Calls
1
u/Healthy-Matter-4218
Reddit r/ValueInvesting
Win Rate
0.0%
return
-6.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$198.00
-6.1%
The author argues Campine NV has transformed from an antimony cyclical into a diversified lead-recycling and specialty-alloy business after the 2025 Ecobat acquisition doubled lead capacity to 150,000 t/y. The lead-anode mix (15-18% EBITDA margin vs <7% for standard ingots) and projected 2026 revenue of €480-510M are expected to stabilize earnings despite antimony prices normalizing toward $12,000-13,500/t. Catalysts include 2026 earnings normalization, net-debt-zero by end-2026, and potential ESG-fund inflows tied to the EU Critical Raw Materials Act. The main stated risk is antimony price normalization crushing the old Campine, though the author believes the new lead scale-up offsets it.
Metals & Mining
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u/Healthy-Matter-4218 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: CAMB.BR, CPNY.BR, CAMP.BR.
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