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40-F2025-03-28· deepseek-v4-flash

EGO · Eldorado Gold Corporation

0000918608-25-000006

SEC filing

Summary

Eldorado Gold's 2024 net earnings surged to $289M on record revenue of $1.32B, driven by higher gold prices and production, while the Skouries project remained on track for first production in Q1 2026.

Key takeaways

Full analysis

Period Performance

Eldorado Gold delivered a strong financial performance in 2024, with revenue reaching $1.32 billion, a 31% increase from $1.01 billion in 2023. Gold production rose 7% to 520,293 ounces, supported by higher grades at Kışladağ and the Lamaque Complex, while the average realized gold price jumped 24% to $2,405 per ounce. Cost of sales increased to $815.6 million from $740.0 million, primarily due to higher production costs (+$85.3 million) and royalties (+$27.6 million) tied to higher gold prices. However, the gross profit (earnings from mine operations) nearly doubled to $507.0 million, yielding a gross margin of 38.3% compared to 26.6% in 2023. Operating income surged to $419.4 million from $182.0 million, largely driven by the improved margin and a $60.0 million non-recurring gain on deferred consideration. Net earnings attributable to shareholders rose to $289.1 million ($1.42 per diluted share) from $104.6 million ($0.54 per share), a 176% increase.

Balance Sheet & Liquidity

As of December 31, 2024, total assets grew to $5.84 billion from $4.99 billion a year earlier, primarily due to increased cash and property, plant, and equipment. Cash and cash equivalents rose to $856.8 million (from $540.5 million), reflecting strong operating cash flow and Skouries debt drawdowns. Total debt increased to $915.4 million from $636.1 million, mainly from the Term Facility ($424.4 million) and Senior Notes ($491.0 million). Working capital (excluding held-for-sale assets) improved to $1,063.4 million from $639.4 million. The company maintained compliance with all debt covenants. A $350 million revolving credit facility (undrawn balance $239.2 million) provides additional liquidity. Deferred tax liabilities rose to $434.9 million, driven by exchange rate movements and Turkish inflation adjustments.

Cash Flow Quality

Net cash generated from operating activities (continuing operations) reached $645.7 million, up 69% from $382.9 million in 2023, driven by higher revenue and production. Cash flow before working capital changes was $635.5 million. Investing activities consumed $630.6 million, including $594.2 million in capital expenditures, with $331.7 million directed to Skouries. Free cash flow was $6.8 million, a sharp improvement from -$47.2 million in 2023; excluding Skouries, free cash flow was $342.0 million. Financing activities provided $301.3 million, primarily from Term Facility drawdowns. The company ended the year with a robust cash position.

MD&A / Forward View

Management highlighted that gold production in 2025 is expected to range from 460,000 to 500,000 ounces, with total cash costs between $980 and $1,080 per ounce and all-in sustaining costs between $1,370 and $1,470 per ounce. Skouries remains the key growth catalyst: first production is expected in Q1 2026, with commercial production by mid-2026. The project's capital cost was revised upward to $1.06 billion (from $920 million) due to labour market tightness in Greece, with an additional $154 million in accelerated operational capital. The company also provided a three-year production outlook, anticipating 33% growth driven by Skouries. Strategic priorities include advancing Skouries, developing the Ormaque deposit, completing the Kışladağ engineering study, and expanding Olympias to 650 ktpa.

Notes & Operating Detail

Segment performance varied across geographic regions. The Turkiye segment (Kışladağ and Efemçukuru) contributed $235.2 million in operating income on $623.4 million revenue, with Kışladağ benefiting from the North Heap Leach Pad and ADR facility. The Canada segment (Lamaque Complex) generated $261.0 million from $473.0 million revenue, driven by record throughput and Ormaque bulk sample processing. The Greece segment posted modest operating income of $10.8 million on $226.2 million revenue, reflecting higher grades at Olympias offset by lower base-metal by-product credits and Skouries development costs. A significant non-cash item was the $60.0 million gain on deferred consideration from the 2021 sale of the Tocantinzinho project, recorded upon commercial production. Unrealized derivative losses totaled $51.8 million, mainly from gold and copper collars/swaps tied to Skouries. The company also recorded $14.6 million in foreign exchange losses on deferred tax balances and a $7.2 million non-recurring tax accrual for historical intercompany loans. Capital allocation focused on investing activities: no share buybacks or dividends were executed, and the company increased debt primarily for Skouries funding.