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OceanaGold –  Operational Overview and Growth Outlook

Cory
September 10, 2025

 

OceanaGold is a mid-tier gold–copper producer with four operating centers, a strong balance sheet, and a clear growth path. The company is generating record cash flow at current gold prices while reinvesting in expansion, advancing exploration, and returning capital to shareholders.

 

Brian Martin, Senior Vice President of Business Development & Investor Relations joins us to provide a high level overview of the company. 

 

Key Discussion Highlights

 

  • Operational Overview: Four producing assets – Haile (USA), Macraes & Waihi (New Zealand), and Didipio (Philippines) – delivering 450k–520k oz gold in 2025, with production set to rise toward 600k oz next year.

  • Haile Growth Engine: Largest contributor (≈40% of production). Grade-driven expansion with Horseshoe Underground in place and new underground targets advancing.

  • New Zealand Upside: Macraes reserve extensions underway; Waihi hosts a higher-grade resource with potential to scale annual output to 200–250 koz.

  • Didipio Advantage: Lowest-cost operation with significant copper credits, providing strong margins and diversification.

  • Financial Momentum: Record revenue and net income in Q2 2025. Capital allocation balances growth investment, record exploration budgets, dividends, and a US$100M buyback (≈US$70M deployed YTD).

  • Exploration Focus: High-grade drilling success NZ, plus underground targets at Haile, regional drilling at Didipio, and reserve extension work at Macraes.

  • Valuation & Listings: Management sees OGC trading at a discount to peers such as Alamos, Eldorado, B2Gold, and Lundin Gold. Plans are underway for a NYSE listing in H1-2026.

 

Click here to visit the OceanaGold website and learn more about all the operations.  

 


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Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned

Discussion
4 Comments
    13 hours ago

    Hi DT, Doc, and Matthew. After buying HGRAF@1.08 2 days ago and watching it fall to 1.00, I feel better now that it has risen to 1.31 today. This stock is more exciting than a typhoon. DT, did you get back on board this train to the Emerald City?

    Reply
      12 hours ago

      Hi Bonzo, I purchased some more this am. It reminds me of being in the eye of the storm you call it a typhoon I call it Hurricane HydroGraph. LOL! DT 😍

      Reply
        11 hours ago

        Good one! Let’s ride this Hydro train to freedom. I am afraid to sell HGRAF after selling my Apple stock about 40 years ago. This might be better than Apple was 40 years ago. 3M should offer $10 a share for HG.

        Reply
    13 hours ago

    Canterra Minerals making a move.

    Reply

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