AMG : Updated estimates and TP adjustment, reflecting lower pricing environment
>Preview Q2 2024: the trough in earnings - AMG will report Q2 2024 earnings on July 31. Q2 2024 is not expected to be a good quarter for AMG. The lithium carbonate is down 78% yoy while vanadium is down 29% yoy and this, next to the disruption from the capacity expansion in spodumene, impacts the overall profitability of AMG. We forecast sales of $364m (BB css $355) and an adj. EBITDA of $30.6m (BB css $28.6m) vs $439m and $107.5m in Q2 2023. We expect a net loss of $...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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