Added to YB: 2025-07-30
Pitch date: 2025-07-28
NEO.TO [bullish]
Neo Performance Materials Inc.
+2.51%
current return
Author Info
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Company Info
Neo Performance Materials Inc. engages in the manufacture and sale of rare earth, magnetic powders, magnets, and rare metal-based functional materials in China, Japan, Thailand, South Korea, North America, Europe, and internationally.
Market Cap
CAD 496.2M
Pitch Price
CAD 16.33
Price Target
33.90 (+103%)
Dividend
2.44%
Sector
Chemicals
Category
value
Rare Earths: Ex-China Niche Player Drives Global Growth in the High-Tech Future - Neo Performance Materials
NEO.TO: Advanced materials producer specializing in rare earths with strong EU expansion plans. Q1'25 EBITDA +60% YoY to $17M despite flat revenue. New EU magnet facility opening 2026 key catalyst. Trading at 0.71x P/B, 0.6x P/S, with China trade tensions potential upside. PT C$33.9 (+107%) over 3 years.
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