NAMM
Namib MineralsBNasdaq / Materials
Last Price
At close
2026-06-02
Current thesis
The best support for the bull case is primary-source company guidance: 2025 adjusted EBITDA rose 18% to $29.0 million, operating cash flow was $13.8 million, net debt was about $3.3 million, and management expects higher 2026 production plus EBITDA if How throughput, grade control, and the mill expansion improve as planned [#PR-2026-04-02].
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite.
What can break
2026 AISC guidance of $2,400-$2,700 per ounce leaves limited room for operating slippage if cost control weakens.
Momentum
97
Value
49
Sentiment
32
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $1.55 · Bull $2.40 · Bear $0.90
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-12 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $9.50
Why
Momentum97 · Δ7d -
Value49 · Δ7d -0.0
Sentiment32 · Δ7d -
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
97
34% active weight
Current posture
7d trendImproving
Δ7d
-
Δ21d
-
Value
49
32% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
0.0
Sentiment
32
33% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade
Composite grade B. Momentum 97.4 / Value 48.6 / Sentiment 31.8
Fundamentals (TTM)As of 2026-06-02
Fundamentals (TTM)
As of 2026-06-02
Market Cap
$131.85M
Beta
-0.13
Shares Out
53.68M
P/E (TTM) · Derived
-4912.6
P/S (TTM)
-
P/FCF (TTM)
-
Rev YoY
-
EPS YoY
-
Gross Margin
-
Op Margin
-
Net Debt
-
Current Ratio
-
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

