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ZCCM Investments Holdings
BE
Bernd
Community Contributor
ZCCM-IH: Undervalued African Investment Holding
ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.
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€2.6
FV
14.6% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
2 months ago
author updated this narrative
Imerys
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
European Lithium Project And Global Electrification Will Transform Advanced Minerals
Key Takeaways Imerys is poised for substantial, sustained earnings growth driven by transformative lithium projects, premium mineral solutions, and innovation-driven market share gains. Strategic portfolio reshaping, local supply chain advantages, and sustained demand in emerging markets position Imerys for resilient revenue and structurally higher margins.
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€38
FV
41.3% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 days ago
author updated this narrative
Arkema
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urbanization And Sustainability Will Drive Specialty Materials Demand
Key Takeaways Strategic focus on specialty materials and rapid innovation enables sustainable, high-margin growth across advanced technology sectors, reducing vulnerability to commodity cycles. Structural cost savings and disciplined capital allocation drive stronger free cash flow, supporting greater shareholder returns through dividends, buybacks, and targeted acquisitions.
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€95
FV
39.1% undervalued
intrinsic discount
3.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
8 days ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Furnace Investments In Italy And Brazil Will Drive Sustainable Advantage
Key Takeaways Strategic investments, sustainability initiatives, and product innovation position Verallia for long-term growth, premium pricing, and enhanced profitability in expanding markets. Operational efficiencies and strong customer relationships support resilience, improved margins, and reliable earnings despite occasional regional volatility.
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€31.13
FV
23.9% undervalued
intrinsic discount
1.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
14 days ago
author updated this narrative
Arkema
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
New Capacity And R&D Focus Will Accelerate Renewable Transition
Key Takeaways Strategic investments in production and innovation strengthen Arkema's position in specialty materials, enabling growth in eco-friendly markets like renewables and advanced electronics. Emphasis on cost efficiency, strong cash generation, and geographic diversification enhances financial resilience and supports ongoing growth initiatives and shareholder value.
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€77.06
FV
24.9% undervalued
intrinsic discount
2.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
14 days ago
author updated this narrative
Imerys
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
EMILI Lithium And EV Demand Will Shape Future Markets
Key Takeaways Strategic focus on high-value, innovative materials and sustainability is fueling margin expansion and positioning for growth in EV and eco-friendly markets. Operational efficiencies, divestment of low-margin assets, and favorable trade policies are strengthening competitive standing and supporting robust profit and cash flow resilience.
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€27.4
FV
18.5% undervalued
intrinsic discount
3.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
14 days ago
author updated this narrative
L'Air Liquide
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Global Electronics And Hydrogen Investments Will Create Future Opportunities
Key Takeaways Expansion in electronics, hydrogen, and healthcare, along with resilient investments in key regions, support stable revenue growth and margin improvement. Operational streamlining and adoption of digital/AI management are driving sustained efficiency gains and stronger profitability.
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€196.58
FV
11.2% undervalued
intrinsic discount
4.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
14 days ago
author updated this narrative
Vicat
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Senegal Production And European Low-Carbon Demand Will Unlock Value
Key Takeaways Expansion in emerging markets and new capacity in Senegal boosts profitability, market share, and diversification, while phase-out of older assets improves operational efficiency. Investments in low-carbon solutions and alternative fuels enhance margins and resilience, with capital discipline and deleveraging supporting stability and flexibility for future growth.
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€65
FV
7.4% undervalued
intrinsic discount
1.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
14 days ago
author updated this narrative
Imerys
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Project Costs And Delays Will Erode Profitability
Key Takeaways Cost overruns, project delays, and legal uncertainties threaten profitability amid weak core markets, growing competition, and high exposure to cyclical and structural risks. Regulatory pressures and ESG demands are raising operating and capital costs, while customers' shift to sustainable suppliers challenges Imerys' ability to maintain margins.
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€22
FV
1.5% overvalued
intrinsic discount
2.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
15 days ago
author updated this narrative