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BTBTG

B2Gold Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 115% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (124/wk), no spike
$BTG·$7.3B·Gold·Basic Materials
$5.49+1.7%YTD+20.1%1Y+27.1%
Price updated 7h ago·X counts updated 4d ago
BTBTG
$BTGB2Gold Corp.
$5.49+1.67%124 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BTG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

124X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BTG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-31

Sentiment is unambiguously bullish across a small sample. Traders point to a roughly 40% rally since March, a strong monthly candle they call a breakout, and a $2.2M block of call contracts hitting the tape, arguing the Mali permit is "turning the narrative" while Goose remains treated as a write-off. Chartists talk of a "ghost target" potentially hitting this year.

Read what X is saying about $BTG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BTG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

B2Gold with Mali permit resolved and Goose write-off behind it — 115% revenue growth, 48% operating margins on the run.

B2Gold operates three producing gold mines with exposure across Mali, Namibia (Otjikoto), and the Philippines (Masbate) — plus a recently developed Canadian project (Goose) that has been treated as a write-off in the crowd's framing. The story is a mid-tier gold producer benefiting from strong metal prices.

  • The operating engine is running: Q1 revenue grew 115% YoY, Q4 was up 111%, TTM operating margin is 48% (near cycle peaks), TTM FCF yield is 7.6% — this is a real gold-cycle benefit compounding through the P&L on higher realized metal prices and steady production ramps.
  • The Mali permit narrative is turning: the crowd's 'Mali permit turning the narrative' framing captures a real regulatory de-risking after multi-year negotiations — combined with the Goose asset being treated as a write-off (limiting further disappointment there), this looks like a cleaner forward story.
  • The tape is running: shares are up 18% YTD and 25% over the past year, sit at the 67th percentile of the 52-week range and 14% above both the 50-day and 200-day averages — the $2.2M call block and monthly-candle-breakout technical framing align with the ~40% rally since March.

Nov 4 earnings extends the run if Q3 EPS beats $0.16 consensus with continued production performance and any specific Mali production commentary. What actually invalidates is either a gold-price break (still cycle-dependent), a Mali operational disruption, or a fresh regulatory issue at Otjikoto or Masbate — the fundamentals support the reversal; the metal price dictates the ultimate ceiling.

Agrees with X sentimentThe X bullish read on the Mali permit resolution, ~40% rally, and $2.2M call block is fair — the fundamentals (115% revenue growth, 48% op margin) do back the cycle-plus-permit thesis, and the Goose framing is honestly discounted.

What to watch: Q3 earnings Nov 4 — production performance, Mali commentary, and All-in Sustaining Costs; gold-price break, Mali operational disruption, or Otjikoto/Masbate regulatory issue invalidates.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $BTG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mid-tier gold producer with operating mines in Mali, Philippines, and Namibia; pure-play gold exposure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gold sits in its cycle right now — and what that implies for $BTG.

Gold · Basic Materials

Gold prices remain elevated on central bank accumulation and dollar diversification; miners carry operating leverage to metal—cost discipline is the key differentiator after a 39% trailing-12-month sector run. Barrick up ~10% since earnings; Alamos Gold headline mine concerns draw attention.

What this means for $BTG

Direct beneficiary — Pure-play mid-tier with mines in Mali, Philippines, and Namibia; geopolitical risk around the Fekola Mali asset is the key variable in any up-move scenario.

Top industry ETF

$GDXVanEck Gold Miners ETF
+10.1%YTD
+38.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
48.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.03$0.07-57.1%
Q1 2026May 6, 2026$0.19$0.11+72.7%
Q4 2025Feb 18, 2026$0.11$0.20-45.0%
Q3 2025Nov 5, 2025$0.14$0.15-6.7%
Next earningsWed, Nov 4·consensus EPS $0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.1B+114.7%52.6%50.1%$0.15$359.7M
Q4 FY25$1.1B+110.9%52.3%50.4%$0.13$127.6M
Q3 FY25$782.9M+74.7%49.9%44.7%$0.01$-80.5M
Q2 FY25$692.2M+40.5%50.8%45.8%$0.12$17.1M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.6B – $4.1B$0.59$0.44 – $0.785
FY27$4.7B$4.3B – $5.2B$1.06$0.66 – $1.475
FY28$5.3B$4.8B – $6.3B$1.19$1.03 – $1.491
FY29$4.9B$4.4B – $5.8B$0.97$0.84 – $1.212
FY30$4.3B$3.8B – $5.1B$0.80$0.69 – $1.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 22 other (18 6-Ks · 2 13Gs · 1 S-8 · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

B2Gold: Not The July Bargain, Still A Buy On Leftover Cash-Flow Driversseekingalpha.com·2d agoB2Gold's Great Inflection: Cash Flow Will Follow As Prepay Overhang Is Goneseekingalpha.com·4d agoZonte Grants Stock Optionsthenewswire.com·8d agoBTG's All-in Sustaining Costs Rise Sharply in Q2: What Lies Ahead?zacks.com·9d agoBTG Goose Mine's Q2 Output Hit by Fire: Are 2026 Targets on Track?zacks.com·16d ago

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Voices on X · last 7 days

No standout posts about $BTG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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