BMO Capital initiates Pan Am Silver shares with Market Perform

Published 15/04/2025, 22:22
BMO Capital initiates Pan Am Silver shares with Market Perform

On Tuesday, BMO Capital Markets began coverage on Pan American Silver Corp . (NYSE:PAAS), assigning the stock a "Market Perform" rating. The research firm’s analysts cited the company’s effective management and several opportunities for value creation within its portfolio. Pan American Silver (TSX:PAAS), known for its silver and gold mining operations, was recognized for offering the best silver exposure among the stocks covered by BMO Capital Markets. The company has demonstrated strong financial performance with 21.7% revenue growth over the last twelve months and maintains a healthy balance sheet with a current ratio of 2.5x.According to InvestingPro analysis, Pan American Silver currently appears overvalued relative to its Fair Value, though it maintains a "GREAT" overall financial health score.

According to the firm, Pan American Silver has the potential to significantly benefit if it successfully resumes production at its Escobal mine. The Escobal mine, located in Guatemala, is one of the world’s largest silver mines and its return to production is seen as a major potential catalyst for the company.

BMO Capital Markets highlighted the company’s ability to enhance value through optimization of current operations, partnership transactions, and the possible sale of assets. These strategic moves are viewed as positive steps that could bolster Pan American Silver’s market position and financial performance.

Despite the potential for growth and the opportunities identified, BMO Capital Markets has not projected a substantial upside to the stock’s target price. This assessment has led to the initiation of coverage with a Market Perform rating, indicating that the analysts expect the stock to perform in line with the broader market or its sector peers.

Pan American Silver’s stock performance will be closely watched by investors as the company continues to navigate the precious metals market and seeks to capitalize on its strategic opportunities.

In other recent news, Pan American Silver Corp. announced plans to repurchase up to 5% of its outstanding common shares over the next year. The Toronto Stock Exchange has approved this normal course issuer bid, permitting the buyback of up to 18,107,917 shares from March 6, 2025, to March 5, 2026. The company intends to cancel all acquired shares and will finance these purchases from its working capital. The decision reflects Pan American Silver’s view that the market price of its shares may not fully represent the value of its mining operations and future growth prospects. The Board of Directors sees the buyback as an accretive investment opportunity, potentially offering a risk-adjusted return on capital. During the current bid period, which ends on March 5, 2025, the company has already acquired 2,629,378 shares at an average price of approximately C$23.47 per share. Purchases are conducted through the facilities of both the TSX and the New York Stock Exchange, adhering to a 25% limit of the average daily trading volume. To facilitate the buyback, Pan American Silver has established an automatic securities purchase plan with National Bank Financial Inc.

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