Nexa Resources S.A. (NEXA) announced that it agreed to sell the Pukaqaqa Project for $29.3 million (to be received in several installments). This move aligns with NEXA’s ongoing portfolio optimization strategy to improve its free cash flow and returns.Over the past few years, NEXA has been reviewing its assets and optimizing its portfolio per its disciplined capital allocation plan. In 2022, it announced its decision not to move forward with Pukaqaqa following a close assessment of its portfolio.Details of ...

Mining that changes with the world 2Q24 Results August 2, 2024 Disclaimer Important information concerning this presentation This presentation, prepared by Nexa Resources S.A. (herein referred to as "Nexa Resources", "Nexa", or the "Company"), is solely for informational purposes. Disclosure of this presentation, its contents, extracts or abstracts to third parties is not authorized without express and prior written consent from the Company. This Presentation contains certain forward-looking information and ...

Nexa Resources S.A. (NYSE:NEXA) Q2 2024 Earnings Conference Call August 2, 2024 9:00 AM ET Company Participants Rodrigo Cammarosano - Head, IR Ignacio Rosado - CEO Jose Carlos del Valle - CFO Conference Call Participants Lawson Winder - Bank of America Carlos de Alba - Morgan Stanley Camilla Border - Bradesco BBI Orest Wowkodaw - Scotiabank Operator Good morning, and welcome to Nexa Resources Second Quarter 2024 Conference Call. All participants will be in a listen-only mode. [Operator Instructions] This ev ...

Nexa Resources S.A. (NEXA) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.15, delivering a surprise of -200%.Over the last four quarters, the company ...

Nexa Reports Second Quarter 2024 Results including Net Loss of US$69 million and Adjusted EBITDA of US$200 million Luxembourg, August 1, 2024 – Nexa Resources S.A. ("Nexa Resources", "Nexa", or the "Company") announces today its results for the three and six-month periods ended on June 30, 2024. CEO Message – Ignacio Rosado We are pleased to report a favorable second quarter of 2024, highlighting our continued operational efficiency, increased production, improved margins at our Aripuanã mine, and disciplin ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Nexa Resources S.A. (NEXA) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 1, 2024, might help the stock move higher if these key numbers are better tha ...

文章核心观点 - 公司成功出售位于巴西明纳斯吉拉斯州的Morro Agudo矿区,这是公司优化资产组合的一个重要步骤 [1][2] - Morro Agudo矿区包括Morro Agudo矿和Ambrósia矿,2023年Morro Agudo矿产出了2.3万吨锌和8.3千吨铅,现金成本为每磅87美分 [3] - 买家Casa Verde是一家拥有50多年历史的家族式矿业公司,计划将Morro Agudo矿区改造为生产石灰石的设施 [4] - 此次出售交易总价为8000万雷亚尔(约1600万美元) [3] - 此次出售符合公司的资本配置策略,有利于为股东创造更多价值 [5] 公司表现 - 公司2024年第一季度每股亏损15美分,高于市场预期的5美分亏损和去年同期1美分亏损 [5] - 公司2024年第一季度收入为5.798亿美元,低于去年同期的6.673亿美元 [5] - 公司股价在过去一年内上涨了52.4%,而行业平均仅上涨0.9% [6] 行业表现 - 公司目前被评为买入评级,其他同行业公司如Ero Copper、Ecolab和ATI也被评为买入评级 [7][8] - Ero Copper 2024年每股收益预期为1.66美元,过去60天内上调20.3%,过去4个季度平均超预期53.9% [9] - Ecolab 2024年每股收益预期为6.59美元,较上年增长26.5%,过去4个季度平均超预期1.3% [10] - ATI 2024年每股收益预期为2.41美元,过去60天内上调3%,过去4个季度平均超预期8.3% [11]

Investors interested in Mining - Miscellaneous stocks are likely familiar with Nexa Resources S.A. (NEXA) and Wheaton Precious Metals Corp. (WPM) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnin ...

财务数据和关键指标变化 - 2024年第一季度合并净收入580百万美元,同比下降13%,主要由于锌价下降、溢价下降和金属销量下降 [11] - 2024年第一季度调整后EBITDA为123百万美元,同比下降7.5%,主要由于锌价下降和金属销量下降 [11][34][35] - 2024年第一季度调整后EBITDA利润率为21%,同比和环比均有所上升 [37] 各条业务线数据和关键指标变化 - 2024年第一季度矿山业务锌产量87,000吨,同比增长17%,主要由于处理矿石量增加和平均品位提高 [18] - 2024年第一季度矿山业务现金成本为0.27美元/磅,同比下降37%,主要由于精矿加工费下降和产量增加 [19] - 2024年第一季度冶炼业务金属销量139,000吨,同比下降4%,主要受产量下降和季节性需求下降影响 [20] - 2024年第一季度冶炼业务现金成本为0.98美元/磅,同比下降22%,主要由于原料成本下降 [21] 各个市场数据和关键指标变化 - 2024年第一季度LME锌价平均2,450美元/吨,同比下降22%,主要由于需求前景疲软和通胀不确定性 [50] - 2024年第一季度LME铜价平均8,438美元/吨,同比下降5%,环比上升3%,受中国经济影响较大 [50] - 中长期来看,锌和铜价格基本面仍然看好,受益于基建、制造业和汽车行业的需求增长 [53] 公司战略和发展方向及行业竞争 - 公司计划于2024年中完成Aripuanã项目的产能爬升,并推进Cerro Pasco整合项目的正式批准 [15][56] - 公司2023年探矿工作取得成果,矿石储量整体增加10%,为公司长期发展奠定基础 [13][30][31] - 公司正在评估收购规模与自身相当的铜矿项目,以实现多金属业务的多元化发展 [116][117][118] 管理层对经营环境和未来前景的评论 - 2024年初宏观经济和商品价格波动、季节性需求下降等挑战仍在持续,但公司保持了良好的经营表现 [10] - 公司将继续专注于成本管控和资本配置,同时加强安全管理,致力于实现零伤亡事故 [9][57] - 公司有信心通过Aripuanã项目的稳定运营、Cerro Pasco项目的推进以及潜在收购等,实现长期可持续发展 [56][118] 问答环节重要的提问和回答 问题1 **Camilla Barder 提问** 询问公司在巴西和秘鲁的潜在税收影响 [61][62] **Ignacio Rosado 回答** 公司一直密切关注两国的税收立法变化,但目前尚未发现会对经营产生重大影响的因素 [73][74][76][77] 问题2 **Carlos de Alba 提问** 询问Magistral环评进展及其潜在影响 [87][88] **Ignacio Rosado 回答** Magistral项目目前正在等待秘鲁政府的最终批准,如果不获批准公司将重新评估投资计划 [89][90][91] 问题3 **Lawson Winder 提问** 询问公司未来的资本配置策略,包括负债率目标、股利政策以及并购计划 [98][104][116][117][118] **Ignacio Rosado 和 Jose Carlos del Valle 回答** 公司将优先偿还债务,降低负债率至1.5倍左右的水平,同时积极评估符合自身规模的铜矿并购机会,但需要先完成Aripuanã和Cerro Pasco项目 [101][102][103][118][119]

Nexa Reports First Quarter 2024 Results including Net Loss of US$11 million and Adjusted EBITDA of US$123 million Luxembourg, May 2, 2024 – Nexa Resources S.A. (“Nexa Resources”, “Nexa”, or the “Company”) announces today its results for the three-month period ended March 31, 2024. CEO Message – Ignacio Rosado We began the year on a positive note, with solid operating performance in the first quarter, thanks to the commitment of our teams in reinforcing our operational strategies, enhancing our capabilities, ...