Nexa Resources マネジメント
マネジメント 基準チェック /34
現在、CEO に関する十分な情報がありません。
主要情報
Juan Ignacio Rosado de La Torre
最高経営責任者
n/a
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | 4.8yrs |
| CEOの所有権 | n/a |
| 経営陣の平均在職期間 | 3.3yrs |
| 取締役会の平均在任期間 | 7.2yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Aug 07
NEXA: Higher Zinc Prices May Not Justify Rich Future Earnings Multiple
Analysts have raised their average price target for Nexa Resources to around $12.71 from $5.00, citing stronger zinc pricing, updated commodity forecasts and indications of mining recovery as key factors supporting the revised outlook. Analyst Commentary on Nexa Resources Recent research on Nexa Resources points to a more constructive view on the stock, but with a clear split in sentiment.
ナラティブ更新 • Jul 24
NEXA: Zinc Recovery And Smelter Restart Will Frame Balanced Outlook
Nexa Resources' updated fair value estimate has shifted from $12.31 to $13.88 as analysts adjust price targets higher into a $14 to $16 range on revised commodity assumptions, including stronger zinc pricing and a mining recovery reflected in recent research updates. Analyst Commentary Recent research on Nexa Resources highlights a mix of optimism around zinc exposure and mining recovery, alongside caution about sector headwinds and relative positioning.Seeking Alpha • Jul 17
Nexa Resources: The Zinc Upswing Is Not Fully Captured Yet
Summary Nexa Resources S.A. is rated a buy, driven by robust financials, undervaluation, and strong zinc, copper, and silver price outlooks. NEXA's expansion projects—Aripuana tailings filter and Cerro Pasco integration—are advancing, expected to add $100M–$140M in annual cash flow upon completion. The company is rapidly deleveraging, targeting a debt/EBITDA ratio below 1.8 by 2026, while maintaining high liquidity and responsible capital allocation. Trading at a forward P/E of 4.78 and EV/EBITDA of 3.15, NEXA remains significantly discounted versus peers, despite favorable commodity cycles and operational improvements. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 10
NEXA: Mining Recovery And Silver Streaming Shift Will Drive Future Upside
The analyst price target for Nexa Resources has moved from $9.89 to $16.00, as analysts point to updated models that incorporate mining recovery and revised commodity forecasts across precious and base metals. Analyst Commentary Recent research on Nexa Resources highlights a mix of caution and improving confidence, with several bullish analysts revising their models and adjusting price targets after incorporating updated commodity assumptions and the company’s mining recovery.ナラティブ更新 • Jun 26
NEXA: Mining Recovery And Smelter Restart Will Shape Execution Risks
The analyst fair value estimate for Nexa Resources has moved from $7.03 to about $12.31, with analysts linking the higher price target to updated models that factor in the company’s reported mining recovery and recent rating and target changes from the Street. Analyst Commentary Recent Street research on Nexa Resources centers on updated models following the latest Q1 report, with several firms revising fair value estimates to reflect the company’s reported mining recovery and new rating actions.
新しいナラティブ • Apr 17
Nexa; an integrated base-metals platform with real cash-flow torque?
Rating: Speculative Buy / Deep-Value Metals PlayStyle: Cyclical mining and smelting with zinc leverage and balance-sheet repair Core debate: Is Nexa just a cheap Latin American zinc name trapped in a volatile commodity cycle, or is it an underappreciated integrated base-metals platform with real cash-flow torque, diversified by-products, and upside if zinc fundamentals tighten further? Executive view Nexa is one of the cheaper ways to gain exposure to zinc and related base metals, but the investment case is stronger than a simple commodity beta trade.分析記事 • Dec 04
Nexa Resources S.A.'s (NYSE:NEXA) Shares Bounce 28% But Its Business Still Trails The Industry
Nexa Resources S.A. ( NYSE:NEXA ) shares have continued their recent momentum with a 28% gain in the last month alone...分析記事 • May 27
Nexa Resources (NYSE:NEXA) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Mar 19
Here's Why Nexa Resources (NYSE:NEXA) Is Weighed Down By Its Debt Load
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 26
Nexa Resources S.A.'s (NYSE:NEXA) Prospects Need A Boost To Lift Shares
Nexa Resources S.A.'s ( NYSE:NEXA ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy right now...分析記事 • Feb 05
Nexa Resources' (NYSE:NEXA) Returns On Capital Are Heading Higher
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • Dec 10
Is Nexa Resources (NYSE:NEXA) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 02
Nexa Resources S.A. (NYSE:NEXA) Held Back By Insufficient Growth Even After Shares Climb 26%
Nexa Resources S.A. ( NYSE:NEXA ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...分析記事 • Aug 31
These Return Metrics Don't Make Nexa Resources (NYSE:NEXA) Look Too Strong
What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...分析記事 • Jul 19
Is Nexa Resources (NYSE:NEXA) Using Debt Sensibly?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 20
Why Investors Shouldn't Be Surprised By Nexa Resources S.A.'s (NYSE:NEXA) Low P/S
With a price-to-sales (or "P/S") ratio of 0.3x Nexa Resources S.A. ( NYSE:NEXA ) may be sending bullish signals at the...分析記事 • Dec 15
Does Nexa Resources (NYSE:NEXA) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Aug 21
Nexa Resources: Things To Consider Before Jumping On The Bandwagon
Summary Depressed zinc prices have hurt NEXA's revenues during Q2 2023, and may continue to impact revenue growth in the near term. Cost optimization is the key to improve bottom-line profitability, and Aripuana's ramp-up to full scale can significantly help in this area. Forecasts for 2023 and 2024 reveal declining YoY revenues and EPS, implying limited room for near-term share price growth. NEXA has regularly paid dividends during the last 5 years, however, I believe the dividends may take a cut going forward. It may appear that NEXA is trading cheaply based on certain valuation metrics, however, I see this as an indicator of a low-growth stock at least in the near term. Read the full article on Seeking Alpha分析記事 • May 27
Does Nexa Resources (NYSE:NEXA) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 15
Nexa Resources reports Q4 2022 results
Nexa Resources press release (NYSE:NEXA): Q4 Non-GAAP EPS of -$0.04. Revenue of $780M (+15.0% Y/Y). Zinc production of 75kt in Q4 decreased by 8% compared to Q4 2021. Metal sales were 167kt in Q4, up by 6% and 3% from Q4 2021 and Q3 2022, respectively. Sees zinc production of 307-351kt in 2023, 318-379kt in 2024 and 327-383kt in 2025. 2023 capex guidance of $310M.分析記事 • Dec 17
Nexa Resources S.A. (NYSE:NEXA) Shares Could Be 25% Above Their Intrinsic Value Estimate
Key Insights Nexa Resources' estimated fair value is US$5.4 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Nov 08
Nexa Resources: Be Prepared For More Downside Potential
Summary The macroeconomic environment does not look favorable for metals. Investors should consider changing their stance from buy to hold for US-listed zinc stocks, including Nexa Resources S.A. Lower metal production and prices combined with a strong US dollar could negatively impact cash flow and delay expansion projects. The Macroeconomic Environment is Not Developing Favorably for Metals As the US Federal Reserve raises interest rates amid persistently high inflation, fears of a recession are growing among investors. If the hawkish stance convinces consumers to rein in their spending, a recession is inevitable. A recession would weigh on many markets, with base metals leading the way. A slowdown in consumption that triggers a recession affects demand for base metals as these commodities are used to manufacture a wide range of products. A decline in the demand for these commodities will put downward pressure on prices. Analysts predict that within a year zinc will fall 11% from its current $2,905.50 a ton, copper will fall 7% from its current $3.64 a pound, and lead will fall 9% from its current $2,005.55 per ton. Gold and silver are also forecast lower a year from now, with the yellow metal down 4% from the current $1,677.72 an ounce and the gray metal down more than 8% from the current $20,720 an ounce. Not the Time for a Bullish Approach to US-Listed Metal Miners As such, investors should reconsider their holdings in US-traded metal mining stocks given the macroeconomic picture that is gradually unfolding for the value of their production. Among those stocks that investors should consider changing their stance from buy to hold is Nexa Resources S.A. (NEXA). In addition to expectations of lower commodity prices, some underperforming mining operations are contributing to the current downside risk to Nexa Resources S.A. stock. Nexa Resources S.A. Based in Luxembourg, Nexa Resources produces zinc (main production) and other base and precious metals (secondary production) from five underground mineral deposits located in South America as follows: 3 Productions are in the Peruvian Central Andes: Cerro Lindo, El Porvenir and Atacocha Cerro Lindo is an underground polymetallic mine in the Peruvian province of Chincha (about 270 km southeast of Lima). It has been mining base metals such as zinc, copper, lead, and silver since 2007. Cerro Lindo is one of the world's largest zinc producers. Nexa Resources owns and operates the mine through its subsidiary in Peru. Currently, Cerro Lindo has reserves that are estimated to be able to support mining activities until at least 2029. As of late 2021 estimates, the Cerro Lindo mineral deposit contained 44.04 million tons of proven and probable mineral reserves grading 1.43% zinc, 0.2% lead, 0.62% copper, and 22.3 grams of silver per tonne of ore (g /t). In the first 9 months of 2022, Cerro Lindo sold 66,000 tons of zinc, down almost 17% year-on-year. This was mainly the result of an 18% year-over-year decline in zinc output to 77,600 tons. Looking ahead to the full year 2022, Cerro Lindo is expected to produce between 81,000 and 86,000 tons of zinc, between 26,000 and 33,000 tons of copper, between 11,000 and 12,000 tons of lead, and between 3.9 million and 4.1 million ounces of silver. Compared to 2021, zinc production will be 16-21% lower, copper production will be 11-12% lower, lead production will be 6.3-14% lower and silver production will be 2.6-7.3% lower. These declines in metal production are expected as miners are currently dealing with reduced ore throughput that is delivered at the processing plant, while the concentration of the metal in the ore is also currently trending unfavorably. This situation, coupled with anticipated lower metal prices, should not allow the company to increase the profitability of its operations. This could impact the stock price as the stock market doesn't welcome lower sales and lower profit margins. Margins could also shrink if lower production means higher costs. El Porvenir is an underground polymetallic mine owned and operated by Nexa Resources S.A., through its subsidiary in Peru. El Porvenir is located in the central Andean region of Peru, more precisely in the Peruvian province of Pasco, about 13 km from the city of Cerro de Pasco. The miner currently produces zinc as the main product and lead, copper, and precious metals such as gold and silver as by-products. The mine has been in operation since 1949 and is expected to produce metals over the next few years through 2028. As of December 31, 2021, El Porvenir hosted 15.32 million tons of minerals in Proven and Probable Reserves grading 3.57% zinc, 1.04% lead, 0.2% copper, and 69.5 g/t silver. In the first 9 months of 2022, El Porvenir sold 39,900 tons of zinc, a slight increase of 5% over the previous year. Lower zinc sales may have been impacted by the company's decision to focus mining activities in certain areas of the mine deposit in order to exploit a higher concentration of lead and especially silver in the mineral. As for the expected production of the metals for 2022, these should not be very exciting for the market as they foresee the following deviations from 2021 levels. Zinc production should fluctuate between -4.7% and +3% to 49,000 to 53,000 tons, copper production should fall 0.4% to 300 tons, lead production should fluctuate between -15.3% and +1.7% to 15,000 to 18,000 tons, while silver production should fluctuate between -11.4% and +2.9% to 3.1 million to 3.6 million ounces. This expected production combined with a lower price for the metal will certainly not help El Porvenir increase the profitability of the mine. Atacocha is a polymetallic mine where metals are extracted using underground and open-pit mining techniques. The mine is owned by Nexa Resources S.A. and is operated by its Peruvian subsidiary. The mineral asset is located in the Peruvian province of Pasco. The mine has been producing zinc, copper, lead, silver, and gold since 1939 and has a mine life of 3 years to 2025. The Atacocha open pit deposit contained 3.28 million tons of Measured Mineral Reserves grading 1.1% zinc, 0.81% lead, 28.9 g/t silver, and 0.21 g/t gold as of late 2021. The Atacocha underground deposit contained 3.28 million tons of Measured Mineral Reserves grading 1.1% zinc, 1.98% lead, and 101.1 g/t silver as of late 2021. In the first 9 months of 2022, Atacocha sold 6,700 tons of zinc, a 37.6% increase over the previous year. However, Atacocha currently accounts for less than 3% of the company's total sales of zinc. Zinc production was 8,500 tons in 2021 and is expected to be 8,500 to 9,400 tons in 2022. Lead production was 8,700 tons in 2021 and is expected to range between 10,000 and 11,000 tons in 2022. Silver production was one million ounces in 2021 and is expected to be 1-1.1 million ounces in 2022. However, Atacocha is a good contributor to gold production as its production accounts for between 45% and 50% of the company's total production. However, for this to translate into a benefit to corporate profitability, the price of gold must trade higher, and analysts instead expect it to fall in the coming period, as outlined above. 2 Productions are in the Brazilian State of Minas Gerais: Vazante and Morro Agudo Vazante is a mineral deposit for the production of zinc, lead, and silver through underground techniques. The mineral occurrence is located very close to the municipality of Vazante in the Brazilian state of Minas Gerais. The mine is owned by Nexa Resources S.A. and is operated by its Brazilian subsidiary. The mine began mining the metals in 1969 and based on the company's mineral resource data below, operations will continue for many years to 2032. As of December 31, 2021, Vazante hosted 15.91 million tons of minerals in proven and probable reserves grading 8.77% zinc, 0.22% lead, and 13.7 g/t silver. In the first 9 months of 2022, Vazante sold 97,900 tons of zinc, a 6.7% decline over the previous year. Vazante is currently experiencing a downward trend in mining performance in terms of both treated throughput and average grade. Additionally, there could be some disruption to mine activity in the coming months due to some maintenance work already planned. Thus, metal production is expected for this year at least to be lower than 2021 levels. The reductions will be dramatic: -16% to -9.6% to 118,000 to 127,000 tonnes of zinc; -37.5% to -25% to 1,000 to 1,200 tonnes of lead and -40% to -20% to 300,000 to 400,000 ounces of silver expected in 2022. Morro Agudo is an underground and open pit zinc, lead, and silver mineral deposit 100% owned by Nexa and operated through its Brazilian subsidiary, located in Minas Gerais State, Brazil. It is actually a mining complex as it also includes 3 other mineral deposits forming The Ambrosia Trend. This is located no more than 20 km from the municipality of Paracatu in the state of Minas Gerais. The Morro Agudo has been a metal production site since 1988 and it is estimated that it will remain so at least until 2028. On a measured and indicated basis, the mineral resources of Morro Agudo are estimated at the end of 2021 to be 13.92 million tonnes of ore grading 3.39% zinc and 0.59% lead. In the first 9 months of 2022, Morro Agudo sold 14,100 tonnes of zinc, an increase of almost 12% over the previous year. Morro Agudo is the only zinc mine that is performing well thanks to several initiatives implemented over the past year. Now, in addition to more flexible management of mining activities, it allows for higher underground production. However, Morro Agudo accounts for less than 7% of the company's total production and produces no precious metals. Morro Agudo is projected to produce between 16,000 and 19,000 tonnes of zinc in 2022 versus 17,300 tonnes in 2021 and between 4,300 and 4,800 tonnes of lead in 2022 versus 4,700 tonnes in 2021. A Risk of Delay in the Construction of the Third Mine in Brazil Overall lower metal production and prices coupled with a likely continued strengthening of the US dollar against local currencies could negatively impact cash flow, which was $282.3 million for the 12 months ended Q3 2022. If this happens, it could potentially cause the company to reassess its capital allocation strategy, which would pose a risk to the timing of the project to construct the Aripuanã multi-metal manufacturing facility in Mato Grosso state, Central-West region of Brazil. The company anticipates that commercial production activities for zinc and other metals should begin before the end of 2022. Should the start-up of the new mine be delayed, negative effects on the share price cannot be ruled out. Aripuanã will absorb approximately 80% of the total $75 million that Nexa Resources S.A. intends to provide for expansion projects in 2022. For non-expansion projects, the company will spend approximately $310 million. In addition to cash flow from operations, the company had approximately $538 million in cash on hand and short-term investments as of September 30, 2022.Seeking Alpha • Oct 28
Nexa Resources reports Q3 mixed earnings; reaffirms FY22 capex guidance
Nexa Resources press release (NYSE:NEXA): Q3 Non-GAAP EPS of -$0.37 misses by $0.48. Revenue of $703M (+7.3% Y/Y) beats by $58.56M. Adjusted EBITDA in 3Q22 decreased to $103M, compared with $155M in 3Q21 and $286M in 2Q22. Net debt to Adjusted EBITDA ratio for the last twelve months increased to 1.52x compared with 1.33x at the end of June 2022 and 1.23x a year ago. 2022 CAPEX guidance remains unchanged at $385M.Seeking Alpha • Sep 14
Nexa Resources appoints José Carlos del Valle as finance chief
Nexa Resources (NYSE:NEXA) said Wednesday it appointed José Carlos del Valle as SVP of finance and group CFO, effective Oct. 3. He most recently served as CFO at Compañía Minera Antamina. del Valle replaces Claudia Torres, who served as interim CFO.分析記事 • Aug 24
Nexa Resources (NYSE:NEXA) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$278m |
| Mar 31 2026 | n/a | n/a | US$210m |
| Dec 31 2025 | n/a | n/a | US$133m |
| Sep 30 2025 | n/a | n/a | -US$16m |
| Jun 30 2025 | n/a | n/a | -US$91m |
| Mar 31 2025 | n/a | n/a | -US$169m |
| Dec 31 2024 | US$1m | US$541k | -US$205m |
| Sep 30 2024 | n/a | n/a | -US$201m |
| Jun 30 2024 | n/a | n/a | -US$271m |
| Mar 31 2024 | n/a | n/a | -US$297m |
| Dec 31 2023 | US$1m | US$570k | -US$292m |
| Sep 30 2023 | n/a | n/a | -US$279m |
| Jun 30 2023 | n/a | n/a | -US$245m |
| Mar 31 2023 | n/a | n/a | -US$34m |
| Dec 31 2022 | US$854k | US$838k | US$50m |
| Sep 30 2022 | n/a | n/a | US$132m |
| Jun 30 2022 | n/a | n/a | US$155m |
| Mar 31 2022 | n/a | n/a | US$155m |
| Dec 31 2021 | US$640k | US$107k | US$114m |
報酬と市場: Juan Ignacio Rosadoの 総報酬 がUS市場の同規模の企業と比較して妥当かどうかを判断するにはデータが不十分です。
報酬と収益: Juan Ignacio Rosadoの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Juan Ignacio Rosado de La Torre (57 yo)
4.8yrs
在職期間
US$1,447,939
報酬
Mr. Juan Ignacio Rosado Gomez de La Torre serves as President of Nexa Resources S.A. since November 1, 2021 and serves as its Chief Executive Officer since January 2022. He serves as Chief Executive Office...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President & CEO | 4.8yrs | US$1.45m | データなし | |
| Group CFO & Senior VP of Finance | 3.8yrs | US$860.03k | データなし | |
| Senior Vice President of Technical Services & Business Development | 1.8yrs | US$459.76k | データなし | |
| Vice President of Legal & Governance | 9.6yrs | US$304.74k | データなし | |
| Senior Vice President of Mining Operations | 9.3yrs | US$848.23k | データなし | |
| Head of Treasury & Investor Relations | 3.3yrs | データなし | データなし | |
| Head of Compliance | 2.6yrs | データなし | データなし | |
| Vice President of Human Resources and Corporate Affairs | 1.3yrs | データなし | データなし | |
| Head of Projects | 2.6yrs | データなし | データなし | |
| Commercial Officer | no data | データなし | データなし |
3.3yrs
平均在職期間
52.5yo
平均年齢
経験豊富な経営陣: NEXAの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Independent Director | 8.7yrs | US$242.50k | データなし | |
| Independent Director | 8.7yrs | US$240.00k | データなし | |
| Chairman of the Board | 7.2yrs | US$298.75k | データなし | |
| Director | 6.2yrs | US$237.50k | データなし | |
| Director | 10yrs | US$232.50k | データなし | |
| Independent Director | 3.2yrs | US$230.00k | データなし | |
| Independent Director | 8.7yrs | US$250.00k | データなし | |
| Director | 1.8yrs | US$60.00k | データなし | |
| Director | 2.2yrs | US$133.50k | データなし |
7.2yrs
平均在職期間
64yo
平均年齢
経験豊富なボード: NEXAの 取締役会 は 経験豊富 であると考えられます ( 7.2年の平均在任期間)。
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 | 2026/08/14 22:04 |
| 終値 | 2026/08/14 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Nexa Resources S.A. 7 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。11
| アナリスト | 機関 |
|---|---|
| Alexander Robert Pearce | BMO Capital Markets Equity Research |
| Matthew Murphy | BMO Capital Markets Equity Research |
| Lawson Winder | BofA Global Research |