2026 Q2 - tulosraportti
Vain PDF
62 päivää sitten
0,13 CAD/osake
Viimeisin osinko
17,27%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 11.3. | ||
2025 Q3 - tulosraportti 2.11.2025 | ||
2025 Q2 - tulosraportti 6.8.2025 |
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·24.9.I agree that the security situation is the major risk in Alphamin, and that is certainly something one should not turn a blind eye to. The mine actually had to halt production on March 13, 2025 due to the advance of the guerrilla forces, and production got going again on April 15. At the same time, I think one has to put that in relation to how long the mine has actually been running. Alphamin started commercial production in September 2019. The major stoppage in 2025 was thus about 33 days over a little more than seven years. Calculated over the entire period, it amounts to around 1.3 percent of the days. That of course does not mean that the risk is small or that it cannot happen again. But I think it becomes a bit misleading to just highlight the stoppage itself without also looking at how often it has actually happened. If the mine had been shut down multiple times a year, I would have viewed the matter in a completely different way. Then I also think one should weigh in that a fair amount of work is actually ongoing regarding the security situation in the region. The US is more involved than before, and there are also initiatives to strengthen security around mines and transport. That is naturally no guarantee for Alphamin, but the development could indeed go in the right direction as well. For me, it is therefore somewhat of a trade-off. Security is the major risk in Alphamin, while the high tin price, the already functioning production, and the strong profitability are what make the company interesting. I think it is better to weigh both the risks and the opportunities than to simply state that the mine is located in Congo and therefore dismiss the company. mvh- ·24.9.Just wanted to make a quick summary for those of you who are new to Alphamin. Alphamin is a Canadian mining company that operates the Bisie tin mine in the Democratic Republic of the Congo. The main production is therefore tin, and the company is consequently strongly linked to the development of the tin price. What I find interesting is that production is already established. During 2025 Alphamin produced 18,576 tonnes of contained tin and for 2026 the company's production guidance is around 20,000 tonnes. During Q2 2026, 5,013 tonnes were produced. Another important thing is that the company is profiting very well from today's tin price. During Q2 the average realized tin price was 51,957 USD/tonne and Alphamin stated an EBITDA of approximately 167 MUSD. AISC was at the same time 19,043 USD/tonne. Then we have the exploration. Alphamin is trying to both expand the resources at Mpama North and Mpama South and find additional tin deposits in the area around Bisie. The Q2 drilling at Mpama South yielded, among other things, several new visible cassiterite intervals, where laboratory assays were still awaited at the time of reporting. Right now I therefore think the tin price is perhaps the most interesting thing to follow along with the Alphamin share price. The tin is around 54,000 USD/tonne, which is a level worth keeping an eye on. Then of course there are risks as well, among others the operations in the Congo, the cost development and how long today's high tin price will last. But for those new to the company, it is at least a quick picture of what Alphamin actually does and why the tin price is so important. mvh
24.9. · MuokattuWorth noting: The Bisie tin mine has two pits: Mpama North and Mpama South. Mpama North runs at roughly 4.5% tin grade; the highest in the world, and about four times the grade of most other operating tin mines globally. Mpama South, at roughly 2%, is the world's second-highest-grade tin resource. That grade advantage is real and it's the entire investment thesis: it's what lets a mine in one of the most logistically hostile parts of Africa still land in the lower half of the global cost curve. The idiosyncratic risk that doesn't show up in any multiple: M23 rebel advances forced Alphamin to suspend mining on March 13, 2025, and the mine only resumed after insurgents withdrew in April. Management itself stated the risk of further disruption "remains high" given how unresolved the underlying conflict is. This isn't a tail risk you diversify away with a bigger position size; it's structural to operating this specific asset in this specific province, and it has already happened once in the last eighteen months. 
5.8.Olen myöskin kiinnostunut tästä osakkeesta, mutta osingon maksu mietityttää. Maksetaanko osinko kerran vuodessa ja mikä on seuraava osinko?As I understand it, the company intends to decide on an interim dividend during Q4, but the size and exact date have not yet been announced. My guess is that it might happen in connection with the Q3 report or sometime thereafter in November, but that's just my own assessment. After that, a final dividend usually follows after the annual financial statements if the board decides on it. I personally think Alphamin is an unusually interesting dividend company, but one must also accept the geopolitical risk in eastern Congo.
31.7.Hei! Harkitsen tämän ostamista, mutta yhtiön kotipaikka mauritius mietityttää osinkojen verotuksen kannalta. Onko täällä ketään suomalaista omistajaa paikalla, joka on saanut osinkoja? Toki tämä on listattu kanadassa, mutta jos tulkitsen oikein verottajan ohjetta niin osinkoa mahdollisesti voitaisiin verottaa ansiotulona. Onko kellään kokemusta tästä?5.8.Ei peri ja hyvä kun mainitsit tuon osakesäästötilin. Ei tullut mieleenkään ja minulla on vain sijoitusvakuutus, johon ei voi ostaa kanadassa tai otc listattuja osakkeita ja lisäksi aot.Pitää tutkia tarkemmin ja avata osakesäästötili myös. Sinulla näkyi olevan hyvin metallipainoitteinen salkku ja aika huikeita tuottoprosentteja omistuksissa. Laitoin seurantaan ja toivottavasti omistakin junior positioista joskus kehittyy jotain.- ·30.7.The report is now out and I think it confirms the investment case. Record revenue, record profit and continued very strong cash flow. The company essentially delivers what they previously guided for, which I see as a sign of strength. What I perhaps find most interesting in the slightly longer term is not even the quarterly figures, but the view on the tin market. The International Tin Association estimates that the market will be characterized by a deficit while demand is expected to increase until 2030. If that forecast materializes, it is a very interesting backdrop for one of the world's largest producers of high-grade tin. At the same time, one must be honest that the geopolitical risk in eastern Congo is still the major uncertainty factor. It has not disappeared, and it will likely continue to affect the valuation. For my part, I still think the report strengthens my long-term belief in the company. I intend to stay invested and look forward to following the development for the rest of the year.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
Vain PDF
62 päivää sitten
0,13 CAD/osake
Viimeisin osinko
17,27%Tuotto/v
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·24.9.I agree that the security situation is the major risk in Alphamin, and that is certainly something one should not turn a blind eye to. The mine actually had to halt production on March 13, 2025 due to the advance of the guerrilla forces, and production got going again on April 15. At the same time, I think one has to put that in relation to how long the mine has actually been running. Alphamin started commercial production in September 2019. The major stoppage in 2025 was thus about 33 days over a little more than seven years. Calculated over the entire period, it amounts to around 1.3 percent of the days. That of course does not mean that the risk is small or that it cannot happen again. But I think it becomes a bit misleading to just highlight the stoppage itself without also looking at how often it has actually happened. If the mine had been shut down multiple times a year, I would have viewed the matter in a completely different way. Then I also think one should weigh in that a fair amount of work is actually ongoing regarding the security situation in the region. The US is more involved than before, and there are also initiatives to strengthen security around mines and transport. That is naturally no guarantee for Alphamin, but the development could indeed go in the right direction as well. For me, it is therefore somewhat of a trade-off. Security is the major risk in Alphamin, while the high tin price, the already functioning production, and the strong profitability are what make the company interesting. I think it is better to weigh both the risks and the opportunities than to simply state that the mine is located in Congo and therefore dismiss the company. mvh
- ·24.9.Just wanted to make a quick summary for those of you who are new to Alphamin. Alphamin is a Canadian mining company that operates the Bisie tin mine in the Democratic Republic of the Congo. The main production is therefore tin, and the company is consequently strongly linked to the development of the tin price. What I find interesting is that production is already established. During 2025 Alphamin produced 18,576 tonnes of contained tin and for 2026 the company's production guidance is around 20,000 tonnes. During Q2 2026, 5,013 tonnes were produced. Another important thing is that the company is profiting very well from today's tin price. During Q2 the average realized tin price was 51,957 USD/tonne and Alphamin stated an EBITDA of approximately 167 MUSD. AISC was at the same time 19,043 USD/tonne. Then we have the exploration. Alphamin is trying to both expand the resources at Mpama North and Mpama South and find additional tin deposits in the area around Bisie. The Q2 drilling at Mpama South yielded, among other things, several new visible cassiterite intervals, where laboratory assays were still awaited at the time of reporting. Right now I therefore think the tin price is perhaps the most interesting thing to follow along with the Alphamin share price. The tin is around 54,000 USD/tonne, which is a level worth keeping an eye on. Then of course there are risks as well, among others the operations in the Congo, the cost development and how long today's high tin price will last. But for those new to the company, it is at least a quick picture of what Alphamin actually does and why the tin price is so important. mvh24.9. · MuokattuWorth noting: The Bisie tin mine has two pits: Mpama North and Mpama South. Mpama North runs at roughly 4.5% tin grade; the highest in the world, and about four times the grade of most other operating tin mines globally. Mpama South, at roughly 2%, is the world's second-highest-grade tin resource. That grade advantage is real and it's the entire investment thesis: it's what lets a mine in one of the most logistically hostile parts of Africa still land in the lower half of the global cost curve. The idiosyncratic risk that doesn't show up in any multiple: M23 rebel advances forced Alphamin to suspend mining on March 13, 2025, and the mine only resumed after insurgents withdrew in April. Management itself stated the risk of further disruption "remains high" given how unresolved the underlying conflict is. This isn't a tail risk you diversify away with a bigger position size; it's structural to operating this specific asset in this specific province, and it has already happened once in the last eighteen months.
- 5.8.Olen myöskin kiinnostunut tästä osakkeesta, mutta osingon maksu mietityttää. Maksetaanko osinko kerran vuodessa ja mikä on seuraava osinko?As I understand it, the company intends to decide on an interim dividend during Q4, but the size and exact date have not yet been announced. My guess is that it might happen in connection with the Q3 report or sometime thereafter in November, but that's just my own assessment. After that, a final dividend usually follows after the annual financial statements if the board decides on it. I personally think Alphamin is an unusually interesting dividend company, but one must also accept the geopolitical risk in eastern Congo.
- 31.7.Hei! Harkitsen tämän ostamista, mutta yhtiön kotipaikka mauritius mietityttää osinkojen verotuksen kannalta. Onko täällä ketään suomalaista omistajaa paikalla, joka on saanut osinkoja? Toki tämä on listattu kanadassa, mutta jos tulkitsen oikein verottajan ohjetta niin osinkoa mahdollisesti voitaisiin verottaa ansiotulona. Onko kellään kokemusta tästä?5.8.Ei peri ja hyvä kun mainitsit tuon osakesäästötilin. Ei tullut mieleenkään ja minulla on vain sijoitusvakuutus, johon ei voi ostaa kanadassa tai otc listattuja osakkeita ja lisäksi aot.Pitää tutkia tarkemmin ja avata osakesäästötili myös. Sinulla näkyi olevan hyvin metallipainoitteinen salkku ja aika huikeita tuottoprosentteja omistuksissa. Laitoin seurantaan ja toivottavasti omistakin junior positioista joskus kehittyy jotain.
- ·30.7.The report is now out and I think it confirms the investment case. Record revenue, record profit and continued very strong cash flow. The company essentially delivers what they previously guided for, which I see as a sign of strength. What I perhaps find most interesting in the slightly longer term is not even the quarterly figures, but the view on the tin market. The International Tin Association estimates that the market will be characterized by a deficit while demand is expected to increase until 2030. If that forecast materializes, it is a very interesting backdrop for one of the world's largest producers of high-grade tin. At the same time, one must be honest that the geopolitical risk in eastern Congo is still the major uncertainty factor. It has not disappeared, and it will likely continue to affect the valuation. For my part, I still think the report strengthens my long-term belief in the company. I intend to stay invested and look forward to following the development for the rest of the year.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 11.3. | ||
2025 Q3 - tulosraportti 2.11.2025 | ||
2025 Q2 - tulosraportti 6.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
Vain PDF
62 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 11.3. | ||
2025 Q3 - tulosraportti 2.11.2025 | ||
2025 Q2 - tulosraportti 6.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,13 CAD/osake
Viimeisin osinko
17,27%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·24.9.I agree that the security situation is the major risk in Alphamin, and that is certainly something one should not turn a blind eye to. The mine actually had to halt production on March 13, 2025 due to the advance of the guerrilla forces, and production got going again on April 15. At the same time, I think one has to put that in relation to how long the mine has actually been running. Alphamin started commercial production in September 2019. The major stoppage in 2025 was thus about 33 days over a little more than seven years. Calculated over the entire period, it amounts to around 1.3 percent of the days. That of course does not mean that the risk is small or that it cannot happen again. But I think it becomes a bit misleading to just highlight the stoppage itself without also looking at how often it has actually happened. If the mine had been shut down multiple times a year, I would have viewed the matter in a completely different way. Then I also think one should weigh in that a fair amount of work is actually ongoing regarding the security situation in the region. The US is more involved than before, and there are also initiatives to strengthen security around mines and transport. That is naturally no guarantee for Alphamin, but the development could indeed go in the right direction as well. For me, it is therefore somewhat of a trade-off. Security is the major risk in Alphamin, while the high tin price, the already functioning production, and the strong profitability are what make the company interesting. I think it is better to weigh both the risks and the opportunities than to simply state that the mine is located in Congo and therefore dismiss the company. mvh
- ·24.9.Just wanted to make a quick summary for those of you who are new to Alphamin. Alphamin is a Canadian mining company that operates the Bisie tin mine in the Democratic Republic of the Congo. The main production is therefore tin, and the company is consequently strongly linked to the development of the tin price. What I find interesting is that production is already established. During 2025 Alphamin produced 18,576 tonnes of contained tin and for 2026 the company's production guidance is around 20,000 tonnes. During Q2 2026, 5,013 tonnes were produced. Another important thing is that the company is profiting very well from today's tin price. During Q2 the average realized tin price was 51,957 USD/tonne and Alphamin stated an EBITDA of approximately 167 MUSD. AISC was at the same time 19,043 USD/tonne. Then we have the exploration. Alphamin is trying to both expand the resources at Mpama North and Mpama South and find additional tin deposits in the area around Bisie. The Q2 drilling at Mpama South yielded, among other things, several new visible cassiterite intervals, where laboratory assays were still awaited at the time of reporting. Right now I therefore think the tin price is perhaps the most interesting thing to follow along with the Alphamin share price. The tin is around 54,000 USD/tonne, which is a level worth keeping an eye on. Then of course there are risks as well, among others the operations in the Congo, the cost development and how long today's high tin price will last. But for those new to the company, it is at least a quick picture of what Alphamin actually does and why the tin price is so important. mvh24.9. · MuokattuWorth noting: The Bisie tin mine has two pits: Mpama North and Mpama South. Mpama North runs at roughly 4.5% tin grade; the highest in the world, and about four times the grade of most other operating tin mines globally. Mpama South, at roughly 2%, is the world's second-highest-grade tin resource. That grade advantage is real and it's the entire investment thesis: it's what lets a mine in one of the most logistically hostile parts of Africa still land in the lower half of the global cost curve. The idiosyncratic risk that doesn't show up in any multiple: M23 rebel advances forced Alphamin to suspend mining on March 13, 2025, and the mine only resumed after insurgents withdrew in April. Management itself stated the risk of further disruption "remains high" given how unresolved the underlying conflict is. This isn't a tail risk you diversify away with a bigger position size; it's structural to operating this specific asset in this specific province, and it has already happened once in the last eighteen months.
- 5.8.Olen myöskin kiinnostunut tästä osakkeesta, mutta osingon maksu mietityttää. Maksetaanko osinko kerran vuodessa ja mikä on seuraava osinko?As I understand it, the company intends to decide on an interim dividend during Q4, but the size and exact date have not yet been announced. My guess is that it might happen in connection with the Q3 report or sometime thereafter in November, but that's just my own assessment. After that, a final dividend usually follows after the annual financial statements if the board decides on it. I personally think Alphamin is an unusually interesting dividend company, but one must also accept the geopolitical risk in eastern Congo.
- 31.7.Hei! Harkitsen tämän ostamista, mutta yhtiön kotipaikka mauritius mietityttää osinkojen verotuksen kannalta. Onko täällä ketään suomalaista omistajaa paikalla, joka on saanut osinkoja? Toki tämä on listattu kanadassa, mutta jos tulkitsen oikein verottajan ohjetta niin osinkoa mahdollisesti voitaisiin verottaa ansiotulona. Onko kellään kokemusta tästä?5.8.Ei peri ja hyvä kun mainitsit tuon osakesäästötilin. Ei tullut mieleenkään ja minulla on vain sijoitusvakuutus, johon ei voi ostaa kanadassa tai otc listattuja osakkeita ja lisäksi aot.Pitää tutkia tarkemmin ja avata osakesäästötili myös. Sinulla näkyi olevan hyvin metallipainoitteinen salkku ja aika huikeita tuottoprosentteja omistuksissa. Laitoin seurantaan ja toivottavasti omistakin junior positioista joskus kehittyy jotain.
- ·30.7.The report is now out and I think it confirms the investment case. Record revenue, record profit and continued very strong cash flow. The company essentially delivers what they previously guided for, which I see as a sign of strength. What I perhaps find most interesting in the slightly longer term is not even the quarterly figures, but the view on the tin market. The International Tin Association estimates that the market will be characterized by a deficit while demand is expected to increase until 2030. If that forecast materializes, it is a very interesting backdrop for one of the world's largest producers of high-grade tin. At the same time, one must be honest that the geopolitical risk in eastern Congo is still the major uncertainty factor. It has not disappeared, and it will likely continue to affect the valuation. For my part, I still think the report strengthens my long-term belief in the company. I intend to stay invested and look forward to following the development for the rest of the year.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt