Published

04 Dec 25

Updated

07 Aug 26

Views

176

Not Invested

First Quantum MineralsFM

Fair Value

CA$48.56

Share price07 Aug

CA$47.761.6% undervalued

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1Y98.42%

7D0.53%

Kansanshi S3 Expansion And Cobre Panamá Restart Will Drive Stronger Long Term Copper Output

AN

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

04 Dec 25

Updated

07 Aug 26

Views

176

Not Invested

Shared on 07 Aug 26

Fair value Increased 3.19%

FM: Restart Progress And Copper Exposure Will Drive Future Upside Potential

First Quantum’s outlook hinges on what happens next at its Cobre Panama mine, with some analysts saying any real progress on a restart could quickly change how the market views the business. Others warn the timeline and deal terms are still uncertain, and that expectations may already be getting ahead of what the company can deliver.

13 views

Shared on 26 Jun 26

Fair value Increased 35%

FM: Cobre Panama Restart Progress Will Drive Future Upside Potential

First Quantum gets a clearer path to start moving and shipping stockpiled material from its big Panama mine, and some analysts now think the market is underestimating how much that could help the business if things keep going smoothly. Others still worry about how quickly a full restart happens and whether talks with the government hold up, keeping the debate firmly split.

21 views

Fair Value vs Share Price

CA$48.56

vs CA$47.761.6% undervalued

25.2%

Revenue growth

19.7%

Profit margin

Recent News & Updates

No updates

Recent updates

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Stay ahead on First Quantum Minerals

Fair value estimate changes
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Company analysis

High growth potential and fair value.

Market capCA$40.1b

PB2.5x

Estimated Growth20.7%

Dividend YieldN/A

CEO & management

Anthony Pascall

CEO

4.3yrs

CEO Tenure

Engages in the exploration, development, and production of mineral properties.