v3.25.4
Segmented and geographic information, and major customers
9 Months Ended
Sep. 30, 2025
Segmented and geographic information, and major customers  
Segmented and geographic information, and major customers

23. Segmented and geographic information, and major customers

 

a. Segmented information

 

The Company’s operations comprise of four reporting segments engaged in acquisition, exploration, development and exploration of mineral resource properties in Mexico and the United States. Management has determined the operating segments based on the reports reviewed by the chief operating decision makers that are used to make strategic decisions.

 

b. Geographic information

 

All revenues from sales of concentrates for the three-month and nine-month periods ended September 30, 2025 and 2024 were earned in Mexico and the United States. The following segmented information is presented as at September 30, 2025 and December 31, 2024, and for the three-month and nine-month periods ended September 30, 2025 and 2024. The Cosalá Operations segment operates in Mexico while the Galena Complex and Relief Canyon segments operate in the United States.

 

 

As at September 30, 2025

 

 

As at December 31, 2024

 

 

 

Cosalá

Operations

 

 

Galena

Complex

 

 

Relief

Canyon

 

 

Corporate

and Other

 

 

Total

 

 

Cosalá

Operations

 

 

Galena

Complex

 

 

Relief

Canyon

 

 

Corporate

and Other

 

 

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash and cash equivalents

 

$5,840

 

 

$337

 

 

$199

 

 

$32,724

 

 

$39,100

 

 

$6,576

 

 

$1,390

 

 

$35

 

 

$12,001

 

 

$20,002

 

Trade and other receivables

 

 

5,154

 

 

 

4,927

 

 

 

-

 

 

 

517

 

 

 

10,598

 

 

 

5,485

 

 

 

1,450

 

 

 

-

 

 

 

197

 

 

 

7,132

 

Inventories

 

 

7,364

 

 

 

2,758

 

 

 

103

 

 

 

-

 

 

 

10,225

 

 

 

7,976

 

 

 

2,625

 

 

 

103

 

 

 

-

 

 

 

10,704

 

Prepaid expenses

 

 

1,288

 

 

 

1,382

 

 

 

394

 

 

 

798

 

 

 

3,862

 

 

 

745

 

 

 

933

 

 

 

755

 

 

 

443

 

 

 

2,876

 

Derivative instruments

 

 

-

 

 

 

-

 

 

 

-

 

 

 

2,861

 

 

 

2,861

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

Restricted cash

 

 

149

 

 

 

53

 

 

 

4,470

 

 

 

-

 

 

 

4,672

 

 

 

135

 

 

 

53

 

 

 

4,339

 

 

 

-

 

 

 

4,527

 

Property, plant and equipment

 

 

58,370

 

 

 

83,180

 

 

 

21,169

 

 

 

665

 

 

 

163,384

 

 

 

48,123

 

 

 

74,935

 

 

 

23,686

 

 

 

655

 

 

 

147,399

 

Total assets

 

$78,165

 

 

$92,637

 

 

$26,335

 

 

$37,565

 

 

$234,702

 

 

$69,040

 

 

$81,386

 

 

$28,918

 

 

$13,296

 

 

$192,640

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Trade and other payables

 

$12,256

 

 

$9,425

 

 

$3,271

 

 

$5,766

 

 

$30,718

 

 

$12,650

 

 

$8,689

 

 

$2,896

 

 

$13,098

 

 

$37,333

 

Derivative instruments

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

709

 

 

 

709

 

Pre-payment facility

 

 

-

 

 

 

2,550

 

 

 

-

 

 

 

-

 

 

 

2,550

 

 

 

-

 

 

 

2,000

 

 

 

-

 

 

 

-

 

 

 

2,000

 

Credit facility

 

 

9,160

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

9,160

 

 

 

9,490

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

9,490

 

Term loan facility

 

 

-

 

 

 

-

 

 

 

-

 

 

 

48,019

 

 

 

48,019

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

Other long-term liabilities

 

 

870

 

 

 

916

 

 

 

-

 

 

 

394

 

 

 

2,180

 

 

 

-

 

 

 

1,170

 

 

 

-

 

 

 

488

 

 

 

1,658

 

Metals contract liability

 

 

-

 

 

 

-

 

 

 

-

 

 

 

44,618

 

 

 

44,618

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

40,868

 

 

 

40,868

 

Silver contract liability

 

 

-

 

 

 

-

 

 

 

-

 

 

 

28,566

 

 

 

28,566

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

18,193

 

 

 

18,193

 

Convertible debenture

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

10,849

 

 

 

10,849

 

Royalty payable

 

 

-

 

 

 

-

 

 

 

-

 

 

 

3,062

 

 

 

3,062

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

2,762

 

 

 

2,762

 

Post-employment benefit obligations

 

 

-

 

 

 

3,108

 

 

 

-

 

 

 

-

 

 

 

3,108

 

 

 

-

 

 

 

3,892

 

 

 

-

 

 

 

-

 

 

 

3,892

 

Decommissioning provision

 

 

2,693

 

 

 

5,716

 

 

 

4,064

 

 

 

-

 

 

 

12,473

 

 

 

2,129

 

 

 

5,346

 

 

 

3,914

 

 

 

-

 

 

 

11,389

 

Deferred tax liabilities

 

 

33

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

33

 

 

 

48

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

48

 

Total liabilities

 

$25,012

 

 

$21,715

 

 

$7,335

 

 

$130,425

 

 

$184,487

 

 

$24,317

 

 

$21,097

 

 

$6,810

 

 

$86,967

 

 

$139,191

 

 

 

 

Three-month period ended September 30, 2025

 

 

Three-month period ended September 30, 2024

 

 

 

Cosalá

Operations

 

 

Galena

Complex

 

 

Relief

Canyon

 

 

Corporate

and Other

 

 

Total

 

 

Cosalá

Operations

 

 

Galena

Complex

 

 

Relief

Canyon

 

 

Corporate

and Other

 

 

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revenue

 

$13,099

 

 

$17,497

 

 

$-

 

 

$-

 

 

$30,596

 

 

$12,699

 

 

$9,627

 

 

$-

 

 

$-

 

 

$22,326

 

Cost of sales

 

 

(8,190 )

 

 

(11,948 )

 

 

-

 

 

 

-

 

 

 

(20,138 )

 

 

(9,426 )

 

 

(10,839 )

 

 

-

 

 

 

-

 

 

 

(20,265 )

Depletion and amortization

 

 

(707 )

 

 

(2,142 )

 

 

(797 )

 

 

(58 )

 

 

(3,704 )

 

 

(2,243 )

 

 

(2,769 )

 

 

(862 )

 

 

(40 )

 

 

(5,914 )

Care and maintenance costs

 

 

-

 

 

 

(216 )

 

 

(740 )

 

 

-

 

 

 

(956 )

 

 

-

 

 

 

(175 )

 

 

(559 )

 

 

-

 

 

 

(734 )

Corporate general and administrative

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(5,933 )

 

 

(5,933 )

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(1,671 )

 

 

(1,671 )

Exploration costs

 

 

(962 )

 

 

(715 )

 

 

(32 )

 

 

-

 

 

 

(1,709 )

 

 

(112 )

 

 

(788 )

 

 

(32 )

 

 

-

 

 

 

(932 )

Accretion on decommissioning provision

 

 

(54 )

 

 

(60 )

 

 

(43 )

 

 

-

 

 

 

(157 )

 

 

(59 )

 

 

(56 )

 

 

(42 )

 

 

-

 

 

 

(157 )

Interest and financing income (expense)

 

 

(34 )

 

 

(76 )

 

 

44

 

 

 

(1,644 )

 

 

(1,710 )

 

 

(796 )

 

 

(119 )

 

 

12

 

 

 

(3,516 )

 

 

(4,419 )

Foreign exchange gain (loss)

 

 

(367 )

 

 

-

 

 

 

-

 

 

 

(1,510 )

 

 

(1,877 )

 

 

475

 

 

 

-

 

 

 

-

 

 

 

698

 

 

 

1,173

 

Gain on disposal of assets

 

 

-

 

 

 

-

 

 

 

1

 

 

 

-

 

 

 

1

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

Loss on metals contract liabilities

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(12,316 )

 

 

(12,316 )

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(5,330 )

 

 

(5,330 )

Other gain on derivatives

 

 

-

 

 

 

-

 

 

 

-

 

 

 

2,916

 

 

 

2,916

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

178

 

 

 

178

 

Fair value loss on royalty payable

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(19 )

 

 

(19 )

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(216 )

 

 

(216 )

Income (loss) before income taxes

 

 

2,785

 

 

 

2,340

 

 

 

(1,567 )

 

 

(18,564 )

 

 

(15,006 )

 

 

538

 

 

 

(5,119 )

 

 

(1,483 )

 

 

(9,897 )

 

 

(15,961 )

Income tax expense

 

 

(702 )

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(702 )

 

 

(198 )

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(198 )

Net income (loss) for the period

 

$2,083

 

 

$2,340

 

 

$(1,567 )

 

$(18,564 )

 

$(15,708 )

 

$340

 

 

$(5,119 )

 

$(1,483 )

 

$(9,897 )

 

$(16,159 )

 

 

Nine-month period ended September 30, 2025

 

 

Nine-month period ended September 30, 2024

 

 

 

Cosalá

Operations

 

 

Galena

Complex

 

 

Relief

Canyon

 

 

Corporate

and Other

 

 

Total

 

 

Cosalá

Operations

 

 

Galena

Complex

 

 

Relief

Canyon

 

 

Corporate

and Other

 

 

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revenue

 

$36,435

 

 

$44,635

 

 

$-

 

 

$-

 

 

$81,070

 

 

$41,094

 

 

$35,297

 

 

$-

 

 

$-

 

 

$76,391

 

Cost of sales

 

 

(30,781)

 

 

(33,975)

 

 

-

 

 

 

-

 

 

 

(64,756)

 

 

(32,905)

 

 

(29,960)

 

 

-

 

 

 

-

 

 

 

(62,865)

Depletion and amortization

 

 

(3,607)

 

 

(9,424)

 

 

(2,506)

 

 

(173)

 

 

(15,710)

 

 

(6,892)

 

 

(9,018)

 

 

(2,589)

 

 

(119)

 

 

(18,618)

Care and maintenance costs

 

 

-

 

 

 

(445)

 

 

(1,139)

 

 

-

 

 

 

(1,584)

 

 

-

 

 

 

(445)

 

 

(2,752)

 

 

-

 

 

 

(3,197)

Corporate general and administrative

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(18,521)

 

 

(18,521)

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(5,036)

 

 

(5,036)

Exploration costs

 

 

(2,203)

 

 

(1,617)

 

 

(87)

 

 

-

 

 

 

(3,907)

 

 

(486)

 

 

(2,286)

 

 

(76)

 

 

-

 

 

 

(2,848)

Accretion on decommissioning provision

 

 

(162)

 

 

(178)

 

 

(131)

 

 

-

 

 

 

(471)

 

 

(182)

 

 

(165)

 

 

(122)

 

 

-

 

 

 

(469)

Interest and financing income (expense)

 

 

(128)

 

 

(268)

 

 

131

 

 

 

(3,300)

 

 

(3,565)

 

 

(965)

 

 

(317)

 

 

41

 

 

 

(6,789)

 

 

(8,030)

Foreign exchange gain (loss)

 

 

(844)

 

 

-

 

 

 

-

 

 

 

1,951

 

 

 

1,107

 

 

 

1,042

 

 

 

-

 

 

 

-

 

 

 

(881)

 

 

161

 

Gain on disposal of assets

 

 

-

 

 

 

-

 

 

 

967

 

 

 

-

 

 

 

967

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

Loss on metals contract liability

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(26,889)

 

 

(26,889)

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(10,044)

 

 

(10,044)

Other gain (loss) on derivatives

 

 

-

 

 

 

-

 

 

 

-

 

 

 

3,625

 

 

 

3,625

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(566)

 

 

(566)

Fair value loss on royalty payable

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(300)

 

 

(300)

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(729)

 

 

(729)

Income (loss) before income taxes

 

 

(1,290)

 

 

(1,272)

 

 

(2,765)

 

 

(43,607)

 

 

(48,934)

 

 

706

 

 

 

(6,894)

 

 

(5,498)

 

 

(24,164)

 

 

35,850)

Income tax expense

 

 

(795)

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(795)

 

 

(469)

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(469)

Net loss for the period

 

$(2,085)

 

$(1,272)

 

$(2,765)

 

$(43,607)

 

$(49,729)

 

$237

 

 

$(6,894)

 

$(5,498)

 

$(24,164)

 

$(36,319)

 

c. Major customers

 

For the three-month period ended September 30, 2025, the Company sold concentrates and finished goods to three major customers accounting for 43% of revenues from Cosalá Operations and 57% of revenues from Galena Complex (2024: two major customers accounting for 51% of revenues from Cosalá Operations and 45% of revenues from Galena Complex). For the nine-month period ended September 30, 2025, the Company sold concentrates and finished goods to three major customers accounting for 45% of revenues from Cosalá Operations and 55% of revenues from Galena Complex (2024: two major customers accounting for 50% of revenues from Cosalá Operations and 48% of revenues from Galena Complex).