AMG : Modest adjustments in 2022 EBITDA, 2023-2024 EBITDA unchanged
>Investment case intact, supported by medium and long term guidance - Although AMG reported a lower than expected 1Q22 gross margin and a subsequent 6% EBITDA miss versus consensus (although EBITDA was up 93% yoy), the investment case is still intact. AMG continues to expand capacity in lithium (SP1+ and Germany hydroxide conversion plan) in order to profit from the surging demand from the EV market, will double capacity in spent catalyst recycling (start of full cont...AMG Advanced Metaurgical Group NV is a holding company. Through its subsidiaries Co. creates and applies metallurgical solutions to the global trend of sustainable development of natural resources and CO2 reduction. Co. operates in three business segments: the Advanced Materials segment is engaged in the production of specialty metals and alloys; the Engineering Systems segement consists of proprietary technologies for the design and engineering of vacuum furnaces and related equipment used in the production and treatment of metals and alloys; and the Graphit Kropfmuhl's segment extracts, processes and refines natural crystalline graphite
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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