Lundin Mining Corporation

TSX:LUN 주식 리포트

시가총액: CA$31.1b

Lundin Mining 경영진

경영진 기준 점검 3/4

Lundin Mining CEO는 Jack O. Lundin, Dec2022 에 임명되었습니다 의 임기는 3.42 년입니다. 총 연간 보상은 $5.32M, 11.4% 급여 및 88.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$48.59M 가치에 해당하는 회사 주식의 0.16% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.1 년과 3.9 년입니다.

핵심 정보

Jack O. Lundin

최고경영자

US$5.3m

총 보수

CEO 급여 비율11.43%
CEO 재임 기간3.4yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간3.1yrs
이사회 평균 재임 기간3.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 08

LUN: Future Returns Will Reflect Caserones Expansion And Mixed Copper Price Scenarios

The updated analyst price target for Lundin Mining rises slightly to CA$39.06 from CA$38.90, with analysts pointing to modestly higher profit margin assumptions and a lower future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research on Lundin Mining offers a mix of optimism and caution, with several firms adjusting price targets and ratings across both Canadian dollar and Swedish krona listings.
내러티브 업데이트 Apr 23

LUN: Future Returns Will Balance Caserones Expansion With Copper Price Uncertainty

Analysts have modestly adjusted the Lundin Mining fair value estimate to CA$38.90 from CA$39.14. This reflects updated assumptions for revenue growth, profit margins and a slightly higher discount rate in light of mixed but generally higher recent Street price targets.
내러티브 업데이트 Apr 07

LUN: Future Returns Will Reflect Expanded Caserones Stake And Copper Exposure

The analyst price target for Lundin Mining has been raised by CA$0.60 to CA$39.14, with analysts attributing the change to updated assumptions for higher revenue growth, stronger profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms adjusting price targets and ratings in different directions.
내러티브 업데이트 Mar 24

LUN: Future Returns Will Reflect Copper Exposure And Caserones Expansion

The analyst price target for Lundin Mining is now CA$38.54, up from CA$37.25. This change reflects a series of recent target revisions as analysts factor in updated growth, margin and P/E assumptions.
내러티브 업데이트 Mar 08

LUN: Future Returns Will Reflect Copper Cycles And Wider Earnings Uncertainty

The Lundin Mining analyst price target has been revised higher to CA$37.25 from CA$36.05, reflecting updated analyst views that incorporate Street research indicating stronger revenue growth, wider profit margins and a modestly adjusted future P/E outlook. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Lundin Mining, with several firms adjusting price targets and ratings in response to updated revenue, margin and P/E assumptions.
내러티브 업데이트 Feb 22

LUN: Future Returns Will Reflect Copper Cycles Legal Overhang And Share Buybacks

Our fair value estimate for Lundin Mining has moved to CA$36.05 from CA$34.26 as analysts adjust price targets, with some cuts alongside several target increases, while also reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms adjusting price targets in both directions and updating ratings.
내러티브 업데이트 Feb 07

LUN: Future Returns Will Reflect Metals Cycles Legal Overhang And Capital Deployment

The analyst price target for Lundin Mining has been lifted by about $1.93, reflecting updated assumptions around higher revenue growth expectations, a slightly increased discount rate, modestly lower profit margin forecasts, and a small upward adjustment to future P/E that align with recent target changes from several firms. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms revisiting their models and price targets across both North American dollar and Swedish krona listings.
내러티브 업데이트 Jan 23

LUN: Future Returns Will Hinge On Metals Cycles Versus Legal And Macro Risks

The updated analyst price target for Lundin Mining has shifted higher to reflect a fair value move from $28.28 to $32.34, as analysts factor in refreshed commodity price forecasts, a slightly lower discount rate of 7.21% and higher expected future P/E multiples, even as they incorporate more cautious assumptions on revenue growth and profit margins. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms adjusting price targets in different currencies and maintaining a range of ratings from Buy and Outperform to Neutral and Equal Weight.
분석 기사 Jan 21

Improved Revenues Required Before Lundin Mining Corporation (TSE:LUN) Stock's 26% Jump Looks Justified

Despite an already strong run, Lundin Mining Corporation ( TSE:LUN ) shares have been powering on, with a gain of 26...
내러티브 업데이트 Jan 08

LUN: Future Returns Will Depend On Metals Cycles Outweighing Legal Overhang Risks

Analysts have nudged our fair value estimate for Lundin Mining higher from $27.52 to $28.28. This reflects recent target price revisions across U.S., Canadian and European brokers who cite refreshed metals price assumptions and mixed regional demand signals.
내러티브 업데이트 Dec 20

LUN: Future Returns Will Weigh Metal Price Cycles Against Legal Overhang Risks

The analyst price target for Lundin Mining has been raised from approximately $24.55 to about $27.52, as analysts factor in stronger expected revenue growth and improved profit margins despite a mixed macro backdrop for metals and mining. Analyst Commentary Analyst sentiment toward Lundin Mining remains broadly constructive, with a series of recent target price revisions reflecting both stronger company specific fundamentals and a still challenging macro backdrop for metals.
내러티브 업데이트 Dec 06

LUN: Future Returns Will Balance Metal Price Leverage And Legal Environmental Risks

Our analyst price target for Lundin Mining has edged lower to approximately $24.55 from about $25.28, as analysts factor in a slightly higher discount rate alongside modestly stronger long term revenue growth expectations amid a mixed macro backdrop and a series of both upward and downward target revisions across the Street. Analyst Commentary Recent Street research on Lundin Mining reflects a balanced mix of optimism and caution, with a cluster of target revisions across multiple currencies signaling active debate around the company’s medium term earnings power and appropriate valuation multiple.
내러티브 업데이트 Nov 22

LUN: Share Performance Will Reflect Shifting Profit Margins And Market Execution Risks

Lundin Mining's analyst price target has been increased from $23.76 to $25.28, as analysts factor in stronger expected revenue growth and improved market sentiment, despite a moderating profit margin outlook. Analyst Commentary Recent analyst activity for Lundin Mining reflects a mix of optimism about the company’s growth trajectory and caution regarding near-term challenges.
분석 기사 Nov 13

Lundin Mining's (TSE:LUN) Earnings Offer More Than Meets The Eye

Shareholders appeared to be happy with Lundin Mining Corporation's ( TSE:LUN ) solid earnings report last week. Looking...
내러티브 업데이트 Nov 06

LUN: Share Price Outlook Will Reflect Improved Profit Margins And Execution Risks

Lundin Mining's analyst price target has been raised notably, from approximately $22.50 to $23.76. Analysts point to improved revenue growth expectations and higher projected profit margins, which are supporting a stronger outlook for the company.
내러티브 업데이트 Oct 22

Analyst Commentary Highlights Upgraded Price Targets and Profit Outlook for Lundin Mining

Lundin Mining’s analyst price target has been significantly raised from approximately $18.68 to $22.50. Analysts cited increased revenue growth projections, stronger profit margins, and favorable recent research as supporting factors for the revision.
내러티브 업데이트 Oct 08

Vicuña And Brownfield Projects Will Increase Copper And Gold Production

Lundin Mining's analyst price target has been raised from approximately $17.37 to $18.68. Analysts cite improved revenue growth forecasts and strengthening profit margins as the reasons for this adjustment.
분석 기사 Sep 30

Lundin Mining Corporation's (TSE:LUN) Shares Bounce 28% But Its Business Still Trails The Industry

Despite an already strong run, Lundin Mining Corporation ( TSE:LUN ) shares have been powering on, with a gain of 28...
내러티브 업데이트 Sep 24

Vicuña And Brownfield Projects Will Increase Copper And Gold Production

Lundin Mining’s consensus price target was modestly raised to CA$17.37 as analysts cited improved copper and zinc production, stronger operational performance, supportive commodity prices, and enhanced management execution, partially offset by cautious views due to limited near-term catalysts. Analyst Commentary Bullish analysts cited stronger-than-expected copper and zinc production profiles, improving operational performance, and robust commodity pricing environments as key factors for raising price targets.
내러티브 업데이트 Sep 04

Vicuña And Brownfield Projects Will Increase Copper And Gold Production

Analysts have slightly raised Lundin Mining's price target to CA$17.20, citing improved copper price outlooks, stronger-than-expected operational performance, and continued cost discipline, though some near-term uncertainty from project delays has limited further upside. Analyst Commentary Bullish analysts have cited improving base metal price outlooks, particularly for copper, as a key factor driving upward price target revisions.
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새 내러티브 Jan 22

Partnership With BHP And Increased Caserones Ownership Will Expand Future Copper Production

Strategic partnerships and acquisitions, including the joint venture with BHP and increased stake in Caserones, strengthen Lundin Mining’s position in the copper sector for growth.

CEO 보수 분석

Jack O. Lundin의 보수는 Lundin Mining의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$5mUS$608k

US$1b

Sep 30 2025n/an/a

US$212m

Jun 30 2025n/an/a

US$153m

Mar 31 2025n/an/a

US$111m

Dec 31 2024US$4mUS$621k

US$125m

Sep 30 2024n/an/a

US$207m

Jun 30 2024n/an/a

US$120m

Mar 31 2024n/an/a

US$95m

Dec 31 2023US$2mUS$358k

US$203m

Sep 30 2023n/an/a

US$348m

Jun 30 2023n/an/a

US$340m

Mar 31 2023n/an/a

US$228m

Dec 31 2022US$1mUS$26k

US$427m

Sep 30 2022n/an/a

US$510m

Jun 30 2022n/an/a

US$695m

Mar 31 2022n/an/a

US$990m

Dec 31 2021US$112kn/a

US$780m

보상 대 시장: Jack O.의 총 보수(USD5.32M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD7.49M) 수준입니다.

보상과 수익: Jack O.의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Jack O. Lundin (36 yo)

3.4yrs
재임 기간
US$5,320,319
보수

Mr. Jack O. A. Lundin was Executive Chairman of Talon Metals Corp. from 2026 and serves as its Executive Director. Mr. Lundin serves as Chief Executive Officer of Lundin Mining Corporation since December 4...


리더십 팀

이름직위재임 기간보수지분
Jack O. Lundin
President3.4yrsUS$5.32m0.16%
CA$ 48.6m
Teitur Poulsen
Executive VP & CFO3.7yrsUS$2.88m0.030%
CA$ 9.2m
Juan Morel
Executive VP & COO3.8yrsUS$3.02m0.015%
CA$ 4.7m
Nathan Monash
Vice President of Sustainability2.5yrsUS$1.17m0.00078%
CA$ 242.5k
Steve Little
Vice President of Technology & Innovation2.8yrs데이터 없음데이터 없음
Stephen Williams
Vice President of Investor Relations2.8yrs데이터 없음데이터 없음
Vlada Cvijetinovic
Vice President of Legal & Corporate Secretary1.1yrs데이터 없음데이터 없음
Quinn Yong
Vice President of Corporate Development & Strategy5.3yrs데이터 없음데이터 없음
Jacinta Zaleski
Vice President of Human Resources3.6yrs데이터 없음0.0024%
CA$ 743.2k
Tim Walmsley
Vice President of Explorationno data데이터 없음데이터 없음
Theresa Murakami
Vice President of Tax & Treasuryno data데이터 없음데이터 없음
Ronald Hochstein
CEO of Vicua Corp.less than a year데이터 없음데이터 없음
3.1yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: LUN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.1 년).


이사회 구성원

이름직위재임 기간보수지분
Jack O. Lundin
President2.3yrsUS$5.32m0.16%
CA$ 48.6m
Donald Charter
Independent Director19.6yrsUS$168.16k0.0096%
CA$ 3.0m
Charles Ashley Heppenstall
Lead Independent Director6yrsUS$187.96k0.22%
CA$ 67.4m
Dale Peniuk
Independent Director19.6yrsUS$178.89k0.0058%
CA$ 1.8m
Adam Lundin
Chairman of the Board4yrsUS$246.87k0.35%
CA$ 110.1m
Victoria McMillan
Independent Director1.3yrsUS$135.60k0.00077%
CA$ 239.4k
Natasha Nella Vaz
Independent Director3.8yrsUS$157.43k0.00061%
CA$ 189.7k
Maria Recart
Independent Director3.2yrsUS$150.51k데이터 없음
3.9yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 이사회: LUN의 이사회경험이 있음으로 간주됩니다(평균 재임 3.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 07:23
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Lundin Mining Corporation는 53명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Farooq HamedBarclays
Charlie ClarkBerenberg
Alexander Robert PearceBMO Capital Markets Equity Research