AMG : Still materially undervalued, even with more safety built-in
>Upping 2022 estimates modestly - We have increased our overall 2022 EBITDA estimate by 2% as profitability in 3Q22 in Clean Energy Materials and lithium was higher than anticipated, even when correcting for one offs (some sales of 2Q22 and 4Q22 were recognized in 3Q22, EBITDA effect c. $5m AOe). We are now at $330m (up from $324m), slightly ahead of the updated guidance of at least $320m but in line with Bloomberg consensus, which is at $331m. Building i...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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