Annuncio • Jul 31
AMG Critical Materials N.V. Announces Interim Dividend, Payable on August 15, 2025 AMG Critical Materials N.V. declared an interim dividend of €0.20 per ordinary share, unchanged from the interim dividend of €0.20 per ordinary share in the prior year. The interim dividend of €0.20 per ordinary share, in respect of the period from January 1, 2025 to June 30, 2025, is payable on August 15, 2025 to shareholders of record as of August 7, 2025. The ex-dividend date will be August 6, 2025. Annuncio • Jun 09
AMG Critical Materials N.V. Announces Executive Changes AMG Critical Materials N.V. announced that Mr. Thomas Swoboda has been appointed the new global Head of Investor Relations, effective immediately. He is the successor to Ms. Michele Fischer, who has held that position for the last six years and has transitioned to Head of Human Resources on a global level as Executive Vice President. Thomas brings over 18 years of international capital market experience with him. He joins AMG from Société Generale/Bernstein, where he was Director of Equity Research since 2015. Before that, he was a Senior Equity Analyst at MainFirst Bank/Stifel. Thomas holds a degree in Business Administration from Mannheim University, where he was a recipient of the Research Award of the Prechel-Stiftung. He is multilingual, with proficiency in German, English and Portuguese (Brazilian). Annuncio • Feb 27
AMG Critical Materials N.V. Announces Management Changes AMG Critical Materials N.V. announced that At the Annual General Meeting on May 8, 2025, the term of Mr. Eric Jackson, Chief Operating Officer and member of the Management Board, will end. On that date Mr. Jackson wishes to retire as a member of the Management Board. He has served AMG since the formation of AMG in 2006 as a Management Board member with unique knowledge of and experience in the industry. Mr. Jackson has agreed to act as a senior advisor to the company. The Management Board will be supported by a team of three highly experienced Executive Vice Presidents: Ms. Michele Fischer as EVP Human Resources; Mr. Juri Abbatantuono as EVP Strategic Projects & Engineering; and Mr. Ludo Mees as EVP Legal, Compliance and Corporate Governance. Michele Fischer has previously served the company since 2014 in various management positions and recently as Head of Investor Relations. Juri Abbatantuono joined AMG in 2017 as Project Director AMG Brazil and then built the Engineering Group through which he guides all major capital investment projects in technology and engineering matters. Ludo Mees has been with AMG from its inception, starting as the Corporate Secretary and member of the Legal team, then the Chief Compliance Officer, and serves on the Board of Shell & AMG Recycling B.V. He will succeed Dr. Michael Witzel, who also served AMG as an Executive Vice President. Annuncio • Feb 21
AMG Critical Materials N.V., Annual General Meeting, May 08, 2025 AMG Critical Materials N.V., Annual General Meeting, May 08, 2025. Annuncio • Dec 24
AMG Critical Materials N.V. (ENXTAM:AMG) agreed to acquire 40% stake in AMG Graphit Kropfmühl GmbH from Alterna Capital Partners LLC. AMG Critical Materials N.V. (ENXTAM:AMG) agreed to acquire 40% stake in AMG Graphit Kropfmühl GmbH from Alterna Capital Partners LLC on December 23, 2024. The purchase price can be paid in cash at the end of a three-year period, or in the form of AMG shares at any point within the three years at AMG's discretion. To the extent that AMG elects to pay any portion of the purchase price in the form of AMG shares, these shares would be subject to a holding period of 6-18 months depending on when AMG elects to transfer or issue the shares to Alterna. Alterna has committed to vote any such shares in line with the recommendations of AMG's Management and Supervisory Boards. At the end of the holding period, Alterna has given AMG the right of first refusal to purchase such shares. Annuncio • Aug 01
AMG Critical Materials N.V. Declares Interim Dividend for the Period from January 1, 2024 to June 30, 2024, Payable on August 14, 2024 AMG Critical Materials N.V. declared an interim dividend of €0.20 per ordinary share, in respect of the period from January 1, 2024 to June 30, 2024, from an interim dividend of €0.40 per ordinary share in the prior year, is payable on August 14, 2024 to shareholders of record as of August 6, 2024. The ex-dividend date will be August 5, 2024. Annuncio • May 09
AMG Critical Materials N.V. Announces Executive Changes AMG Critical Materials N.V. announced that during its Annual General Meeting held on May 8, 2024, shareholders approved all agenda items presented, including the expansion of the Management Board from three to four members. Mr. Michael Connor was appointed to the Management Board as Chief Corporate Development Officer for a term of four years, with effect from May 8, 2024. Given the rotation schedule of the Supervisory Board and the retirement in 2025 of two longstanding members, Professor Hanke and Mr. Depp, the Supervisory Board resolved to expand its resources to create a Board with seven members. During the meeting, Ms. Dagmar Bottenbruch was appointed to the Supervisory Board as an independent member for a term of four years, beginning May 8, 2024. Annuncio • May 08
AMG Critical Materials N.V. Declares Dividend for the Year 2023, Payable on or Around May 15, 2024 AMG Critical Materials N.V. will pay its final 2023 declared dividend of €0.20 per ordinary share on or around May 15, 2024, to shareholders of record on May 13, 2024. New Risk • Nov 22
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 5.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 5.0% per year for the foreseeable future. Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Recent Insider Transactions • Nov 13
Chairman of the Management Board & CEO recently bought €935k worth of stock On the 9th of November, Heinz Schimmelbusch bought around 46k shares on-market at roughly €20.54 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Heinz's only on-market trade for the last 12 months. Reported Earnings • Nov 11
Third quarter 2023 earnings released: EPS: US$0.01 (vs US$2.13 in 3Q 2022) Third quarter 2023 results: EPS: US$0.01 (down from US$2.13 in 3Q 2022). Revenue: US$368.7m (down 13% from 3Q 2022). Net income: US$163.0k (down 100% from 3Q 2022). Profit margin: 0% (down from 16% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 29
Second quarter 2023 earnings released: EPS: US$1.33 (vs US$0.93 in 2Q 2022) Second quarter 2023 results: EPS: US$1.33 (up from US$0.93 in 2Q 2022). Revenue: US$439.3m (up 3.6% from 2Q 2022). Net income: US$42.8m (up 44% from 2Q 2022). Profit margin: 9.7% (up from 7.0% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to €46.36, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 188% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €40.74 per share. Annuncio • May 06
Amg Advanced Metallurgical Group N.V. Announces Final Dividend for 2022, Payable on May 11, 2023 AMG Advanced Metallurgical Group N.V. approved the payment of a dividend of €0.70 per ordinary share over the financial year 2022. The interim dividend of €0.30, paid on August 10, 2022, was deducted from the amount distributed to shareholders. The final dividend per ordinary share therefore amounts to €0.40. Payment of the final dividend will be completed on or around May 11, 2023, to shareholders of record on May 9, 2023. The ex-dividend date is May 8, 2023. Dutch withholding tax will be deducted from the dividend at a rate of 15%. Upcoming Dividend • May 01
Upcoming dividend of €0.40 per share at 2.3% yield Eligible shareholders must have bought the stock before 08 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (7.7%). Reported Earnings • Feb 25
Full year 2022 earnings released: EPS: US$5.87 (vs US$0.45 in FY 2021) Full year 2022 results: EPS: US$5.87 (up from US$0.45 in FY 2021). Revenue: US$1.64b (up 36% from FY 2021). Net income: US$187.6m (up US$173.8m from FY 2021). Profit margin: 11% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 14
First half 2022 earnings released: EPS: US$1.84 (vs US$0.29 in 1H 2021) First half 2022 results: EPS: US$1.84 (up from US$0.29 in 1H 2021). Revenue: US$828.0m (up 47% from 1H 2021). Net income: US$58.7m (up US$50.1m from 1H 2021). Profit margin: 7.1% (up from 1.5% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Jul 31
Chairman of the Management Board & CEO recently bought €1.0m worth of stock On the 28th of July, Heinz Schimmelbusch bought around 39k shares on-market at roughly €26.28 per share. This was the largest purchase by an insider in the last 3 months. Heinz has been a buyer over the last 12 months, purchasing a net total of €1.5m worth in shares. Reported Earnings • Jul 29
Second quarter 2022 earnings released: EPS: US$0.93 (vs US$0.11 in 2Q 2021) Second quarter 2022 results: EPS: US$0.93 (up from US$0.11 in 2Q 2021). Revenue: US$424.1m (up 42% from 2Q 2021). Net income: US$29.6m (up US$26.1m from 2Q 2021). Profit margin: 7.0% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 13% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 13
Investor sentiment deteriorated over the past week After last week's 21% share price decline to €21.94, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Metals and Mining industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.38 per share. Valuation Update With 7 Day Price Move • Jun 24
Investor sentiment deteriorated over the past week After last week's 21% share price decline to €27.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.00 per share. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorated over the past week After last week's 18% share price decline to €32.42, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 48% over the past three years. Reported Earnings • Mar 15
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$0.45 (up from US$1.47 loss in FY 2020). Revenue: US$1.20b (up 29% from FY 2020). Net income: US$13.8m (up US$55.5m from FY 2020). Profit margin: 1.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 1.4% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Reported Earnings • Feb 25
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$0.44 (up from US$1.47 loss in FY 2020). Revenue: US$1.20b (up 29% from FY 2020). Net income: US$13.8m (up US$55.5m from FY 2020). Profit margin: 1.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 4.1% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Recent Insider Transactions • Nov 04
Chairman of the Management Board & CEO recently bought €257k worth of stock On the 1st of November, Heinz Schimmelbusch bought around 10k shares on-market at roughly €25.67 per share. This was the largest purchase by an insider in the last 3 months. Heinz has been a buyer over the last 12 months, purchasing a net total of €699k worth in shares. Reported Earnings • Oct 28
Third quarter 2021 earnings released: US$0.02 loss per share (vs US$0.45 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$311.9m (up 58% from 3Q 2020). Net loss: US$599.0k (loss narrowed 95% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. Reported Earnings • Jul 29
Second quarter 2021 earnings released: EPS US$0.11 (vs US$0.44 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$298.4m (up 44% from 2Q 2020). Net income: US$3.57m (up US$16.1m from 2Q 2020). Profit margin: 1.2% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Executive Departure • May 12
Independent Member of the Supervisory Board has left the company On the 6th of May, Frank Lohner's tenure as Independent Member of the Supervisory Board ended after 2.4 years in the role. As of December 2020, Frank personally held 3.32k shares (€81k worth at the time). Frank is the only executive to leave the company over the last 12 months. Reported Earnings • May 07
First quarter 2021 earnings released: EPS US$0.18 (vs US$0.48 loss in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$264.0m (down 5.1% from 1Q 2020). Net income: US$5.10m (up US$18.7m from 1Q 2020). Profit margin: 1.9% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Upcoming Dividend • May 03
Upcoming dividend of €0.10 per share Eligible shareholders must have bought the stock before 10 May 2021. Payment date: 13 May 2021. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.0%). Lower than average of industry peers (4.6%). Analyst Estimate Surprise Post Earnings • Mar 14
Revenue misses expectations Revenue missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 17%, compared to a 23% growth forecast for the Metals and Mining industry in the United Kingdom. Reported Earnings • Mar 14
Full year 2020 earnings released: US$1.47 loss per share (vs US$1.64 loss in FY 2019) The company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: US$937.1m (down 21% from FY 2019). Net loss: US$41.7m (loss narrowed 14% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Mar 09
New 90-day high: €32.40 The company is up 35% from its price of €24.05 on 09 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.22 per share. Recent Insider Transactions • Mar 04
Chairman of the Management Board & CEO recently bought €443k worth of stock On the 25th of February, Heinz Schimmelbusch bought around 45k shares on-market at roughly €9.78 per share. This was the largest purchase by an insider in the last 3 months. Heinz has been a buyer over the last 12 months, purchasing a net total of €582k worth in shares. Reported Earnings • Feb 26
Full year 2020 earnings released: US$1.47 loss per share (vs US$1.64 loss in FY 2019) The company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: US$937.1m (down 21% from FY 2019). Net loss: US$41.7m (loss narrowed 14% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 26
Revenue misses expectations Revenue missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 8.8%, compared to a 22% growth forecast for the Metals and Mining industry in the United Kingdom. Is New 90 Day High Low • Feb 10
New 90-day high: €28.45 The company is up 49% from its price of €19.07 on 11 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.79 per share. Is New 90 Day High Low • Dec 23
New 90-day high: €24.07 The company is up 67% from its price of €14.44 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.72 per share. Is New 90 Day High Low • Dec 03
New 90-day high: €23.90 The company is up 36% from its price of €17.62 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.72 per share. 
