Added to YB: 2025-08-01
Pitch date: 2025-07-23
AFM.V [neutral]
Alphamin Resources Corp.
+3.09%
current return
Author Info
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Company Info
Alphamin Resources Corp., together with its subsidiaries, engages in the production and sale of tin concentrate.
Market Cap
CAD 900.4M
Pitch Price
CAD 0.97
Price Target
N/A
Dividend
9.28%
Sector
Metals and Mining
Category
turnaround
Show full summary:
Massif Capital Real Assets Strategy Portfolio Holding: Alphamin Resources Corp.
AFM.V (holding update): Tin miner recovered from DRC conflict shutdown with Q2 production near normal at 4,106t (only 4% below Q1). Q2 EBITDA guidance $75M (+21% QoQ), $110M cash, $50M net cash. $32,512/t tin price, AISC $16,500/t. Dividend likely to resume. Strong position in tight market with 2-3% demand growth vs 1% supply growth.
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