CAMP.BR Campine NV Loading... : Investor Sentiment and Bull/Bear Views
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13:40
Jan 25
Jan 25
Only global antimony trioxide recycler, cheap vs growth
Campine NV is the only company in the world that recycles antimony trioxide (and now antimony ingots) from waste streams, giving it a durable competitive advantage over UAMY, which the market overlooks. The author expects 2026 results to remain very good even with antimony prices well below the ~$60,000/ton highs, and in 2027 third-generation recycling technology at the Ecobat plants acquired in September 2025 should lift antimony recycling rates to 50%. With 18,000 tons/year antimony trioxide capacity and an assumed 2026 average price of €25,000/ton, revenues could reach ~€500 million, alongside lead and minor gold, silver, tin and PET recycling. The author estimates 2025 EPS of ~€35, putting the P/E near 6.5 at a €230 share price, and sees the stock staying below a P/E of 10 even if prices fall.
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About CAMP.BR Investor Commentary
Across the available history and selected sources, Buzzberg tracks CAMP.BR (Campine NV) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: u/Healthy-Matter-4218.