A quality but increasingly-expensive metals play
19/01/23 -"While our earnings estimates have been upgraded and the premia for the peer-based measures increased to 25% (vs. 20% earlier) – as BHP by virtue of its >55% Chinese sales exposure is a proxy to play ..."
Pages
87
Language
English
Published on
19/01/23
You may also be interested by these reports :
31/07/26
H1 was surprisingly strong – especially in EBITDA terms. Manganese was yet again the stronghold, with ramp-up in Lithium providing further support. ...
30/07/26
H1 results were strong for Anglo and were largely driven by copper. While tailwinds in copper were obvious (i.e., better price and lower costs), the ...
30/07/26
Outokumpu reported a somewhat stronger Q226 performance, with sales increasing by 6.6% to €1.58bn and adjusted EBITDA rising to €100m. However, the ...
30/07/26
Aperam’s Q226 results met expectations, with stronger sequential profitability, solid free cash flow (€106m), and reduced net debt (€993m), ...