Boliden (OM:BOL): Will Increased Exposure to Precious Metals Transform Its Long-Term Prospects?
Deutsche Bank Upgrade: Deutsche Bank has upgraded Boliden AB’s stock rating from Hold to Buy, highlighting the company's improving operational outlook and increased revenue exposure to precious metals like gold and silver.
Upcoming Guidance Announcement: Boliden is set to provide guidance for 2026 and host a press and analyst conference on December 5, which is expected to draw significant interest regarding its future performance and production forecasts.
Revenue and Earnings Forecast: Boliden anticipates SEK108.9 billion in revenue and SEK10.8 billion in earnings by 2028, based on a projected 6.0% yearly revenue growth rate, although concerns remain regarding low ore grades and smelter margins.
Investment Considerations: Investors are encouraged to consider both the potential catalysts from Boliden's precious metals exposure and the ongoing risks related to production challenges and volatile treatment charges for copper and zinc smelters.
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