Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥4,056, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 386% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,771 per share. Price Target Changed • Jun 23
Price target increased by 7.7% to JP¥4,930 Up from JP¥4,578, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥4,733. Stock is up 494% over the past year. The company is forecast to post earnings per share of JP¥173 for next year compared to JP¥113 last year. Buy Or Sell Opportunity • Jun 16
Now 34% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to JP¥4,466. The fair value is estimated to be JP¥3,332, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 32% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Price Target Changed • Jun 05
Price target increased by 11% to JP¥4,538 Up from JP¥4,079, the current price target is an average from 8 analysts. New target price is 21% above last closing price of JP¥3,758. Stock is up 403% over the past year. The company is forecast to post earnings per share of JP¥171 for next year compared to JP¥113 last year. Announcement • May 12
JX Advanced Metals Corporation, Annual General Meeting, Jun 26, 2026 JX Advanced Metals Corporation, Annual General Meeting, Jun 26, 2026. Reported Earnings • May 12
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: JP¥113 (up from JP¥73.54 in FY 2025). Revenue: JP¥884.6b (up 24% from FY 2025). Net income: JP¥104.6b (up 53% from FY 2025). Profit margin: 12% (up from 9.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Metals and Mining industry in Japan. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥5,714, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 603% over the past year. Price Target Changed • May 08
Price target increased by 8.5% to JP¥4,235 Up from JP¥3,905, the current price target is an average from 10 analysts. New target price is 22% below last closing price of JP¥5,416. Stock is up 571% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥73.53 last year. Price Target Changed • Apr 14
Price target increased by 12% to JP¥3,765 Up from JP¥3,371, the current price target is an average from 10 analysts. New target price is 27% below last closing price of JP¥5,156. Stock is up 521% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥73.53 last year. Valuation Update With 7 Day Price Move • Apr 09
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to JP¥4,418, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Metals and Mining industry in Japan. Total returns to shareholders of 437% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,974 per share. Announcement • Apr 09
LMC Caserones SpA completed the acquisition of an additional 5% stake in SCM Minera Lumina Copper Chile from JX Advanced Metals Corporation (TSE:5016). LMC Caserones SpA entered into purchase agreement to acquire an additional 5% stake in SCM Minera Lumina Copper Chile from JX Advanced Metals Corporation (TSE:5016) on March 9, 2026. A cash consideration will be paid by LMC Caserones SpA. In a separate agreement, LMC Caserones SpA entered into purchase agreement to acquire 30.9% interest in the Los Helados Project from JX Advanced Metals Corporation. The combined consideration for the purchase is $215 million. The acquisitions will be funded through the recently expanded revolving credit facility. Upon completion, LMC Caserones SpA will own 75% stake in SCM Minera Lumina Copper Chile.
The transaction is subject to cross conditional upon closing each of the Purchase Agreements and subject to customary conditions, including receipt of requisite regulatory approvals, no prohibitive injunctions and execution of ancillary agreements. The Transaction does not require shareholder approval of any of the parties. The deal has been approved by the board of directors of JX Advanced Metals Corporation and Lundin Mining Corporation. The transaction is expected to close in April 2026.
LMC Caserones SpA completed the acquisition of an additional 5% stake in SCM Minera Lumina Copper Chile from JX Advanced Metals Corporation (TSE:5016) on April 7, 2026. Announcement • Apr 07
JX Advanced Metals Corporation to Report Fiscal Year 2026 Results on May 11, 2026 JX Advanced Metals Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 11, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥21.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%). Announcement • Mar 11
LMC Caserones SpA entered into purchase agreement to acquire an additional 5% stake in SCM Minera Lumina Copper Chile from JX Advanced Metals Corporation (TSE:5016). LMC Caserones SpA entered into purchase agreement to acquire an additional 5% stake in SCM Minera Lumina Copper Chile from JX Advanced Metals Corporation (TSE:5016) on March 9, 2026. A cash consideration will be paid by LMC Caserones SpA. In a separate agreement, LMC Caserones SpA entered into purchase agreement to acquire 30.9% interest in the Los Helados Project from JX Advanced Metals Corporation. The combined consideration for the purchase if $215 million. The acquisitions will be funded through the recently expanded revolving credit facility. Upon completion, LMC Caserones SpA will own 75% stake in SCM Minera Lumina Copper Chile.
The transaction is subject to cross conditional upon closing each of the Purchase Agreements and subject to customary conditions, including receipt of requisite regulatory approvals, no prohibitive injunctions and execution of ancillary agreements. The Transaction does not require shareholder approval of any of the parties. The deal has been approved by the board of directors of JX Advanced Metals Corporation and Lundin Mining Corporation. The transaction is expected to close in April 2026. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥3,683, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Metals and Mining industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,120 per share. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥3,246, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Metals and Mining industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,798 per share. Reported Earnings • Feb 11
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third quarter 2026 results: EPS: JP¥39.57 (up from JP¥23.96 in 3Q 2025). Revenue: JP¥218.1b (up 10% from 3Q 2025). Net income: JP¥36.6b (up 65% from 3Q 2025). Profit margin: 17% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 59%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining industry in Japan. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to JP¥2,572, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Metals and Mining industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,816 per share. Buy Or Sell Opportunity • Jan 06
Now 21% overvalued Over the last 90 days, the stock has fallen 1.3% to JP¥2,160. The fair value is estimated to be JP¥1,785, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 30% over the last year. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Declared Dividend • Dec 10
First half dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (18% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Nov 25
New minor risk - Dividend sustainability The company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 1.9% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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 Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risk Short dividend paying track record (1 year of continuous dividend payments). Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥1,612, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,522 per share. Major Estimate Revision • Nov 12
Consensus EPS estimates increase by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥770.7b to JP¥779.5b. EPS estimate increased from JP¥84.10 to JP¥94.16 per share. Net income forecast to grow 18% next year vs 11% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥1,740 to JP¥1,783. Share price fell 3.2% to JP¥1,954 over the past week. Buy Or Sell Opportunity • Oct 27
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 141% to JP¥2,084. The fair value is estimated to be JP¥1,672, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 44% over the last year. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Buy Or Sell Opportunity • Oct 01
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 136% to JP¥1,991. The fair value is estimated to be JP¥1,645, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 44% over the last year. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,888, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Metals and Mining industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,709 per share. Major Estimate Revision • Aug 28
Consensus EPS estimates increase by 10% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥736.9b to JP¥750.3b. EPS estimate increased from JP¥72.12 to JP¥79.51 per share. Net income forecast to grow 5.4% next year vs 8.8% growth forecast for Metals and Mining industry in Japan. Consensus price target up from JP¥934 to JP¥1,059. Share price rose 20% to JP¥1,371 over the past week. Valuation Update With 7 Day Price Move • Aug 27
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥1,317, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Metals and Mining industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥863 per share. Reported Earnings • Aug 07
First quarter 2026 earnings released First quarter 2026 results: EPS: JP¥20.35. Net income: JP¥18.9b (up JP¥18.9b from 1Q 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Japan. Buy Or Sell Opportunity • Jul 07
Now 21% undervalued Over the last 90 days, the stock has risen 7.3% to JP¥807. The fair value is estimated to be JP¥1,017, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last year. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period. Reported Earnings • Jul 01
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥73.54 (down from JP¥111 in FY 2024). Revenue: JP¥714.9b (down 53% from FY 2024). Net income: JP¥68.3b (down 34% from FY 2024). Profit margin: 9.5% (up from 6.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining industry in Japan. New Risk • May 15
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 46% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks High level of debt (46% net debt to equity). Short dividend paying track record (less than a year of continuous dividend payments). Reported Earnings • May 10
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥73.54 (down from JP¥111 in FY 2024). Revenue: JP¥714.9b (down 53% from FY 2024). Net income: JP¥68.3b (down 34% from FY 2024). Profit margin: 9.5% (up from 6.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to remain flat. Announcement • May 09
JX Advanced Metals Corporation, Annual General Meeting, Jun 27, 2025 JX Advanced Metals Corporation, Annual General Meeting, Jun 27, 2025. Buy Or Sell Opportunity • May 01
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at JP¥790. The fair value is estimated to be JP¥989, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last year. Earnings per share has grown by 178%. For the next 3 years, revenue is forecast to decline by 13% per annum. Earnings are also forecast to decline by 1.5% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to JP¥652, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Announcement • Mar 19
JX Advanced Metals Corporation has completed an IPO in the amount of ¥381.431282 billion. JX Advanced Metals Corporation has completed an IPO in the amount of ¥381.431282 billion.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 304,679,900
Price\Range: ¥820
Discount Per Security: ¥34.44
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 160,480,200
Price\Range: ¥820
Discount Per Security: ¥34.44
Transaction Features: Direct Listing; ESOP Related Offering; Rule 144A