Merdeka Battery Materials - Solid 2Q24 Earnings, but 1H24 Still a Miss
MBMA’s 2Q24 earnings was a robust US$16.7mn, but we see a weaker 3Q24 ahead. AIM project will now contribute in FY25 instead, due to delays in...
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Merdeka Battery Materials - 1Q24 Earnings Miss..
1Q results were below estimates, however we remain optimistic on 2Q earnings as nickel matte ASP could improve on higher LME price
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Metal Mining: NPI Price Could Weaken on RKAB Release
While Tin prices have softened, China still struggles to source tin ore, which has decreased refined tin production by 31% mom.
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Metal Mining: Expect a Slower Quarter, but a Majority Beat in 9M24 Due to Low Expectations
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
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Metal Mining: 3Q24 Preview
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
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