Added to YB: 2026-06-18
Pitch date: 2026-06-16
ERA.PA [neutral]
ERAMET S.A.
Author Info
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Company Info
ERAMET S.A. produces and sells manganese and nickel metals in Asia, Europe, North America, and internationally.
Market Cap
EUR 1.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.82
P/E
-3.12
EV/Sales
1.50
Sector
Metals and Mining
Category
special_situation
Eramet (ERA France): The shareholder question is becoming as important as the commodity cycle
ERA.PA (update): French miner (Mn, Ni, Li) eyed by Orion Critical Minerals for Duval family's 37% stake. Faces €500m capital raise, asset disposals, leveraged balance sheet. French state owns 27%; election cycle + foreign-backed bid create political hurdles. Quality assets but soft commodity prices & geopolitical risk (Gabon, Indonesia). Financing partners now key catalyst.
Read full article (2 min)