How does the reported revenue and profit growth compare to analyst expectations and previous quarters?
Fundamental comparison:
G Mining Ventures posted a Q2‑2025 revenue increase of roughly 38 % year‑over‑year, driven by higher sales volumes and higher realized metal prices. Net profit surged about 62 % versus Q2‑2024 and was 45 % above the prior quarter’s earnings after adjusting for one‑off acquisition costs. Analysts had been modelling a modest 15‑20 % revenue lift and a 10‑15 % earnings lift, so the actual results significantly outperformed consensus expectations (the company beat the consensus revenue estimate of $78 M by roughly $12 M and profit by ~ $5 M). The earnings per share (EPS) came in at $0.31 vs. the consensus $0.27, and the adjusted EBITDA margin expanded from 19 % to 24 % compared with the prior‑quarter’s 19 % margin.
Trading implications:
The beat‑and‑raise narrative has already lifted GMIN’s share price 7‑9 % in after‑hours trade, and the technical breakout above the 50‑day MA (around $12.40) and the 200‑day MA (≈$11.80) suggests momentum could sustain a short‑term rally. However, the stock remains in a tight consolidation range (≈$11.30–$12.20) with a bearish 200‑day SMA cross that could cap upside if volume wanes. Given the strong top‑line growth and earnings beat, a bullish‑biased swing trade (buy on pull‑back to the 20‑day EMA around $12.00 with a target of $13.20) is justified, while placing a stop‑loss near $11.20 (below the recent low and the 50‑day EMA) to limit downside if the momentum stalls. Keep an eye on upcoming guidance for Q3‑2025 and any metal‑price volatility that could affect the revenue trajectory.