Nexa Resources' Aripuana mine delivered a second straight record zinc output as expansion efforts and a longer mine life support rising production through 2028.
Investors interested in stocks from the Mining - Miscellaneous sector have probably already heard of Nexa Resources S.A. (NEXA) and Anglo American (NGLOY).
Nexa Resources expects to keep its 2026 zinc guidance intact despite the impacts of the Cajamarquilla fire, with lost refined zinc output set for recovery in H2.
Nexa Resources surges 164% in a year as strong Q1 results, higher zinc output, growth investments and an attractive valuation support its long-term outlook.
Here is how Nexa Resources S.A. (NEXA) and Norsk Hydro ASA (NHYDY) have performed compared to their sector so far this year.
Investors looking for stocks in the Mining - Miscellaneous sector might want to consider either Nexa Resources S.A. (NEXA) or Anglo American (NGLOY).
Nexa Resources (NEXA) is rated a buy, benefiting from tight zinc supply, robust demand, and a vertically integrated mine-smelter model. NEXA's Q1 EBITDA margin reached 32%, driven by higher zinc/silver prices and operational improvements at Cerro Lindo and Aripuana. Silver streaming at Cerro Lindo has stepped down, unlocking ~$100M/year in additional cash flow starting Q2, while Aripuana ramps up production.
Nexa Resources pivots from an integrated zinc model to focus on mining, leveraging structural deficits and Aripuanã's value unlock. The smelting segment faces headwinds from plummeting treatment charges and rising costs, but mining delivers record 54% EBITDA margins amid strong zinc prices. Silver stream contract shift at Cerro Lindo adds ~$100 million annual high-margin revenue, boosting near-term cash flow and balance sheet strength.
Here is how Nexa Resources S.A. (NEXA) and Sensient Technologies (SXT) have performed compared to their sector so far this year.
Investors interested in Mining - Miscellaneous stocks are likely familiar with Nexa Resources S.A. (NEXA) and Anglo American (NGLOY).
Nexa Resources resumes Cajamarquilla smelter operations after a fire, with zinc production lines restarting and lost output expected to be recovered in 2026.
Investors interested in Mining - Miscellaneous stocks are likely familiar with Nexa Resources S.A. (NEXA) and Anglo American (NGLOY).