Aurubis AG (DE0006766504)
Industrie | Metallfertigung

216,20 EUR

Stand (close): 29.05.26

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Datum / Uhrzeit Titel Bewertung
15.05.26 02:09:16 Bewertung von Aurubis (XTRA:NDA) nach aufgerüstetem Ausblick und starken Halbjahresergebnissen
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Aurubis (XTRA:NDA) ist wieder im Fokus, nachdem das Unternehmen Halbjahresverkäufe in Höhe von €11.339 Millionen und einen Nettoertrag von €801 Millionen vermeldet hat, zusammen mit einem höheren Ausblick für das laufende Jahr und Fortschritten bei wichtigen Recycling- und Schmelzprojekten. Der Aktienkurs hat sich in letzter Zeit stark erhöht, mit einer 30-Tage-Rendite von 15,64 % und einer Jahresrendite von 68,15 %. Der Gesamtaktienrendite für das laufende Jahr beträgt 175,64 %, was darauf hindeutet, dass Investoren Aurubis nach dem aufgerüsteten Ausblick und den Fortschritten bei Recycling- und Schmelzprojekten neu bewerten. Wenn die jüngsten Entwicklungen von Aurubis Sie dazu bringen, andere Metallproduzenten in Betracht zu ziehen, könnte dies ein gutes Moment sein, das Markt mit unserer Liste der 8 besten Kupferproduktionsunternehmen zu scannen. Die Frage für Sie als potenzieller Investor lautet: Ist Aurubis noch an einem attraktiven Bewertungsniveau handelbar oder hat der Markt bereits viel von seinem zukünftigen Wachstumspotenzial eingepreist? Derzeit wird Aurubis mit 32,2 % überbewertet. Die am meisten gefolgte Narrative setzt den fairen Wert von Aurubis bei €160,50 an, unterhalb des letzten Schlusskurses von €212,20, was eine klare Bewertungspanne für Investoren aufdeckt.
12.05.26 07:02:39 Aurubis AG (AIAGY): Q2 2026 Earnings Call Highlights: Starke Umsatzwachstum trotz operativer Herausforderungen
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Aurubis AG (AIAGY) hat im zweiten Quartal 2026 einen Betriebsergebnishaufschlag von 15 % gegenüber dem ersten Quartal erreicht. Die Gesamtumsätze stiegen um 23 % auf etwa 11,3 Milliarden Euro, getrieben durch höhere Metallpreise. Der Free Cash Flow vor Dividende verbesserte sich auf minus 63 Millionen Euro, ein deutlicher Anstieg gegenüber minus 151 Millionen Euro im Vorjahr. Die operative Rendite des Eigenkapitals (ROCE) fiel auf 8,1 % von 10,2 %, bedingt durch höhere Kapitaleinsätze für strategische Projekte und niedrigere Erträge in den vorherigen Quartalen.
16.04.26 13:50:00 Scrap Gold Recycling Industry Research Report 2026: Trends, Key Dynamics, Forecasts, Competitive Landscape Featuring Prominent Players - Umicore, Auru
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Company Logo The scrap gold recycling market offers opportunities with rising gold prices, increased awareness of metal reuse, and strengthened sustainability initiatives. Key trends include expanding recycling technologies and industrial reuse requirements. Major players focus on innovation and strategic acquisitions to expand market presence. Scrap Gold Recycling MarketScrap Gold Recycling Market·GlobeNewswire Inc. Dublin, April 16, 2026 (GLOBE NEWSWIRE) -- The "Scrap Gold Recycling Market Report 2026" has been added to ResearchAndMarkets.com's offering. The scrap gold recycling market is experiencing significant expansion, with projections indicating growth from $15.58 billion in 2025 to $16.88 billion in 2026 at a CAGR of 8.3%. The growth is attributed to various factors including increased scrap gold availability, heightened metal reuse awareness, and expanding jewelry recycling practices. Looking further ahead, the market is expected to reach $23.58 billion by 2030, driven by a CAGR of 8.7%. This surge is primarily due to a rising demand for recycled precious metals, increasing sustainability initiatives, and advancements in gold refining technologies. A key factor propelling the market is the surge in gold prices, influenced by economic uncertainty, inflationary pressures, and heightened demand for safe-haven investments. This price increase encourages more entities to participate in the recycling of scrap gold, enhancing market dynamics. For instance, according to the World Gold Council, the average gold price rose from $1,802.45 per troy ounce in 2022 to $1,940.54 in 2023, further boosting the market. Leading companies in the scrap gold recycling market are pioneering innovative methods to enhance claims of recycled content. Initiatives such as the mass balance approach, which enables traceability and certification of recycled materials, are being leveraged. Notably, Heraeus Precious Metals introduced Circlear, featuring 100% recycled precious metals, certified by TUV Sud, thus promoting the circular economy while minimizing carbon emissions. In a related move, Hensel Recycling's acquisition of Red Fox Resources in February 2024 enables expansion within the U.S. and North American markets. Prominent players in this sector include Umicore N.V., Aurubis AG, Boliden AB, Dillon Gage Inc., Elemetal LLC, Sipi Metals Corporation, among others. Europe, noted as the largest region for this market in 2025, along with areas like Asia-Pacific, North America, and others, plays a vital role in this expanding industry. The market value encompasses the revenues obtained from services such as gold assaying and evaluation, collection, logistics, and refining. These values represent 'factory gate' prices, reflecting the earnings from direct sales by manufacturers to consumers or other entities along the supply chain. Overall, the market is characterized by the contributions of companies providing services, creating gold products, and ensuring sustainable practices through recycling initiatives. Story Continues Key Attributes: Report Attribute Details No. of Pages 250 Forecast Period 2026 - 2030 Estimated Market Value (USD) in 2026 $16.88 Billion Forecasted Market Value (USD) by 2030 $23.58 Billion Compound Annual Growth Rate 8.7% Regions Covered Global Report Scope Markets Covered: Processing Technique: Pyrometallurgical, Hydrometallurgical, Other Processing Techniques Scrap: New Scrap Metal Recycling, Old Scrap Metal Recycling Application: Jewelry, Catalysts, Electronics, Batteries, Other Applications Subsegments: Pyrometallurgical: Direct Smelting, Cupellation, Fire Assay Hydrometallurgical: Aqua Regia Leaching, Cyanidation, Chlorine Leaching Other Processing Techniques: Electrolytic Refining, Bioleaching Global Scrap Gold Recycling Market Trends and Strategies Rising Collection of Discarded Gold Jewelry Growing Refining and Reuse of Precious Metals Increasing Focus on Sustainable Gold Recovery Expansion of Recycling Facilities and Processing Units Strengthening Demand for Reprocessed Industrial Gold Companies Featured Umicore N.V. Aurubis AG Boliden AB Dillon Gage Inc. Elemetal LLC Sipi Metals Corporation Metallix Refining Inc. Gannon & Scott United Precious Metal Refining Inc. David H. Fell & Company Inc. RPM Industries LLC Garfield Refining Gold Refiners LLC Mid-States Recycling & Refining Inc. Arch Enterprises Inc. Manhattan Gold & Silver Northern Refineries Inc. Geib Refining Corporation Republic Metals Corporation Doral Refining Corporation. For more information about this report visit https://www.researchandmarkets.com/r/lclgci About ResearchAndMarkets.com ResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Scrap Gold Recycling Market CONTACT: CONTACT: ResearchAndMarkets.com Laura Wood,Senior Press Manager press@researchandmarkets.com For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900 View Comments
23.03.26 01:07:05 Aurubis (XTRA:NDA) Valuation Check After Strong 1 Year Return And Intrinsic Discount Claims
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Why Aurubis Is On Investors’ Radar Today Aurubis (XTRA:NDA) is back in focus after recent trading left the share price around €154, with a return of about 77% over the past year and an intrinsic discount near 27%. See our latest analysis for Aurubis. While the recent month has brought a 9.09% decline in the share price, Aurubis still shows strong momentum with a 27.27% 3 month share price return and a 76.87% 1 year total shareholder return. This sits alongside that indicated intrinsic discount. If Aurubis has you thinking about copper and related materials, it could be a good moment to broaden your watchlist with other producers via the 8 top copper producer stocks With Aurubis trading around €154 and sitting on a 27% indicated intrinsic discount, but also a strong multi year total return record, are you looking at an undervalued copper recycler or has the market already priced in future growth? Most Popular Narrative: 61.4% Overvalued The most followed narrative puts Aurubis’ fair value at about €95.43, well below the recent €154 share price, and builds that gap on specific assumptions about future margins and earnings power. The company's high investment in strategic growth projects has elevated capital employed, depressing ROCE below target levels, with much of these investments (e.g., Richmond) not expected to contribute materially for one to two years and ramp-up costs weighing on near-to-mid-term earnings, cash flow and margin expansion are likely to lag optimistic forecasts. Read the complete narrative.Read the complete narrative. Want to see how this story connects heavy capex, thinner margins, and a richer future earnings multiple to justify today’s valuation gap? The key assumptions tie slower profit trends, modest revenue growth and a higher future P/E to that fair value line. Result: Fair Value of €95.43 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still a few things that could change this view, including smoother project execution and the Richmond ramp up translating into stronger earnings resilience. Find out about the key risks to this Aurubis narrative. Another Angle On Aurubis’ Valuation The narrative model points to Aurubis being about 61.4% overvalued at a fair value of €95.43, yet its current P/E of 11.1x looks low compared to peers at 26.6x and a fair ratio of 13.6x. So is the share price stretched, or is the market underpricing earnings power? Story Continues See what the numbers say about this price: find out in our valuation breakdown. See what the numbers say about this price — find out in our valuation breakdown.XTRA:NDA P/E Ratio as at Mar 2026 Next Steps Mixed messages or a clear opportunity: either way, it pays to look through the data yourself and decide quickly where you stand, starting with the 2 key rewards and 1 important warning sign Looking for more investment ideas? Do not stop your research with a single stock. Widen your view with a few focused sets of ideas that could sharpen your next move. Target potential mispricings by scanning companies that combine quality fundamentals with attractive valuations using the 229 high quality undervalued stocks. Build a more resilient income stream by reviewing companies offering strong yields with sturdy payout profiles through the 476 dividend fortresses. Strengthen your core holdings by focusing on companies with robust finances and solid foundations via the solid balance sheet and fundamentals stocks screener (381 results). This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NDA.DE. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
18.03.26 14:06:06 Troilus, Boliden sign MoU for copper-gold concentrate supply
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Troilus Mining, formerly known as Troilus Gold, has signed a long-term offtake arrangement for copper-gold concentrate with Boliden Commercial through a memorandum of understanding (MoU). This agreement pertains to Troilus Mining's project in north-central Québec, Canada, marking a progression from the initial commercial terms disclosed in July 2025. Boliden is a European entity known for base and precious metals mining and processing across multiple countries. The MoU with Boliden represents a key element of Troilus’ broader commercial strategy, enhancing the company's efforts in securing project financing and progressing towards the construction phase. This development builds on an earlier memorandum of agreement signed with Aurubis in August 2025, which similarly aims to foster stable relationships with major European smelting companies. These agreements play a critical role in establishing commercial terms for a significant share of the anticipated concentrate production from the Troilus Project. They are integral to the company’s financial plans, aligning with a prospective senior project debt facility of up to $1bn (C$1.37bn). The facility is backed by a coalition of international financial institutions and export credit agencies. According to a feasibility study released by the company in May 2024, the Troilus Project is projected to yield approximately 135.4 million pounds (mlb) of copper equivalent annually. This output translates to around 75,000 wet tonnes of concentrate containing payable copper, gold and silver. Ocean Partners USA remains involved as an independent third-party advisor for Troilus’ concentrate offtake strategy, offering technical and market insights. Additionally, Auramet International continues in its role as project finance advisor, assisting Troilus in structuring an effective financial plan to further advance the project. Troilus CEO Justin Reid said: “Boliden is a highly respected partner with deep expertise in responsibly processing copper concentrates. “Advancing our relationship to this stage reflects growing commercial confidence in the quality, scale and strategic importance of our project, and reinforces Québec’s position as a stable, clean-energy jurisdiction for responsible mineral development.” "Troilus, Boliden sign MoU for copper-gold concentrate supply" was originally created and published by Mining Technology, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. View Comments
17.03.26 11:00:00 Troilus Signs Memorandum of Understanding With Boliden for Long‑Term Copper‑Gold Concentrate Offtake
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Troilus Mining Corp. MONTRÉAL, March 17, 2026 (GLOBE NEWSWIRE) -- Troilus Mining Corp. (formerly Troilus Gold Corp.) (“Troilus” or the “Company”; TSX: TLG, OTCQX: CHXMF; FSE: CM5) is pleased to announce that it has signed a Memorandum of Understanding (“MoU” or the “Agreement”) with Boliden Commercial AB (“Boliden”), a leading European base and precious metals mining and processing company, for the long-term offtake of copper-gold concentrate from the Company’s Troilus Project (the “Project”) in north-central Québec, Canada. The MoU advances the indicative commercial offtake terms previously announced on July 10, 2025 to a more formal stage and establishes a framework for future concentrate deliveries. Boliden operates seven mines and five smelters across Sweden, Finland, Norway, Ireland and Portugal, and is recognized globally for its responsible processing of concentrates. This Agreement follows the Memorandum of Agreement (“MoA”) signed with Aurubis AG in August 2025 and further strengthens Troilus’ commercial strategy as the Company progresses Project financing and advances towards construction. Together, these arrangements secure long-term relationships with two of Europe’s most established smelting groups and reinforce Troilus’ position within evolving critical mineral supply chains. Justin Reid, CEO of Troilus, commented, “Boliden is a highly respected partner with deep expertise in responsibly processing copper concentrates. Advancing our relationship to this stage reflects growing commercial confidence in the quality, scale and strategic importance of our Project, and reinforces Québec’s position as a stable, clean-energy jurisdiction for responsible mineral development. Alongside our agreement with Aurubis, this MoU further underpins our concentrate marketing strategy and aligns with the structures project financing process currently underway.” The agreements with Boliden and with Aurubis establish commercial terms for significant portions of the Project’s anticipated concentrate production and form a key component of Troilus’ broader financing strategy. These commercial milestones are advancing in parallel with the Company’s senior project debt facility of up to US$1 billion, supported by a syndicate of international financial institutions and export credit agencies (see press release dated, November 19, 2025). As outlined in the Company’s May 2024 Feasibility Study, the Troilus Project is expected to produce an annual average of approximately 135.4 million pounds of copper equivalent, or 75,000 wet metric tonnes (“WMT”) of concentrate, containing payable copper, gold, and silver. Story Continues Ocean Partners USA Inc. continues to act as Troilus’s independent third-party advisor on its concentrate offtake strategy, providing technical, commercial, and market expertise. Auramet International Inc. continues to act as project finance advisor, supporting Troilus in structuring and executing a comprehensive financing solution to advance the project toward construction. Qualified Person The technical and scientific information in this press release has been reviewed and approved Kyle Frank, P.Geo., Vice President, Corporate Development, who is a Qualified Person as defined by NI 43-101.  Mr. Frank is an employee of Troilus and is not independent of the Company under NI 43-101. About Troilus Mining Corp. Troilus Mining Corp. is a Canadian development-stage mining company focused on the responsible advancement of the former gold and copper Troilus Mine towards near-term production. Troilus is located in the tier-one mining jurisdiction of Quebec, Canada, where it holds a large land position of 435 km² in the Frôtet-Evans Greenstone Belt. A Feasibility Study completed in May 2024 supports a large-scale 22-year, 50ktpd open-pit mining operation, positioning it as a cornerstone project in North America. For more information: Caroline Arsenault VP Corporate Communications +1 (647) 276-0050 info@troilusmining.com Cautionary Note Regarding Forward-Looking Statements and Information This press release contains forward-looking statements and forward-looking information (collectively, “forward-looking statements”) within the meaning of applicable securities laws. Such forward-looking statements include, without limitation, statements regarding the impact of the potential offtake on the Company and the likelihood that the Company will be able to negotiate a definitive offtake agreement on the terms and timeline indicated or at all, the likelihood that binding funding commitments will follow on the timeline projected or at all, the likelihood that ECAs will provide financing and guarantees, advancing towards a fully funded construction package, the expected capacity of the Troilus Gold-Copper Project development plans to advance the Troilus project towards construction, the impact of due diligence on structuring a definitive project debt package, the likelihood of structuring a definitive project debt package with financial close on stated timeline or at all, structuring, identifying, and engaging potential financing participants, development plans, opportunity to expand the scale of the project, the project becoming a cornerstone mining project in Noth America; the development potential and timetable of the project. . Although the Company believes that such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct. Forward-looking statements are typically identified by words such as: believe, expect, anticipate, intend, estimate, postulate and similar expressions, or are those, which, by their nature, refer to future events. The Company cautions investors that any forward-looking statements by the Company are not guarantees of future results or performance, and that actual results may differ materially from those in forward-looking statements as a result of various factors and risks, including, uncertainties with respect to obtaining all regulatory approvals to complete the name change, uncertainties of the global economy, market fluctuations, the Company’s inability to (i) obtain any necessary permits, consents or authorizations required for its activities, (ii) to produce minerals from its properties successfully or profitably, (iii) to continue its projected growth, and (iv) to raise the necessary capital or to be fully able to implement its business strategies and other risks identified in its disclosure documents filed at www.sedarplus.ca. This press release is not, and is not to be construed in any way as, an offer or recommendation to buy or sell securities in Canada or in the United States. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual events, results and/or developments may differ materially from those in the forward-looking statements. Readers should not place undue reliance on the Company's forward-looking statements. The Company does not undertake to update any forward-looking statement that may be made from time to time by the Company or on its behalf, except in accordance with and as required by applicable securities laws. View Comments
24.02.26 09:39:00 Ivanhoe Mines Q4 Ergebnisgespräch Zusammenfassung
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here’s a 600-word summary of the text, followed by the German translation. **Summary (600 words)** Ivanhoe Mines is reporting significant progress across its key mining operations – Kamoa-Kakula in the DRC, Kipushi in the DRC, and Platreef in South Africa – demonstrating substantial revenue growth and operational improvements. The company’s fourth-quarter and full-year 2025 earnings call highlighted key milestones and provided optimistic outlooks. **Kamoa-Kakula: A Smelting Powerhouse** The Kamoa-Kakula copper complex is the star of the show, with the company, alongside Trafigura and Aurubis, successfully shipping its first 99.7% copper concentrate via the Lobito Corridor, marking a crucial shift to direct-to-blister smelting. The facility is now operating at over 60% capacity and is considered the largest smelter on the African continent. In 2025, the complex produced nearly 400,000 tonnes of copper, generating $4.2 billion in revenue at a 40% margin and $1.5 billion in EBITDA. Inventory management is a priority, with a significant reduction in held copper stocks (down to 17,000 tonnes by 2026) anticipated due to increased sales. Projected copper sales for 2026 are at least 30,000 tonnes higher than production. Cost controls are being implemented, with guidance of $2.20-$2.50 per pound of payable copper for 2026, expecting cost improvements in 2027. **Kipushi: Zinc Production Surge** Kipushi’s zinc operation has also experienced a significant turnaround. Following a debottlenecking project, the mine produced over 200,000 tonnes of zinc in 2025, generating $138 million in revenue and $91 million in EBITDA. Record quarterly production was achieved in Q4, and the company is increasing its production guidance to 240,000 to 290,000 tonnes for 2026, with cash costs expected to remain within a range of $0.85 to $0.95 per pound. The operation is poised to become one of the world’s largest zinc mines. Furthermore, the company is exploring options for byproduct metal monetization (germanium, gallium) with joint venture partners and Mercuria Trading. **Platreef: Beginning Production** Platreef, after decades of exploration and development, has finally initiated production. The Phase I mill is currently processing lower-grade ore, and production is expected to ramp up significantly with the commencement of stoping operations in one month. Phase II expansion, targeting 450,000 ounces of precious metals by the end of 2027, is underway, including commissioning of Shaft 3 which will alleviate pressure on Shaft 1. Significant progress is being made on Shaft 2, and key contract awards and long-lead items are being secured for the Phase II concentrator, expected to come online by the end of 2027. **Safety and Future Plans** Ivanhoe Mines maintains a strong safety record, though a fatal incident occurred during maintenance at Kamoa-Kakula. Exploration efforts are ongoing across all sites, focused on resource expansion and potential new discoveries. --- **German Translation (600 Wörter)** **Zusammenfassung (600 Wörter)** Die Ivanhoe Mines berichtet von bedeutenden Fortschritten in ihren wichtigsten Bergbauprojekten – Kamoa-Kakula im Kongo, Kipushi im Kongo und Platreef in Südafrika – und demonstriert damit erhebliches Umsatzwachstum und betriebliche Verbesserungen. Der Quartalsbericht für das vierte Quartal und das Gesamtjahr 2025 enthüllte wichtige Meilensteine und bot optimistische Prognosen. **Kamoa-Kakula: Eine Schmelz-Powerhouse** Das Kamoa-Kakula-Kupferkomplex ist das Hauptaugenmerk, wobei das Unternehmen, zusammen mit Trafigura und Aurubis, erfolgreich das erste 99,7 % Kupferkonzentrat über die Lobito-Korridor versendet hat, was eine entscheidende Verschiebung zu direktem Schmelzen markiert. Die Anlage arbeitet nun mit mehr als 60 % Kapazität und gilt als das größte Schmelzwerk auf dem afrikanischen Kontinent. Im Jahr 2025 produzierte der Komplex fast 400.000 Tonnen Kupfer und erzielte einen Umsatz von 4,2 Milliarden Dollar mit einer Marge von 40 % und 1,5 Milliarden Dollar EBITDA. Die Bestandsverwaltung hat Priorität, wobei der Bestand an gelagertem Kupfer aufgrund erhöhter Verkäufe deutlich reduziert wird (auf 17.000 Tonnen bis 2026) erwartet wird. Es wird prognostiziert, dass der Kupfersatz für 2026 mindestens 30.000 Tonnen höher sein wird als die Produktion. Die Kostenkontrolle wird umgesetzt, wobei für 2026 eine Anleitung von 2,20 bis 2,50 Dollar pro Pfund vergütetem Kupfer angegeben wird und erwartet wird, dass die Kosten 2027 sinken werden. **Kipushi: Zinkproduktions-Anstieg** Auch die Kipushi-Zink-Operation hat einen erheblichen Wende-Punkt erlebt. Nach einem Entdrosselungs-Projekt produzierte die Mine 2025 über 200.000 Tonnen Zink, erzielte einen Umsatz von 138 Millionen Dollar und 91 Millionen Dollar EBITDA. Ein Quartalsrekord wurde im Q4 aufgestellt, und das Unternehmen erhöht seine Produktions-Leitlinien auf 240.000 bis 290.000 Tonnen für 2026, wobei die Kosten mit 0,85 bis 0,95 Dollar pro Pfund vergüteten Zink erwartet werden. Das Unternehmen ist bereit, zu den größten Zinkminen der Welt zu gehören. Darüber hinaus erkundet das Unternehmen Möglichkeiten zur Monetarisierung von Nebenproduktmetallen (Germanium, Gallium) mit Joint Venture Partnern und Mercuria Trading. **Platreef: Beginn der Produktion** Platreef, nach Jahrzehnten der Exploration und Entwicklung, hat endlich die Produktion gestartet. Die Phase I-Mühle verarbeitet derzeit minderwertiges Erz, und es wird erwartet, dass die Produktion deutlich ansteigt, sobald mit dem Stoppen in etwa einem Monat begonnen wird. Die Phase II-Erweiterung, die auf eine Produktion von 450.000 Unzen Edelmetallen bis Ende 2027 abzielt, ist im Gange, einschließlich der Inbetriebnahme von Shaft 3, die den Druck auf Shaft 1 reduziert. Es wird erhebliche Fortschritte bei Shaft 2 erzielt, und wichtige Vertragsvergaben und lange Bauteile werden für den Phase II-Konzentrator gesichert, der voraussichtlich Ende 2027 in Betrieb genommen wird. **Sicherheit und zukünftige Pläne** Die Ivanhoe Mines unterhält eine starke Sicherheitsbilanz, obwohl ein tödliches Ereignis während der Wartung bei Kamoa-Kakula stattfand. Es werden Explorationsbestrebungen über alle Standorte hinweg unternommen, mit dem Schwerpunkt auf der Ressourcenexpansion und potenziellen neuen Entdeckungen.
21.11.25 11:32:48 Hätte man vor fünf Jahren in Aurubis investiert, hätte man eine Steigerung von 85% erzielt.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung:** Dieser Artikel analysiert die Performance von Aurubis, einem deutschen Kupferproduzenten, und untersucht seine Aktienrenditen sowie die zugrunde liegenden Fundamentaldaten. Der Kern des Arguments ist, dass Aurubis in der Vergangenheit beeindruckende Renditen erzielt hat (68 % in fünf Jahren), aber seine jüngste Performance schwächer ist (43 % im letzten Jahr, einschließlich Dividenden). Der Artikel deutet auf eine Verschiebung der Anlegerstimmung hin, die sich in einem niedrigeren Wachstum der Earnings Per Share (EPS) im Vergleich zum Anstieg des Aktienkurses widerspiegelt. Über die letzten fünf Jahre wuchs der EPS von Aurubis konstant um 20 % jährlich, ein Tempo, das deutlich höher war als der 11 % jährliche Anstieg des Aktienkurses. Diese Diskrepanz deutet auf eine zunehmende Pessimismus seitens des Marktes hinsichtlich der zukünftigen Aussichten des Unternehmens hin. Ein niedriger Kurs-Gewinn-Verhältnis (KGV) von 7,62 bestätigt diese Einschätzung. Über die bloße Betrachtung der Aktienkursgewinne hinaus betont der Artikel die Bedeutung des Total Shareholder Return (TSR). Der TSR von Aurubis über die letzten fünf Jahre (85 %) übertraf den Aktienkurs deutlich, vor allem aufgrund von Dividendenzahlungen. Dies unterstreicht, dass Anleger mit Dividenden belohnt wurden, ein wichtiger Bestandteil der Gesamtrendite. Der verbesserte TSR in den letzten zwölf Monaten, verglichen mit dem fünfjährigen TSR, deutet auf eine positive Entwicklung hin. Der Autor rät Lesern, das größere Bild zu betrachten. Auch wenn der Aktienkurs weiterhin positiv ist, ist eine gründlichere Untersuchung unerlässlich, die über die unmittelbare Aktienperformance hinausgeht. Eine Warnung wurde festgestellt, die eine weitere Prüfung erfordert. Letztendlich ermutigt der Artikel die Leser, die Fundamentaldaten, die Dividendenpolitik und die allgemeinen Marktbedingungen von Aurubis zu berücksichtigen. Er betont, dass es nicht nur darum geht, kurzfristige Gewinne zu verfolgen, sondern auch, das langfristige Potenzial eines Unternehmens zu verstehen. Die Informationen werden im Kontext von Aktien, die an den deutschen Börsen gehandelt werden, präsentiert und stellen keine Finanzberatung dar.