Added to YB: 2025-12-11
Pitch date: 2025-12-08
CAMB.BR [bullish]
Campine NV
-9.8%
current return
Author Info
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Company Info
Campine NV engages in the circular metals and specialty chemicals businesses in Belgium and internationally.
Market Cap
EUR 300.0M
Pitch Price
EUR 199.00
Price Target
N/A
Dividend
2.25%
EV/EBITDA
4.97
P/E
6.32
EV/Sales
0.60
Sector
Metals and Mining
Category
value
Assessment of the 'super cycle' in antimony – forecast Campine $CAMB (H2/2025)
CAMB.BR: Belgian antimony recycler in historic exceptional year; H1 2025 achieved €53.4M EBITDA of >€80M full-year guidance with €384M revenue. Chinese export restrictions create supply deficit, driving antimony >$35k/t. Trading <8x P/E despite structural advantage via recycling moat. Risk: inventory gains normalizing H2.
Read full article (4 min)