Predictions
Reliance Steel & Aluminum Corp.
Start price
Target price
Perf. (%)
€269.40
03.05.24
03.05.24
€323.00
03.05.25
03.05.25
1.26%
13.05.24
13.05.24
Could be very worthwhile Investment >20% year
Freeport-McMoRan Inc.
Start price
Target price
Perf. (%)
€36.14
23.04.23
23.04.23
€42.76
23.04.24
23.04.24
25.50%
24.04.24
24.04.24
Royal Gold Inc.
Start price
Target price
Perf. (%)
€118.30
21.04.23
21.04.23
€134.67
21.04.24
21.04.24
-3.55%
22.04.24
22.04.24
Atkore International Group Inc
Start price
Target price
Perf. (%)
€115.00
21.04.23
21.04.23
-
21.04.24
21.04.24
40.52%
21.04.24
21.04.24
Coeur Mining Inc.
Start price
Target price
Perf. (%)
€3.88
02.04.24
02.04.24
€3.00
02.04.25
02.04.25
15.95%
13.04.24
13.04.24
Probably not worthwhile Investment
High valuation
EBIT decline/stagnation expected
Revenue decline/stagnation expected
Commercial Metals Corp.
Start price
Target price
Perf. (%)
€42.20
05.04.23
05.04.23
-
05.04.24
05.04.24
26.16%
06.04.24
06.04.24
NioCorp Developments Ltd.
Start price
Target price
Perf. (%)
€3.49
04.04.23
04.04.23
€11.00
04.04.24
04.04.24
-31.23%
05.04.24
05.04.24
Higher EBIT margin than peer group
Good culture
Capable Management
Some uniques
Martin Marietta Materials
Start price
Target price
Perf. (%)
€326.30
03.04.23
03.04.23
€393.80
03.04.24
03.04.24
72.48%
04.04.24
04.04.24
Vulcan Materials
Start price
Target price
Perf. (%)
€158.60
03.04.23
03.04.23
€195.06
03.04.24
03.04.24
53.85%
04.04.24
04.04.24
Worthington Industries Inc.
Start price
Target price
Perf. (%)
€60.15
01.04.23
01.04.23
-
01.04.24
01.04.24
-4.99%
02.04.24
02.04.24
Coeur Mining Inc.
Start price
Target price
Perf. (%)
€2.99
20.03.23
20.03.23
-
20.03.24
20.03.24
5.32%
21.03.24
21.03.24
Could be worthwhile Investment >10% per year
Ramaco Resources Inc
Start price
Target price
Perf. (%)
€8.76
13.03.23
13.03.23
€12.11
13.03.24
13.03.24
3.61%
14.03.24
14.03.24
Hecla Mining Corp.
Start price
Target price
Perf. (%)
€4.92
17.05.23
17.05.23
-
17.05.24
17.05.24
-22.60%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Allegheny Technologies
Start price
Target price
Perf. (%)
€39.80
08.03.23
08.03.23
€44.57
08.03.24
08.03.24
15.08%
09.03.24
09.03.24
U.S. Silica Holdings Inc.
Start price
Target price
Perf. (%)
€13.28
04.03.23
04.03.23
-
04.03.24
04.03.24
-22.21%
05.03.24
05.03.24
Kaiser Aluminium Corp.
Start price
Target price
Perf. (%)
€74.50
28.02.23
28.02.23
€65.83
28.02.24
28.02.24
-13.42%
29.02.24
29.02.24
Coeur Mining Inc.
Start price
Target price
Perf. (%)
€2.77
11.12.23
11.12.23
-
11.12.24
11.12.24
-13.78%
18.01.24
18.01.24
EBIT growth > 30% per year expected
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Very small cyclical dependencies