AMG

AMG Critical Mat

Stock

ISIN: NL0000888691

Ticker: AMG

NL0000888691

AMG

Price

Debate sobre AMG

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jaguas

@jaguas

16H·

Sold AMG: Potential 2026 Losses Despite Analyst Profit Forecasts

Due to a global economic slowdown and a new decline in the prices of metals produced and traded by AMG, I think the company may incur losses again in 2026, contrary to what analysts following the company expect, as they are forecasting IFRS profit of $54.3M for 2026.

If the fundamental developments turn out as I am anticipating here, it is likely that sometime in 2026 we will once again be able to catch AMG close to the entry price, which was $14.43.

01.09

AMG

AMG Critical Mat

Vendido x118 en 26,20 €

3091,60 €

60,01 %

Johnny

@ElGanador

1Año·

$AMG (-3,32 %) Topic Lithium

No matter which share you look at ($LTHM
$ALB (+1,73 %) ...) that has to do with the production of lithium, all of them show a clear minus in the last 12 months and especially from MID-JULY a clear slump.

I couldn't find anything specific as to why exactly everything goes down from mid-July. There are reports about the price expectations of lithium per ton which were probably corrected significantly downward.

Does anyone here know anything more specific? Many stocks are at 50% or less than they were 12 months ago. It is no secret that the demand for lithium will continue to increase significantly for at least the next few years. I'm a friend of investing at just such moments :)

Greetings

6 Comentarios

N@Khlmysee

1Año

https://amg-nv.com/investors/press-release/amg-reports-third-quarter-2023-results-and-announces-new-corporate-structure-effective-january-1-2024/?lang=de "Since the end of July, when we issued our previous 2023 EBITDA guidance of US$350 million to US$380 million, market prices for spodumene and lithium carbonate have fallen by 50% and 43% respectively. Given these price reductions, AMG's new EBITDA guidance for the full year 2023 is around USD 320 million. Given the ramp-up of the strategic projects outlined above and the volatility of our key material prices, particularly lithium, it is difficult to provide firm guidance for 2024. The recent decline in lithium prices has taken all industry participants by surprise. In order to determine the cause of the price decline and forecast future movements, both the Chinese lithium industry and broader macroeconomic factors in China need to be analyzed. Given the difficulty of this analysis, and despite some indications that the lithium supply and demand picture remains strong, there is a high degree of uncertainty around near-term price dynamics. Based on today's low price levels, AMG's EBITDA in 2024 will be approximately US$200 million, with a stronger performance in the second half of the year."

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