CPNY.BR Campine NV Loading... : Investor Sentiment and Bull/Bear Views
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17:01
Feb 01
Feb 01
Campine lead recycling growth undervalued; long on 2026 earnings.
Author argues Campine NV is a long because the 2025 Ecobat acquisition doubled lead recycling capacity to 150,000 t/y, creating a stabilizing, higher-margin lead-anode/specialty-alloy earnings base as antimony trioxide prices normalize. The claimed mechanism is that the New Campine's ~€480-510M 2026 revenue bridge and improving mix should support normalized EPS around €28-29, while the market still prices it as an old antimony cyclical. Catalyst/horizon: 2026 normalization and 2027 efficiency peak; fair value €290 at 10x normalized EPS, with potential ESG-driven rerating to 12x/€348 as an EU Critical Raw Materials enabler. No explicit downside risk is stated beyond the author's note that the 2026 antimony price landing is already priced in.
HIGH
About CPNY.BR Investor Commentary
Across the available history and selected sources, Buzzberg tracks CPNY.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.