2026 Q2-rapport
8 dagar sedan
‧47min
0,0275 CAD/aktie
Senaste utdelning
0,30%Direktavk.
Orderdjup
Ingen data hittades
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Vi vill bara påminna om att börsen ger och tar. Även om sparande i aktier historiskt gett god avkastning över tid finns inga garantier för framtida avkastning. Det finns risk att du inte får tillbaka de pengar du investerat.
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Företagshändelser
Data hämtas från Quartr| Nästa händelse | |
|---|---|
2026 Q3-rapport 4 nov. |
| Tidigare händelser | ||
|---|---|---|
2026 Q2-rapport 6 aug. | ||
Årsstämma 2026 7 maj | ||
2026 Q1-rapport 7 maj | ||
2025 Q4-rapport 20 feb. | ||
2025 Q3-rapport 6 nov. 2025 |
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Delta i diskussionerna på Nordnet Social
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för 1 dag sedanSkrev denna kommentar på SeekingAlpha för ett par veckor sen som jag lika väl kan dela här också utan att få med kontexten i artikeln som jag kommenterade. Weighing the Risks and Realities of Lundin Mining Evaluating an institutional-scale miner like Lundin Mining requires balancing traditional industry risks against unique structural advantages. A closer look at the company’s current position reveals that many publicized risks are heavily mitigated by operational strategy, regional infrastructure, and structural upside. The Risk Factors • Copper Price Cycles: As a pure-play copper growth vehicle, Lundin is naturally exposed to commodity price volatility. A prolonged global downturn would stress margins across its portfolio. • Political Context: Operating heavily in South America exposes the company to changing regulatory environments, local permitting hurdles, and resource nationalism risks. • Grade Degradation: Like much of the global copper sector, existing traditional mines face declining average ore grades over time, requiring more processing volume to sustain output. • Project Cost Overruns: Large-scale builds like those in the high-altitude Vicuña district are capital-intensive and historically vulnerable to engineering delays or unexpected capital expenditure (CapEx) creep. • Water Scarcity: Operating in arid regions like the Atacama requires strict, often costly water management strategies to secure operational continuity and maintain community trust. • Inflationary Pressures: Rising costs for labor, machinery, energy, and steel directly inflate the capital required to bring tier-one assets online. The Strategic Counter-Weights (Opportunities) 1. Agile Governance vs. Institutional Inertia Unlike competitors heavily dominated by passive pension funds or risk-averse institutional managers acting like political bureaucrats, Lundin Mining operates under the Lundin Group umbrella. This ownership structure enables fast, agile, and entrepreneurial decision-making, stripped of the organizational "fat" and slow approval loops that plague larger, institutionalized mining majors. 2. The Power of the Vicuña District & Corporate Consolidation The creation of Vicuña Corp—anchored by the world-class Josemaria and Filo del Sol deposits—represents one of the most significant copper-gold-silver discoveries in modern history. Coupled with Lundin's recent consolidation steps (increasing its stake in the operating Caserones mine to 75% and taking a 31% direct position in the adjacent Los Helados deposit), the company controls an unmatched, highly concentrated cluster of scalable assets. Furthermore, high-grade exploration results at Lunahuasi continue to prove the immense district-wide geological upside. 3. Shared Infrastructure & Desalination Solutions Water and logistics risks are directly addressed by a unified regional strategy. Lundin is positioned to leverage shared desalinated seawater infrastructure across the entire Vicuña district. Centralizing water networks and sharing processing synergies between Caserones, Los Helados, and Josemaria significantly drives down capital intensity and mitigates localized water risks. 4. High-Value Divestments & Capital Recycling Lundin possesses massive flexibility to optimize its balance sheet. The company has the strategic option to monetize portions of the Vicuña district at a premium, recycling transaction profits and cash directly into developing near-term, cash-flowing projects like Caserones. This limits equity dilution while funding massive organic growth. 5. Secular Trends: Global Grade Declines Benefit Lundin While individual grade declines are a risk, the global trend of lower average copper grades serves as a long-term catalyst. As standard global mines produce less copper per ton of rock, the structural incentive price for copper rises. Lundin’s massive volume capacity ensures it will be a primary beneficiary of a structurally higher global copper pricing floor. 6. A Favorable Political Window (Chile & Argentina) While geopolitical risk exists, the current regional environment is highly constructive. In Argentina, the approval of large-scale mining clusters under the RIGI fiscal incentive regime secures long-term regulatory and tax stability. This favorable political window is highly visible and expected to remain stable through at least December 2027, providing a clear runway to advance major asset milestones. 7. The Inflation-NAV Correlation Historically, mining inflation and the price of copper move hand-in-hand. While a higher CapEx environment makes building more expensive, the intrinsic value of the metals in the ground scales accordingly. In absolute terms, the expansion of the company's Net Asset Value (NAV) significantly outpaces nominal CapEx inflation, making the absolute valuation calculation a net win for the company.
·för 2 dagar sedanIgen stuper LUM-aktien efter 15:30...ser att SB1 höjer riktkursen till 350 SEK medan Handelsbanken har en riktkurs på 257 SEK, dvs en skillnad på nästan 100 SEK/aktie. Vad är de grundläggande förutsättningarna för skillnaden mellan dessa två riktkurser (olika NPV tidsperiod eller vad) och vad menar de amerikanska analytikerna - något som jag aldrig ser på dessa sidor som Nordnet lägger ut.för 2 dagar sedanKan vara så enkelt som förväntansbild på Vicuna eller vad de anser kopparpriset långsiktigt står i.
6 aug.Har marknaden kort minne? Vet den inte vad som pågår i Sydamerika? Tidernas största fyndigheter väntar runt hörnet!!!
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Nordnet Social och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
2026 Q2-rapport
8 dagar sedan
‧47min
0,0275 CAD/aktie
Senaste utdelning
0,30%Direktavk.
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Forum
Delta i diskussionerna på Nordnet Social
Logga in
- för 1 dag sedanSkrev denna kommentar på SeekingAlpha för ett par veckor sen som jag lika väl kan dela här också utan att få med kontexten i artikeln som jag kommenterade. Weighing the Risks and Realities of Lundin Mining Evaluating an institutional-scale miner like Lundin Mining requires balancing traditional industry risks against unique structural advantages. A closer look at the company’s current position reveals that many publicized risks are heavily mitigated by operational strategy, regional infrastructure, and structural upside. The Risk Factors • Copper Price Cycles: As a pure-play copper growth vehicle, Lundin is naturally exposed to commodity price volatility. A prolonged global downturn would stress margins across its portfolio. • Political Context: Operating heavily in South America exposes the company to changing regulatory environments, local permitting hurdles, and resource nationalism risks. • Grade Degradation: Like much of the global copper sector, existing traditional mines face declining average ore grades over time, requiring more processing volume to sustain output. • Project Cost Overruns: Large-scale builds like those in the high-altitude Vicuña district are capital-intensive and historically vulnerable to engineering delays or unexpected capital expenditure (CapEx) creep. • Water Scarcity: Operating in arid regions like the Atacama requires strict, often costly water management strategies to secure operational continuity and maintain community trust. • Inflationary Pressures: Rising costs for labor, machinery, energy, and steel directly inflate the capital required to bring tier-one assets online. The Strategic Counter-Weights (Opportunities) 1. Agile Governance vs. Institutional Inertia Unlike competitors heavily dominated by passive pension funds or risk-averse institutional managers acting like political bureaucrats, Lundin Mining operates under the Lundin Group umbrella. This ownership structure enables fast, agile, and entrepreneurial decision-making, stripped of the organizational "fat" and slow approval loops that plague larger, institutionalized mining majors. 2. The Power of the Vicuña District & Corporate Consolidation The creation of Vicuña Corp—anchored by the world-class Josemaria and Filo del Sol deposits—represents one of the most significant copper-gold-silver discoveries in modern history. Coupled with Lundin's recent consolidation steps (increasing its stake in the operating Caserones mine to 75% and taking a 31% direct position in the adjacent Los Helados deposit), the company controls an unmatched, highly concentrated cluster of scalable assets. Furthermore, high-grade exploration results at Lunahuasi continue to prove the immense district-wide geological upside. 3. Shared Infrastructure & Desalination Solutions Water and logistics risks are directly addressed by a unified regional strategy. Lundin is positioned to leverage shared desalinated seawater infrastructure across the entire Vicuña district. Centralizing water networks and sharing processing synergies between Caserones, Los Helados, and Josemaria significantly drives down capital intensity and mitigates localized water risks. 4. High-Value Divestments & Capital Recycling Lundin possesses massive flexibility to optimize its balance sheet. The company has the strategic option to monetize portions of the Vicuña district at a premium, recycling transaction profits and cash directly into developing near-term, cash-flowing projects like Caserones. This limits equity dilution while funding massive organic growth. 5. Secular Trends: Global Grade Declines Benefit Lundin While individual grade declines are a risk, the global trend of lower average copper grades serves as a long-term catalyst. As standard global mines produce less copper per ton of rock, the structural incentive price for copper rises. Lundin’s massive volume capacity ensures it will be a primary beneficiary of a structurally higher global copper pricing floor. 6. A Favorable Political Window (Chile & Argentina) While geopolitical risk exists, the current regional environment is highly constructive. In Argentina, the approval of large-scale mining clusters under the RIGI fiscal incentive regime secures long-term regulatory and tax stability. This favorable political window is highly visible and expected to remain stable through at least December 2027, providing a clear runway to advance major asset milestones. 7. The Inflation-NAV Correlation Historically, mining inflation and the price of copper move hand-in-hand. While a higher CapEx environment makes building more expensive, the intrinsic value of the metals in the ground scales accordingly. In absolute terms, the expansion of the company's Net Asset Value (NAV) significantly outpaces nominal CapEx inflation, making the absolute valuation calculation a net win for the company.
- ·för 2 dagar sedanIgen stuper LUM-aktien efter 15:30...ser att SB1 höjer riktkursen till 350 SEK medan Handelsbanken har en riktkurs på 257 SEK, dvs en skillnad på nästan 100 SEK/aktie. Vad är de grundläggande förutsättningarna för skillnaden mellan dessa två riktkurser (olika NPV tidsperiod eller vad) och vad menar de amerikanska analytikerna - något som jag aldrig ser på dessa sidor som Nordnet lägger ut.för 2 dagar sedanKan vara så enkelt som förväntansbild på Vicuna eller vad de anser kopparpriset långsiktigt står i.
- 6 aug.Har marknaden kort minne? Vet den inte vad som pågår i Sydamerika? Tidernas största fyndigheter väntar runt hörnet!!!
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Nordnet Social och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Ingen data hittades
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Vi vill bara påminna om att börsen ger och tar. Även om sparande i aktier historiskt gett god avkastning över tid finns inga garantier för framtida avkastning. Det finns risk att du inte får tillbaka de pengar du investerat.
Mäklarstatistik
Ingen data hittades
Kunder har även besökt
Företagshändelser
Data hämtas från Quartr| Nästa händelse | |
|---|---|
2026 Q3-rapport 4 nov. |
| Tidigare händelser | ||
|---|---|---|
2026 Q2-rapport 6 aug. | ||
Årsstämma 2026 7 maj | ||
2026 Q1-rapport 7 maj | ||
2025 Q4-rapport 20 feb. | ||
2025 Q3-rapport 6 nov. 2025 |
2026 Q2-rapport
8 dagar sedan
‧47min
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Företagshändelser
Data hämtas från Quartr| Nästa händelse | |
|---|---|
2026 Q3-rapport 4 nov. |
| Tidigare händelser | ||
|---|---|---|
2026 Q2-rapport 6 aug. | ||
Årsstämma 2026 7 maj | ||
2026 Q1-rapport 7 maj | ||
2025 Q4-rapport 20 feb. | ||
2025 Q3-rapport 6 nov. 2025 |
0,0275 CAD/aktie
Senaste utdelning
0,30%Direktavk.
Forum
Delta i diskussionerna på Nordnet Social
Logga in
- för 1 dag sedanSkrev denna kommentar på SeekingAlpha för ett par veckor sen som jag lika väl kan dela här också utan att få med kontexten i artikeln som jag kommenterade. Weighing the Risks and Realities of Lundin Mining Evaluating an institutional-scale miner like Lundin Mining requires balancing traditional industry risks against unique structural advantages. A closer look at the company’s current position reveals that many publicized risks are heavily mitigated by operational strategy, regional infrastructure, and structural upside. The Risk Factors • Copper Price Cycles: As a pure-play copper growth vehicle, Lundin is naturally exposed to commodity price volatility. A prolonged global downturn would stress margins across its portfolio. • Political Context: Operating heavily in South America exposes the company to changing regulatory environments, local permitting hurdles, and resource nationalism risks. • Grade Degradation: Like much of the global copper sector, existing traditional mines face declining average ore grades over time, requiring more processing volume to sustain output. • Project Cost Overruns: Large-scale builds like those in the high-altitude Vicuña district are capital-intensive and historically vulnerable to engineering delays or unexpected capital expenditure (CapEx) creep. • Water Scarcity: Operating in arid regions like the Atacama requires strict, often costly water management strategies to secure operational continuity and maintain community trust. • Inflationary Pressures: Rising costs for labor, machinery, energy, and steel directly inflate the capital required to bring tier-one assets online. The Strategic Counter-Weights (Opportunities) 1. Agile Governance vs. Institutional Inertia Unlike competitors heavily dominated by passive pension funds or risk-averse institutional managers acting like political bureaucrats, Lundin Mining operates under the Lundin Group umbrella. This ownership structure enables fast, agile, and entrepreneurial decision-making, stripped of the organizational "fat" and slow approval loops that plague larger, institutionalized mining majors. 2. The Power of the Vicuña District & Corporate Consolidation The creation of Vicuña Corp—anchored by the world-class Josemaria and Filo del Sol deposits—represents one of the most significant copper-gold-silver discoveries in modern history. Coupled with Lundin's recent consolidation steps (increasing its stake in the operating Caserones mine to 75% and taking a 31% direct position in the adjacent Los Helados deposit), the company controls an unmatched, highly concentrated cluster of scalable assets. Furthermore, high-grade exploration results at Lunahuasi continue to prove the immense district-wide geological upside. 3. Shared Infrastructure & Desalination Solutions Water and logistics risks are directly addressed by a unified regional strategy. Lundin is positioned to leverage shared desalinated seawater infrastructure across the entire Vicuña district. Centralizing water networks and sharing processing synergies between Caserones, Los Helados, and Josemaria significantly drives down capital intensity and mitigates localized water risks. 4. High-Value Divestments & Capital Recycling Lundin possesses massive flexibility to optimize its balance sheet. The company has the strategic option to monetize portions of the Vicuña district at a premium, recycling transaction profits and cash directly into developing near-term, cash-flowing projects like Caserones. This limits equity dilution while funding massive organic growth. 5. Secular Trends: Global Grade Declines Benefit Lundin While individual grade declines are a risk, the global trend of lower average copper grades serves as a long-term catalyst. As standard global mines produce less copper per ton of rock, the structural incentive price for copper rises. Lundin’s massive volume capacity ensures it will be a primary beneficiary of a structurally higher global copper pricing floor. 6. A Favorable Political Window (Chile & Argentina) While geopolitical risk exists, the current regional environment is highly constructive. In Argentina, the approval of large-scale mining clusters under the RIGI fiscal incentive regime secures long-term regulatory and tax stability. This favorable political window is highly visible and expected to remain stable through at least December 2027, providing a clear runway to advance major asset milestones. 7. The Inflation-NAV Correlation Historically, mining inflation and the price of copper move hand-in-hand. While a higher CapEx environment makes building more expensive, the intrinsic value of the metals in the ground scales accordingly. In absolute terms, the expansion of the company's Net Asset Value (NAV) significantly outpaces nominal CapEx inflation, making the absolute valuation calculation a net win for the company.
- ·för 2 dagar sedanIgen stuper LUM-aktien efter 15:30...ser att SB1 höjer riktkursen till 350 SEK medan Handelsbanken har en riktkurs på 257 SEK, dvs en skillnad på nästan 100 SEK/aktie. Vad är de grundläggande förutsättningarna för skillnaden mellan dessa två riktkurser (olika NPV tidsperiod eller vad) och vad menar de amerikanska analytikerna - något som jag aldrig ser på dessa sidor som Nordnet lägger ut.för 2 dagar sedanKan vara så enkelt som förväntansbild på Vicuna eller vad de anser kopparpriset långsiktigt står i.
- 6 aug.Har marknaden kort minne? Vet den inte vad som pågår i Sydamerika? Tidernas största fyndigheter väntar runt hörnet!!!
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Nordnet Social och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Ingen data hittades
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Vi vill bara påminna om att börsen ger och tar. Även om sparande i aktier historiskt gett god avkastning över tid finns inga garantier för framtida avkastning. Det finns risk att du inte får tillbaka de pengar du investerat.
Mäklarstatistik
Ingen data hittades