NEXA Share Price Performance
US$0
-5.00 (-100.00%)
Price US$0
Fair ValueUS$15.00
Share Pricen/a
Narrative Update • Jun 26
Nexa Resources S.A. Stock Price
- 4 Narratives written by author
- 0 Comments on narratives written by author
- 15 Fair Values set on narratives written by author
NEXA Community Narratives
HE
Fair Value
·Fair Value US$15 19.7% undervalued intrinsic discount
Nexa; an integrated base-metals platform with real cash-flow torque?
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
Fair Value
·Fair Value US$12.31 2.2% undervalued intrinsic discount
Aripuana Ramp Up And Heavy CapEx Will Constrain Long Term Upside
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value US$5 140.8% overvalued intrinsic discount
Aripuana Delays And Smelter Margin Pressures Will Sustain A Cautious Long Term Outlook
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Nexa; an integrated base-metals platform with real cash-flow torque?
Rating: Speculative Buy / Deep-Value Metals PlayStyle: Cyclical mining and smelting with zinc leverage and balance-sheet repair Core debate: Is Nexa just a cheap Latin American zinc name trapped in a volatile commodity cycle, or is it an underappreciated integrated base-metals platform with real cash-flow torque, diversified by-products, and upside if zinc fundamentals tighten further? Executive view Nexa is one of the cheaper ways to gain exposure to zinc and related base metals, but the investment case is stronger than a simple commodity beta trade.Read more
Aripuana Ramp Up And Heavy CapEx Will Constrain Long Term Upside
Nexa Resources is leaning heavily on one key mine to deliver most of its future zinc output, but the ramp-up is taking time and any hiccup could ripple through results. At the same time, big spending plans and day-to-day execution challenges could limit how much cash the company can return to investors or use to cut debt.Read more
AN
US$12.31
2.2% undervalued intrinsic discount
Fair Value
Revenue
-1.64% p.a.
Profit Margin
9.06%
Future PE
7.92x
Price in 2029
US$16.81
Aripuana Delays And Smelter Margin Pressures Will Sustain A Cautious Long Term Outlook
Catalysts About Nexa Resources Nexa Resources is a metals and mining company focused on zinc, with additional exposure to silver, lead and copper through its mining and smelting operations in Latin America. What are the underlying business or industry changes driving this perspective?Read more
AN
US$5
140.8% overvalued intrinsic discount
Fair Value
Profit Margin
5.37%
Future PE
5.62x
Price in 2029
US$6.74
Aripuana Ramp Up And Zinc Demand Will Drive Long Term Earnings Upside
Catalysts About Nexa Resources Nexa Resources is a Latin American mining and smelting company focused on zinc, with meaningful exposure to copper, silver and lead across an integrated mine smelter portfolio. What are the underlying business or industry changes driving this perspective?Read more
AN
US$9.89
21.8% overvalued intrinsic discount
Fair Value
Profit Margin
6.26%
Future PE
9.56x
Price in 2028
US$13.77
Trending Discussion
Recently Updated Narratives
HE
Nexa; an integrated base-metals platform with real cash-flow torque?
Fair Value: US$15 19.7% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
NEXA: Mining Recovery And Smelter Restart Will Shape Execution Risks
Fair Value: US$12.31 2.2% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Aripuana Delays And Smelter Margin Pressures Will Sustain A Cautious Long Term Outlook
Fair Value: US$5 140.8% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Nexa Resources S.A. Key Details
About NEXA
- Founded
- 1956
- Employees
- n/a
- CEO
- WebsiteView website
Nexa Resources S.A., together with its subsidiaries, engages in the zinc mining and smelting business worldwide. The company operates in two segments, Mining and Smelting. It produces metallic zinc, zamac, gold, sulfuric acid and zinc oxide, as well as by-products, such as sulfuric acid, silver concentrate, copper cement, copper sulfate, lead concentrate, lead-silver concentrate, and other metallurgical by-products. The Company owns and operates three polymetallic mines in Peru and two polymetallic mines in Brazil. The company owns and operates three polymetallic mines in Peru and two polymetallic mines in Brazil; zinc smelter in Peru and two zinc smelters in Brazil. The company was formerly known as VM Holding S.A. and changed its name to Nexa Resources S.A. in September 2017. The company was founded in 1956 and is based in Luxembourg, Luxembourg. Nexa Resources S.A. is a subsidiary of Votorantim S.A.
Recent NEXA News & Updates
Seeking Alpha • Jun 16
