2026 Q2 - tulosraportti
88 päivää sitten
‧19 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 21.4. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
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
·25.10.Link to the latest interview and key takeaways! 1. Crean Hill Pre-Feasibility Study (PFS) and production profile: - The PFS results confirm 11.4 million tonnes of reserves supporting a 12-year mine life at a production rate of approx. 2,400 tonnes per day. - Head-grade is around 3% copper equivalent (CuEq). - Metal revenues have a very even distribution: approximately one-third from copper, one-third from nickel, and just over one-third from precious metals (platinum, palladium, gold, and silver). - Cash cost is estimated at US$ 3.10/lb CuEq and AISC (All-in Sustaining Cost) at US$ 3.55/lb CuEq. 2. Financial strength, CAPEX, and no royalties/streams: - Gross CAPEX for Crean Hill is approx. $CAD 127M, but net initial capital requirement will be only approx. $CAD 72M when subtracting tax benefits and revenues from pre-commercial ore/test mining. - Magna confirms they have a very solid cash position (around $140M raised in August 2026 in addition to Q2 cash of $40M). - The company will not sell any royalties or streams on the precious metals or base metals; they will retain 100% of the value themselves. 3. Phased construction plan and production start (2027–2028): - Crean Hill has received board approval to start construction in 2027 (likely in the first half/Q2). - The Levack mine is being pushed forward aggressively: The hoist is commissioned in Q1 2027, and the first ore/development ore is hoisted in Q2 2027. - 2028 will be a key year: Levack is expected to generate around $100M in pre-tax profit in 2028–2029, which will largely fund the Crean Hill development and cover the group's CAPEX. 4. Exploration potential and "Footwall" targets (Crean Hill & Levack): - Exploration activity is ramping back up at Crean Hill with a drill rig following up on historical traces of "footwall" targets in the Sudbury Breccia. They are looking for massive sulphide zones (typically 2–10M tonnes with 3–4% Cu, 2–3% Ni, and 5–10 g/t precious metals). - Management believes the 109 Footwall Zone at Crean Hill continues significantly deeper than what has been drilled so far (historical holes at 4,500 feet depth showed ounce-class precious metals). - The company expects substantial resource expansion beyond the current PFS / PEA timelines. NB!! 5. Long-term vision: Six exploration projects and M&A in Sudbury: - Magna's overarching vision remains firm: They will continue to consolidate non-core assets and adjacent properties in the Sudbury Basin with synergies toward their existing infrastructure. - The company plans exploration drilling on as many as 6 different projects in Sudbury in 2027 (up from 1 project in 2026). - Podolsky has been singled out as the company's potential fourth consecutive mine after McCreedy West, Levack, and Crean Hill. https://www.youtube.com/watch?v=DHRZ_h6TGi8- ·23.10.The stock plunged over 13 % on what looked like a crazy trading volume. But now management has stepped out and clarified the matter: It was almost exclusively a technical data glitch and pure market noise! Here are the three things you should know: 1. "Phantom trades" and data crash: A technical error at stock market information services (like Stockwatch and Apple Stocks) led to it suddenly looking like over 6.3 billion shares in Magna were traded during the morning. The company only has 313 million shares in total! People and automated trading robots panicked because they thought someone was dumping huge amounts of shares, triggering a cascade of automatic selling (stop-loss). The error was corrected overnight, and none of the major owners have sold out. 2. The construction plan is 100 % funded: Some investors have questioned whether the company has enough money to develop both Levack and Crean Hill. Management has reviewed the numbers again: They have over $180M in cash, and trial mining at Levack in 2028 alone will generate enough cash to cover the construction costs for both mines that year. They have more than enough cash on hand and do not need to raise a single new krone. 3. Bad AI articles created confusion: Additionally, some automated robot sites (like Simply Wall Street) published worthless articles claiming that Magna is "losing money" and "is not profitable". This is standard for mining companies in the middle of building new mines, but it created extra uncertainty among inexperienced investors. This has given new potential shareholders a very good entry point or old ones an opportunity to top up if one feels the risk/reward is still within one's framework. Happy trading!
- ·8.10.PEA Levack - IRR 99% Dette er en utrolig sterk PEA som bekrefter det mange har håpet på: Levack er en lav-CAPEX, ultrahøy-IRR kontantmaskin som gjenåpnes med minimal oppstartsrisiko for balansen. Her er gjennomgangen fordelt på The Good, The Bad, og The Ugly: The GOOD * Det reelle kapitalbehovet er nesten umerkelig ($8,6 mill. CAD): Selv om den brutto initial-CAPEXen er på $70,1 mill. CAD, genererer gruven $55,9 mill. CAD i operasjonell kontantstrøm før kommersiell produksjon overhodet er erklært, i tillegg til $5,6 mill. CAD i skattekreditter. Det netto kapitalbehovet Magna må ut med fra kassen er usle $8,6 millioner CAD. Det er ekstremt sjeldent å se for en gruvegjenåpning! * Vanvittig avkastningsprofil (IRR på 92,4 % og 0,6 års tilbakebetaling): En etter-skatt IRR på over 92 % i Base Case (og 115,8 % på September-spotpriser) gjør at prosjektet betaler seg tilbake på cirka 7 måneder. Dette er eliteklasse i gruvebransjen. * Solid nåverdi (NPV7% på $227 - $313 mill. CAD): Prosjektet leverer en etter-skatt NPV på $227 mill. CAD i base case og $313,6 mill. CAD på spotpriser. Sammenlignet med det netto kapitalutlegget på $8,6 mill. CAD er dette en enorm verdiutløser. * Formelt vedtak om restart: Styret har formelt godkjent oppstarten av Levack. Dette er ikke lenger en teoretisk studie som blir liggende i en skuff; opptrappingen under jord starter de kommende månedene. * R2-sonen er IKKE inkludert (Gigantisk gratis opsjon): Den elleville R2 Footwall-oppdagelsen (med borehull opp mot 29,7 % CuEq) er overhodet ikke bakt inn i PEA-tallene eller gruveplanen ettersom det ennå ikke foreligger en formell MRE på den. R2 ligger klar som en ren oppside som kan forlenge levetiden og øke gehaltene betraktelig i årene som kommer. * Skattebonusen (PMD): Det nye kanadiske skatteinsentivet (Productivity Mega Deduction) øker NPV med ytterligere $5,1 mill. CAD til $232,1 mill. CAD og løfter IRR til 99,2 %. The BAD (Det mindre gode / Begrensningene) * Kort levetid (7,3 år): En kommersiell levetid på 7,3 år er i korteste laget for en uavhengig gruve. Men gitt at R2-sonen og videre underjordsboring ikke er med, er det god grunn til å tro at levetiden i praksis vil strekkes ut mot 10–12 år etter hvert som de borer fra 2950-nivået. (Til gjengjeld har MCW blitt drevet med 3 års levetid i over 20år - rolling mine life) * Høy andel Inferred resources (36,5 %): Gruveplanen inkluderer 2,1 millioner tonn med Inferred ressurser (av totalt 5,75 mill. tonn). Dette er helt normalt for en PEA, men betyr at geologisk usikkerhet er til stede inntil det bores mer fortettende infill-boring. * Tidshorisont til kommersiell produksjon: Kommersiell produksjon nås først i midten av 2028. Det betyr at vi må gjennom en 1,5–2 års periode med oppbygging før den fulle, stabile kontantstrømmen ruller inn i regnskapet (selv om prøvebrytingen gir god cashflow underveis). * Betydelig sustaining CAPEX ($168 mill. CAD): Vedlikeholdsinvesteringene over gruvens levetid er betydelig høyere enn den opprinnelige oppstartskapitalen, selv om den løpende kontantstrømmen dekker dette uten problemer. The UGLY (Risikomomentene du må være klar over) * Restart Uten Feasibility Study (FS): Selskapet tar den operasjonelle avgjørelsen om å starte opp gruven basert på en PEA, uten å gå veien om en formell Feasibility Study med påviste Reserves. Dette gir lavere teknisk og økonomisk forutsigbarhet på papiret, og er formelt sett en høyere risiko. Siden dette er en historisk gruve med eksisterende sjakter og oppramping via naboen McCreedy West, er den reelle risikoprofilen imidlertid lavere enn for et "greenfield"-prosjekt. * Gamle uthulte rom (Historic voids & ground stability): Som med alle gamle gruver i Sudbury som har vært drevet i tiår, påpeker rapporten usikkerhet knyttet til gamle historiske stoper, tomrom og fjellstabilitet i tilstøtende områder. Dette kan medføre noe høyere uttynning (dilution) eller bergtekniske utfordringer enkelte steder. * Fortsatt avhengig av toll-milling: Malmen må knuses på overflaten og kjøres til eksterne smelteverk og møller i Sudbury (Glencore/Vale). Selv om det fungerer utmerket i dag, betyr det at de er avhengige av tredjeparts kapasitet og vilkår frem til en eventuell egen mølleløsning vurderes i det neste tiåret. Magna Mining leverer her et skoleeksempel på hvordan en kjapp, kapital-effektiv «FNX 2.0»-restart skal se ut. Med et netto kapitalutlegg på under 10 millioner CAD for å låse opp over 200 millioner CAD i nåverdi, er dette en massiv "de-risking" av hele planen deres. Market cap bør få en pen dult oppover på dette ved at tidslinjen og finansieringsbehovet for Levack nå er krystallklart spikret fast.
- ·7.10.Thesis: Magna Mining (TSXV: NICU) - The treasury is full and the FNX veterans are doing the Sudbury consolidation NOW Magna Mining appears as one of the most well-funded consolidation cases in the commodity sector. With a strong cash position backing them - after the Peruvian Alpayana S.A.C. injected 140 million CAD for a 19.9% ownership stake - Magna avoids the "dilution trap". They do not have to sit and wait for the share price to double before they make moves; they have the financial weight to execute acquisitions of nearby assets here and now. The Shakespeare mill should not be viewed as an immediate construction project, but as a long-term option (2030+) for open-pit ore. The core focus today is pure, ultra-high-grade underground mining and the acquisition of neighbors' boundary zones. 1. The Core Premise: Agility beats corporate bureaucracy Major companies in Sudbury (Glencore and Vale) are rigged for mass extraction on a large scale. Their heavy corporate structure and high overhead make narrow, ultra-high-grade underground veins (footwall zones) inefficient for them to operate. This was demonstrated when KGHM failed with its heavy structure in the basin. Magna is led by the original FNX environment that once discovered and operated these mines: * Jason Jessup (CEO) and Gord Morrison: Key individuals from FNX with in-depth geological and operational knowledge of the basin. * Jeff Huffman (COO): Background from management in Dumas Contracting (the underground contractor responsible for the actual development at FNX's mines) with deep operational experience from the shafts in Sudbury. * Greg Huffman (SVP Capital Markets / CFO): Deep geological and financial anchoring in the Sudbury environment. 2. Related M&A: Consolidation of neighboring properties The investment from Alpayana gives Magna the balance sheet to negotiate package deals on the neighboring properties on the North flank immediately. Main target: Hardy, Fecunis and Norman West (Glencore/Vale) * Boundary Pillars: The property boundaries between Levack and Glencore's Hardy/Fecunis contain large amounts of historically proven, ultra-high-grade ore. This ore has remained locked solely due to property boundaries. * Zero new shaft CAPEX: Magna does not need to build new surface infrastructure. They can drive short crosscuts underground directly from Levack Shaft #2 and the Podolsky shaft and straight into the neighboring properties. * Deal structure: This type of "non-core" acquisition rarely requires 100% cash up front. They are typically structured with a smaller cash portion, a modest royalty (NSR) and a long-term offtake agreement for the delivery of the ore to Glencore/Vale's smelters. 3. The Shakespeare Mill: A strategic option (2030+) The construction of the processing plant at Shakespeare is a 2030+ scenario, but currently functions as a valuable option: * The key to the open pits: The mill is the tool that eventually unlocks low-grade ore from open pits like Ellen Pit, Gertrude and Crean Hill Open Pit, which cannot withstand external toll-milling fees and freight. * Strategic lever: Sitting on a fully permitted mill area gives Magna great negotiating power when negotiating toll-milling and offtake terms with Vale and Glencore. * Short-term focus: The coming years are all about high-grade, high-margin underground mining via existing toll-milling. 4. The path toward re-rating ($1.5B – $3.0B CAD) As Magna delivers PEA and PFS for Crean Hill and the Levack complex, proves cash flow from test mining and confirms acquisition agreements on neighboring properties, the market will stop pricing the stock as a junior. The company is re-rated from a junior developer to the undisputed, independent underground hub in the Sudbury basin. 5. The joker: The Victoria project (Joint Venture with KGHM) This constitutes the ultimate Blue Sky scenario that completes the circle in the FNX 2.0 story. Polish KGHM sits on the ultra-high-grade Victoria deposit on the South flank, but faces an investment cost of over $1.0 billion CAD to sink a new shaft. After decades of write-downs, KGHM cannot take this risk alone, nor can they sell cheaply without taking a politically burdensome loss in Poland. * The solution: A Joint Venture where Magna enters as operator. * Win-win: KGHM gets a dignified exit and realizes value without financial risk. The Magna team - who originally discovered Victoria - gets to operate the crown jewel on the South flank in interplay with their existing commitment at Crean Hill. * Tier-1 status: Incorporating Victoria into the production portfolio transforms Magna into a global Tier-1 producer with a valuation potential of +$5.0 billion CAD.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
88 päivää sitten
‧19 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·25.10.Link to the latest interview and key takeaways! 1. Crean Hill Pre-Feasibility Study (PFS) and production profile: - The PFS results confirm 11.4 million tonnes of reserves supporting a 12-year mine life at a production rate of approx. 2,400 tonnes per day. - Head-grade is around 3% copper equivalent (CuEq). - Metal revenues have a very even distribution: approximately one-third from copper, one-third from nickel, and just over one-third from precious metals (platinum, palladium, gold, and silver). - Cash cost is estimated at US$ 3.10/lb CuEq and AISC (All-in Sustaining Cost) at US$ 3.55/lb CuEq. 2. Financial strength, CAPEX, and no royalties/streams: - Gross CAPEX for Crean Hill is approx. $CAD 127M, but net initial capital requirement will be only approx. $CAD 72M when subtracting tax benefits and revenues from pre-commercial ore/test mining. - Magna confirms they have a very solid cash position (around $140M raised in August 2026 in addition to Q2 cash of $40M). - The company will not sell any royalties or streams on the precious metals or base metals; they will retain 100% of the value themselves. 3. Phased construction plan and production start (2027–2028): - Crean Hill has received board approval to start construction in 2027 (likely in the first half/Q2). - The Levack mine is being pushed forward aggressively: The hoist is commissioned in Q1 2027, and the first ore/development ore is hoisted in Q2 2027. - 2028 will be a key year: Levack is expected to generate around $100M in pre-tax profit in 2028–2029, which will largely fund the Crean Hill development and cover the group's CAPEX. 4. Exploration potential and "Footwall" targets (Crean Hill & Levack): - Exploration activity is ramping back up at Crean Hill with a drill rig following up on historical traces of "footwall" targets in the Sudbury Breccia. They are looking for massive sulphide zones (typically 2–10M tonnes with 3–4% Cu, 2–3% Ni, and 5–10 g/t precious metals). - Management believes the 109 Footwall Zone at Crean Hill continues significantly deeper than what has been drilled so far (historical holes at 4,500 feet depth showed ounce-class precious metals). - The company expects substantial resource expansion beyond the current PFS / PEA timelines. NB!! 5. Long-term vision: Six exploration projects and M&A in Sudbury: - Magna's overarching vision remains firm: They will continue to consolidate non-core assets and adjacent properties in the Sudbury Basin with synergies toward their existing infrastructure. - The company plans exploration drilling on as many as 6 different projects in Sudbury in 2027 (up from 1 project in 2026). - Podolsky has been singled out as the company's potential fourth consecutive mine after McCreedy West, Levack, and Crean Hill. https://www.youtube.com/watch?v=DHRZ_h6TGi8
- ·23.10.The stock plunged over 13 % on what looked like a crazy trading volume. But now management has stepped out and clarified the matter: It was almost exclusively a technical data glitch and pure market noise! Here are the three things you should know: 1. "Phantom trades" and data crash: A technical error at stock market information services (like Stockwatch and Apple Stocks) led to it suddenly looking like over 6.3 billion shares in Magna were traded during the morning. The company only has 313 million shares in total! People and automated trading robots panicked because they thought someone was dumping huge amounts of shares, triggering a cascade of automatic selling (stop-loss). The error was corrected overnight, and none of the major owners have sold out. 2. The construction plan is 100 % funded: Some investors have questioned whether the company has enough money to develop both Levack and Crean Hill. Management has reviewed the numbers again: They have over $180M in cash, and trial mining at Levack in 2028 alone will generate enough cash to cover the construction costs for both mines that year. They have more than enough cash on hand and do not need to raise a single new krone. 3. Bad AI articles created confusion: Additionally, some automated robot sites (like Simply Wall Street) published worthless articles claiming that Magna is "losing money" and "is not profitable". This is standard for mining companies in the middle of building new mines, but it created extra uncertainty among inexperienced investors. This has given new potential shareholders a very good entry point or old ones an opportunity to top up if one feels the risk/reward is still within one's framework. Happy trading!
- ·8.10.PEA Levack - IRR 99% Dette er en utrolig sterk PEA som bekrefter det mange har håpet på: Levack er en lav-CAPEX, ultrahøy-IRR kontantmaskin som gjenåpnes med minimal oppstartsrisiko for balansen. Her er gjennomgangen fordelt på The Good, The Bad, og The Ugly: The GOOD * Det reelle kapitalbehovet er nesten umerkelig ($8,6 mill. CAD): Selv om den brutto initial-CAPEXen er på $70,1 mill. CAD, genererer gruven $55,9 mill. CAD i operasjonell kontantstrøm før kommersiell produksjon overhodet er erklært, i tillegg til $5,6 mill. CAD i skattekreditter. Det netto kapitalbehovet Magna må ut med fra kassen er usle $8,6 millioner CAD. Det er ekstremt sjeldent å se for en gruvegjenåpning! * Vanvittig avkastningsprofil (IRR på 92,4 % og 0,6 års tilbakebetaling): En etter-skatt IRR på over 92 % i Base Case (og 115,8 % på September-spotpriser) gjør at prosjektet betaler seg tilbake på cirka 7 måneder. Dette er eliteklasse i gruvebransjen. * Solid nåverdi (NPV7% på $227 - $313 mill. CAD): Prosjektet leverer en etter-skatt NPV på $227 mill. CAD i base case og $313,6 mill. CAD på spotpriser. Sammenlignet med det netto kapitalutlegget på $8,6 mill. CAD er dette en enorm verdiutløser. * Formelt vedtak om restart: Styret har formelt godkjent oppstarten av Levack. Dette er ikke lenger en teoretisk studie som blir liggende i en skuff; opptrappingen under jord starter de kommende månedene. * R2-sonen er IKKE inkludert (Gigantisk gratis opsjon): Den elleville R2 Footwall-oppdagelsen (med borehull opp mot 29,7 % CuEq) er overhodet ikke bakt inn i PEA-tallene eller gruveplanen ettersom det ennå ikke foreligger en formell MRE på den. R2 ligger klar som en ren oppside som kan forlenge levetiden og øke gehaltene betraktelig i årene som kommer. * Skattebonusen (PMD): Det nye kanadiske skatteinsentivet (Productivity Mega Deduction) øker NPV med ytterligere $5,1 mill. CAD til $232,1 mill. CAD og løfter IRR til 99,2 %. The BAD (Det mindre gode / Begrensningene) * Kort levetid (7,3 år): En kommersiell levetid på 7,3 år er i korteste laget for en uavhengig gruve. Men gitt at R2-sonen og videre underjordsboring ikke er med, er det god grunn til å tro at levetiden i praksis vil strekkes ut mot 10–12 år etter hvert som de borer fra 2950-nivået. (Til gjengjeld har MCW blitt drevet med 3 års levetid i over 20år - rolling mine life) * Høy andel Inferred resources (36,5 %): Gruveplanen inkluderer 2,1 millioner tonn med Inferred ressurser (av totalt 5,75 mill. tonn). Dette er helt normalt for en PEA, men betyr at geologisk usikkerhet er til stede inntil det bores mer fortettende infill-boring. * Tidshorisont til kommersiell produksjon: Kommersiell produksjon nås først i midten av 2028. Det betyr at vi må gjennom en 1,5–2 års periode med oppbygging før den fulle, stabile kontantstrømmen ruller inn i regnskapet (selv om prøvebrytingen gir god cashflow underveis). * Betydelig sustaining CAPEX ($168 mill. CAD): Vedlikeholdsinvesteringene over gruvens levetid er betydelig høyere enn den opprinnelige oppstartskapitalen, selv om den løpende kontantstrømmen dekker dette uten problemer. The UGLY (Risikomomentene du må være klar over) * Restart Uten Feasibility Study (FS): Selskapet tar den operasjonelle avgjørelsen om å starte opp gruven basert på en PEA, uten å gå veien om en formell Feasibility Study med påviste Reserves. Dette gir lavere teknisk og økonomisk forutsigbarhet på papiret, og er formelt sett en høyere risiko. Siden dette er en historisk gruve med eksisterende sjakter og oppramping via naboen McCreedy West, er den reelle risikoprofilen imidlertid lavere enn for et "greenfield"-prosjekt. * Gamle uthulte rom (Historic voids & ground stability): Som med alle gamle gruver i Sudbury som har vært drevet i tiår, påpeker rapporten usikkerhet knyttet til gamle historiske stoper, tomrom og fjellstabilitet i tilstøtende områder. Dette kan medføre noe høyere uttynning (dilution) eller bergtekniske utfordringer enkelte steder. * Fortsatt avhengig av toll-milling: Malmen må knuses på overflaten og kjøres til eksterne smelteverk og møller i Sudbury (Glencore/Vale). Selv om det fungerer utmerket i dag, betyr det at de er avhengige av tredjeparts kapasitet og vilkår frem til en eventuell egen mølleløsning vurderes i det neste tiåret. Magna Mining leverer her et skoleeksempel på hvordan en kjapp, kapital-effektiv «FNX 2.0»-restart skal se ut. Med et netto kapitalutlegg på under 10 millioner CAD for å låse opp over 200 millioner CAD i nåverdi, er dette en massiv "de-risking" av hele planen deres. Market cap bør få en pen dult oppover på dette ved at tidslinjen og finansieringsbehovet for Levack nå er krystallklart spikret fast.
- ·7.10.Thesis: Magna Mining (TSXV: NICU) - The treasury is full and the FNX veterans are doing the Sudbury consolidation NOW Magna Mining appears as one of the most well-funded consolidation cases in the commodity sector. With a strong cash position backing them - after the Peruvian Alpayana S.A.C. injected 140 million CAD for a 19.9% ownership stake - Magna avoids the "dilution trap". They do not have to sit and wait for the share price to double before they make moves; they have the financial weight to execute acquisitions of nearby assets here and now. The Shakespeare mill should not be viewed as an immediate construction project, but as a long-term option (2030+) for open-pit ore. The core focus today is pure, ultra-high-grade underground mining and the acquisition of neighbors' boundary zones. 1. The Core Premise: Agility beats corporate bureaucracy Major companies in Sudbury (Glencore and Vale) are rigged for mass extraction on a large scale. Their heavy corporate structure and high overhead make narrow, ultra-high-grade underground veins (footwall zones) inefficient for them to operate. This was demonstrated when KGHM failed with its heavy structure in the basin. Magna is led by the original FNX environment that once discovered and operated these mines: * Jason Jessup (CEO) and Gord Morrison: Key individuals from FNX with in-depth geological and operational knowledge of the basin. * Jeff Huffman (COO): Background from management in Dumas Contracting (the underground contractor responsible for the actual development at FNX's mines) with deep operational experience from the shafts in Sudbury. * Greg Huffman (SVP Capital Markets / CFO): Deep geological and financial anchoring in the Sudbury environment. 2. Related M&A: Consolidation of neighboring properties The investment from Alpayana gives Magna the balance sheet to negotiate package deals on the neighboring properties on the North flank immediately. Main target: Hardy, Fecunis and Norman West (Glencore/Vale) * Boundary Pillars: The property boundaries between Levack and Glencore's Hardy/Fecunis contain large amounts of historically proven, ultra-high-grade ore. This ore has remained locked solely due to property boundaries. * Zero new shaft CAPEX: Magna does not need to build new surface infrastructure. They can drive short crosscuts underground directly from Levack Shaft #2 and the Podolsky shaft and straight into the neighboring properties. * Deal structure: This type of "non-core" acquisition rarely requires 100% cash up front. They are typically structured with a smaller cash portion, a modest royalty (NSR) and a long-term offtake agreement for the delivery of the ore to Glencore/Vale's smelters. 3. The Shakespeare Mill: A strategic option (2030+) The construction of the processing plant at Shakespeare is a 2030+ scenario, but currently functions as a valuable option: * The key to the open pits: The mill is the tool that eventually unlocks low-grade ore from open pits like Ellen Pit, Gertrude and Crean Hill Open Pit, which cannot withstand external toll-milling fees and freight. * Strategic lever: Sitting on a fully permitted mill area gives Magna great negotiating power when negotiating toll-milling and offtake terms with Vale and Glencore. * Short-term focus: The coming years are all about high-grade, high-margin underground mining via existing toll-milling. 4. The path toward re-rating ($1.5B – $3.0B CAD) As Magna delivers PEA and PFS for Crean Hill and the Levack complex, proves cash flow from test mining and confirms acquisition agreements on neighboring properties, the market will stop pricing the stock as a junior. The company is re-rated from a junior developer to the undisputed, independent underground hub in the Sudbury basin. 5. The joker: The Victoria project (Joint Venture with KGHM) This constitutes the ultimate Blue Sky scenario that completes the circle in the FNX 2.0 story. Polish KGHM sits on the ultra-high-grade Victoria deposit on the South flank, but faces an investment cost of over $1.0 billion CAD to sink a new shaft. After decades of write-downs, KGHM cannot take this risk alone, nor can they sell cheaply without taking a politically burdensome loss in Poland. * The solution: A Joint Venture where Magna enters as operator. * Win-win: KGHM gets a dignified exit and realizes value without financial risk. The Magna team - who originally discovered Victoria - gets to operate the crown jewel on the South flank in interplay with their existing commitment at Crean Hill. * Tier-1 status: Incorporating Victoria into the production portfolio transforms Magna into a global Tier-1 producer with a valuation potential of +$5.0 billion CAD.
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 21.4. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
88 päivää sitten
‧19 min
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 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 21.4. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·25.10.Link to the latest interview and key takeaways! 1. Crean Hill Pre-Feasibility Study (PFS) and production profile: - The PFS results confirm 11.4 million tonnes of reserves supporting a 12-year mine life at a production rate of approx. 2,400 tonnes per day. - Head-grade is around 3% copper equivalent (CuEq). - Metal revenues have a very even distribution: approximately one-third from copper, one-third from nickel, and just over one-third from precious metals (platinum, palladium, gold, and silver). - Cash cost is estimated at US$ 3.10/lb CuEq and AISC (All-in Sustaining Cost) at US$ 3.55/lb CuEq. 2. Financial strength, CAPEX, and no royalties/streams: - Gross CAPEX for Crean Hill is approx. $CAD 127M, but net initial capital requirement will be only approx. $CAD 72M when subtracting tax benefits and revenues from pre-commercial ore/test mining. - Magna confirms they have a very solid cash position (around $140M raised in August 2026 in addition to Q2 cash of $40M). - The company will not sell any royalties or streams on the precious metals or base metals; they will retain 100% of the value themselves. 3. Phased construction plan and production start (2027–2028): - Crean Hill has received board approval to start construction in 2027 (likely in the first half/Q2). - The Levack mine is being pushed forward aggressively: The hoist is commissioned in Q1 2027, and the first ore/development ore is hoisted in Q2 2027. - 2028 will be a key year: Levack is expected to generate around $100M in pre-tax profit in 2028–2029, which will largely fund the Crean Hill development and cover the group's CAPEX. 4. Exploration potential and "Footwall" targets (Crean Hill & Levack): - Exploration activity is ramping back up at Crean Hill with a drill rig following up on historical traces of "footwall" targets in the Sudbury Breccia. They are looking for massive sulphide zones (typically 2–10M tonnes with 3–4% Cu, 2–3% Ni, and 5–10 g/t precious metals). - Management believes the 109 Footwall Zone at Crean Hill continues significantly deeper than what has been drilled so far (historical holes at 4,500 feet depth showed ounce-class precious metals). - The company expects substantial resource expansion beyond the current PFS / PEA timelines. NB!! 5. Long-term vision: Six exploration projects and M&A in Sudbury: - Magna's overarching vision remains firm: They will continue to consolidate non-core assets and adjacent properties in the Sudbury Basin with synergies toward their existing infrastructure. - The company plans exploration drilling on as many as 6 different projects in Sudbury in 2027 (up from 1 project in 2026). - Podolsky has been singled out as the company's potential fourth consecutive mine after McCreedy West, Levack, and Crean Hill. https://www.youtube.com/watch?v=DHRZ_h6TGi8
- ·23.10.The stock plunged over 13 % on what looked like a crazy trading volume. But now management has stepped out and clarified the matter: It was almost exclusively a technical data glitch and pure market noise! Here are the three things you should know: 1. "Phantom trades" and data crash: A technical error at stock market information services (like Stockwatch and Apple Stocks) led to it suddenly looking like over 6.3 billion shares in Magna were traded during the morning. The company only has 313 million shares in total! People and automated trading robots panicked because they thought someone was dumping huge amounts of shares, triggering a cascade of automatic selling (stop-loss). The error was corrected overnight, and none of the major owners have sold out. 2. The construction plan is 100 % funded: Some investors have questioned whether the company has enough money to develop both Levack and Crean Hill. Management has reviewed the numbers again: They have over $180M in cash, and trial mining at Levack in 2028 alone will generate enough cash to cover the construction costs for both mines that year. They have more than enough cash on hand and do not need to raise a single new krone. 3. Bad AI articles created confusion: Additionally, some automated robot sites (like Simply Wall Street) published worthless articles claiming that Magna is "losing money" and "is not profitable". This is standard for mining companies in the middle of building new mines, but it created extra uncertainty among inexperienced investors. This has given new potential shareholders a very good entry point or old ones an opportunity to top up if one feels the risk/reward is still within one's framework. Happy trading!
- ·8.10.PEA Levack - IRR 99% Dette er en utrolig sterk PEA som bekrefter det mange har håpet på: Levack er en lav-CAPEX, ultrahøy-IRR kontantmaskin som gjenåpnes med minimal oppstartsrisiko for balansen. Her er gjennomgangen fordelt på The Good, The Bad, og The Ugly: The GOOD * Det reelle kapitalbehovet er nesten umerkelig ($8,6 mill. CAD): Selv om den brutto initial-CAPEXen er på $70,1 mill. CAD, genererer gruven $55,9 mill. CAD i operasjonell kontantstrøm før kommersiell produksjon overhodet er erklært, i tillegg til $5,6 mill. CAD i skattekreditter. Det netto kapitalbehovet Magna må ut med fra kassen er usle $8,6 millioner CAD. Det er ekstremt sjeldent å se for en gruvegjenåpning! * Vanvittig avkastningsprofil (IRR på 92,4 % og 0,6 års tilbakebetaling): En etter-skatt IRR på over 92 % i Base Case (og 115,8 % på September-spotpriser) gjør at prosjektet betaler seg tilbake på cirka 7 måneder. Dette er eliteklasse i gruvebransjen. * Solid nåverdi (NPV7% på $227 - $313 mill. CAD): Prosjektet leverer en etter-skatt NPV på $227 mill. CAD i base case og $313,6 mill. CAD på spotpriser. Sammenlignet med det netto kapitalutlegget på $8,6 mill. CAD er dette en enorm verdiutløser. * Formelt vedtak om restart: Styret har formelt godkjent oppstarten av Levack. Dette er ikke lenger en teoretisk studie som blir liggende i en skuff; opptrappingen under jord starter de kommende månedene. * R2-sonen er IKKE inkludert (Gigantisk gratis opsjon): Den elleville R2 Footwall-oppdagelsen (med borehull opp mot 29,7 % CuEq) er overhodet ikke bakt inn i PEA-tallene eller gruveplanen ettersom det ennå ikke foreligger en formell MRE på den. R2 ligger klar som en ren oppside som kan forlenge levetiden og øke gehaltene betraktelig i årene som kommer. * Skattebonusen (PMD): Det nye kanadiske skatteinsentivet (Productivity Mega Deduction) øker NPV med ytterligere $5,1 mill. CAD til $232,1 mill. CAD og løfter IRR til 99,2 %. The BAD (Det mindre gode / Begrensningene) * Kort levetid (7,3 år): En kommersiell levetid på 7,3 år er i korteste laget for en uavhengig gruve. Men gitt at R2-sonen og videre underjordsboring ikke er med, er det god grunn til å tro at levetiden i praksis vil strekkes ut mot 10–12 år etter hvert som de borer fra 2950-nivået. (Til gjengjeld har MCW blitt drevet med 3 års levetid i over 20år - rolling mine life) * Høy andel Inferred resources (36,5 %): Gruveplanen inkluderer 2,1 millioner tonn med Inferred ressurser (av totalt 5,75 mill. tonn). Dette er helt normalt for en PEA, men betyr at geologisk usikkerhet er til stede inntil det bores mer fortettende infill-boring. * Tidshorisont til kommersiell produksjon: Kommersiell produksjon nås først i midten av 2028. Det betyr at vi må gjennom en 1,5–2 års periode med oppbygging før den fulle, stabile kontantstrømmen ruller inn i regnskapet (selv om prøvebrytingen gir god cashflow underveis). * Betydelig sustaining CAPEX ($168 mill. CAD): Vedlikeholdsinvesteringene over gruvens levetid er betydelig høyere enn den opprinnelige oppstartskapitalen, selv om den løpende kontantstrømmen dekker dette uten problemer. The UGLY (Risikomomentene du må være klar over) * Restart Uten Feasibility Study (FS): Selskapet tar den operasjonelle avgjørelsen om å starte opp gruven basert på en PEA, uten å gå veien om en formell Feasibility Study med påviste Reserves. Dette gir lavere teknisk og økonomisk forutsigbarhet på papiret, og er formelt sett en høyere risiko. Siden dette er en historisk gruve med eksisterende sjakter og oppramping via naboen McCreedy West, er den reelle risikoprofilen imidlertid lavere enn for et "greenfield"-prosjekt. * Gamle uthulte rom (Historic voids & ground stability): Som med alle gamle gruver i Sudbury som har vært drevet i tiår, påpeker rapporten usikkerhet knyttet til gamle historiske stoper, tomrom og fjellstabilitet i tilstøtende områder. Dette kan medføre noe høyere uttynning (dilution) eller bergtekniske utfordringer enkelte steder. * Fortsatt avhengig av toll-milling: Malmen må knuses på overflaten og kjøres til eksterne smelteverk og møller i Sudbury (Glencore/Vale). Selv om det fungerer utmerket i dag, betyr det at de er avhengige av tredjeparts kapasitet og vilkår frem til en eventuell egen mølleløsning vurderes i det neste tiåret. Magna Mining leverer her et skoleeksempel på hvordan en kjapp, kapital-effektiv «FNX 2.0»-restart skal se ut. Med et netto kapitalutlegg på under 10 millioner CAD for å låse opp over 200 millioner CAD i nåverdi, er dette en massiv "de-risking" av hele planen deres. Market cap bør få en pen dult oppover på dette ved at tidslinjen og finansieringsbehovet for Levack nå er krystallklart spikret fast.
- ·7.10.Thesis: Magna Mining (TSXV: NICU) - The treasury is full and the FNX veterans are doing the Sudbury consolidation NOW Magna Mining appears as one of the most well-funded consolidation cases in the commodity sector. With a strong cash position backing them - after the Peruvian Alpayana S.A.C. injected 140 million CAD for a 19.9% ownership stake - Magna avoids the "dilution trap". They do not have to sit and wait for the share price to double before they make moves; they have the financial weight to execute acquisitions of nearby assets here and now. The Shakespeare mill should not be viewed as an immediate construction project, but as a long-term option (2030+) for open-pit ore. The core focus today is pure, ultra-high-grade underground mining and the acquisition of neighbors' boundary zones. 1. The Core Premise: Agility beats corporate bureaucracy Major companies in Sudbury (Glencore and Vale) are rigged for mass extraction on a large scale. Their heavy corporate structure and high overhead make narrow, ultra-high-grade underground veins (footwall zones) inefficient for them to operate. This was demonstrated when KGHM failed with its heavy structure in the basin. Magna is led by the original FNX environment that once discovered and operated these mines: * Jason Jessup (CEO) and Gord Morrison: Key individuals from FNX with in-depth geological and operational knowledge of the basin. * Jeff Huffman (COO): Background from management in Dumas Contracting (the underground contractor responsible for the actual development at FNX's mines) with deep operational experience from the shafts in Sudbury. * Greg Huffman (SVP Capital Markets / CFO): Deep geological and financial anchoring in the Sudbury environment. 2. Related M&A: Consolidation of neighboring properties The investment from Alpayana gives Magna the balance sheet to negotiate package deals on the neighboring properties on the North flank immediately. Main target: Hardy, Fecunis and Norman West (Glencore/Vale) * Boundary Pillars: The property boundaries between Levack and Glencore's Hardy/Fecunis contain large amounts of historically proven, ultra-high-grade ore. This ore has remained locked solely due to property boundaries. * Zero new shaft CAPEX: Magna does not need to build new surface infrastructure. They can drive short crosscuts underground directly from Levack Shaft #2 and the Podolsky shaft and straight into the neighboring properties. * Deal structure: This type of "non-core" acquisition rarely requires 100% cash up front. They are typically structured with a smaller cash portion, a modest royalty (NSR) and a long-term offtake agreement for the delivery of the ore to Glencore/Vale's smelters. 3. The Shakespeare Mill: A strategic option (2030+) The construction of the processing plant at Shakespeare is a 2030+ scenario, but currently functions as a valuable option: * The key to the open pits: The mill is the tool that eventually unlocks low-grade ore from open pits like Ellen Pit, Gertrude and Crean Hill Open Pit, which cannot withstand external toll-milling fees and freight. * Strategic lever: Sitting on a fully permitted mill area gives Magna great negotiating power when negotiating toll-milling and offtake terms with Vale and Glencore. * Short-term focus: The coming years are all about high-grade, high-margin underground mining via existing toll-milling. 4. The path toward re-rating ($1.5B – $3.0B CAD) As Magna delivers PEA and PFS for Crean Hill and the Levack complex, proves cash flow from test mining and confirms acquisition agreements on neighboring properties, the market will stop pricing the stock as a junior. The company is re-rated from a junior developer to the undisputed, independent underground hub in the Sudbury basin. 5. The joker: The Victoria project (Joint Venture with KGHM) This constitutes the ultimate Blue Sky scenario that completes the circle in the FNX 2.0 story. Polish KGHM sits on the ultra-high-grade Victoria deposit on the South flank, but faces an investment cost of over $1.0 billion CAD to sink a new shaft. After decades of write-downs, KGHM cannot take this risk alone, nor can they sell cheaply without taking a politically burdensome loss in Poland. * The solution: A Joint Venture where Magna enters as operator. * Win-win: KGHM gets a dignified exit and realizes value without financial risk. The Magna team - who originally discovered Victoria - gets to operate the crown jewel on the South flank in interplay with their existing commitment at Crean Hill. * Tier-1 status: Incorporating Victoria into the production portfolio transforms Magna into a global Tier-1 producer with a valuation potential of +$5.0 billion CAD.
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt