Added to YB: 2025-12-11
Pitch date: 2025-12-08
CAMB.BR [bullish]
Campine NV
-9.36%
current return
Author Info
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Company Info
Campine NV provides raw material solutions in Belgium and internationally. The company operates in two segments, Specialty Chemicals and Circular Metals.
Market Cap
EUR 276.0M
Pitch Price
EUR 193.07
Price Target
N/A
Dividend
5.43%
EV/EBITDA
3.81
P/E
5.38
EV/Sales
0.39
Sector
Metals and Mining
Category
value
Assessment of the 'super cycle' in antimony – forecast Campine $CAMB (H2/2025)
CAMB.BR: Belgian antimony recycler in historic exceptional year; H1 2025 achieved €53.4M EBITDA of >€80M full-year guidance with €384M revenue. Chinese export restrictions create supply deficit, driving antimony >$35k/t. Trading <8x P/E despite structural advantage via recycling moat. Risk: inventory gains normalizing H2.
Read full article (4 min)