt Canyon Gold Mine.

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  • 2 months later...

Moving off an important LOW ($5.24) ?  Down 72% from the 2021 Peak ($24.00)

AG / Magestic Silver ... 4yr-W: YTD: 10d: $6.44

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AG-10yr:

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===

 

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  • 5 months later...
  • 5 months later...
  • 4 months later...

First Majestic Announces Share Repurchase Program

Vancouver, British Columbia--(Newsfile Corp. - September 10, 2024) - First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV) (the "Company" or "First Majestic") announces that the Toronto Stock Exchange ("TSX") has accepted for filing First Majestic's Notice of Intention to Make a Normal Course Issuer Bid (the "Share Repurchase Program") to be transacted through the facilities of the TSX and/or through Canadian alternative trading systems.

Pursuant to the NCIB, First Majestic may, during the 12-month period commencing September 12, 2024, and ending on or before September 11, 2025, purchase up to 10,000,000 of its common shares ("Shares"), being approximately 3.32% of the 301,616,350 issued and outstanding Shares as of September 4, 2024. All purchases under the Share Repurchase Program will be made at prevailing market prices.

First Majestic may purchase up to a daily maximum of 193,454 Shares (being 25% of the average daily trading volume of the Shares for the last six calendar months, which was 773,816 Shares), subject to the TSX rules permitting block purchases. Any purchases under the Share Repurchase Program will depend on future market conditions, and any Shares purchased by the Company will be cancelled. Purchases under the Share Repurchase Program will be made by First Majestic's broker based upon the parameters prescribed by the TSX and by applicable law. First Majestic has not repurchased any of its Shares by way of a normal course issuer bid in the previous 12 months.

First Majestic believes that, from time to time, the market price of its Shares may not fully reflect the underlying value of the Company's business and its future business prospects. The Company believes that at such times the purchase of Shares would be in the best interests of the Company. Such purchases are expected to benefit all shareholders by increasing their proportionate equity interest in the Company.

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