Professional
Added to YB: 2025-12-16
Pitch date: 2025-09-30
HBM [neutral]
Hudbay Minerals Inc.
+22.51%
current return
Author Info
No bio for this author
Company Info
Hudbay Minerals Inc., a diversified mining company, focuses on the exploration, development, operation, and optimization of properties in North and South America.
Market Cap
CAD 7.4B
Pitch Price
CAD 21.19
Price Target
N/A
Dividend
0.08%
EV/EBITDA
8.46
P/E
16.07
EV/Sales
3.86
Sector
Metals and Mining
Category
growth
L1 Long Short Fund Limited Portfolio Holding: Hudbay Minerals Inc.
HBM (holding update): Mid-tier miner +46% on copper supply disruptions (Grasberg, El Teniente, Kamoa-Kakula, Cobre Panama) vs strong demand from electrification/AI. Mitsubishi $600M investment for 30% of Copper World project reduces Hudbay equity to ~$200M of $1.1B capex, 90% equity IRR. 85ktpa copper by 2030, +50% production growth.
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