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Coeur to Acquire New Gold in All-Stock Merger as Acquirer’s Shares Fall on Announcement

Closing remains subject to shareholder, court, regulatory approvals in a deal targeting the first half of 2026.

Overview

  • New Gold investors would receive 0.4959 of a Coeur share per New Gold share, implying $8.51 per share based on Oct. 31 pricing and a roughly 16% premium.
  • Pro forma ownership would be about 62% for current Coeur shareholders and 38% for New Gold shareholders.
  • The companies outline 2026 targets of roughly 900,000 ounces of gold, 20 million ounces of silver, and 100 million pounds of copper, with about $3 billion of EBITDA and $2 billion of free cash flow.
  • Coeur shares fell about 11%–12% following the announcement, while New Gold rose early before closing about 1% lower on the TSX as the offer premium was diluted by Coeur’s decline.
  • The deal will proceed via a Canadian plan of arrangement, with Coeur planning a TSX listing and noting possible Canadian attention given New Afton’s copper output.