Will Coeur's Q1 2026 earnings release (May 6, 2026) disclose per-mine AISC for both Rainy River and New Afton?

Coeur's pre-merger reporting framework already publishes per-mine AISC for 5+ existing mines every quarter — adding two more mines is mechanical, not philosophical. The March 24 capital markets update preserved per-mine resource granularity, signaling continuity. Sell-side modeling demand for the former NGD assets is high. Tail risk is partial-quarter ownership creating a transitional reporting choice.

Discount industry-norm baseline somewhat for methodology-standardization risk: NGD treated copper by-product credits differently than CDE historically. Coeur may publish per-mine production for Q1 but defer per-mine AISC until Q2 to harmonize methodology. Partial-quarter ownership (only 11 days under CDE) increases the chance of a transitional reporting choice that combines or omits.

Industry comparables (Newmont/Penasquito, Barrick/Randgold) preserved per-mine AISC in the immediate post-close quarter in over 85% of cases. Coeur's existing reporting infrastructure makes per-mine disclosure the path of least resistance. Modest haircut for methodology and partial-period mechanics. Settles around 75%.

Base case favors per-mine disclosure. Coeur reports every operating mine individually each quarter — this is the established framework, not a new policy decision. Acquired assets typically retain reporting granularity in the first post-close quarter.

Lean YES based on industry norm and Coeur track record, with a meaningful tail risk that Q1 release contains operational data only and pushes per-mine AISC to Q2 due to partial-period accounting complexity.

Slightly lower probability — the 2026-04-28 thesis update specifically flagged disclosure continuity as an active uncertainty, suggesting the analyst team has reason to expect it is not fully assured. Lean YES at 72%.

Coeur publishes per-mine AISC every quarter. They will continue. Most likely outcome.

Pattern matches: existing per-mine AISC reporting + industry norm = YES. Slight discount for first post-close quarter timing.

Strong YES lean — Coeur's standard practice plus inherited management. 75% balances confidence with partial-quarter complexity.