We raise our target price from €35 to €45 per share, driven by the recent recovery in lithium prices, which has the potential to turn a transition year for AMG into a more exciting one. We maintain our BUY recommendation, with AMG's valuation still undemanding, in light of the re-emergence of the critical materials theme and with key peers trading at substantial premia relative to AMG.
ForFarmers strengthens position in Polish market through value chain integration Lochem, 12 February 2026 ForFarmers strengthens position in Polish market through value chain integration ForFarmers strengthens position in the growing poultry market in Poland in a joint venture with KPS Food Group (KPS), a leading, innovative player in poultry production, slaughtering and food processing. Both ForFarmers’ current joint venture in Poland (Tasomix) and the activities of KPS will be merged into a new joint venture ForFarmers Polska.ForFarmers will have a controlling (50.5%) stake and will f...
ForFarmers versterkt positie in Poolse markt door ketenintegratie Lochem, 12 februari 2026 ForFarmers versterkt positie in Poolse markt door ketenintegratie ForFarmers versterkt positie in groeiende pluimveemarkt in Polen in een joint venture met KPS Food Group (KPS), een toonaangevende, innovatieve speler in de keten van productie, slacht en verwerking van pluimvee.Zowel de huidige joint venture van ForFarmers in Polen (Tasomix) als de activiteiten van KPS worden ondergebracht in een nieuwe joint venture ForFarmers Polska.ForFarmers krijgt een meerderheidsbelang (50,5%) en zal de joint...
L’année 2026 verra, selon nous, une poursuite de la thématique momentum, aux dépens des styles value et qualité. Nous anticipons une accélération de l’amélioration de la marge (71 pb vs 36 pb en 2025e), tirée par le levier opérationnel, le pricing et la poursuite ou l’intensification des restructurations, ceci dans un environnement de croissance du CA toujours soutenue (5.1%e vs ~4.9% en 2025e). Si quelques dynamiques devraient rester fortes (datacenters, grid, rail, etc), d’autres émergeront (r...
We expect that 2026 will see a continuation of the momentum theme, at the expense of value and quality styles. We expect margin improvement to accelerate (71bp vs 36bp in 2025e), driven by operating leverage, pricing and continued or intensified restructuring, against a backdrop of sustained sales growth (5.1%e vs ~4.9% in 2025e). While some dynamics are likely to remain strong (data centres, grid, rail, etc), others will take shape (Europe residential and US trucks in H2) or accelerate (semicon...
AMG LIVA to Install Hybrid Energy Storage System Battery at Aramco Site Amsterdam, 26 January 2026 --- AMG Critical Materials N.V. ("AMG", EURONEXT AMSTERDAM: "AMG") announces that its subsidiary, AMG LIVA, will install its industrial battery, namely the Hybrid Energy Storage System (“Hybrid ESS”), at Aramco’s Bulk Plant in Tabuk, Saudi Arabia. LIVA’s Hybrid ESS is an ecosystem combining Lithium-Ion and Vanadium Redox Flow batteries (“VRFB”) with artificial intelligence routines and self-learning algorithms to help increase efficiency, safety, reliability, and lifetime of the batteries. The...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.