Merdeka Copper Gold - 1H24 Earnings Miss, a Potential Breakeven in FY24
MDKA managed a net profit of US$2.7mn from its nickel and gold operations, but we expect to see further weakness in 3Q24 earnings.
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Merdeka Copper Gold - Lowering Our FY24-25F Estimates on Higher Interest Expenses
We slash our FY24-25F net profit estimates by -74%/-62% to reflect higher-than-expected interest expenses and the 1Q24 net loss.
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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.
210 Views