Alphamin Resources（AFM）株式概要アルファミン・リソーシズ社は、その子会社とともに錫精鉱の生産と販売に従事している。 詳細AFM ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より83%で取引されている 過去5年間の収益は年間26.9%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均12%減少すると予測されている。 過去3か月間に大規模なインサイダー売却が発生 17.5%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るAFM Community Fair Values Create NarrativeSee what 61 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCA$Current PriceCA$1.37234.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5m740m2016201920222025202620282031Revenue US$377.3mEarnings US$96.2mAdvancedSet Fair ValueView all narrativesAlphamin Resources Corp. 競合他社Versamet RoyaltiesSymbol: TSX:VMETMarket cap: CA$1.8bAmerigo ResourcesSymbol: TSX:ARGMarket cap: CA$1.0bMajor Drilling Group InternationalSymbol: TSX:MDIMarket cap: CA$1.3bSantacruz Silver MiningSymbol: TSXV:SCZMarket cap: CA$1.0b価格と性能株価の高値、安値、推移の概要Alphamin Resources過去の株価現在の株価CA$1.3752週高値CA$1.5952週安値CA$0.77ベータ0.991ヶ月の変化1.48%3ヶ月変化-2.84%1年変化42.71%3年間の変化59.30%5年間の変化80.26%IPOからの変化82.67%最新ニュースNew Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$1.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Significant insider selling over the past 3 months (CA$1.8m sold).Upcoming Dividend • May 15Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 83% of its cash flow. Trailing yield: 17%. Within top quartile of Canadian dividend payers (5.5%). Higher than average of industry peers (1.3%).New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% 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 Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (119% payout ratio).Recent Insider Transactions Derivative • May 07Non-Executive Director exercised options and sold CA$820k worth of stockOn the 4th of May, John Robertson exercised 1m options at a strike price of around CA$0.68 and sold these shares for an average price of CA$1.38 per share. This trade did not impact their existing holding. As of today, John currently holds no shares directly. Company insiders have collectively sold CA$940k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.05 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.05 (up from US$0.019 in 1Q 2025). Revenue: US$240.1m (up 99% from 1Q 2025). Net income: US$64.4m (up 173% from 1Q 2025). Profit margin: 27% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 30Alphamin Resources Corp. announces Semi-Annual dividend, payable on June 05, 2026Alphamin Resources Corp. announced Semi-Annual dividend of CAD 0.1300 per share payable on June 05, 2026, ex-date on May 22, 2026 and record date on May 22, 2026.最新情報をもっと見るRecent updatesNew Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$1.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Significant insider selling over the past 3 months (CA$1.8m sold).Upcoming Dividend • May 15Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 83% of its cash flow. Trailing yield: 17%. Within top quartile of Canadian dividend payers (5.5%). Higher than average of industry peers (1.3%).New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% 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 Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (119% payout ratio).Recent Insider Transactions Derivative • May 07Non-Executive Director exercised options and sold CA$820k worth of stockOn the 4th of May, John Robertson exercised 1m options at a strike price of around CA$0.68 and sold these shares for an average price of CA$1.38 per share. This trade did not impact their existing holding. As of today, John currently holds no shares directly. Company insiders have collectively sold CA$940k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.05 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.05 (up from US$0.019 in 1Q 2025). Revenue: US$240.1m (up 99% from 1Q 2025). Net income: US$64.4m (up 173% from 1Q 2025). Profit margin: 27% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 30Alphamin Resources Corp. announces Semi-Annual dividend, payable on June 05, 2026Alphamin Resources Corp. announced Semi-Annual dividend of CAD 0.1300 per share payable on June 05, 2026, ex-date on May 22, 2026 and record date on May 22, 2026.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CA$1.40, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 19x in the Metals and Mining industry in Canada. Total returns to shareholders of 75% over the past three years.お知らせ • Apr 14Alphamin Resources Corp., Annual General Meeting, Jun 18, 2026Alphamin Resources Corp., Annual General Meeting, Jun 18, 2026.お知らせ • Apr 10Alphamin Resources Corp. Announces Exploration UpdateAlphamin Resources Corp. announced that exploration strategy remains focused on three primary pillars: Resource Expansion: Extending the mine life at Mpama North and Mpama South. New Discovery: Identifying the next major tin deposit within the Bisie mine vicinity.Regional Growth: Continuing grassroots exploration across our highly prospective land package. Drilling Progress: Drilling activity intensified in first quater, 2026, with surface rig counts increasing at both Mpama South and Mpama North. A total of 4,673m was drilled (3,221m at Mpama South; 1,452m at Mpama North). Directional drilling (Devico-IMDEX) was introduced in late December 2025. Following the loss of the original tool downhole in early February, two new devices were mobilized and are now operational. Drilling Results & Analysis: Since the end of Third Quarter 2025, ten boreholes have been completed. Two of these intercepted visible cassiterite (tin mineralization): Mpama North: The initially targeted extension of the mineral resource has resulted in visible cassiterite in only one hole (MND056AD1_T1), which intercepted a thin tin intercept at low grade.Several holes encountered an oblique east-west fault structure. Additional drilling is planned to explore down-dip extensions and determine how this structure impacts the tin-bearing zone.Two mother holes (MND056B and MND057) have recently been completed, MND056B was used to reach target T2 (mentioned in point 1 above) and is currently drilling for target T5; drill hole MND056D2_T5. MND057 will be used to intercept deeper targets further down plunge. Mpama South: Borehole BGH196A_D1 intersected visible cassiterite. Preliminary in-house assays are encouraging . The deeper holes (BGH198D1, BGH196B, BGH199, BGH200and BGH192A) did not intersect mineralization, and the data is being used to refine the structural model to improve future targeting. Forward-Looking Initiatives: Downhole Geophysics: A Downhole electromagnetic (EM) survey tool has been mobilised to site. This will assist in mapping the apparent spatial association between massive sulphides and tin mineralisation in order to identify further resource extension drilling targets. Airborne Survey: A VTEM (Versatile Time Domain Electromagnetic) survey covering the entire license area is en route to site and will be completed in second quarter, 2026. This will be instrumental in identifying new regional drill targets. Geochemical Surveys: Geochemical (soil) surveys are planned to cover, the Mpama Ridge north of the Oso River and all areas adjacent to basement rock units (similar geological settings to the Mpama Ridge which houses the Bisie deposit) with 13,000 samples planned for phase one of the survey, which is scheduled start commence in second quarter.Recent Insider Transactions • Mar 22Independent Chairman of the Board recently sold CA$120k worth of stockOn the 13th of March, Charles Denby Needham sold around 100k shares on-market at roughly CA$1.20 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles Denby's only on-market trade for the last 12 months.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: US$0.12 (vs US$0.079 in FY 2024)Full year 2025 results: EPS: US$0.12 (up from US$0.079 in FY 2024). Revenue: US$620.9m (up 18% from FY 2024). Net income: US$148.0m (up 47% from FY 2024). Profit margin: 24% (up from 19% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$1.57, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 24x in the Metals and Mining industry in Canada. Total returns to shareholders of 118% over the past three years.Buy Or Sell Opportunity • Feb 24Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to CA$1.41. The fair value is estimated to be CA$1.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%.Buy Or Sell Opportunity • Feb 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to CA$1.39. The fair value is estimated to be CA$1.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 5.1% in a year. Earnings are forecast to grow by 38% in the next year.お知らせ • Jan 19+ 2 more updatesAlphamin Resources Corp. CFO Changes, Effective 1 March 2026Alphamin Resources Corp. announced that Mr. JP van Staden, who previously served as the CFO of the Company’s operating subsidiary in the DRC, Alphamin Bisie Mining, whereafter he joined Kamoa Copper, has accepted an offer as CFO of the Company effective 1 March 2026, subject to regulatory approval. Mr. Smith will continue in an advisory role until 30 April 2026 to support the new management team and ensure an orderly and smooth transition. Mr. van Staden (53) is a seasoned financial professional with 31 years of finance and mining industry experience, including 15 years as a Partner at PricewaterhouseCoopers (PwC) where he advised and served a diverse portfolio of multinational listed mining and industrial services companies. He is a Chartered Accountant (CA(SA)) with a passion for the mining industry. Mr. van Staden was the site-based CFO of Alphamin Bisie Mining in the DRC and most recently served in a commercial role at Kamoa Copper. The Board intends to appoint a dedicated investor relations officer to take responsibility for its investor relations activities and an announcement in that regard will be made in due course.Buy Or Sell Opportunity • Jan 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CA$1.35. The fair value is estimated to be CA$1.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 5.1% in a year. Earnings are forecast to grow by 38% in the next year.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$1.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Metals and Mining industry in Canada. Total returns to shareholders of 73% over the past three years.お知らせ • Jan 06Alphamin Resources Corp. Announces Resignation of Paul Baloyi as Director, Effective January 31, 2026Alphamin Resources Corp. announced on January 5, 2026 that Mr. Paul Baloyi has resigned as a director of the Company effective January 31, 2026. Mr. Baloyi has served on the board since April 2017 as an appointee of the Industrial Development Corporation of South Africa Ltd. (IDC).Upcoming Dividend • Nov 14Upcoming dividend of CA$0.04 per shareEligible shareholders must have bought the stock before 21 November 2025. Payment date: 08 December 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.3%. Within top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (1.2%).Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.028 (up from US$0.026 in 3Q 2024). Revenue: US$169.3m (down 3.0% from 3Q 2024). Net income: US$35.1m (up 6.5% from 3Q 2024). Profit margin: 21% (up from 19% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.お知らせ • Nov 04Alphamin Resources Corp. Announces Second Interim Fiscal Year 2025 Dividend, Payable on December 8, 2025Alphamin Resources Corp. declared a second interim fiscal year 2025 cash dividend of CAD 0.04 per share on the common shares (approximately USD 37 million in the aggregate) (the “Dividend”). The Dividend will be payable on December 8, 2025 to shareholders of record as of the close of business on November 21, 2025.お知らせ • Oct 08Alphamin Resources Corp. Revises Production Guidance for the Financial Year 2025Alphamin Resources Corp. revised production guidance for the financial year 2025. For the period, the Company expects to produce approximately 5,000 tonnes of contained tin which, together with its year-to-date production of 13,566 tonnes, increases tin production guidance for FY2025 to between 18,000 and 18,500 tonnes (17,500 tonnes previously).Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$1.10, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Metals and Mining industry in Canada. Total returns to shareholders of 96% over the past three years.Upcoming Dividend • Aug 22Upcoming dividend of CA$0.07 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 15 September 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Canadian dividend payers (6.0%). Higher than average of industry peers (1.3%).Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CA$1.09, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Metals and Mining industry in Canada. Total returns to shareholders of 74% over the past three years.Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.025 (up from US$0.014 in 2Q 2024). Revenue: US$144.2m (up 39% from 2Q 2024). Net income: US$31.7m (up 76% from 2Q 2024). Profit margin: 22% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Board Change • Aug 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Brendan Lynch was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 08+ 1 more updateAlphamin Resources Corp. Appoints Two New DirectorsAlphamin Resources Corp. announced that following its acquisition of a 56% shareholding in the Company completed on July 22, 2025, International Resources Holding’s (IRH) subsidiary, Alpha Mining Ltd, requested the appointment of two additional directors to the Board of Alphamin. The Board has appointed, subject to regulatory approval, Mr. Ravi Sharma (Chief Operating Officer of IRH) and Mr. Abhinay Khowala (Group Chief Financial Officer of IRH) as additional directors of the Company and looks forward to their respective contributions to the Company’s continued success. Mr. Sharma is the Chief Operating Officer at International Resources Holding. With 36 years in the mining industry, he has worked across multiple continents gaining extensive experience in a range of commodities. He is a JORC Competent Person and an NI 43 101 Qualified Person for Mineral Resource Estimates. Mr. Khowala is the Group Chief Financial Officer at International Resources Holding. He is a finance professional with over 20 years of experience in financial management, strategic planning, and corporate governance across the mining and logistics sectors. Mr. Khowala is a qualified Chartered Accountant from The Institute of Chartered Accountants of India.お知らせ • Jun 26Alphamin Resources Corp. Appoints John Robertson as DirectorAlphamin Resources Corp. announced that subject to regulatory approval, Mr. John Robertson, a Mauritian resident, has been appointed as a director of the Company. Mr. Robertson is a mining professional with 30 years of experience in countries across Franco and Anglophone Africa. He has significant surface and underground mine management experience in both base and precious metals and a strong background in compliant Resource and Reserve exploration techniques, definition, reporting, conversion, and extraction. John has experience in the management of sites of up to 3,000 people and is fluent in French. John served as the managing director of the Company's 84% owned DRC subsidiary, Alphamin Bisie Mining SA, from September 2023 until March 2025.お知らせ • Jun 24Alphamin Resources Corp. Announces Resignation of Rudolf Pretorius as a DirectorAlphamin Resources Corp. announced that Mr. Rudolf Pretorius has resigned as a director of the Company. Mr. Pretorius served as an appointee of Tremont Master Holdings since February 2014 and the board of directors wishedto thank him for his contributions to Alphamin during his tenure.お知らせ • May 12+ 1 more updateAlphamin Resources Corp. Provides Operational Restart UpdateAlphamin Resources Corp. provided an update following the resumption of tin concentrate production on 15 April 2025. The Company's Bisie tin mine produced 1,290 tonnes of contained tin during the period 15 April 2025 to 11 May 2025 at targeted processing recoveries. Tin production recommenced through the treatment of run-of-mine ore stockpiles, initially from the Mpama North plant followed by a restart of the Mpama South plant on 19 April 2025. Blasting and tramming of ore from underground commenced during the last week of April 2025 while mine development rates are in the process of increasing to plan. Since the mine restart, the first fully documented and approved for export lots of tin concentrate departed by truck on 9 May 2025.分析記事 • Apr 23Is Alphamin Resources (CVE:AFM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Apr 17+ 1 more updateAlphamin Resources Corp. Not to Declare Final Dividend for the Fiscal Year 2024Alphamin Resources Corp. announced that due to the timing of the security related production interruption between 13 March 2025 and April 2025, the Board considered it prudent not to declare a final fiscal year 2024 dividend in April 2025.お知らせ • Apr 14Alphamin Resources Corp., Annual General Meeting, Jun 18, 2025Alphamin Resources Corp., Annual General Meeting, Jun 18, 2025. Location: grand baie Mauritiusお知らせ • Apr 09Alphamin Resources Corp. Announces Decision to Resume Mining OperationsAlphamin Resources Corp. announce that it is initiating a phased resumption of operations at the Company's Bisie tin mine in Walikale District, North Kivu Province of east-central Democratic Republic of the Congo (DRC). This decision was made after the withdrawal of insurgents eastward from the town of Walikale towards the towns of Nyabiondo and Masisi, more than 130 kms to the east of the Company's mine site. The Company intends to redeploy employees as part of a plan to restart tin production in phases while it continues to monitor the security situation. The mine is adequately supplied with consumables and spares to support the resumption of production.お知らせ • Mar 13Alphamin Temporarily Ceases Mining OperationsAlphamin Resources Corp. announced that its board of directors has made the difficult decision to temporarily cease mining operations at the Company’s Bisie tin mine in Walikale District, North Kivu Province of east-central Democratic Republic of the Congo (DRC). This decision was made after insurgent militant groups have recently advanced westward in the direction of the mine’s location in the DRC occupying the towns of Nyabiondo on 9 March 2025, the capital of the Osso-Banyungu sector located 110km northwest of Goma followed by Kashebere a further 13km west of Nyabiondo on 12 March 2025. The safety of the Company’s employees and contractors remains its top priority and cannot be assured at the present time. All operational mining personnel are being evacuated from the mine site with only essential personnel to remain for the care, maintenance and security of the property. The Company is encouraged by the recent announcement that direct peace talks on the conflict are scheduled to be held in Angola on March 18, 2025. The Company will closely monitor events as they progress with a view to moving personnel back to the mine site and resuming operations when it believes it can safely do so. The Company will provide further updates when approriate.Buy Or Sell Opportunity • Feb 27Now 25% overvaluedOver the last 90 days, the stock has fallen 33% to CA$0.77. The fair value is estimated to be CA$0.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Earnings per share has declined by 6.4%.分析記事 • Feb 20Market Cool On Alphamin Resources Corp.'s (CVE:AFM) Earnings Pushing Shares 33% LowerAlphamin Resources Corp. ( CVE:AFM ) shareholders that were waiting for something to happen have been dealt a blow with...お知らせ • Jan 17+ 1 more updateAlphamin Resources Corp. to Report Q4, 2024 Results on Mar 14, 2025Alphamin Resources Corp. announced that they will report Q4, 2024 results on Mar 14, 2025分析記事 • Jan 03A Piece Of The Puzzle Missing From Alphamin Resources Corp.'s (CVE:AFM) Share PriceWith a median price-to-earnings (or "P/E") ratio of close to 14x in Canada, you could be forgiven for feeling...分析記事 • Dec 04Alphamin Resources (CVE:AFM) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.026 (vs US$0.012 in 3Q 2023)Third quarter 2024 results: EPS: US$0.026 (up from US$0.012 in 3Q 2023). Revenue: US$174.5m (up 116% from 3Q 2023). Net income: US$32.9m (up 124% from 3Q 2023). Profit margin: 19% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Oct 28Alphamin Resources (CVE:AFM) Is Achieving High Returns On Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Upcoming Dividend • Oct 18Upcoming dividend of CA$0.06 per shareEligible shareholders must have bought the stock before 25 October 2024. Payment date: 04 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 9.6%. Within top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (1.6%).お知らせ • Oct 03Alphamin Resources Corp. Declares Interim Fiscal Year 2024 dividend, Payable on November 4, 2024Alphamin Resources Corp. declared Interim Fiscal Year 2024 dividend increased to CAD 0.06 per share (previously CAD 0.03 per share). The Dividend will be payable on November 4, 2024 to shareholders of record as of the close of business on October 25, 2024.分析記事 • Sep 15Alphamin Resources Corp. (CVE:AFM) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 17.6x Alphamin Resources Corp. ( CVE:AFM ) may be sending bearish signals...Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: US$0.014 (vs US$0.012 in 2Q 2023)Second quarter 2024 results: EPS: US$0.014 (up from US$0.012 in 2Q 2023). Revenue: US$103.9m (up 37% from 2Q 2023). Net income: US$18.1m (up 23% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 23We Think Alphamin Resources (CVE:AFM) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jul 11Alphamin Resources Corp. to Report Q2, 2024 Results on Aug 23, 2024Alphamin Resources Corp. announced that they will report Q2, 2024 results on Aug 23, 2024分析記事 • Jul 04The Trend Of High Returns At Alphamin Resources (CVE:AFM) Has Us Very InterestedIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Non-Executive Director Jan Trouw was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 23Alphamin Resources (CVE:AFM) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • May 09Upcoming dividend of CA$0.03 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 24 May 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.9%. Lower than top quartile of Canadian dividend payers (6.4%). Higher than average of industry peers (1.8%).Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$0.016 (vs US$0.013 in 1Q 2023)First quarter 2024 results: EPS: US$0.016 (up from US$0.013 in 1Q 2023). Revenue: US$109.3m (up 32% from 1Q 2023). Net income: US$20.7m (up 26% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.分析記事 • Apr 28What Alphamin Resources Corp.'s (CVE:AFM) 27% Share Price Gain Is Not Telling YouThe Alphamin Resources Corp. ( CVE:AFM ) share price has done very well over the last month, posting an excellent gain...お知らせ • Apr 27Alphamin Resources Corp. Declares Dividend, Payable on May 24, 2024Alphamin Resources Corp. announced the declaration of a cash dividend number 5 in the gross amount of CAD 0.03 per Alphamin share, being the equivalent of 41.78220 South African cents per Alphamin share (based on an exchange rate of CAD 1.00 = ZAR 13.9274 as at 25 April 2024. Alphamin shares commence trading ex-dividend is May 15, 2024 and Record date to receive the cash dividend May 17, 2024 and payment Date is May 24, 2024. the local dividend tax rate is 20%, resulting in a gross cash dividend of CAD 0.03 and a net cash dividend amount of CAD 0.024 for South African shareholders who are not exempt from paying Dividend Tax.お知らせ • Apr 13Alphamin Resources Corp., Annual General Meeting, Jun 19, 2024Alphamin Resources Corp., Annual General Meeting, Jun 19, 2024.お知らせ • Apr 10Alphamin Resources Corp. to Report Q1, 2024 Results on Apr 29, 2024Alphamin Resources Corp. announced that they will report Q1, 2024 results on Apr 29, 2024Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$1.09, the stock trades at a trailing P/E ratio of 21.7x. Average forward P/E is 6x in the Metals and Mining industry in Canada. Total returns to shareholders of 122% over the past three years.分析記事 • Apr 05Shareholders Would Enjoy A Repeat Of Alphamin Resources' (CVE:AFM) Recent Growth In ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Mar 15Alphamin Resources' (CVE:AFM) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Alphamin Resources Corp. ( CVE:AFM ) last week didn't sink the stock price. Our...Reported Earnings • Mar 10Full year 2023 earnings released: EPS: US$0.037 (vs US$0.079 in FY 2022)Full year 2023 results: EPS: US$0.037 (down from US$0.079 in FY 2022). Revenue: US$288.5m (down 26% from FY 2022). Net income: US$47.2m (down 53% from FY 2022). Profit margin: 16% (down from 26% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 13Investors Appear Satisfied With Alphamin Resources Corp.'s (CVE:AFM) Prospects As Shares Rocket 26%Alphamin Resources Corp. ( CVE:AFM ) shares have had a really impressive month, gaining 26% after a shaky period...分析記事 • Jan 29Does Alphamin Resources (CVE:AFM) 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...お知らせ • Jan 27Alphamin Resources Corp. to Report Q4, 2023 Results on Mar 14, 2024Alphamin Resources Corp. announced that they will report Q4, 2023 results on Mar 14, 2024お知らせ • Dec 27+ 1 more updateAlphamin Resources Corp. Revises Sales Guidance for the Full Year Ending December 31, 2023Alphamin Resources Corp. revised sales guidance for the full year ending December 31, 2023. For the year, contained tin sales of approximately 11,400 tonnes (previous guidance: 12,000t) expected.Reported Earnings • Nov 19Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: US$0.012 (down from US$0.016 in 3Q 2022). Revenue: US$80.8m (up 19% from 3Q 2022). Net income: US$14.7m (down 28% from 3Q 2022). Profit margin: 18% (down from 30% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 03Alphamin Resources (CVE:AFM) Could Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Sep 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 96% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 96% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio).New Risk • Aug 20New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% The company is paying a dividend despite having no free cash flows. Dividend yield: 6.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Paying a dividend despite having no free cash flows. High level of non-cash earnings (33% accrual ratio).Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.012 (vs US$0.024 in 2Q 2022)Second quarter 2023 results: EPS: US$0.012 (down from US$0.024 in 2Q 2022). Revenue: US$75.7m (down 32% from 2Q 2022). Net income: US$14.7m (down 51% from 2Q 2022). Profit margin: 19% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 03Here's Why Alphamin Resources (CVE:AFM) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Aug 03Upcoming dividend of CA$0.03 per share at 6.3% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 75%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (2.0%).お知らせ • Jul 25Alphamin Resources Corp. Declare an Interim Cash Dividend for Fiscal Year 2023, Payable on 25 August, 2023The Board of Alphamin Resources Corp. has declared an interim Fiscal year 2023 cash dividend of CAD 0.03 per share on the common shares (approximately USD 29 million in the aggregate). The Dividend will be payable on 25 August, 2023 to shareholders of record as of the close of business on 11 August, 2023.分析記事 • Jun 16Alphamin Resources (CVE:AFM) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Reported Earnings • May 16First quarter 2023 earnings released: EPS: US$0.013 (vs US$0.033 in 1Q 2022)First quarter 2023 results: EPS: US$0.013 (down from US$0.033 in 1Q 2022). Revenue: US$83.0m (down 43% from 1Q 2022). Net income: US$16.4m (down 61% from 1Q 2022). Profit margin: 20% (down from 29% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 89% per year whereas the company’s share price has increased by 87% per year.分析記事 • Apr 14Is Alphamin Resources (CVE:AFM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Mar 28Is Now The Time To Put Alphamin Resources (CVE:AFM) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Mar 13Investors Should Be Encouraged By Alphamin Resources' (CVE:AFM) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Reported Earnings • Mar 10Full year 2022 earnings released: EPS: US$0.079 (vs US$0.04 in FY 2021)Full year 2022 results: EPS: US$0.079 (up from US$0.04 in FY 2021). Revenue: US$391.1m (up 11% from FY 2021). Net income: US$100.9m (up 109% from FY 2021). Profit margin: 26% (up from 14% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 16Upcoming dividend of CA$0.03 per share at 6.4% yieldEligible shareholders must have bought the stock before 23 February 2023. Payment date: 10 March 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 6.4%. Within top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (2.2%).お知らせ • Feb 11Alphamin Resources Corp. Announces Successful Infill Drilling At Mpama South with Increase in Both Resource Confidence and Mineral ResourcesAlphamin Resources Corp. announced completion of the infill drilling campaign at Mpama South and an updated Mineral Resource Estimate (MRE) for Mpama South. This brings forward an additional planned ~7,200tpa contained tin production, which will make Alphamin one of the tin producers globally and delivers on the Company strategy of organic growth and creating shareholder value. The updated Mineral Resource for Mpama South follows eight months after the previous update announced on 31 May 2022. The update is based on receipt of assays for another 63 infill and extensional drillholes completed subsequent to the previous estimate which was based on 124 drillholes. The updated MRE now includes results from 187 drillholes at Mpama South as well as 6 drillholes drilled in 2015 in the area between Mpama South and the Mpama North ore body. The MRE was estimated using the Canadian Institute of Mining, Metallurgy and Petroleum (CIM) Best Practice Guidelines (2019) and is reported in accordance with the 2014 CIM Definition Standards. Mineral Resources that are not Mineral Reserves do not have a demonstrated economic viability and require advanced studies and economic analysis to prove their viability for extraction. Extensional drilling down-dip and in the shallower northern and southern portions of Mpama South can be conducted at the Company’s election to carry on extending known mineralisation at Mpama South, which is still open in multiple directions. However, for 2023, the focus will primarily be aimed at the Mpama South Mine construction and commissioning efforts, while exploration drilling will be curtailed, instead, focusing on further field work campaigns to support future programs. Alphamin intensified exploration drilling on the 13km long Bisie Ridge from Third Quarter 2022 to test highly anomalous soil, geophysical and structural targets identified during 2021. 8,773 metres of the 10,000 metre Phase 1 diamond core programme have been completed along the Ridge, with the remainder due for completion in First Quarter 2023. Although anomalous mineralisation has been confirmed in drilling on the Ridge, it is not of the obvious coarse visual cassiterite type frequently seen in drillcore from Mpama North and South. Only ~25% of assays have been returned from the independent laboratory to date from the Ridge drilling. Assay results when received will support a fuller investigation into the regional setting, along with data from the on-going geophysical downhole surveys, structural investigations and mapping, thereby enabling a refocused exploration programme. Until then, the key focus at site remains the construction and commissioning of the new Mpama South Mine.お知らせ • Jan 31+ 1 more updateAlphamin Resources Corp. Provides Production and Sales Guidance for the Year Ending December 2023Alphamin Resources Corp. provided production and sales guidance for the year ending December 2023. For the year, the company expects contained tin production and sales of approximately 12,000 tonnes.分析記事 • Dec 29Alphamin Resources (CVE:AFM) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Dec 15Alphamin Resources Corp. and Alphamin Bisie Mining Sa Announces Changes to Its BoardAlphamin Resources Corp. announced changes to its board of directors and to the board of the Company's major operating subsidiary, Alphamin Bisie Mining (ABM). Mr. Jan Trouw (69), the on-mine Managing Director of the Company's 84% subsidiary, ABM, has elected to retire from full time employment effective 31 December 2022. Mr. Trouw will continue with ABM in a part-time consulting role providing oversight and advisory services pertaining to ABM's underground mining and technical services activities. This includes regular visits to the mine. Effective 14 December 2022, subject to regulatory approval, the Board has resolved to appoint Mr. Trouw as a non-executive director of the Company and Mr. Brendon Jones has agreed to resign from the Board. The Board wishes to thank Mr. Jones for his valuable input and contribution to the Company's evolution from a development project to one of the world's largest tin producers. Subject to regulatory approval, Mr. John Robertson (55), a mining professional with 30 years of experience in countries across Franco and Anglophone Africa, has been appointed Managing Director of ABM. He has significant surface and underground mine management experience in both base and precious metals and a strong background in compliant Resource and Reserve exploration techniques, definition, reporting, conversion and extraction. John has experience in the management of sites of up to 3000 people and is fluent in French. John has worked with Jan Trouw previously and company look forward to the impact of his leadership qualities as company continue to grow ABM on a sustainable basis.分析記事 • Dec 04We Ran A Stock Scan For Earnings Growth And Alphamin Resources (CVE:AFM) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Nov 16A Piece Of The Puzzle Missing From Alphamin Resources Corp.'s (CVE:AFM) 38% Share Price ClimbAlphamin Resources Corp. ( CVE:AFM ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Nov 09Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: US$0.016 (down from US$0.018 in 3Q 2021). Revenue: US$67.8m (down 26% from 3Q 2021). Net income: US$20.4m (down 2.2% from 3Q 2021). Profit margin: 30% (up from 23% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 46%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 06Alphamin Resources Corp. Provides Production Guidance for the Financial Year Ending December 2022Alphamin Resources Corp. provided production guidance for the financial year ending December 2022. For the period, the company Contained tin production guidance is 12,000 tons.株主還元AFMCA Metals and MiningCA 市場7D1.5%2.2%2.5%1Y42.7%90.5%33.9%株主還元を見る業界別リターン: AFM過去 1 年間で90.5 % の収益を上げたCanadian Metals and Mining業界を下回りました。リターン対市場: AFM過去 1 年間で33.9 % の収益を上げたCanadian市場を上回りました。価格変動Is AFM's price volatile compared to industry and market?AFM volatilityAFM Average Weekly Movement9.9%Metals and Mining Industry Average Movement11.6%Market Average Movement10.2%10% most volatile stocks in CA Market17.7%10% least volatile stocks in CA Market3.9%安定した株価: AFM 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: AFMの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1981n/aEoin O'Driscollwww.alphaminresources.comアルファミン・リソーシズ社は、子会社とともに錫精鉱の生産・販売に従事している。主要プロジェクトはコンゴ民主共和国にあるビシエ錫鉱山である。以前はLa Plata Gold Corporationとして知られていたが、2008年10月にAlphamin Resources Corp.に社名を変更した。1981年に法人化され、本社はモーリシャスのグランベーにある。もっと見るAlphamin Resources Corp. 基礎のまとめAlphamin Resources の収益と売上を時価総額と比較するとどうか。AFM 基礎統計学時価総額CA$1.77b収益（TTM）CA$260.46m売上高(TTM)CA$1.02b6.8xPER（株価収益率1.7xP/SレシオAFM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AFM 損益計算書（TTM）収益US$740.47m売上原価US$334.56m売上総利益US$405.92mその他の費用US$217.18m収益US$188.74m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.15グロス・マージン54.82%純利益率25.49%有利子負債／自己資本比率7.7%AFM の長期的なパフォーマンスは？過去の実績と比較を見る配当金17.5%現在の配当利回り119%配当性向AFM 配当は確実ですか？AFM 配当履歴とベンチマークを見るAFM 、いつまでに購入すれば配当金を受け取れますか？Alphamin Resources 配当日配当落ち日May 22 2026配当支払日Jun 05 2026配当落ちまでの日数5 days配当支払日までの日数9 daysAFM 配当は確実ですか？AFM 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 16:10終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Alphamin Resources Corp. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Lord AshbourneEdison Investment Research
New Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$1.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Significant insider selling over the past 3 months (CA$1.8m sold).
Upcoming Dividend • May 15Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 83% of its cash flow. Trailing yield: 17%. Within top quartile of Canadian dividend payers (5.5%). Higher than average of industry peers (1.3%).
New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% 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 Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (119% payout ratio).
Recent Insider Transactions Derivative • May 07Non-Executive Director exercised options and sold CA$820k worth of stockOn the 4th of May, John Robertson exercised 1m options at a strike price of around CA$0.68 and sold these shares for an average price of CA$1.38 per share. This trade did not impact their existing holding. As of today, John currently holds no shares directly. Company insiders have collectively sold CA$940k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.05 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.05 (up from US$0.019 in 1Q 2025). Revenue: US$240.1m (up 99% from 1Q 2025). Net income: US$64.4m (up 173% from 1Q 2025). Profit margin: 27% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 30Alphamin Resources Corp. announces Semi-Annual dividend, payable on June 05, 2026Alphamin Resources Corp. announced Semi-Annual dividend of CAD 0.1300 per share payable on June 05, 2026, ex-date on May 22, 2026 and record date on May 22, 2026.
New Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$1.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Significant insider selling over the past 3 months (CA$1.8m sold).
Upcoming Dividend • May 15Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 83% of its cash flow. Trailing yield: 17%. Within top quartile of Canadian dividend payers (5.5%). Higher than average of industry peers (1.3%).
New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% 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 Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (119% payout ratio).
Recent Insider Transactions Derivative • May 07Non-Executive Director exercised options and sold CA$820k worth of stockOn the 4th of May, John Robertson exercised 1m options at a strike price of around CA$0.68 and sold these shares for an average price of CA$1.38 per share. This trade did not impact their existing holding. As of today, John currently holds no shares directly. Company insiders have collectively sold CA$940k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.05 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.05 (up from US$0.019 in 1Q 2025). Revenue: US$240.1m (up 99% from 1Q 2025). Net income: US$64.4m (up 173% from 1Q 2025). Profit margin: 27% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 30Alphamin Resources Corp. announces Semi-Annual dividend, payable on June 05, 2026Alphamin Resources Corp. announced Semi-Annual dividend of CAD 0.1300 per share payable on June 05, 2026, ex-date on May 22, 2026 and record date on May 22, 2026.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CA$1.40, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 19x in the Metals and Mining industry in Canada. Total returns to shareholders of 75% over the past three years.
お知らせ • Apr 14Alphamin Resources Corp., Annual General Meeting, Jun 18, 2026Alphamin Resources Corp., Annual General Meeting, Jun 18, 2026.
お知らせ • Apr 10Alphamin Resources Corp. Announces Exploration UpdateAlphamin Resources Corp. announced that exploration strategy remains focused on three primary pillars: Resource Expansion: Extending the mine life at Mpama North and Mpama South. New Discovery: Identifying the next major tin deposit within the Bisie mine vicinity.Regional Growth: Continuing grassroots exploration across our highly prospective land package. Drilling Progress: Drilling activity intensified in first quater, 2026, with surface rig counts increasing at both Mpama South and Mpama North. A total of 4,673m was drilled (3,221m at Mpama South; 1,452m at Mpama North). Directional drilling (Devico-IMDEX) was introduced in late December 2025. Following the loss of the original tool downhole in early February, two new devices were mobilized and are now operational. Drilling Results & Analysis: Since the end of Third Quarter 2025, ten boreholes have been completed. Two of these intercepted visible cassiterite (tin mineralization): Mpama North: The initially targeted extension of the mineral resource has resulted in visible cassiterite in only one hole (MND056AD1_T1), which intercepted a thin tin intercept at low grade.Several holes encountered an oblique east-west fault structure. Additional drilling is planned to explore down-dip extensions and determine how this structure impacts the tin-bearing zone.Two mother holes (MND056B and MND057) have recently been completed, MND056B was used to reach target T2 (mentioned in point 1 above) and is currently drilling for target T5; drill hole MND056D2_T5. MND057 will be used to intercept deeper targets further down plunge. Mpama South: Borehole BGH196A_D1 intersected visible cassiterite. Preliminary in-house assays are encouraging . The deeper holes (BGH198D1, BGH196B, BGH199, BGH200and BGH192A) did not intersect mineralization, and the data is being used to refine the structural model to improve future targeting. Forward-Looking Initiatives: Downhole Geophysics: A Downhole electromagnetic (EM) survey tool has been mobilised to site. This will assist in mapping the apparent spatial association between massive sulphides and tin mineralisation in order to identify further resource extension drilling targets. Airborne Survey: A VTEM (Versatile Time Domain Electromagnetic) survey covering the entire license area is en route to site and will be completed in second quarter, 2026. This will be instrumental in identifying new regional drill targets. Geochemical Surveys: Geochemical (soil) surveys are planned to cover, the Mpama Ridge north of the Oso River and all areas adjacent to basement rock units (similar geological settings to the Mpama Ridge which houses the Bisie deposit) with 13,000 samples planned for phase one of the survey, which is scheduled start commence in second quarter.
Recent Insider Transactions • Mar 22Independent Chairman of the Board recently sold CA$120k worth of stockOn the 13th of March, Charles Denby Needham sold around 100k shares on-market at roughly CA$1.20 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Charles Denby's only on-market trade for the last 12 months.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: US$0.12 (vs US$0.079 in FY 2024)Full year 2025 results: EPS: US$0.12 (up from US$0.079 in FY 2024). Revenue: US$620.9m (up 18% from FY 2024). Net income: US$148.0m (up 47% from FY 2024). Profit margin: 24% (up from 19% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$1.57, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 24x in the Metals and Mining industry in Canada. Total returns to shareholders of 118% over the past three years.
Buy Or Sell Opportunity • Feb 24Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to CA$1.41. The fair value is estimated to be CA$1.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%.
Buy Or Sell Opportunity • Feb 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to CA$1.39. The fair value is estimated to be CA$1.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 5.1% in a year. Earnings are forecast to grow by 38% in the next year.
お知らせ • Jan 19+ 2 more updatesAlphamin Resources Corp. CFO Changes, Effective 1 March 2026Alphamin Resources Corp. announced that Mr. JP van Staden, who previously served as the CFO of the Company’s operating subsidiary in the DRC, Alphamin Bisie Mining, whereafter he joined Kamoa Copper, has accepted an offer as CFO of the Company effective 1 March 2026, subject to regulatory approval. Mr. Smith will continue in an advisory role until 30 April 2026 to support the new management team and ensure an orderly and smooth transition. Mr. van Staden (53) is a seasoned financial professional with 31 years of finance and mining industry experience, including 15 years as a Partner at PricewaterhouseCoopers (PwC) where he advised and served a diverse portfolio of multinational listed mining and industrial services companies. He is a Chartered Accountant (CA(SA)) with a passion for the mining industry. Mr. van Staden was the site-based CFO of Alphamin Bisie Mining in the DRC and most recently served in a commercial role at Kamoa Copper. The Board intends to appoint a dedicated investor relations officer to take responsibility for its investor relations activities and an announcement in that regard will be made in due course.
Buy Or Sell Opportunity • Jan 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to CA$1.35. The fair value is estimated to be CA$1.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 5.1% in a year. Earnings are forecast to grow by 38% in the next year.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$1.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Metals and Mining industry in Canada. Total returns to shareholders of 73% over the past three years.
お知らせ • Jan 06Alphamin Resources Corp. Announces Resignation of Paul Baloyi as Director, Effective January 31, 2026Alphamin Resources Corp. announced on January 5, 2026 that Mr. Paul Baloyi has resigned as a director of the Company effective January 31, 2026. Mr. Baloyi has served on the board since April 2017 as an appointee of the Industrial Development Corporation of South Africa Ltd. (IDC).
Upcoming Dividend • Nov 14Upcoming dividend of CA$0.04 per shareEligible shareholders must have bought the stock before 21 November 2025. Payment date: 08 December 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.3%. Within top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (1.2%).
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.028 (up from US$0.026 in 3Q 2024). Revenue: US$169.3m (down 3.0% from 3Q 2024). Net income: US$35.1m (up 6.5% from 3Q 2024). Profit margin: 21% (up from 19% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Nov 04Alphamin Resources Corp. Announces Second Interim Fiscal Year 2025 Dividend, Payable on December 8, 2025Alphamin Resources Corp. declared a second interim fiscal year 2025 cash dividend of CAD 0.04 per share on the common shares (approximately USD 37 million in the aggregate) (the “Dividend”). The Dividend will be payable on December 8, 2025 to shareholders of record as of the close of business on November 21, 2025.
お知らせ • Oct 08Alphamin Resources Corp. Revises Production Guidance for the Financial Year 2025Alphamin Resources Corp. revised production guidance for the financial year 2025. For the period, the Company expects to produce approximately 5,000 tonnes of contained tin which, together with its year-to-date production of 13,566 tonnes, increases tin production guidance for FY2025 to between 18,000 and 18,500 tonnes (17,500 tonnes previously).
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$1.10, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Metals and Mining industry in Canada. Total returns to shareholders of 96% over the past three years.
Upcoming Dividend • Aug 22Upcoming dividend of CA$0.07 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 15 September 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Canadian dividend payers (6.0%). Higher than average of industry peers (1.3%).
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CA$1.09, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Metals and Mining industry in Canada. Total returns to shareholders of 74% over the past three years.
Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.025 (up from US$0.014 in 2Q 2024). Revenue: US$144.2m (up 39% from 2Q 2024). Net income: US$31.7m (up 76% from 2Q 2024). Profit margin: 22% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Board Change • Aug 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Brendan Lynch was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 08+ 1 more updateAlphamin Resources Corp. Appoints Two New DirectorsAlphamin Resources Corp. announced that following its acquisition of a 56% shareholding in the Company completed on July 22, 2025, International Resources Holding’s (IRH) subsidiary, Alpha Mining Ltd, requested the appointment of two additional directors to the Board of Alphamin. The Board has appointed, subject to regulatory approval, Mr. Ravi Sharma (Chief Operating Officer of IRH) and Mr. Abhinay Khowala (Group Chief Financial Officer of IRH) as additional directors of the Company and looks forward to their respective contributions to the Company’s continued success. Mr. Sharma is the Chief Operating Officer at International Resources Holding. With 36 years in the mining industry, he has worked across multiple continents gaining extensive experience in a range of commodities. He is a JORC Competent Person and an NI 43 101 Qualified Person for Mineral Resource Estimates. Mr. Khowala is the Group Chief Financial Officer at International Resources Holding. He is a finance professional with over 20 years of experience in financial management, strategic planning, and corporate governance across the mining and logistics sectors. Mr. Khowala is a qualified Chartered Accountant from The Institute of Chartered Accountants of India.
お知らせ • Jun 26Alphamin Resources Corp. Appoints John Robertson as DirectorAlphamin Resources Corp. announced that subject to regulatory approval, Mr. John Robertson, a Mauritian resident, has been appointed as a director of the Company. Mr. Robertson is a mining professional with 30 years of experience in countries across Franco and Anglophone Africa. He has significant surface and underground mine management experience in both base and precious metals and a strong background in compliant Resource and Reserve exploration techniques, definition, reporting, conversion, and extraction. John has experience in the management of sites of up to 3,000 people and is fluent in French. John served as the managing director of the Company's 84% owned DRC subsidiary, Alphamin Bisie Mining SA, from September 2023 until March 2025.
お知らせ • Jun 24Alphamin Resources Corp. Announces Resignation of Rudolf Pretorius as a DirectorAlphamin Resources Corp. announced that Mr. Rudolf Pretorius has resigned as a director of the Company. Mr. Pretorius served as an appointee of Tremont Master Holdings since February 2014 and the board of directors wishedto thank him for his contributions to Alphamin during his tenure.
お知らせ • May 12+ 1 more updateAlphamin Resources Corp. Provides Operational Restart UpdateAlphamin Resources Corp. provided an update following the resumption of tin concentrate production on 15 April 2025. The Company's Bisie tin mine produced 1,290 tonnes of contained tin during the period 15 April 2025 to 11 May 2025 at targeted processing recoveries. Tin production recommenced through the treatment of run-of-mine ore stockpiles, initially from the Mpama North plant followed by a restart of the Mpama South plant on 19 April 2025. Blasting and tramming of ore from underground commenced during the last week of April 2025 while mine development rates are in the process of increasing to plan. Since the mine restart, the first fully documented and approved for export lots of tin concentrate departed by truck on 9 May 2025.
分析記事 • Apr 23Is Alphamin Resources (CVE:AFM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Apr 17+ 1 more updateAlphamin Resources Corp. Not to Declare Final Dividend for the Fiscal Year 2024Alphamin Resources Corp. announced that due to the timing of the security related production interruption between 13 March 2025 and April 2025, the Board considered it prudent not to declare a final fiscal year 2024 dividend in April 2025.
お知らせ • Apr 14Alphamin Resources Corp., Annual General Meeting, Jun 18, 2025Alphamin Resources Corp., Annual General Meeting, Jun 18, 2025. Location: grand baie Mauritius
お知らせ • Apr 09Alphamin Resources Corp. Announces Decision to Resume Mining OperationsAlphamin Resources Corp. announce that it is initiating a phased resumption of operations at the Company's Bisie tin mine in Walikale District, North Kivu Province of east-central Democratic Republic of the Congo (DRC). This decision was made after the withdrawal of insurgents eastward from the town of Walikale towards the towns of Nyabiondo and Masisi, more than 130 kms to the east of the Company's mine site. The Company intends to redeploy employees as part of a plan to restart tin production in phases while it continues to monitor the security situation. The mine is adequately supplied with consumables and spares to support the resumption of production.
お知らせ • Mar 13Alphamin Temporarily Ceases Mining OperationsAlphamin Resources Corp. announced that its board of directors has made the difficult decision to temporarily cease mining operations at the Company’s Bisie tin mine in Walikale District, North Kivu Province of east-central Democratic Republic of the Congo (DRC). This decision was made after insurgent militant groups have recently advanced westward in the direction of the mine’s location in the DRC occupying the towns of Nyabiondo on 9 March 2025, the capital of the Osso-Banyungu sector located 110km northwest of Goma followed by Kashebere a further 13km west of Nyabiondo on 12 March 2025. The safety of the Company’s employees and contractors remains its top priority and cannot be assured at the present time. All operational mining personnel are being evacuated from the mine site with only essential personnel to remain for the care, maintenance and security of the property. The Company is encouraged by the recent announcement that direct peace talks on the conflict are scheduled to be held in Angola on March 18, 2025. The Company will closely monitor events as they progress with a view to moving personnel back to the mine site and resuming operations when it believes it can safely do so. The Company will provide further updates when approriate.
Buy Or Sell Opportunity • Feb 27Now 25% overvaluedOver the last 90 days, the stock has fallen 33% to CA$0.77. The fair value is estimated to be CA$0.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Earnings per share has declined by 6.4%.
分析記事 • Feb 20Market Cool On Alphamin Resources Corp.'s (CVE:AFM) Earnings Pushing Shares 33% LowerAlphamin Resources Corp. ( CVE:AFM ) shareholders that were waiting for something to happen have been dealt a blow with...
お知らせ • Jan 17+ 1 more updateAlphamin Resources Corp. to Report Q4, 2024 Results on Mar 14, 2025Alphamin Resources Corp. announced that they will report Q4, 2024 results on Mar 14, 2025
分析記事 • Jan 03A Piece Of The Puzzle Missing From Alphamin Resources Corp.'s (CVE:AFM) Share PriceWith a median price-to-earnings (or "P/E") ratio of close to 14x in Canada, you could be forgiven for feeling...
分析記事 • Dec 04Alphamin Resources (CVE:AFM) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.026 (vs US$0.012 in 3Q 2023)Third quarter 2024 results: EPS: US$0.026 (up from US$0.012 in 3Q 2023). Revenue: US$174.5m (up 116% from 3Q 2023). Net income: US$32.9m (up 124% from 3Q 2023). Profit margin: 19% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Oct 28Alphamin Resources (CVE:AFM) Is Achieving High Returns On Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Upcoming Dividend • Oct 18Upcoming dividend of CA$0.06 per shareEligible shareholders must have bought the stock before 25 October 2024. Payment date: 04 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 9.6%. Within top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (1.6%).
お知らせ • Oct 03Alphamin Resources Corp. Declares Interim Fiscal Year 2024 dividend, Payable on November 4, 2024Alphamin Resources Corp. declared Interim Fiscal Year 2024 dividend increased to CAD 0.06 per share (previously CAD 0.03 per share). The Dividend will be payable on November 4, 2024 to shareholders of record as of the close of business on October 25, 2024.
分析記事 • Sep 15Alphamin Resources Corp. (CVE:AFM) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 17.6x Alphamin Resources Corp. ( CVE:AFM ) may be sending bearish signals...
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: US$0.014 (vs US$0.012 in 2Q 2023)Second quarter 2024 results: EPS: US$0.014 (up from US$0.012 in 2Q 2023). Revenue: US$103.9m (up 37% from 2Q 2023). Net income: US$18.1m (up 23% from 2Q 2023). Profit margin: 17% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 23We Think Alphamin Resources (CVE:AFM) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jul 11Alphamin Resources Corp. to Report Q2, 2024 Results on Aug 23, 2024Alphamin Resources Corp. announced that they will report Q2, 2024 results on Aug 23, 2024
分析記事 • Jul 04The Trend Of High Returns At Alphamin Resources (CVE:AFM) Has Us Very InterestedIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Non-Executive Director Jan Trouw was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 23Alphamin Resources (CVE:AFM) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • May 09Upcoming dividend of CA$0.03 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 24 May 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.9%. Lower than top quartile of Canadian dividend payers (6.4%). Higher than average of industry peers (1.8%).
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$0.016 (vs US$0.013 in 1Q 2023)First quarter 2024 results: EPS: US$0.016 (up from US$0.013 in 1Q 2023). Revenue: US$109.3m (up 32% from 1Q 2023). Net income: US$20.7m (up 26% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.
分析記事 • Apr 28What Alphamin Resources Corp.'s (CVE:AFM) 27% Share Price Gain Is Not Telling YouThe Alphamin Resources Corp. ( CVE:AFM ) share price has done very well over the last month, posting an excellent gain...
お知らせ • Apr 27Alphamin Resources Corp. Declares Dividend, Payable on May 24, 2024Alphamin Resources Corp. announced the declaration of a cash dividend number 5 in the gross amount of CAD 0.03 per Alphamin share, being the equivalent of 41.78220 South African cents per Alphamin share (based on an exchange rate of CAD 1.00 = ZAR 13.9274 as at 25 April 2024. Alphamin shares commence trading ex-dividend is May 15, 2024 and Record date to receive the cash dividend May 17, 2024 and payment Date is May 24, 2024. the local dividend tax rate is 20%, resulting in a gross cash dividend of CAD 0.03 and a net cash dividend amount of CAD 0.024 for South African shareholders who are not exempt from paying Dividend Tax.
お知らせ • Apr 13Alphamin Resources Corp., Annual General Meeting, Jun 19, 2024Alphamin Resources Corp., Annual General Meeting, Jun 19, 2024.
お知らせ • Apr 10Alphamin Resources Corp. to Report Q1, 2024 Results on Apr 29, 2024Alphamin Resources Corp. announced that they will report Q1, 2024 results on Apr 29, 2024
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$1.09, the stock trades at a trailing P/E ratio of 21.7x. Average forward P/E is 6x in the Metals and Mining industry in Canada. Total returns to shareholders of 122% over the past three years.
分析記事 • Apr 05Shareholders Would Enjoy A Repeat Of Alphamin Resources' (CVE:AFM) Recent Growth In ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Mar 15Alphamin Resources' (CVE:AFM) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Alphamin Resources Corp. ( CVE:AFM ) last week didn't sink the stock price. Our...
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: US$0.037 (vs US$0.079 in FY 2022)Full year 2023 results: EPS: US$0.037 (down from US$0.079 in FY 2022). Revenue: US$288.5m (down 26% from FY 2022). Net income: US$47.2m (down 53% from FY 2022). Profit margin: 16% (down from 26% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 13Investors Appear Satisfied With Alphamin Resources Corp.'s (CVE:AFM) Prospects As Shares Rocket 26%Alphamin Resources Corp. ( CVE:AFM ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 • Jan 29Does Alphamin Resources (CVE:AFM) 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...
お知らせ • Jan 27Alphamin Resources Corp. to Report Q4, 2023 Results on Mar 14, 2024Alphamin Resources Corp. announced that they will report Q4, 2023 results on Mar 14, 2024
お知らせ • Dec 27+ 1 more updateAlphamin Resources Corp. Revises Sales Guidance for the Full Year Ending December 31, 2023Alphamin Resources Corp. revised sales guidance for the full year ending December 31, 2023. For the year, contained tin sales of approximately 11,400 tonnes (previous guidance: 12,000t) expected.
Reported Earnings • Nov 19Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: US$0.012 (down from US$0.016 in 3Q 2022). Revenue: US$80.8m (up 19% from 3Q 2022). Net income: US$14.7m (down 28% from 3Q 2022). Profit margin: 18% (down from 30% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 03Alphamin Resources (CVE:AFM) Could Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Sep 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 96% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 96% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio).
New Risk • Aug 20New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% The company is paying a dividend despite having no free cash flows. Dividend yield: 6.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Paying a dividend despite having no free cash flows. High level of non-cash earnings (33% accrual ratio).
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.012 (vs US$0.024 in 2Q 2022)Second quarter 2023 results: EPS: US$0.012 (down from US$0.024 in 2Q 2022). Revenue: US$75.7m (down 32% from 2Q 2022). Net income: US$14.7m (down 51% from 2Q 2022). Profit margin: 19% (down from 27% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 03Here's Why Alphamin Resources (CVE:AFM) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Aug 03Upcoming dividend of CA$0.03 per share at 6.3% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 25 August 2023. Payout ratio is on the higher end at 75%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (2.0%).
お知らせ • Jul 25Alphamin Resources Corp. Declare an Interim Cash Dividend for Fiscal Year 2023, Payable on 25 August, 2023The Board of Alphamin Resources Corp. has declared an interim Fiscal year 2023 cash dividend of CAD 0.03 per share on the common shares (approximately USD 29 million in the aggregate). The Dividend will be payable on 25 August, 2023 to shareholders of record as of the close of business on 11 August, 2023.
分析記事 • Jun 16Alphamin Resources (CVE:AFM) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Reported Earnings • May 16First quarter 2023 earnings released: EPS: US$0.013 (vs US$0.033 in 1Q 2022)First quarter 2023 results: EPS: US$0.013 (down from US$0.033 in 1Q 2022). Revenue: US$83.0m (down 43% from 1Q 2022). Net income: US$16.4m (down 61% from 1Q 2022). Profit margin: 20% (down from 29% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 89% per year whereas the company’s share price has increased by 87% per year.
分析記事 • Apr 14Is Alphamin Resources (CVE:AFM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Mar 28Is Now The Time To Put Alphamin Resources (CVE:AFM) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Mar 13Investors Should Be Encouraged By Alphamin Resources' (CVE:AFM) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: US$0.079 (vs US$0.04 in FY 2021)Full year 2022 results: EPS: US$0.079 (up from US$0.04 in FY 2021). Revenue: US$391.1m (up 11% from FY 2021). Net income: US$100.9m (up 109% from FY 2021). Profit margin: 26% (up from 14% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 16Upcoming dividend of CA$0.03 per share at 6.4% yieldEligible shareholders must have bought the stock before 23 February 2023. Payment date: 10 March 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 6.4%. Within top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (2.2%).
お知らせ • Feb 11Alphamin Resources Corp. Announces Successful Infill Drilling At Mpama South with Increase in Both Resource Confidence and Mineral ResourcesAlphamin Resources Corp. announced completion of the infill drilling campaign at Mpama South and an updated Mineral Resource Estimate (MRE) for Mpama South. This brings forward an additional planned ~7,200tpa contained tin production, which will make Alphamin one of the tin producers globally and delivers on the Company strategy of organic growth and creating shareholder value. The updated Mineral Resource for Mpama South follows eight months after the previous update announced on 31 May 2022. The update is based on receipt of assays for another 63 infill and extensional drillholes completed subsequent to the previous estimate which was based on 124 drillholes. The updated MRE now includes results from 187 drillholes at Mpama South as well as 6 drillholes drilled in 2015 in the area between Mpama South and the Mpama North ore body. The MRE was estimated using the Canadian Institute of Mining, Metallurgy and Petroleum (CIM) Best Practice Guidelines (2019) and is reported in accordance with the 2014 CIM Definition Standards. Mineral Resources that are not Mineral Reserves do not have a demonstrated economic viability and require advanced studies and economic analysis to prove their viability for extraction. Extensional drilling down-dip and in the shallower northern and southern portions of Mpama South can be conducted at the Company’s election to carry on extending known mineralisation at Mpama South, which is still open in multiple directions. However, for 2023, the focus will primarily be aimed at the Mpama South Mine construction and commissioning efforts, while exploration drilling will be curtailed, instead, focusing on further field work campaigns to support future programs. Alphamin intensified exploration drilling on the 13km long Bisie Ridge from Third Quarter 2022 to test highly anomalous soil, geophysical and structural targets identified during 2021. 8,773 metres of the 10,000 metre Phase 1 diamond core programme have been completed along the Ridge, with the remainder due for completion in First Quarter 2023. Although anomalous mineralisation has been confirmed in drilling on the Ridge, it is not of the obvious coarse visual cassiterite type frequently seen in drillcore from Mpama North and South. Only ~25% of assays have been returned from the independent laboratory to date from the Ridge drilling. Assay results when received will support a fuller investigation into the regional setting, along with data from the on-going geophysical downhole surveys, structural investigations and mapping, thereby enabling a refocused exploration programme. Until then, the key focus at site remains the construction and commissioning of the new Mpama South Mine.
お知らせ • Jan 31+ 1 more updateAlphamin Resources Corp. Provides Production and Sales Guidance for the Year Ending December 2023Alphamin Resources Corp. provided production and sales guidance for the year ending December 2023. For the year, the company expects contained tin production and sales of approximately 12,000 tonnes.
分析記事 • Dec 29Alphamin Resources (CVE:AFM) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Dec 15Alphamin Resources Corp. and Alphamin Bisie Mining Sa Announces Changes to Its BoardAlphamin Resources Corp. announced changes to its board of directors and to the board of the Company's major operating subsidiary, Alphamin Bisie Mining (ABM). Mr. Jan Trouw (69), the on-mine Managing Director of the Company's 84% subsidiary, ABM, has elected to retire from full time employment effective 31 December 2022. Mr. Trouw will continue with ABM in a part-time consulting role providing oversight and advisory services pertaining to ABM's underground mining and technical services activities. This includes regular visits to the mine. Effective 14 December 2022, subject to regulatory approval, the Board has resolved to appoint Mr. Trouw as a non-executive director of the Company and Mr. Brendon Jones has agreed to resign from the Board. The Board wishes to thank Mr. Jones for his valuable input and contribution to the Company's evolution from a development project to one of the world's largest tin producers. Subject to regulatory approval, Mr. John Robertson (55), a mining professional with 30 years of experience in countries across Franco and Anglophone Africa, has been appointed Managing Director of ABM. He has significant surface and underground mine management experience in both base and precious metals and a strong background in compliant Resource and Reserve exploration techniques, definition, reporting, conversion and extraction. John has experience in the management of sites of up to 3000 people and is fluent in French. John has worked with Jan Trouw previously and company look forward to the impact of his leadership qualities as company continue to grow ABM on a sustainable basis.
分析記事 • Dec 04We Ran A Stock Scan For Earnings Growth And Alphamin Resources (CVE:AFM) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Nov 16A Piece Of The Puzzle Missing From Alphamin Resources Corp.'s (CVE:AFM) 38% Share Price ClimbAlphamin Resources Corp. ( CVE:AFM ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Nov 09Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: US$0.016 (down from US$0.018 in 3Q 2021). Revenue: US$67.8m (down 26% from 3Q 2021). Net income: US$20.4m (down 2.2% from 3Q 2021). Profit margin: 30% (up from 23% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 46%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in Canada. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 06Alphamin Resources Corp. Provides Production Guidance for the Financial Year Ending December 2022Alphamin Resources Corp. provided production guidance for the financial year ending December 2022. For the period, the company Contained tin production guidance is 12,000 tons.
