AMG Critical Materials N.V.

Report azionario ENXTAM:AMG

Capitalizzazione di mercato: €1.1b

AMG Critical Materials Gestione

Criteri Gestione verificati 2/4

AMG Critical Materials Il CEO è Heinz Schimmelbusch, nominato in Nov2006, e ha un mandato di 19.75 anni. la retribuzione annua totale è $ 4.51M, composta da 33.3% di stipendio e 66.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.81% delle azioni della società, per un valore di € 43.69M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 10.5 anni e 4.3 anni.

Informazioni chiave

Heinz Schimmelbusch

Amministratore delegato

US$4.5m

Compenso totale

Percentuale dello stipendio del CEO33.27%
Mandato del CEO19.8yrs
Proprietà del CEO3.8%
Durata media del management10.5yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi May 02

We Think AMG Critical Materials N.V.'s (AMS:AMG) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights AMG Critical Materials will host its Annual General Meeting on 8th of May Salary of US$1.50m is part of...

Recent updates

Articolo di analisi Aug 06

We Think You Can Look Beyond AMG Critical Materials' (AMS:AMG) Lackluster Earnings

Shareholders appeared unconcerned with AMG Critical Materials N.V.'s ( AMS:AMG ) lackluster earnings report last week...
Aggiornamento narrativa Jun 19

AMG: New U.S. Chrome Facility And Equity Raise Will Support Future Upside

Analysts have raised the price target on AMG Critical Materials to €52 from €45, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News AMG Critical Materials opened a chrome metal production facility in New Castle, Pennsylvania, with an initial investment of €15 million.
Articolo di analisi Jun 18

AMG Critical Materials (ENXTAM:AMG) Stock Could Be 16.8% Undervalued After Chrome Facility News

AMG Critical Materials (ENXTAM:AMG) is in focus after announcing a $15 million chrome metal facility in New Castle, Pennsylvania, which makes AMG the only chrome metal producer in the United States. See our latest analysis for AMG Critical Materials. The chrome facility news lands after a period of strong share price momentum for AMG Critical Materials, with a 1-day share price return of 2.86%, 7-day return of 9.03%, and year-to-date return of 24.07%. The 1-year total shareholder return...
Aggiornamento narrativa Jun 04

AMG: Expansion Projects And Equity Funding Will Shape Future Share Returns

Analysts have lifted their price target on AMG Critical Materials to €52 from €45, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and a revised future P/E. What's in the News AMG Advanced Metallurg Group reported Q1 2026 net income of US$12 million, more than double the prior year period, supported by projects in lithium, vanadium and high purity molybdenum production.
Aggiornamento narrativa May 21

AMG: Recent Upgrade And Equity Raise Will Support Future Repricing

Analysts have lifted their price target on AMG Critical Materials to €44.13 from €42.95, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, along with a recent upgrade to Buy from a major bank. Analyst Commentary Recent research points to a more constructive stance on AMG Critical Materials, with the higher price target and rating change tied to updated views on fair value, discount rate assumptions, revenue and margin expectations, and future P/E levels.
Aggiornamento narrativa May 05

AMG: Equity Offering And Rating Upgrade Will Reframe Medium Term Upside Potential

Narrative Update The analyst price target for AMG Critical Materials has been revised to €45.13 from €32.06, with analysts pointing to higher assumed revenue growth, improved profit margins and recent Buy and price target upgrades as support for the new view. Analyst Commentary Recent research has turned more constructive on AMG Critical Materials, with bullish analysts pointing to revised price targets and rating changes as signals of improving conviction in the stock's outlook.
Aggiornamento narrativa Apr 20

AMG: Saudi Energy Storage Build Out Will Support Future Repricing

Analysts have adjusted the price target on AMG Critical Materials to €42, reflecting updated views on fair value and long term assumptions for growth, margins, P/E and risk that are consistent with recent upgrades and target increases from the Street. Analyst Commentary Recent Street research points to a more constructive view on AMG Critical Materials around the €42 price target, but there are still areas where analysts remain cautious.
Aggiornamento narrativa Apr 06

AMG: Saudi Storage Projects And Earnings Quality Will Shape Future Share Returns

Narrative Update The analyst price target for AMG Critical Materials has moved to €42, with analysts pointing to updated assumptions on discount rate, revenue growth, profit margin and a slightly lower future P/E multiple as key drivers of the change. Analyst Commentary Recent research updates on AMG Critical Materials point to a mixed backdrop.
Aggiornamento narrativa Mar 23

AMG: Saudi Energy Storage Projects Will Support Higher Future Market Repricing

Analysts have raised their price target on AMG Critical Materials to €43.51 from €39.51, reflecting updated views on fair value, discount rate, expected revenue growth, profit margins and future P/E following recent upgrades and target increases at major banks. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade to Buy as a sign that current pricing leaves room for what they see as more attractive risk and reward, with a referenced price target of €42 indicating their updated view of fair value.
Aggiornamento narrativa Mar 08

AMG: Recent Buy Rating And Storage Projects Will Reshape Profit Expectations

The analyst price target for AMG Critical Materials has been revised to €38.64 from €29.06, reflecting updated views on fair value and profit expectations after recent Buy ratings and price target increases from Street research analysts. Analyst Commentary The latest analyst actions on AMG Critical Materials include a move to a Buy rating with a €42 price target and a separate report indicating a €10 change to an existing price target.
Aggiornamento narrativa Feb 22

AMG: Saudi Energy Storage Progress And Higher Fair Value Will Support Interest

Analysts have raised their price target on AMG Critical Materials by €10 to €39.51, reflecting updated views on fair value, slightly adjusted discount rate assumptions, and revised expectations for revenue growth, profit margin, and future P/E multiples. Analyst Commentary Analysts revising their fair value views on AMG Critical Materials are focusing on how the updated discount rate assumptions and refreshed expectations for revenue growth, margin profile, and future P/E multiples line up with the new €39.51 price target.
Aggiornamento narrativa Feb 08

AMG: Saudi Energy Storage Projects And Fair Valuation Will Shape Market Interest

Analysts have adjusted their fair value estimate for AMG Critical Materials from €32.45 to €35.29, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News AMG Critical Materials, through its subsidiary AMG LIVA, plans to install its Hybrid Energy Storage System at Aramco's Bulk Plant in Tabuk, Saudi Arabia, integrating it with the site’s existing solar plant (Key Developments).
Aggiornamento narrativa Jan 25

AMG: Higher Price Assumptions Will Still Face Margin Execution Risks

Analysts have raised their price target on AMG Critical Materials to about €29.06 from roughly €28.53, citing updated assumptions for revenue growth, profit margins, a lower assumed discount rate and a more conservative future P/E multiple. Valuation Changes Fair value estimate is now about €29.06, up slightly from roughly €28.53.
Aggiornamento narrativa Jan 10

AMG: Higher Price Assumptions Will Face Ongoing Execution And Margin Risks

Analysts have raised their price target on AMG Critical Materials to €32 from €31, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary The latest price target move to €32 is relatively modest.
Articolo di analisi Jan 05

AMG Critical Materials N.V.'s (AMS:AMG) Business Is Yet to Catch Up With Its Share Price

There wouldn't be many who think AMG Critical Materials N.V.'s ( AMS:AMG ) price-to-sales (or "P/S") ratio of 0.7x is...
Articolo di analisi Dec 18

Does AMG Critical Materials (AMS:AMG) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento narrativa Dec 15

AMG: Higher Price Assumptions Will Face Mixed Outlook And Execution Risks

The analyst price target for AMG Critical Materials has been raised significantly, from approximately EUR 20 to around EUR 29, as analysts factor in higher expected revenue growth despite a modestly higher discount rate and lower projected profit margins. Analyst Commentary Recent Street research shows a mixed but increasingly cautious tone around AMG Critical Materials, with several price target revisions reflecting concern about the balance between growth prospects and execution risks.
Aggiornamento narrativa Nov 30

AMG: Index Inclusion Will Drive Broader Market Interest Ahead

AMG Critical Materials' analyst price target saw a modest decrease to €32.45 from €32.50, as analysts note slightly higher expectations for revenue growth and profit margins. This is balanced by an updated discount rate and modestly lower projected future valuation multiples.
Aggiornamento narrativa Nov 16

AMG: Upward Industry Momentum Will Drive Stronger Market Presence

The analyst consensus price target for AMG Critical Materials has increased from EUR 30.81 to EUR 32.50. This reflects updated views by analysts based on recent changes in growth assumptions and industry outlook.
Aggiornamento narrativa Nov 01

AMG: Recent Index Addition and Market Trends Will Shape Risk-Reward Outlook

The analyst price target for AMG Critical Materials has been increased slightly, with the fair value estimate rising from €30.59 to €30.81. Analysts note improvements in market conditions and company outlook.
Aggiornamento narrativa Oct 17

Brazil And Germany Expansions Will Fuel Rising EV Demand

Analysts have increased their fair value estimate for AMG Critical Materials from €28.89 to €30.59. This change reflects improved revenue growth projections and a slightly lower discount rate.
Articolo di analisi Oct 15

AMG Critical Materials (AMS:AMG) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Aggiornamento narrativa Oct 03

Brazil And Germany Expansions Will Fuel Rising EV Demand

The analyst price target for AMG Critical Materials has been increased from approximately EUR 27.37 to EUR 28.89, as analysts cite improved profit margins and updated market assumptions that support a higher valuation. Analyst Commentary Recent research activity reflects evolving perspectives among the analyst community regarding AMG Critical Materials' valuation, outlook, and execution strength.
Aggiornamento narrativa Sep 18

Brazil And Germany Expansions Will Fuel Rising EV Demand

AMG Critical Materials’ consensus price target has been raised to €27.37 as analysts cite strengthened earnings confidence and strategic exposure to critical materials, though higher valuation and a mixed outlook on near-term upside temper further upgrades. Analyst Commentary Bullish analysts highlight AMG's combination of resilient industrial cash flow and exposure to strategic raw materials as key growth drivers.
Articolo di analisi Aug 07

AMG Critical Materials' (AMS:AMG) Strong Earnings Are Of Good Quality

ENXTAM:AMG 1 Year Share Price vs Fair Value Explore AMG Critical Materials's Fair Values from the Community and select...
Articolo di analisi Aug 02

€25.83 - That's What Analysts Think AMG Critical Materials N.V. (AMS:AMG) Is Worth After These Results

AMG Critical Materials N.V. ( AMS:AMG ) shareholders are probably feeling a little disappointed, since its shares fell...
Articolo di analisi Jul 11

Further Upside For AMG Critical Materials N.V. (AMS:AMG) Shares Could Introduce Price Risks After 31% Bounce

Despite an already strong run, AMG Critical Materials N.V. ( AMS:AMG ) shares have been powering on, with a gain of 31...
Articolo di analisi Jun 27

Is AMG Critical Materials (AMS:AMG) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi May 11

AMG Critical Materials N.V. (AMS:AMG) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders will be ecstatic, with their stake up 20% over the past week following AMG Critical Materials N.V. 's...
Articolo di analisi May 02

We Think AMG Critical Materials N.V.'s (AMS:AMG) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights AMG Critical Materials will host its Annual General Meeting on 8th of May Salary of US$1.50m is part of...
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Nuova narrativa Apr 28

Brazil Lithium And German Refinery Will Unlock Future Opportunities

AMG's expansion in lithium and vanadium, capitalizing on tariff changes and Inflation Reduction Act benefits, boosts production and profitability resilience.
Articolo di analisi Apr 08

AMG Critical Materials N.V.'s (AMS:AMG) 25% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

AMG Critical Materials N.V. ( AMS:AMG ) shares have had a horrible month, losing 25% after a relatively good period...
Articolo di analisi Mar 14

Investors Met With Slowing Returns on Capital At AMG Critical Materials (AMS:AMG)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Feb 13

AMG Critical Materials N.V.'s (AMS:AMG) Popularity With Investors Is Under Threat From Overpricing

There wouldn't be many who think AMG Critical Materials N.V.'s ( AMS:AMG ) price-to-sales (or "P/S") ratio of 0.4x is...
Articolo di analisi Jan 18

Is AMG Critical Materials (AMS:AMG) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Nov 11

Earnings Update: AMG Critical Materials N.V. (AMS:AMG) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

The third-quarter results for AMG Critical Materials N.V. ( AMS:AMG ) were released last week, making it a good time to...
Articolo di analisi Oct 06

Investors Still Aren't Entirely Convinced By AMG Critical Materials N.V.'s (AMS:AMG) Revenues Despite 28% Price Jump

AMG Critical Materials N.V. ( AMS:AMG ) shares have had a really impressive month, gaining 28% after a shaky period...
Articolo di analisi Sep 07

AMG Critical Materials (AMS:AMG) Might Be Having Difficulty Using Its Capital Effectively

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Jun 04

Shareholders Should Be Pleased With AMG Critical Materials N.V.'s (AMS:AMG) Price

There wouldn't be many who think AMG Critical Materials N.V.'s ( AMS:AMG ) price-to-sales (or "P/S") ratio of 0.5x is...
Articolo di analisi May 09

AMG Critical Materials (AMS:AMG) Is Reducing Its Dividend To $0.20

AMG Critical Materials N.V. ( AMS:AMG ) has announced that on 15th of May, it will be paying a dividend of$0.20, which...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Heinz Schimmelbusch rispetto agli utili di AMG Critical Materials?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

US$6m

Mar 31 2026n/an/a

-US$11m

Dec 31 2025US$5mUS$2m

-US$19m

Sep 30 2025n/an/a

US$37m

Jun 30 2025n/an/a

US$10m

Mar 31 2025n/an/a

-US$12m

Dec 31 2024US$3mUS$2m

-US$33m

Sep 30 2024n/an/a

-US$38m

Jun 30 2024n/an/a

-US$25m

Mar 31 2024n/an/a

US$29m

Dec 31 2023US$5mUS$1m

US$101m

Sep 30 2023n/an/a

US$160m

Jun 30 2023n/an/a

US$228m

Mar 31 2023n/an/a

US$215m

Dec 31 2022US$5mUS$1m

US$188m

Sep 30 2022n/an/a

US$133m

Jun 30 2022n/an/a

US$64m

Mar 31 2022n/an/a

US$38m

Dec 31 2021US$7mUS$1m

US$14m

Sep 30 2021n/an/a

US$5m

Jun 30 2021n/an/a

-US$7m

Mar 31 2021n/an/a

-US$23m

Dec 31 2020US$2mUS$1m

-US$42m

Sep 30 2020n/an/a

-US$53m

Jun 30 2020n/an/a

-US$58m

Mar 31 2020n/an/a

-US$77m

Dec 31 2019US$4mUS$1m

-US$48m

Compensazione vs Mercato: La retribuzione totale di Heinz ($USD 4.51M ) è superiore alla media delle aziende di dimensioni simili nel mercato Dutch ($USD 1.76M ).

Compensazione vs guadagni: La retribuzione di Heinz è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Heinz Schimmelbusch (82 yo)

19.8yrs
Mandato
US$4,509,000
Compensazione

Dr. Heinz C. Schimmelbusch is Advisor of Riverside Management Group, LLC. Dr. Schimmelbusch has been the Chairman of Management Board, Member of Management Board and Chief Executive Officer at Metallurg, I...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Heinz Schimmelbusch
Chairman of the Management Board & CEO19.8yrsUS$4.51m3.81%
€ 43.7m
Jackson Dunckel
CFO & Member of Management Board10.5yrsUS$3.00m0.27%
€ 3.1m
Michael Connor
Chief Corporate Development Off10.6yrsUS$1.43m0.12%
€ 1.4m
Thomas Swoboda
Global Head of Investor Relations1.2yrsNessun datoNessun dato
Ludo Mees
EVP of Legalno dataNessun dato0.051%
€ 589.3k
Stefan Scherer
Chief Commercial Officer of AMG Mineracao BV7.5yrsNessun dato0.0099%
€ 113.2k
Fabiano Costa
Chief Executive Officer of AMG Mineracao BV & Brazilian Operationsno dataNessun dato0.057%
€ 648.8k
George Parthmer
Vice President of Sustainabilityno dataNessun datoNessun dato
Juri Abbatantuono
EVP Strategic Projects & Engineeringno dataNessun datoNessun dato
Markus Holz
President of AMG Engeineeringno dataNessun datoNessun dato
10.5yrs
Durata media
60.5yo
Età media

Gestione esperta: Il team dirigenziale di AMG è esperto e expertise (durata media dell'incarico 10.5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Willem van Hassel
Independent Vice Chairman of the Supervisory Board9.3yrsUS$116.00k0.040%
€ 459.1k
Anne Roby
Independent Supervisory Board Member3.3yrsUS$116.00k0.033%
€ 383.7k
Dagmar Bottenbruch
Independent Chairwomen of the Supervisory Board7.3yrsUS$147.00k0.029%
€ 333.4k
Frank Loehner
Independent Member of the Supervisory Boardless than a yearUS$36.00kNessun dato
Warmolt Prins
Independent Member of Supervisory Board5.3yrsUS$118.00k0.054%
€ 616.2k
Robert Jeffries
Independent Member of the Supervisory Board1.3yrsUS$64.00k0.025%
€ 288.4k
4.3yrs
Durata media
66yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AMG sono considerati esperti (durata media dell'incarico 4.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/06 09:32
Prezzo dell'azione a fine giornata2026/08/06 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

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Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AMG Critical Materials N.V. è coperta da 12 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Rupesh MadlaniBarclays
Jason FaircloughBofA Global Research
Ephrem RaviCitigroup Inc