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Added to YB: 2025-08-01

Pitch date: 2025-07-23

AFM.V [neutral]

Alphamin Resources Corp.

+3.09%

current return

Author Info

No bio for this author

Company Info

Alphamin Resources Corp., together with its subsidiaries, engages in the production and sale of tin concentrate.

Market Cap

CAD 900.4M

Pitch Price

CAD 0.97

Price Target

N/A

Dividend

9.28%

Sector

Metals and Mining

Category

turnaround

Show full summary:
Massif Capital Real Assets Strategy Portfolio Holding: Alphamin Resources Corp.

AFM.V (holding update): Tin miner recovered from DRC conflict shutdown with Q2 production near normal at 4,106t (only 4% below Q1). Q2 EBITDA guidance $75M (+21% QoQ), $110M cash, $50M net cash. $32,512/t tin price, AISC $16,500/t. Dividend likely to resume. Strong position in tight market with 2-3% demand growth vs 1% supply growth.

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