Discuss First Quantum Minerals Ltd.
First Quantum Minerals Ltd.
WKN: 904604 / Name: First Quantum Minerals / Aktie / Metalle & Bergbau / Large Cap /
20,97 €
0,12 %
First Quantum Minerals looks like it's got some serious potential, folks! Despite the Cobre Panamá setback, their Zambian operations are really stepping up to the plate. Kansanshi and Sentinel are knocking it out of the park with higher grades and improved production. It's like they've found their stride in a tough game. The S3 Expansion is on track for mid-2025, which could be a real game-changer for their financial resilience. Sure, there are challenges like power issues in Zambia and the ongoing Panama situation, but management seems to have a solid game plan. They're being conservative with guidance, which I like - under-promise and over-deliver, right? The increased focus on sustainability and decarbonization is also a smart long-term play. With copper demand expected to rise for green tech, First Quantum could be well-positioned. It's not without risks, but at the current price, it looks like there's more upside than downside. Just remember, in the mining world, things can change faster than a prospector's luck!



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