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
62
Language
English
Published on
19/01/23
You may also be interested by these reports :
12/11/25
We have updated our model in line with the new guidance issued by the group this week, i.e. a FY25 EBITDA of €300-350m, instead of the previous ...
12/11/25
Our target price goes down after our short-term earnings revision. Before the new EU measures come into force, which are unlikely to occur before ...
12/11/25
After the release of the group’s Q325 results, we have decided to “refresh” our valuation metrics (see the respective sections), to better account ...
11/11/25
While there have been some recent scares in the form of profit-booking for precious metals, it’s important to note that Boliden’s investment case is ...